Hedge Funds Similar to NEW YORK LIFE INVESTMENT

13F Portfolio OverlapQ1 2026NEW YORK LIFE INVESTMENT portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

NEW YORK LIFE INVESTMENT MANAGEMENT LLC is an institutional investor managing $11.8B across 781 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 NEW YORK LIFE INVESTMENT are Alta Advisers Ltd, Income Insurance Ltd, National Pension Service, with shared positions in $UPST, $MU, $PLTR, $AMD, $BAC, $GE. The full ranking of 25 similar funds is below.

#1Alta Advisers LtdActive

Some overlap · 10 shared positions

$UPST $MU $PLTR $AMD $BAC $GE

$276M

206 positions

#2Income Insurance LtdPassive

Some overlap · 9 shared positions

$MU $AMD $BAC $PLTR $GE $AMAT

$147M

164 positions

#3National Pension ServiceActive

Some overlap · 9 shared positions

$MU $AMD $BAC $PLTR $GE $AMAT

$131.7B

562 positions

#4MUFG SECURITIES AMERICAS INC.Passive

Some overlap · 9 shared positions

$MU $AMD $BAC $PLTR $GE $AMAT

$1.6B

504 positions

#5Kentucky Retirement Systems Insurance Trust FundPassive

Some overlap · 9 shared positions

$MU $AMD $BAC $PLTR $GE $AMAT

$1.5B

492 positions

#6HARTFORD INVESTMENT MANAGEMENT COActive

Some overlap · 9 shared positions

$MU $AMD $BAC $PLTR $GE $AMAT

$3.2B

495 positions

#7Supplemental Annuity Collective Trust of NJPassive

Some overlap · 9 shared positions

$MU $AMD $BAC $PLTR $GE $AMAT

$355M

297 positions

#8Czech National BankActive

Some overlap · 9 shared positions

$MU $AMD $BAC $PLTR $GE $AMAT

$15.2B

503 positions

#9ONEFUND, LLCPassive

Some overlap · 9 shared positions

$MU $AMD $BAC $PLTR $GE $AMAT

$155M

507 positions

#10Utah Retirement SystemsActive

Some overlap · 9 shared positions

$MU $AMD $BAC $PLTR $GE $AMAT

$9.8B

974 positions

#11STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEMPassive

Some overlap · 9 shared positions

$MU $AMD $BAC $PLTR $GE $AMAT

$53.4B

2,063 positions

#12VANGUARD CAPITAL MANAGEMENT LLCPassive

Some overlap · 9 shared positions

$MU $AMD $BAC $PLTR $GE $AMAT

$4.0T

3,982 positions

#13Arizona State Retirement SystemPassive

Some overlap · 9 shared positions

$MU $AMD $BAC $PLTR $GE $AMAT

$17.1B

2,051 positions

#14NEW YORK STATE COMMON RETIREMENT FUNDPassive

Some overlap · 9 shared positions

$MU $AMD $BAC $PLTR $GE $AMAT

$71.6B

3,132 positions

#15GEODE CAPITAL MANAGEMENT, LLCPassive

Some overlap · 9 shared positions

$MU $AMD $PLTR $BAC $AMAT $GE

$1.6T

4,513 positions

#16OREGON PUBLIC EMPLOYEES RETIREMENT FUNDPassive

Some overlap · 9 shared positions

$MU $AMD $BAC $PLTR $GE $KO

$7.6B

1,510 positions

#17Invesco Ltd.Passive

Some overlap · 9 shared positions

$MU $AMD $PLTR $BAC $AMAT $LRCX

$653.3B

3,739 positions

#18VANGUARD ASSET MANAGEMENT, LtdPassive

Some overlap · 9 shared positions

$MU $BAC $AMD $PLTR $KO $GE

$115.7B

2,395 positions

#19VANGUARD FIDUCIARY TRUST COPassive

Some overlap · 9 shared positions

$MU $PLTR $AMD $GE $BAC $KO

$391.6B

3,983 positions

#20North Dakota State Investment BoardActive

Some overlap · 9 shared positions

$MU $AMD $PLTR $BAC $KO $GE

$2.3B

752 positions

#21AG2R LA MONDIALE GESTION D'ACTIFSActive

Some overlap · 8 shared positions

$MU $AMD $BAC $PLTR $GE $AMAT

$2.2B

353 positions

#22PFA Pension, ForsikringsaktieselskabActive

Some overlap · 8 shared positions

$MU $AMD $BAC $PLTR $GE $AMAT

$33.2B

381 positions

#23ING GROEP NVPassive

Some overlap · 8 shared positions

$MU $AMD $BAC $PLTR $GE $AMAT

$16.4B

503 positions

#24MOKAN Wealth Management Inc.Passive

Some overlap · 6 shared positions

$UPST $MU $AMD $GE $AMAT $LRCX

$226M

109 positions

#25CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMPassive

Some overlap · 8 shared positions

$MU $AMD $BAC $PLTR $GE $AMAT

$94.5B

2,925 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.