13F Pro

Hedge Funds Similar to Mirabaud Asset Ltd

13F Portfolio OverlapQ2 2026Mirabaud Asset Ltd portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Mirabaud Asset Management Ltd is an institutional investor managing $120M across 49 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 Mirabaud Asset Ltd are Stokes Advisors, Banco de Sabadell, S.A, SWP Investment, with shared positions in $MCD, $NEE, $TXN, $TJX, $AXP, $QCOM. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive
Notable overlap · 6 shared positions
$MCD$NEE$TXN$TJX$AXP$QCOM
$467M
118 positions
#2Banco de Sabadell, S.APassive
Notable overlap · 7 shared positions
$NEE$TXN$MCD$TJX$QCOM$CME
$170M
61 positions
#3SWP Investment Management LLCPassive
Notable overlap · 6 shared positions
$NEE$AZN$TJX$AXP$FCX$MDT
$145M
43 positions
#4Coston, McIsaac & PartnersPassive
Notable overlap · 5 shared positions
$MCD$NEE$TXN$SBUX$MDT
$497M
948 positions
#5DEARBORN PARTNERS LLCActive
Notable overlap · 6 shared positions
$MCD$CME$TXN$NEE$QCOM$WSO
$1.8B
269 positions
#6Capital Wealth Planning, LLCActive
Notable overlap · 5 shared positions
$MCD$CME$TJX$AXP$FCX
$20.0B
154 positions
#7BRIAN LOW FINANCIAL GROUP, LLCPassive
Notable overlap · 6 shared positions
$AZN$TJX$AXP$NEE$FCX$MDT
$171M
116 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$MCD$TXN$CME$SBUX$MDT
$233M
122 positions
#9CAMDEN NATIONAL BANKPassive
Notable overlap · 5 shared positions
$NEE$MCD$TXN$TJX$MDT
$767M
184 positions
#10FUKOKU MUTUAL LIFE INSURANCE CoActive
Notable overlap · 5 shared positions
$NEE$MCD$TXN$QCOM$CME
$1.7B
256 positions
#11BCV Asset Management Inc.Active
Notable overlap · 4 shared positions
$RY$NEE$TXN$MCD
$3.3B
116 positions
#12GREENWOOD CAPITAL ASSOCIATES LLCPassive
Notable overlap · 7 shared positions
$TXN$NEE$MCD$QCOM$TJX$CME
$1.0B
284 positions
#13Strategic Wealth Partners, Ltd.Passive
Notable overlap · 6 shared positions
$AZN$AXP$TJX$FCX$NEE$MDT
$1.6B
1,462 positions
#14CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$MCD$NEE$TXN$MDT
$1.1B
157 positions
#15Phillips Wealth Planners LLCPassive
Some overlap · 7 shared positions
$TJX$TXN$MCD$AZN$CME$MDT
$136M
217 positions
#16Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 4 shared positions
$RY$AXP$SBUX$MCD
$487M
72 positions
#17Welch Group, LLCPassive
Some overlap · 4 shared positions
$NEE$MCD$TXN$QCOM
$2.9B
326 positions
#18MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$NEE$TXN$SBUX$QCOM$MDT
$1.2B
106 positions
#19WENDELL DAVID ASSOCIATES INCActive
Some overlap · 5 shared positions
$NEE$MCD$TJX$WSO$QCOM
$947M
155 positions
#20Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$NEE$TXN$SBUX$QCOM$MDT
$169M
84 positions
#21Core Alternative CapitalPassive
Some overlap · 6 shared positions
$TJX$NEE$MCD$QCOM$CME$MDT
$334M
201 positions
#22Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$TXN$MCD$SBUX$TJX$AXP
$358M
74 positions
#23SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MCD$NEE$QCOM$MDT
$205M
55 positions
#24RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 4 shared positions
$NEE$MCD$TJX$QCOM
$794M
188 positions
#25Cumberland Partners LtdPassive
Some overlap · 4 shared positions
$RY$AZN$TJX$FERG
$1.5B
153 positions

Compare Mirabaud Asset Ltd’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Mirabaud Asset Ltd’s holdings

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.