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Hedge Funds Similar to NFJ INVESTMENT GROUP,

13F Portfolio OverlapQ1 2026NFJ INVESTMENT GROUP, portfolio →
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Most similar hedge funds by 13F overlap

NFJ INVESTMENT GROUP, LLC is an institutional investor managing $2.6B across 221 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 NFJ INVESTMENT GROUP, are HOERTKORN RICHARD CHARLES, Markin Volterra Fund, Weaver C. Barksdale & Associates,, with shared positions in $MRVL, $SCHW, $GEV, $AMD, $PFE, $EQIX. The full ranking of 25 similar funds is below.

#1HOERTKORN RICHARD CHARLESActive
Notable overlap · 5 shared positions
$MRVL$SCHW$GEV$AMD$PFE
$122M
75 positions
#2Markin Volterra Fund LPActive
Notable overlap · 5 shared positions
$MRVL$GEV$EQIX$AMD$APH
$65M
34 positions
#3Weaver C. Barksdale & Associates, Inc.Passive
Notable overlap · 6 shared positions
$SCHW$NEE$MPC$HSY$PSX$CINF
$105M
62 positions
#4TORRAY LLCPassive
Notable overlap · 5 shared positions
$PLD$NEE$PFE$PSX$APH
$682M
88 positions
#5MONETTA FINANCIAL SERVICES INCPassive
Notable overlap · 7 shared positions
$AMD$PSX$NUE$SLB$GEV$ALB
$129M
58 positions
#6Bosman Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MRVL$GEV$SLB$AMD
$114M
52 positions
#7TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$SCHW$GEV$MRVL$PLD
$200M
110 positions
#8PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$SCHW$PLD$RGLD$GEV
$166M
72 positions
#9Poehling Capital Management, INC.Passive
Some overlap · 5 shared positions
$SCHW$MPC$HSY$DINO$SLB
$475M
153 positions
#10HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$MRVL$GEV$AMD$NEE
$909M
112 positions
#11S-Bank Fund Management LtdActive
Some overlap · 5 shared positions
$PLD$MRVL$NEE$EQIX$GEV
$671M
178 positions
#12Verity & Verity, LLCActive
Some overlap · 5 shared positions
$NEE$PLD$PFE$PSX$CINF
$1.3B
138 positions
#13CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$SCHW$NTR$PFE$HSY
$1.4B
80 positions
#14Socorro Asset Management LPPassive
Some overlap · 4 shared positions
$PLD$NEE$PFE$SLB
$221M
32 positions
#15SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 6 shared positions
$MPC$PSX$NEE$GEV$EQIX$PLD
$507M
306 positions
#16CHILTON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$GEV$EQIX$AMD$PLD$SLB
$2.9B
658 positions
#17REAVES W H & CO INCActive
Some overlap · 4 shared positions
$GEV$NEE$EQIX$MPC
$6.0B
90 positions
#18CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$SCHW$NEE$PFE$AMD
$180M
58 positions
#19Hershey Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$GEV$SCHW$HSY$ALB
$116M
80 positions
#20Goodman Financial CorpPassive
Some overlap · 4 shared positions
$SCHW$PFE$NTR$SLB
$582M
77 positions
#21TCTC Holdings, LLCActive
Some overlap · 4 shared positions
$DINO$PSX$PFE$NEE
$3.5B
220 positions
#22Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 4 shared positions
$SCHW$MRVL$NUE$SLB
$101M
307 positions
#23Fulcrum Asset Management LLPPassive
Some overlap · 6 shared positions
$NEE$SLB$NTR$APH$DINO$PSX
$662M
219 positions
#24Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$PLD$NEE$PFE$APH
$477M
70 positions
#25Elevated Private Wealth, LLC
Some overlap · 4 shared positions
$SCHW$AMD$MRVL$NEE
$97M
94 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.