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Hedge Funds Similar to Iyo Bank, Ltd.

13F Portfolio OverlapQ2 2026Iyo Bank, Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Iyo Bank, Ltd. is an institutional investor managing $329M across 32 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Iyo Bank, Ltd. are CAMDEN NATIONAL BANK, M. Kraus, Socorro Asset, with shared positions in $NEE, $DE, $TMO, $TXN, $LIN, $PLD. The full ranking of 25 similar funds is below.

#1CAMDEN NATIONAL BANKPassive
Notable overlap · 7 shared positions
$NEE$DE$TMO$TXN$LIN$PLD
$767M
184 positions
#2M. Kraus & CoPassive
Notable overlap · 6 shared positions
$ROK$TMO$NEE$LIN$ECL$DIS
$377M
86 positions
#3Socorro Asset Management LPActive
Notable overlap · 4 shared positions
$DIS$TXN$PLD$NEE
$223M
33 positions
#4MERIDIAN MANAGEMENT COActive
Notable overlap · 6 shared positions
$KEYS$TMO$DE$FTNT$PWR$ISRG
$446M
84 positions
#5Roberts Wealth Advisors, LLCActive
Notable overlap · 6 shared positions
$ROK$NEE$DIS$TMO$LIN$ISRG
$440M
111 positions
#6Mendel Money ManagementPassive
Notable overlap · 6 shared positions
$TMO$KEYS$DE$NOW$LIN$PWR
$273M
127 positions
#7Wilkinson Global Asset Management LLCActive
Notable overlap · 5 shared positions
$TXN$DIS$DE$SHW$LIN
$1.3B
62 positions
#8Railway Pension Investments LtdActive
Notable overlap · 4 shared positions
$TXN$KLAC$TMO$NEE
$8.0B
102 positions
#9TORRAY LLCActive
Notable overlap · 5 shared positions
$TXN$PLD$NEE$KLAC$NOW
$741M
91 positions
#10DB Fitzpatrick & Co, IncActive
Notable overlap · 6 shared positions
$TMO$DE$SHW$FTNT$ECL$PWR
$124M
100 positions
#11Westwind CapitalPassive
Notable overlap · 6 shared positions
$PLD$NEE$NOW$KLAC$TXN$ISRG
$422M
77 positions
#12AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 5 shared positions
$TXN$NEE$TMO$ECL$NOW
$1.6B
118 positions
#13Brown Shipley& Co LtdActive
Notable overlap · 5 shared positions
$TMO$DIS$NOW$NEE$KEYS
$193M
75 positions
#14Avanda Investment Management Pte. Ltd.Active
Notable overlap · 4 shared positions
$TXN$TMO$KLAC$LIN
$299M
39 positions
#15BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$TMO$TXN$NEE$LIN$ECL
$499M
73 positions
#16NZS Capital, LLCActive
Notable overlap · 6 shared positions
$TXN$KLAC$LIN$PWR$ARM$ISRG
$3.9B
61 positions
#17PARNASSUS INVESTMENTS, LLCActive
Notable overlap · 5 shared positions
$KLAC$TMO$DE$LIN$SHW
$37.4B
135 positions
#18DIVIDEND ASSETS CAPITAL, LLCPassive
Notable overlap · 4 shared positions
$TXN$KLAC$NEE$SHW
$517M
137 positions
#19Baer Investment Advisory LLCPassive
Notable overlap · 5 shared positions
$TXN$TMO$DE$ECL$NEE
$119M
43 positions
#20Employees Provident Fund BoardActive
Notable overlap · 7 shared positions
$NEE$NOW$LIN$DIS$PWR$ARM
$17.4B
68 positions
#21Providence Capital Advisors, LLCPassive
Notable overlap · 6 shared positions
$DE$PLD$TMO$LIN$DIS$PWR
$660M
385 positions
#22Findlay Park Partners LLPActive
Notable overlap · 4 shared positions
$TXN$KLAC$KEYS$ECL
$7.4B
49 positions
#23Grantham, Mayo, Van Otterloo & Co. LLCActive
Notable overlap · 4 shared positions
$TXN$TMO$KLAC$ISRG
$44.4B
663 positions
#24Quilter PlcActive
Notable overlap · 4 shared positions
$ROK$TMO$KLAC$NEE
$6.6B
131 positions
#25S.E.E.D. Planning Group LLCPassive
Notable overlap · 5 shared positions
$TMO$NEE$SHW$LIN$ISRG
$379M
88 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.