Hedge Funds Similar to Mitsubishi UFJ & Banking

13F Portfolio OverlapQ2 2026Mitsubishi UFJ & Banking portfolio →

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Most similar hedge funds by 13F overlap

Mitsubishi UFJ Trust & Banking Corp is an institutional investor managing $45.7B across 1,541 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 Mitsubishi UFJ & Banking are Magellan Asset Ltd, COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS, Harrison Street Private Wealth, with shared positions in $NEE, $UNP, $DUK, $AEP, $XEL, $CSX. The full ranking of 25 similar funds is below.

#1Magellan Asset Management LtdActive

Some overlap · 6 shared positions

$NEE $UNP $DUK $AEP $XEL $CSX

$4.5B

78 positions

#2COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYSPassive

Some overlap · 6 shared positions

$NEE $UNP $DUK $AEP $CSX $KLAC

$20.6B

1,759 positions

#3Harrison Street Private Wealth LLCActive

Some overlap · 6 shared positions

$NEE $UNP $AEP $XEL $CSX $CNI

$73M

21 positions

#4Capital Innovations LLCActive

Some overlap · 5 shared positions

$NEE $UNP $DUK $AEP $XEL

$385M

51 positions

#5Constitution Capital LLCActive

Some overlap · 5 shared positions

$NEE $UNP $DUK $AEP $CNI

$215M

62 positions

#6Northwest & Ethical Investments L.P.Passive

Some overlap · 5 shared positions

$NEE $UNP $AEP $KLAC $CNI

$4.3B

522 positions

#7Good Steward Wealth Advisors,LLCActive

Slight overlap · 4 shared positions

$NEE $UNP $DUK $AEP

$166M

71 positions

#8Stack Financial Management, IncActive

Slight overlap · 4 shared positions

$NEE $UNP $DUK $AEP

$1.3B

54 positions

#9Slocum, Gordon & Co LLPPassive

Slight overlap · 4 shared positions

$NEE $UNP $DUK $AEP

$143M

66 positions

#10CROBANActive

Slight overlap · 4 shared positions

$NEE $UNP $DUK $XEL

$227M

81 positions

#11Aull & Monroe Investment Management CorpPassive

Slight overlap · 4 shared positions

$NEE $UNP $DUK $CSX

$231M

125 positions

#12CarsonAllaria Wealth Management, Ltd.Active

Slight overlap · 4 shared positions

$NEE $UNP $DUK $CNI

$231M

71 positions

#13EASTERN BANKPassive

Slight overlap · 4 shared positions

$NEE $UNP $AEP $KLAC

$6.6B

1,107 positions

#14Davidson Capital Management Inc.Active

Slight overlap · 4 shared positions

$NEE $DUK $AEP $KLAC

$604M

99 positions

#15GQG Partners LLCActive

Slight overlap · 4 shared positions

$NEE $DUK $AEP $XEL

$53.8B

102 positions

#16Energy Income Partners, LLCActive

Slight overlap · 4 shared positions

$NEE $DUK $AEP $XEL

$6.4B

88 positions

#17MORTON COMMUNITY BANKPassive

Slight overlap · 4 shared positions

$NEE $DUK $AEP $XEL

$491M

120 positions

#18VAUGHAN DAVID INVESTMENTS LLC/ILActive

Slight overlap · 4 shared positions

$NEE $DUK $AEP $XEL

$5.0B

245 positions

#19DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Slight overlap · 4 shared positions

$NEE $DUK $AEP $XEL

$10.6B

162 positions

#20First County Bank /CT/Passive

Slight overlap · 4 shared positions

$UNP $DUK $AEP $KLAC

$216M

170 positions

#21Pathway Financial Advisers, LLCPassive

Slight overlap · 4 shared positions

$UNP $DUK $AEP $KLAC

$397M

167 positions

#22Cohen Capital Management, Inc.Active

Slight overlap · 4 shared positions

$NEE $UNP $KLAC $CSX

$717M

154 positions

#23Community Bank of RaymoreActive

Slight overlap · 4 shared positions

$UNP $NEE $DUK $CSX

$169M

73 positions

#24First PREMIER BankPassive

Slight overlap · 4 shared positions

$UNP $DUK $XEL $CSX

$621M

388 positions

#25Aventail Capital Group, LPPassive

Slight overlap · 4 shared positions

$DUK $AEP $XEL $CSX

$1.7B

155 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.