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Hedge Funds Similar to J. Safra Sarasin Holding AG

13F Portfolio OverlapQ2 2026J. Safra Sarasin Holding AG portfolio →
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Most similar hedge funds by 13F overlap

J. Safra Sarasin Holding AG is an institutional investor managing $7.0B across 799 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 J. Safra Sarasin Holding AG are Exeter Financial, Aull & Monroe Investment, Somerset, with shared positions in $EMR, $TXN, $AMGN, $RY, $MCD, $ITW. The full ranking of 25 similar funds is below.

#1Exeter Financial, LLCPassive
Notable overlap · 9 shared positions
$EMR$TXN$AMGN$RY$MCD$ITW
$261M
101 positions
#2Aull & Monroe Investment Management CorpPassive
Notable overlap · 8 shared positions
$CME$AMGN$RY$ITW$EMR$T
$239M
126 positions
#3Somerset Trust CoPassive
Some overlap · 8 shared positions
$EMR$AMGN$ADI$MCD$ITW$PEP
$354M
186 positions
#4Nicholson Wealth Management Group, LLCPassive
Some overlap · 8 shared positions
$TXN$AMGN$ADI$MCD$O$PEP
$170M
111 positions
#5Shoker Investment Counsel, Inc.Active
Some overlap · 7 shared positions
$EMR$TXN$GILD$ADI$MCD$ITW
$398M
113 positions
#6UNITED BANKActive
Some overlap · 7 shared positions
$GILD$TXN$AMGN$MCD$CME$ITW
$853M
130 positions
#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 7 shared positions
$EMR$AMGN$ADI$MCD$O$PEP
$201M
57 positions
#8Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$EMR$TXN$AMGN$MCD$PEP$CL
$108M
52 positions
#9BRADY FAMILY WEALTH, LLCPassive
Some overlap · 7 shared positions
$TXN$AMGN$ADI$MCD$ITW$PEP
$346M
113 positions
#10Sky Investment Group LLCPassive
Some overlap · 7 shared positions
$EMR$TXN$MCD$ITW$PEP$LIN
$637M
146 positions
#11Palisade Asset Management, LLCPassive
Some overlap · 7 shared positions
$TXN$AMGN$RY$MCD$PEP$CL
$1.1B
204 positions
#12Brindle & Bay Financial Advisors, LLCActive
Some overlap · 6 shared positions
$GILD$CME$TXN$ITW$PEP$CL
$200M
86 positions
#13Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 6 shared positions
$GILD$TXN$AMGN$ITW$O$ADP
$111M
62 positions
#14Boit C F DavidPassive
Some overlap · 8 shared positions
$ADI$MCD$PEP$ADP$PCAR$CL
$238M
85 positions
#15STANCE CAPITAL LLCPassive
Some overlap · 6 shared positions
$GILD$AMGN$PCAR$EXC$PEP$T
$328M
340 positions
#16Fruth Investment ManagementPassive
Some overlap · 7 shared positions
$EMR$ADI$PEP$TXN$LIN$ADP
$421M
225 positions
#17ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$EMR$AMGN$ADI$MCD$PEP$ADP
$878M
73 positions
#18CONNING INC.Passive
Some overlap · 6 shared positions
$GILD$AMGN$MCD$ITW$CL$ADP
$3.3B
327 positions
#19Guinness Asset Management LTDActive
Some overlap · 5 shared positions
$CME$EMR$TXN$ITW$PEP
$5.9B
141 positions
#20DLK Investment Management, LLCPassive
Some overlap · 6 shared positions
$TXN$AMGN$MCD$ITW$PEP$LIN
$235M
96 positions
#21Advanced Asset Management Advisors IncActive
Some overlap · 6 shared positions
$EMR$TXN$AMGN$T$PEP$EXC
$380M
85 positions
#22Clear Trail Advisors, LLCPassive
Some overlap · 6 shared positions
$CME$ADI$O$AMGN$MCD$DRI
$655M
161 positions
#23Canoe Financial LPActive
Some overlap · 5 shared positions
$CME$EMR$TXN$RY$ADI
$8.1B
110 positions
#24Eliot Finkel Investment Counsel, LLCActive
Some overlap · 6 shared positions
$PCAR$AMGN$ADI$MCD$ITW$PEP
$214M
33 positions
#25Martin Capital Partners, LLCPassive
Some overlap · 5 shared positions
$CME$TXN$AMGN$O$PEP
$272M
72 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.