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 Vontobel Holding Ltd.

13F Portfolio OverlapQ2 2026Vontobel Holding Ltd. portfolio →

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Most similar hedge funds by 13F overlap

Vontobel Holding Ltd. is an institutional investor managing $31.4B across 1,469 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 Vontobel Holding Ltd. are Compagnie Lombard Odier SCmA, WILSON ASSET (INTERNATIONAL) PTY LTD, PARNASSUS INVESTMENTS, with shared positions in $UBS, $LIN, $ALC, $NEE, $WM, $ANET. The full ranking of 25 similar funds is below.

#1Compagnie Lombard Odier SCmAActive

Some overlap · 6 shared positions

$UBS $LIN $ALC $NEE $WM $ANET

$9.2B

514 positions

#2WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDActive

Some overlap · 7 shared positions

$RBA $FERG $SNPS $AMRZ $PWR $ICE

$364M

37 positions

#3PARNASSUS INVESTMENTS, LLCActive

Some overlap · 6 shared positions

$WM $LIN $FERG $SNPS $ICE $KLAC

$37.4B

135 positions

#4Banque Cantonale VaudoiseActive

Some overlap · 5 shared positions

$UBS $ALC $LOGI $AMRZ $WM

$2.6B

816 positions

#5SIH Partners, LLLPActive

Some overlap · 5 shared positions

$UBS $ALC $LOGI $AMRZ $KLAC

$15.9B

320 positions

#6DJE Kapital AGActive

Some overlap · 7 shared positions

$LIN $UBS $AMRZ $ANET $PWR $NEE

$5.3B

124 positions

#7Zurcher Kantonalbank (Zurich Cantonalbank)Passive

Some overlap · 6 shared positions

$UBS $ALC $AMRZ $LIN $LOGI $APH

$52.2B

2,551 positions

#8Community Financial Services Group, LLCPassive

Some overlap · 7 shared positions

$LIN $WM $ANET $APH $NEE $EMR

$686M

532 positions

#9GAM Holding AGPassive

Some overlap · 5 shared positions

$UBS $LOGI $AMRZ $ALC $KLAC

$1.3B

273 positions

#10ARWA LLCPassive

Some overlap · 6 shared positions

$WM $WAB $CTAS $APH $NEE $TJX

$241M

139 positions

#11FORBES J M & CO LLPActive

Some overlap · 7 shared positions

$LIN $ANET $ICE $APH $NEE $EMR

$1.3B

159 positions

#12Trium Capital LLPActive

Some overlap · 6 shared positions

$LIN $FERG $WAB $NEE $NVT $WM

$163M

53 positions

#13Baader Bank AktiengesellschaftPassive

Some overlap · 6 shared positions

$LIN $UBS $FERG $APH $ANET $KLAC

$1.3B

415 positions

#14Fulcrum Capital LLCActive

Some overlap · 5 shared positions

$WM $LIN $CME $ANET $APH

$493M

103 positions

#15CAISSE DES DEPOTS ET CONSIGNATIONSActive

Some overlap · 4 shared positions

$UBS $ALC $LIN $NEE

$5.9B

235 positions

#16Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$WM $LIN $SNPS $EMR $TJX

$358M

74 positions

#17Impax Asset Management Group plcActive

Some overlap · 6 shared positions

$LIN $WAB $SNPS $CTAS $APH $KLAC

$15.4B

284 positions

#18Davidson Capital Management Inc.Active

Some overlap · 7 shared positions

$SNPS $CME $ANET $PWR $NEE $TJX

$624M

96 positions

#19Brentview Investment Management LLCActive

Some overlap · 5 shared positions

$WM $LIN $CME $NEE $TJX

$253M

63 positions

#20SHUTTLEWORTH & CoPassive

Some overlap · 6 shared positions

$WM $CTAS $ANET $APH $EMR $TJX

$125M

51 positions

#21Blue Chip Partners, LLCActive

Some overlap · 6 shared positions

$WM $PWR $ICE $NEE $TJX $KLAC

$1.6B

184 positions

#22McKinley Carter Wealth Services, Inc.Active

Some overlap · 5 shared positions

$WM $LIN $PWR $APH $TJX

$1.9B

322 positions

#23Mission Creek Capital Partners, Inc.Passive

Some overlap · 6 shared positions

$WM $CME $LIN $ANET $PWR $NEE

$569M

231 positions

#24Border to Coast Pensions Partnership LtdActive

Some overlap · 5 shared positions

$UBS $WAB $SNPS $NEE $TJX

$6.8B

90 positions

#25First National Bank of Mount Dora, Trust Investment ServicesPassive

Some overlap · 5 shared positions

$WM $LIN $ANET $BSX $TJX

$499M

126 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.