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Hedge Funds Similar to Neuberger Berman Group

13F Portfolio OverlapQ2 2026Neuberger Berman Group portfolio →
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Most similar hedge funds by 13F overlap

Neuberger Berman Group LLC is an institutional investor managing $150.4B across 2,340 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 Neuberger Berman Group are Smith, Salley & Associates, BARTLETT & WEALTH, Banco de Sabadell, S.A, with shared positions in $ASML, $NEE, $ADI, $APH, $LIN, $TJX. The full ranking of 25 similar funds is below.

#1Smith, Salley & AssociatesPassive
Some overlap · 7 shared positions
$ASML$NEE$ADI$APH$LIN$TJX
$2.3B
275 positions
#2BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$ASML$NEE$ADI$APH$LIN$TJX
$8.0B
1,334 positions
#3Banco de Sabadell, S.APassive
Some overlap · 7 shared positions
$ASML$NEE$ADI$TJX$ETN$CSX
$170M
61 positions
#4PUREfi Wealth, LLCPassive
Some overlap · 6 shared positions
$ASML$NEE$ADI$WMB$LIN$ETN
$182M
208 positions
#5CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 7 shared positions
$NEE$ADI$APH$MSI$ETN$URI
$1.0B
300 positions
#6Signet Private Wealth LLCPassive
Some overlap · 6 shared positions
$ASML$NEE$APH$WMB$ETN$URI
$125M
127 positions
#7DAVIS R M INCActive
Some overlap · 6 shared positions
$ASML$NEE$APH$LIN$TJX$ETN
$6.3B
280 positions
#8Birch Hill Investment Advisors LLCActive
Some overlap · 5 shared positions
$ASML$NEE$ADI$APH$TJX
$2.5B
211 positions
#9Miller Capital Partners, Inc.Active
Some overlap · 7 shared positions
$ASML$ADI$LIN$TJX$ETN$CSX
$257M
258 positions
#10MOTCOPassive
Some overlap · 7 shared positions
$NEE$APH$MSI$TJX$ETN$UNP
$1.2B
840 positions
#11FLPUTNAM INVESTMENT MANAGEMENT COActive
Some overlap · 6 shared positions
$ASML$ADI$NEE$TJX$ETN$UNP
$8.4B
655 positions
#12JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$ASML$ADI$APH$WMB$TJX
$13.7B
840 positions
#13RWA WEALTH PARTNERS, LLCActive
Some overlap · 6 shared positions
$ASML$NEE$LIN$TJX$ETN$UNP
$10.4B
645 positions
#14Clarendon Private LLCPassive
Some overlap · 6 shared positions
$NEE$APH$ASML$LIN$TJX$ETN
$156M
124 positions
#15BAHL & GAYNOR INCActive
Some overlap · 6 shared positions
$NEE$ADI$WMB$TRGP$TJX$ETN
$21.7B
341 positions
#16CYPRESS ASSET MANAGEMENT INC/TXActive
Some overlap · 6 shared positions
$ASML$ADI$APH$LIN$ETN$UNP
$514M
107 positions
#17Blossom Wealth ManagementActive
Some overlap · 5 shared positions
$NEE$ADI$ASML$APH$TJX
$71M
72 positions
#18Evansbrook LLCActive
Some overlap · 5 shared positions
$ASML$NEE$ADI$TJX$ETN
$168M
127 positions
#19LOM Asset Management LtdPassive
Some overlap · 5 shared positions
$ASML$NEE$ADI$TJX$URI
$387M
279 positions
#20Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$NEE$ADI$TJX$UNP
$116M
240 positions
#21BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 5 shared positions
$ASML$NEE$ADI$URI$UNP
$1.5B
234 positions
#22Elefante Mark BActive
Some overlap · 5 shared positions
$ASML$NEE$ADI$TJX$APH
$232M
60 positions
#23HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$ASML$NEE$APH$TJX$UNP
$1.7B
479 positions
#24Tulsa Wealth Advisors, INCActive
Some overlap · 6 shared positions
$NEE$ADI$MSI$TJX$ETN$UNP
$710M
166 positions
#25Clear Trail Advisors, LLCPassive
Some overlap · 6 shared positions
$NEE$ADI$MSI$TJX$ETN$UNP
$655M
161 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.