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 Union Bancaire Privee, UBP SA

13F Portfolio OverlapQ2 2026Union Bancaire Privee, UBP SA portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Union Bancaire Privee, UBP SA is an institutional investor managing $9.2B across 491 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 Union Bancaire Privee, UBP SA are NBC SECURITIES, Rithm, BALDWIN WEALTH PARTNERS, with shared positions in $NEE, $PWR, $PH, $UNP, $ETR, $RSG. The full ranking of 25 similar funds is below.

#1NBC SECURITIES, INC.Passive

Some overlap · 5 shared positions

$NEE $PWR $PH $UNP $ETR

$1.5B

2,420 positions

#2Rithm Capital Corp.Active

Some overlap · 4 shared positions

$PWR $NEE $RSG $ETR

$81M

38 positions

#3BALDWIN WEALTH PARTNERS LLC/MAPassive

Some overlap · 4 shared positions

$PWR $NEE $MCK $UNP

$1.5B

234 positions

#4Sand Hill Global Advisors, LLCActive

Some overlap · 5 shared positions

$PH $PWR $BKNG $SNOW $UNP

$3.3B

214 positions

#5Sandro Wealth Management LLCPassive

Some overlap · 3 shared positions

$PWR $NEE $PH

$138M

103 positions

#6B & T Capital Management DBA Alpha Capital ManagementPassive

Some overlap · 3 shared positions

$PWR $NEE $PH

$770M

129 positions

#7Strong Tower Advisory ServicesPassive

Some overlap · 3 shared positions

$PWR $NEE $PH

$558M

94 positions

#8Archer Investment CorpPassive

Some overlap · 4 shared positions

$PWR $NEE $UNP $BMY

$508M

1,236 positions

#9FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 4 shared positions

$NEE $PH $RSG $UNP

$383M

74 positions

#10Marion Wealth ManagementPassive

Some overlap · 4 shared positions

$PWR $NEE $MCK $UNP

$491M

159 positions

#11Brentview Investment Management LLCActive

Some overlap · 4 shared positions

$NEE $PH $MCK $UNP

$253M

63 positions

#12Railway Pension Investments LtdActive

Slight overlap · 4 shared positions

$NEE $PH $MCK $BMY

$8.0B

102 positions

#13CAMDEN NATIONAL BANKPassive

Slight overlap · 3 shared positions

$PWR $NEE $RSG

$767M

184 positions

#14CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Slight overlap · 3 shared positions

$PWR $NEE $MCK

$78M

44 positions

#15Davidson Capital Management Inc.Active

Slight overlap · 3 shared positions

$PWR $NEE $MCK

$624M

96 positions

#16Fragasso Group Inc.Active

Slight overlap · 4 shared positions

$PH $PWR $BKNG $UNP

$1.9B

361 positions

#17WASHINGTON TRUST CoPassive

Slight overlap · 3 shared positions

$PWR $NEE $BKNG

$3.2B

296 positions

#18Badgley Phelps Wealth Managers, LLCPassive

Slight overlap · 4 shared positions

$PH $PWR $BKNG $UNP

$5.7B

333 positions

#19Corsicana & Co.Passive

Slight overlap · 3 shared positions

$PWR $NEE $UNP

$206M

309 positions

#20Stack Financial Management, IncActive

Slight overlap · 3 shared positions

$PWR $NEE $UNP

$1.3B

54 positions

#21DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive

Slight overlap · 4 shared positions

$PH $PWR $MCK $UNP

$130.4B

1,077 positions

#22REAVES W H & CO INCActive

Slight overlap · 3 shared positions

$PWR $NEE $ETR

$6.6B

94 positions

#23TEMA ETFS LLCActive

Slight overlap · 3 shared positions

$PWR $NEE $ETR

$3.1B

583 positions

#24NIXON PEABODY TRUST COActive

Slight overlap · 3 shared positions

$PWR $NEE $BKNG

$1.4B

177 positions

#25Barden Capital Management, Inc.Passive

Slight overlap · 3 shared positions

$PWR $PH $BKNG

$108M

53 positions

Compare Union Bancaire Privee, UBP SA’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 Union Bancaire Privee, UBP SA’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.