13F Pro

Hedge Funds Similar to TIAA , NATIONAL ASSOCIATION

13F Portfolio OverlapQ1 2026TIAA , NATIONAL ASSOCIATION portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

TIAA TRUST, NATIONAL ASSOCIATION is an institutional investor managing $1.6B across 390 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 TIAA , NATIONAL ASSOCIATION are TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES,, Brooklyn FI,, RTD Financial Advisors,, with shared positions in $DDOG, $SE, $SNOW, $CTVA, $GMM, $UNIT. The full ranking of 25 similar funds is below.

#1TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive
Notable overlap · 11 shared positions
$DDOG$SE$SNOW$CTVA$GMM$UNIT
$26.0B
702 positions
#2Brooklyn FI, LLCActive
Some overlap · 7 shared positions
$DDOG$SE$GMM$CTVA$UNIT$NOW
$476M
78 positions
#3RTD Financial Advisors, Inc.Active
Some overlap · 8 shared positions
$SE$DDOG$SNOW$CTVA$UNIT$GMM
$814M
114 positions
#4Altiora Financial Group, LLCActive
Some overlap · 7 shared positions
$DDOG$SE$SNOW$CTVA$IAU$UNIT
$607M
110 positions
#5AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 5 shared positions
$DDOG$SE$GMM$UNIT$NOW
$206M
97 positions
#6Sterling Financial Planning, Inc.Active
Some overlap · 5 shared positions
$SE$DDOG$SNOW$UNIT$IAU
$337M
117 positions
#7Shakespeare Wealth Management, LLCActive
Some overlap · 6 shared positions
$SE$SNOW$CTVA$DDOG$UNIT$EPAM
$422M
98 positions
#8Archer Investment Management, LLCPassive
Some overlap · 5 shared positions
$SE$DDOG$GMM$IAU$NOW
$238M
108 positions
#9ONE Advisory Partners, LLCActive
Some overlap · 4 shared positions
$DDOG$SE$GMM$IAU
$324M
72 positions
#10RCS Financial Planning, LLCPassive
Some overlap · 8 shared positions
$DDOG$GMM$SNOW$AMN$UNIT$SE
$193M
98 positions
#11NewEdge Advisors, LLCPassive
Some overlap · 4 shared positions
$SE$DDOG$GMM$UNIT
$2.2B
1,217 positions
#12Fonville Wealth Management LLCPassive
Some overlap · 7 shared positions
$SE$GMM$SNOW$AMN$UNIT$IAU
$525M
138 positions
#13Heritage Wealth Management, Inc. /CA/Passive
Some overlap · 5 shared positions
$SE$DDOG$SNOW$AMN$IAU
$181M
94 positions
#14TIAA Wealth Investment Management LLCActive
Some overlap · 8 shared positions
$SE$SNOW$CTVA$DDOG$TMO$FLEX
$13.1B
563 positions
#15K2 Financial Inc.Passive
Some overlap · 5 shared positions
$DDOG$GMM$SNOW$UNIT$CTVA
$138M
59 positions
#16Prosperity Planning, Inc.Active
Some overlap · 7 shared positions
$SE$CTVA$DDOG$UNIT$SNOW$AMN
$395M
110 positions
#17Cassaday & Co Wealth Management LLCActive
Some overlap · 4 shared positions
$SE$GMM$SNOW$CTVA
$4.7B
1,361 positions
#18Plum Street Advisors, LLCActive
Some overlap · 7 shared positions
$DDOG$SNOW$UNIT$CTVA$AMN$IAU
$289M
98 positions
#19DRAVO BAY LLCActive
Some overlap · 5 shared positions
$DDOG$CTVA$UNIT$SNOW$GMM
$246M
54 positions
#20Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$DDOG$SE$SNOW
$550M
74 positions
#21Foster Group, Inc.Active
Some overlap · 4 shared positions
$DDOG$SE$UNIT$AMN
$3.4B
284 positions
#22THEORY FINANCIAL LLCPassive
Some overlap · 4 shared positions
$SE$DDOG$GMM$UNIT
$285M
94 positions
#23Partners in Financial PlanningActive
Some overlap · 5 shared positions
$DDOG$SE$GMM$UNIT$SNOW
$603M
122 positions
#24LifePlan Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$DDOG$SE$UNIT$SNOW$IAU
$254M
122 positions
#25Shared Vision Wealth Group LLCActive
Some overlap · 4 shared positions
$SE$DDOG$UNIT$IAU
$245M
95 positions

Compare TIAA , NATIONAL ASSOCIATION’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View TIAA , NATIONAL ASSOCIATION’s holdings

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.