How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to LGT Group Foundation

13F Portfolio OverlapQ2 2026LGT Group Foundation portfolio →

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Most similar hedge funds by 13F overlap

LGT Group Foundation is an institutional investor managing $8.8B across 284 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 LGT Group Foundation are Evelyn Partners Investment LLP, Border to Coast Pensions Partnership Ltd, ABN AMRO Bank N.V., with shared positions in $AZN, $CRH, $NEE, $SPGI, $TTE, $CB. The full ranking of 25 similar funds is below.

#1Evelyn Partners Investment Management LLP

Notable overlap · 6 shared positions

$AZN $CRH $NEE $SPGI $TTE $CB

$3.7B

410 positions

#2Border to Coast Pensions Partnership LtdActive

Notable overlap · 5 shared positions

$AZN $UBS $NEE $TTE $WST

$6.8B

90 positions

#3ABN AMRO Bank N.V.Active

Notable overlap · 6 shared positions

$AZN $TTE $SPGI $CRH $UBS $BLK

$7.7B

231 positions

#4M&G PlcActive

Notable overlap · 4 shared positions

$AZN $NEE $UBS $TTE

$20.1B

374 positions

#5Pictet North America Advisors SAActive

Notable overlap · 5 shared positions

$AZN $UBS $SPGI $FAST $TTE

$1.1B

154 positions

#6Exane Asset ManagementActive

Notable overlap · 4 shared positions

$AZN $CRH $UBS $TTE

$277M

28 positions

#7CAISSE DES DEPOTS ET CONSIGNATIONSActive

Notable overlap · 4 shared positions

$AZN $UBS $TTE $NEE

$5.9B

235 positions

#8DNCA FINANCEActive

Notable overlap · 3 shared positions

$AZN $CRH $TTE

$2.1B

118 positions

#9Orca Wealth Management, LLCPassive

Some overlap · 4 shared positions

$AZN $UBS $TTE $CB

$167M

83 positions

#10Intesa Sanpaolo S.p.A.Active

Some overlap · 5 shared positions

$AZN $TTE $BLK $EMR $PFE

$2.9B

237 positions

#11Evelyn Partners Investment Management Services Ltd

Some overlap · 4 shared positions

$AZN $CRH $SPGI $CB

$850M

281 positions

#12Rathbones Group PLCActive

Some overlap · 4 shared positions

$AZN $CRH $TTE $SPGI

$27.1B

665 positions

#13WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 3 shared positions

$AZN $NEE $CB

$2.1B

131 positions

#14SWP Investment Management LLCPassive

Some overlap · 5 shared positions

$NEE $AZN $PLD $BLK $EMR

$145M

43 positions

#15Evelyn Partners Investment Management (Europe) Ltd

Some overlap · 4 shared positions

$AZN $CRH $TTE $CB

$291M

187 positions

#16THORNBURG INVESTMENT MANAGEMENT INCActive

Some overlap · 3 shared positions

$AZN $TTE $PFE

$10.5B

139 positions

#17CHANNING GLOBAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$AZN $UBS $SPGI

$193M

41 positions

#18SIH Partners, LLLPActive

Some overlap · 3 shared positions

$AZN $UBS $TTE

$15.9B

320 positions

#19PENINSULA ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$NEE $SPGI $WST $PEP $EMR

$209M

54 positions

#20PROFESSIONAL ADVISORY SERVICES INCActive

Some overlap · 3 shared positions

$AZN $SPGI $PEP

$836M

93 positions

#21NatWest Group plcActive

Some overlap · 3 shared positions

$AZN $UBS $TTE

$560M

48 positions

#22CAMDEN NATIONAL BANKPassive

Some overlap · 5 shared positions

$NEE $SPGI $PLD $CB $PEP

$767M

184 positions

#23FourThought Financial Partners, LLCPassive

Some overlap · 5 shared positions

$NEE $AZN $BLK $CB $PEP

$1.3B

393 positions

#24Brentview Investment Management LLCActive

Some overlap · 4 shared positions

$NEE $CRH $BLK $PEP

$253M

63 positions

#25Generali Asset Management SPA SGRPassive

Some overlap · 3 shared positions

$AZN $UBS $TTE

$5.5B

526 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.