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Hedge Funds Similar to PRINCIPAL FINANCIAL GROUP

13F Portfolio OverlapQ1 2026PRINCIPAL FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

PRINCIPAL FINANCIAL GROUP INC is an institutional investor managing $187.2B across 2,177 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PRINCIPAL FINANCIAL GROUP are Timbercreek Asset Ltd., Broad Run Investment ,, Adelante, with shared positions in $HLT, $EQIX, $WELL, $PLD, $CBRE, $VTR. The full ranking of 25 similar funds is below.

#1Timbercreek Asset Management Ltd.Active
Some overlap · 8 shared positions
$HLT$EQIX$WELL$PLD$CBRE$VTR
$537M
45 positions
#2Broad Run Investment Management, LLCSmart money
Some overlap · 5 shared positions
$BN$TDG$HLT$ORLY$AMT
$568M
24 positions
#3Adelante Capital Management LLCActive
Some overlap · 7 shared positions
$EQIX$WELL$PLD$CBRE$VTR$AMT
$1.5B
42 positions
#4Archon Partners LLCActive
Some overlap · 5 shared positions
$TDG$HLT$EQIX$LYV$BN
$845M
39 positions
#5DoubleLine ETF Adviser LPPassive
Some overlap · 6 shared positions
$EQIX$WELL$LYV$PLD$CBRE$AMT
$263M
176 positions
#6DF DENT & CO INCPassive
Some overlap · 5 shared positions
$TDG$HEI$VMC$ORLY$CBRE
$5.2B
262 positions
#7Verde Capital ManagementActive
Some overlap · 6 shared positions
$EQIX$WELL$ORLY$PLD$AMT$HEI
$468M
69 positions
#8LDR Capital Management LLCActive
Some overlap · 6 shared positions
$EQIX$WELL$PLD$CBRE$VTR$AMT
$74M
44 positions
#9Obion Capital Management LPActive
Some overlap · 5 shared positions
$HLT$HEI$VMC$ORLY$MLM
$101M
15 positions
#10Safe Harbor Family Capital, LLCSmart money
Some overlap · 6 shared positions
$EQIX$KKR$PLD$VTR$WELL$AMT
$128M
55 positions
#11FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$BN$HEI$VMC$MLM$BRO
$4.5B
92 positions
#12JACKSON HILL ADVISORS, LLCActive
Some overlap · 5 shared positions
$BN$HLT$KKR$CPRT$BRO
$193M
13 positions
#13Pictet North America Advisors SAActive
Some overlap · 5 shared positions
$BN$HLT$ORLY$YUMC$BRO
$1.0B
154 positions
#14Vert Asset Management LLCActive
Some overlap · 6 shared positions
$EQIX$WELL$PLD$VTR$AMT$EXR
$315M
45 positions
#15CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$EQIX$WELL$PLD$VTR$AMT$EXR
$9.7B
79 positions
#16COHEN & STEERS, INC.Passive
Some overlap · 6 shared positions
$EQIX$WELL$PLD$VTR$AMT$EXR
$58M
442 positions
#17Uniplan Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$EQIX$WELL$PLD$VTR$AMT$EXR
$974M
183 positions
#18HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 6 shared positions
$EQIX$WELL$PLD$VTR$AMT$EXR
$1.4B
57 positions
#19Gross & Hartman Investments LLCSmart money
Some overlap · 6 shared positions
$EQIX$KKR$PLD$VTR$AMT$WELL
$192M
72 positions
#20GRS Advisors, LLCActive
Some overlap · 5 shared positions
$EQIX$WELL$PLD$CBRE$VTR
$1.0B
32 positions
#21YCG, LLCActive
Some overlap · 5 shared positions
$TDG$VMC$CBRE$MLM$CPRT
$1.1B
42 positions
#22Quantum Capital Management, LLC / NJActive
Some overlap · 6 shared positions
$HEI$VMC$MLM$CPRT$BRO$KKR
$781M
34 positions
#23Skye Global Management LPSmart money
Some overlap · 5 shared positions
$TDG$HLT$VMC$MLM$HEI
$5.0B
47 positions
#24LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive
Some overlap · 5 shared positions
$EQIX$WELL$PLD$VTR$AMT
$2.5B
48 positions
#25ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 5 shared positions
$EQIX$WELL$PLD$VTR$AMT
$123M
101 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.