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Hedge Funds Similar to SSA SWISS ADVISORS AG

13F Portfolio OverlapQ2 2026SSA SWISS ADVISORS AG portfolio →
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Most similar hedge funds by 13F overlap

SSA SWISS ADVISORS AG is an institutional investor managing $266M across 107 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 SSA SWISS ADVISORS AG are LYNX GROUP LTD, Stelac Advisory Services, SACKS & ASSOCIATES, with shared positions in $STT, $QCOM, $MDY, $BLK, $ABT, $IAU. The full ranking of 25 similar funds is below.

#1LYNX CAPITAL GROUP LTD /ADVPassive
Notable overlap · 6 shared positions
$STT$QCOM$MDY$BLK$ABT$IAU
$248M
91 positions
#2Stelac Advisory Services LLCPassive
Notable overlap · 11 shared positions
$BABA$RIO$FTNT$QCOM$BLK$NVO
$537M
168 positions
#3SACKS & ASSOCIATES, LLCPassive
Notable overlap · 4 shared positions
$STT$RIO$QCOM$ADBE
$148M
80 positions
#4CWC Advisors, LLC.Passive
Some overlap · 3 shared positions
$STT$QCOM$NKE
$225M
152 positions
#5Vickerman Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$STT$FTNT$ADBE$NKE
$515M
100 positions
#6Barden Capital Management, Inc.Passive
Some overlap · 3 shared positions
$STT$ADBE$BABA
$108M
53 positions
#7Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$STT$QCOM$BLK$ABT
$202M
58 positions
#8COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$STT$QCOM$BLK
$414M
164 positions
#9American National Bank of TexasActive
Some overlap · 3 shared positions
$STT$MDY$ABT
$110M
56 positions
#10FLAGSTAR ADVISORS INC.Active
Some overlap · 3 shared positions
$STT$MDY$IAU
$331M
177 positions
#11May Barnhard Investments LLCActive
Some overlap · 3 shared positions
$STT$MDY$IAU
$247M
88 positions
#12SECURITY NATIONAL BANK OF SO DAK
Some overlap · 4 shared positions
$QCOM$STT$ABT$NKE
$207M
119 positions
#13ClearAlpha Technologies LPPassive
Some overlap · 4 shared positions
$BLK$SNY$PDD$ABT
$58M
79 positions
#14FLOW TRADERS U.S. LLCPassive
Some overlap · 3 shared positions
$STT$MDY$IAU
$2.4B
979 positions
#15Warther Private Wealth, LLCActive
Some overlap · 4 shared positions
$FTNT$NVO$BABA$FISV
$456M
50 positions
#16SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 4 shared positions
$STT$QCOM$ABT$NKE
$169M
104 positions
#17Encore Global Management, LPPassive
Some overlap · 4 shared positions
$STT$QCOM$BABA$ZTS
$102M
53 positions
#18CapitalatWork S.A.Active
Some overlap · 4 shared positions
$BLK$BABA$ADBE$ZTS
$4.0B
93 positions
#19Strategic Planning, Inc.
Some overlap · 4 shared positions
$FTNT$SNY$NVO$NKE
$199M
54 positions
#20LifeGoal Investments, LLCActive
Some overlap · 3 shared positions
$STT$FTNT$BLK
$218M
155 positions
#21Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$BLK$QCOM$ABT$MDY
$455M
57 positions
#22Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$STT$MDY$IAU
$309M
142 positions
#23Prana Capital Management, LPActive
Some overlap · 3 shared positions
$BLK$STT$FISV
$3.3B
122 positions
#24Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$QCOM$ABT
$108M
52 positions
#25DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$QCOM$ABT$NKE$ADBE
$235M
96 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.