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Hedge Funds Similar to Neuberger Berman Group

13F Portfolio OverlapQ1 2026Neuberger Berman Group portfolio →
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Most similar hedge funds by 13F overlap

Neuberger Berman Group LLC is an institutional investor managing $131.4B across 2,162 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 Neuberger Berman Group are BAHL & GAYNOR, Cartenna ,, CIBC Private Wealth Group,, with shared positions in $NEE, $WMB, $MSI, $TJX, $TRGP, $CME. The full ranking of 25 similar funds is below.

#1BAHL & GAYNOR INCActive
Some overlap · 8 shared positions
$NEE$WMB$MSI$TJX$TRGP$CME
$19.8B
327 positions
#2Cartenna Capital, LPPassive
Some overlap · 8 shared positions
$ASML$ADI$MSI$GE$APH$LIN
$2.7B
47 positions
#3CIBC Private Wealth Group, LLC
Some overlap · 7 shared positions
$NEE$ASML$APH$TJX$CME$LIN
$59.2B
3,397 positions
#4GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 7 shared positions
$NEE$MSI$GE$TJX$CME$MCD
$908M
286 positions
#5CIBC Bancorp USA Inc.Passive
Some overlap · 7 shared positions
$NEE$ASML$TJX$ADI$CME$LIN
$74.4B
1,751 positions
#6Clear Trail Advisors, LLCPassive
Some overlap · 7 shared positions
$NEE$ADI$MSI$TJX$CME$MCD
$601M
149 positions
#7Alaethes Wealth, LLCPassive
Some overlap · 6 shared positions
$NEE$ASML$WMB$TMUS$CME$LNG
$351M
124 positions
#8Sandro Wealth Management LLCPassive
Some overlap · 6 shared positions
$NEE$ASML$TMUS$TJX$LIN$MCD
$125M
99 positions
#9BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$NEE$ASML$ADI$TJX$LIN$ETN
$7.8B
1,278 positions
#10DEARBORN PARTNERS LLCActive
Some overlap · 6 shared positions
$NEE$TMUS$MSI$APH$CME$MCD
$1.8B
269 positions
#11Blue Chip Partners, LLCActive
Some overlap · 6 shared positions
$NEE$ASML$TMUS$TJX$MCD$ETN
$1.4B
170 positions
#12DAVIS R M INCActive
Some overlap · 6 shared positions
$NEE$ASML$APH$TJX$LIN$ETN
$5.6B
273 positions
#13PUREfi Wealth, LLCPassive
Some overlap · 6 shared positions
$NEE$ASML$WMB$ADI$MCD$ETN
$153M
188 positions
#14Brentview Investment Management LLCPassive
Some overlap · 6 shared positions
$NEE$TMUS$TJX$TRGP$CME$LIN
$231M
63 positions
#15JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 6 shared positions
$ASML$WMB$ADI$APH$TJX$MCD
$12.4B
810 positions
#16BURLING WEALTH PARTNERS, LLCPassive
Some overlap · 6 shared positions
$NEE$TMUS$TJX$CME$LIN$ETN
$618M
177 positions
#17WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$NEE$ASML$TJX$CME$LIN$ETN
$1.2B
69 positions
#18Clearbridge Investments, LLCPassive
Some overlap · 6 shared positions
$ASML$WMB$TMUS$TJX$LIN$ETN
$114.9B
690 positions
#19LWM Advisory Services, LLCPassive
Some overlap · 6 shared positions
$NEE$APH$TMUS$AON$LNG$ETN
$94M
76 positions
#20Smith, Salley & AssociatesPassive
Some overlap · 5 shared positions
$NEE$ASML$ADI$TJX$LIN
$2.0B
267 positions
#21Peterson Wealth ServicesPassive
Some overlap · 6 shared positions
$ASML$ADI$MSI$CME$MCD$ETN
$405M
215 positions
#22RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$NEE$ADI$MSI$TJX$MCD$ETN
$965M
91 positions
#23Elefante Mark BPassive
Some overlap · 5 shared positions
$NEE$ASML$ADI$TJX$APH
$182M
58 positions
#24NS Partners LtdActive
Some overlap · 5 shared positions
$NEE$TMUS$GE$APH$MCD
$2.2B
71 positions
#25Severin Investments, LLCPassive
Some overlap · 5 shared positions
$ASML$NEE$WMB$TMUS$MCD
$116M
171 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.