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Hedge Funds Similar to NYL Investors

13F Portfolio OverlapQ1 2026NYL Investors portfolio →
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Most similar hedge funds by 13F overlap

NYL Investors LLC is an institutional investor managing $265M across 31 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 NYL Investors are GoalFusion Wealth ,, Catalyst Investment, Newton One Investments, with shared positions in $DOV, $USB, $MKL, $DHR, $OMC. The full ranking of 25 similar funds is below.

#1GoalFusion Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$DOV$USB$MKL
$220M
30 positions
#2Catalyst Investment Management LLCPassive
Notable overlap · 3 shared positions
$DOV$DHR$MKL
$90M
65 positions
#3Newton One Investments LLCActive
Notable overlap · 4 shared positions
$USB$DHR$MKL$DOV
$368M
121 positions
#4Orcam Financial GroupSmart money
Notable overlap · 3 shared positions
$DOV$MKL$USB
$141M
62 positions
#5Alliance Wealth Advisors, LLC /UTPassive
Notable overlap · 3 shared positions
$USB$DHR$DOV
$462M
228 positions
#6Long Island Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$DOV$MKL$USB
$216M
89 positions
#7Compass Advisory Group LLCActive
Notable overlap · 3 shared positions
$DOV$MKL$USB
$374M
86 positions
#8Luminvest Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$USB$MKL$DHR
$382M
55 positions
#9MilWealth Group LLCSmart money
Notable overlap · 3 shared positions
$USB$MKL$OMC
$420M
81 positions
#10ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$USB$DOV$DHR
$112M
69 positions
#11Hegarty Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$MKL$USB
$127M
57 positions
#12FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$DHR$MKL$USB$DOV
$133M
121 positions
#13Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$USB$DHR$DOV
$98M
68 positions
#14Addis & Hill, IncSmart money
Some overlap · 3 shared positions
$USB$MKL$DOV
$164M
27 positions
#15REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$USB$MKL$DOV
$1.7B
101 positions
#16Astoria Strategic Wealth, Inc.Smart money
Some overlap · 3 shared positions
$DHR$MKL$DOV
$394M
37 positions
#17PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$DHR$USB$MKL
$1.4B
283 positions
#18BIP Wealth, LLCActive
Some overlap · 3 shared positions
$DOV$MKL$USB
$2.5B
453 positions
#19FIDUCIENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$USB$MKL$DOV
$765M
139 positions
#20SIGNAL TREE FINANCIAL PARTNERS LLCActive
Some overlap · 3 shared positions
$USB$DHR$DOV
$132M
47 positions
#21White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$USB$DHR$MKL
$721M
145 positions
#22FC Advisory LLCActive
Some overlap · 4 shared positions
$DHR$MKL$USB$DOV
$342M
115 positions
#23CHERRYDALE WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$DHR$USB$MKL
$324M
77 positions
#24Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$DOV$MKL
$1.0B
279 positions
#25St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$MKL$DHR
$856M
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.