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Hedge Funds Similar to Swiss Life Asset Ltd

13F Portfolio OverlapQ2 2026Swiss Life Asset Ltd portfolio →
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Most similar hedge funds by 13F overlap

Swiss Life Asset Management Ltd is an institutional investor managing $24.1B across 1,641 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 Swiss Life Asset Ltd are Verity & Verity, Disciplined Equity, P.A.W., with shared positions in $MO, $VZ, $PFE, $TXN, $OKE, $UPS. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive
Some overlap · 6 shared positions
$MO$VZ$PFE$TXN$OKE$UPS
$1.5B
138 positions
#2Disciplined Equity Management, Inc.Smart money
Some overlap · 5 shared positions
$MO$VZ$PFE$TXN$OKE
$226M
45 positions
#3P.A.W. CAPITAL CORPPassive
Some overlap · 5 shared positions
$MO$VZ$PFE$MS$UPS
$133M
66 positions
#4FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$MO$VZ$PFE$TXN$CME
$1.7B
256 positions
#5MILLINGTON SECURITIES, LLC
Some overlap · 5 shared positions
$MO$VZ$PFE$OKE$UPS
$362M
275 positions
#6McKinney Capital Management, LLCActive
Some overlap · 5 shared positions
$MO$VZ$KLAC$OKE$UPS
$254M
87 positions
#7Keystone Financial Planning, Inc.Smart money
Some overlap · 5 shared positions
$MO$VZ$PFE$CME$UPS
$388M
39 positions
#8Measured Risk Portfolios, Inc.Active
Some overlap · 5 shared positions
$MO$VZ$TXN$CME$UPS
$112M
63 positions
#9TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$MO$VZ$TXN$CME$UPS
$798M
187 positions
#10Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$MO$VZ$MS$CME$UPS
$159M
62 positions
#11John Boyer, Inc.Smart money
Some overlap · 4 shared positions
$MO$VZ$KLAC$PFE
$115M
39 positions
#12Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$MO$VZ$KLAC$PFE
$259M
118 positions
#13Autumn Glory Partners, LLCPassive
Some overlap · 5 shared positions
$VZ$PFE$MS$TXN$OKE
$353M
212 positions
#14Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$MO$VZ$PFE$MS
$226M
42 positions
#15AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MO$VZ$PFE$MS
$197M
140 positions
#161834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$MO$VZ$PFE$TXN
$883M
211 positions
#17UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive
Some overlap · 4 shared positions
$MO$VZ$MS$TXN
$863M
423 positions
#18Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$MO$VZ$MS$TXN
$683M
277 positions
#19ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$VZ$PFE$MS$TXN$UPS
$665M
122 positions
#20TECTONIC ADVISORS LLCPassive
Some overlap · 4 shared positions
$MO$VZ$PFE$OKE
$2.1B
289 positions
#21Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$MO$VZ$PFE$OKE
$116M
65 positions
#22Lloyd Advisory Services, LLC.Passive
Some overlap · 4 shared positions
$MO$VZ$PFE$CME
$258M
628 positions
#23Garner Asset Management CorpPassive
Some overlap · 5 shared positions
$VZ$MS$TXN$OKE$CME
$308M
169 positions
#24Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$VZ$PFE$TXN$OKE$UPS
$160M
124 positions
#25Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$MO$VZ$PFE$UPS
$882M
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.