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Hedge Funds Similar to NFJ INVESTMENT GROUP

13F Portfolio OverlapQ2 2026NFJ INVESTMENT GROUP portfolio →
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Most similar hedge funds by 13F overlap

NFJ INVESTMENT GROUP, LLC is an institutional investor managing $3.0B across 208 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 NFJ INVESTMENT GROUP are MASTER'S WEALTH, BRIGHT ROCK, JACOBSON & SCHMITT ADVISORS, with shared positions in $PLD, $HSY, $NEE, $PSX, $MS, $SCHW. The full ranking of 25 similar funds is below.

#1MASTER'S WEALTH MANAGEMENT INC.Smart money
Some overlap · 5 shared positions
$PLD$HSY$NEE$PSX$MS
$332M
91 positions
#2BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$SCHW$APH$NEE$MS$EOG
$499M
73 positions
#3JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$SCHW$APH$PLD$FLS
$612M
81 positions
#4BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 6 shared positions
$PNFP$MS$BOH$ONB$SCHW$UMBF
$2.5B
111 positions
#5ROCKLAND TRUST COPassive
Some overlap · 5 shared positions
$SCHW$EOG$NEE$INDB$MS
$2.5B
317 positions
#6Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$SCHW$MPC$NEE$PSX$CINF
$111M
62 positions
#7BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$SCHW$EOG$HSY$NUE$DELL
$2.5B
270 positions
#8Poehling Capital Management, INC.Passive
Some overlap · 4 shared positions
$SCHW$HSY$MPC$DINO
$466M
166 positions
#9Tudor Financial Inc.Passive
Some overlap · 4 shared positions
$HSY$ALL$APH$MPC
$222M
152 positions
#10Varenne Capital PartnersActive
Some overlap · 4 shared positions
$HSY$APH$EL$SCHW
$603M
30 positions
#11Bayview Asset Management, LLCActive
Some overlap · 5 shared positions
$UMBF$ALL$SCHW$ONB$CINF
$496M
69 positions
#12TORRAY LLCActive
Some overlap · 4 shared positions
$PLD$APH$NEE$PSX
$741M
91 positions
#13Arkfeld Wealth Strategies, L.L.C.Active
Some overlap · 5 shared positions
$DINO$BWXT$NUE$MPC$NEE
$334M
119 positions
#14HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$SCHW$APH$NEE
$410M
53 positions
#15Athena Wealth Management, LLCActive
Some overlap · 4 shared positions
$SCHW$ALL$NEE$PLD
$134M
104 positions
#16ARWA LLCPassive
Some overlap · 4 shared positions
$PLD$EOG$NEE$APH
$241M
139 positions
#17BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 4 shared positions
$ALL$EOG$NEE$NUE
$404M
99 positions
#18Verity & Verity, LLCActive
Some overlap · 5 shared positions
$PLD$NEE$PSX$DELL$CINF
$1.5B
138 positions
#19VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$NEE$MS$PSX$HPE$DELL
$1.1B
146 positions
#20Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$PLD$HSY$MS$PSX
$856M
89 positions
#21Aureus Asset Management, LLCPassive
Some overlap · 4 shared positions
$SCHW$NEE$FLS$MS
$1.6B
239 positions
#22ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PLD$MPC$SCHW$DINO
$216M
231 positions
#23Mader & Shannon Wealth Management, Inc.Active
Some overlap · 3 shared positions
$DINO$MPC$PSX
$214M
21 positions
#24Cherokee Insurance CoPassive
Some overlap · 5 shared positions
$MPC$MS$NUE$PSX$CINF
$259M
124 positions
#25Owlhouse Capital LPPassive
Some overlap · 5 shared positions
$HSY$NUE$MPC$EOG$PSX
$65M
40 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.