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Hedge Funds Similar to PRUDENTIAL FINANCIAL

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

PRUDENTIAL FINANCIAL INC is an institutional investor managing $81.2B across 2,401 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 PRUDENTIAL FINANCIAL are New Age Alpha Advisors,, BOS Asset ,, TABR ,, with shared positions in $WELL, $PLD, $MU, $EQIX, $C, $MS. The full ranking of 25 similar funds is below.

#1New Age Alpha Advisors, LLCPassive
Some overlap · 10 shared positions
$WELL$PLD$MU$EQIX$C$MS
$2.1B
766 positions
#2BOS Asset Management, LLCPassive
Some overlap · 6 shared positions
$OKE$SCHW$HUM$MU$LRCX$VZ
$392M
200 positions
#3TABR Capital Management, LLCActive
Some overlap · 6 shared positions
$OKE$SCHW$MU$LRCX$AMAT$GEV
$109M
54 positions
#4SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 7 shared positions
$OKE$WELL$PLD$EQIX$AMAT$GEV
$507M
306 positions
#5Prudent Man Advisors, LLCPassive
Some overlap · 7 shared positions
$SCHW$PLD$OKE$MU$LRCX$MS
$334M
134 positions
#6FOCUSED ALPHA, LLCPassive
Some overlap · 6 shared positions
$OKE$HUM$C$MS$GE$GEV
$324M
247 positions
#7Garner Asset Management CorpPassive
Some overlap · 6 shared positions
$OKE$SCHW$MS$VZ$AMAT$COP
$255M
156 positions
#8MACQUARIE GROUP LTDActive
Some overlap · 7 shared positions
$WELL$PLD$MU$EQIX$LRCX$C
$16.8B
813 positions
#9Scott & Selber, Inc.Active
Some overlap · 7 shared positions
$SCHW$HUM$MU$LRCX$C$AMAT
$387M
91 positions
#10Daiwa Securities Group Inc.Passive
Some overlap · 6 shared positions
$PLD$WELL$MU$EQIX$LRCX$SPG
$34.8B
1,176 positions
#11Fortitude Advisory Group L.L.C.Passive
Some overlap · 5 shared positions
$OKE$HUM$MU$MS$GEV
$222M
225 positions
#12Fort Sheridan Advisors LLCPassive
Some overlap · 5 shared positions
$OKE$HUM$LRCX$VZ$AMAT
$828M
282 positions
#13TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 6 shared positions
$PLD$SCHW$HUM$GE$AMAT$GEV
$200M
110 positions
#14Advisory Resource GroupPassive
Some overlap · 5 shared positions
$OKE$SCHW$MS$AMAT$COP
$581M
172 positions
#15Vanderbilt UniversityActive
Some overlap · 5 shared positions
$PLD$SCHW$WELL$EQIX$SPG
$526M
71 positions
#16Knights of Columbus Asset Advisors LLCPassive
Some overlap · 6 shared positions
$PLD$WELL$EQIX$C$MS$COP
$1.8B
397 positions
#17XXI WEALTH, LLCPassive
Some overlap · 5 shared positions
$OKE$SCHW$MU$C$VZ
$177M
209 positions
#18ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 7 shared positions
$SCHW$MU$LRCX$MS$GE$AMAT
$4.7B
104 positions
#19Retirement Systems of AlabamaActive
Some overlap · 8 shared positions
$MU$PLD$EQIX$C$MS$GE
$30.0B
947 positions
#20Socorro Asset Management LPPassive
Some overlap · 4 shared positions
$OKE$PLD$LRCX$MS
$221M
32 positions
#21Asset Management One Co., Ltd.Active
Some overlap · 6 shared positions
$WELL$PLD$EQIX$MU$LRCX$GE
$33.9B
911 positions
#22V-Square Quantitative Management LLCPassive
Some overlap · 8 shared positions
$LRCX$MU$MS$VZ$WELL$GE
$946M
721 positions
#23State of New Jersey Common Pension Fund DPassive
Some overlap · 7 shared positions
$SCHW$MU$WELL$PLD$GE$LRCX
$25.9B
1,549 positions
#24Ifrah Financial Services, Inc.Passive
Some overlap · 4 shared positions
$OKE$SCHW$LRCX$MU
$378M
200 positions
#25SWEENEY & MICHEL, LLCActive
Some overlap · 5 shared positions
$PLD$HUM$SCHW$MS$VZ
$340M
145 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.