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Hedge Funds Similar to Golden Reserve Retirement

13F Portfolio OverlapQ1 2026Golden Reserve Retirement portfolio →
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Most similar hedge funds by 13F overlap

Golden Reserve Retirement LLC is an institutional investor managing $485M across 104 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 Golden Reserve Retirement are Siemens Fonds Invest GmbH, Henson-Edgewater ,, UBS AM, a distinct business unit of UBS ASSET AME, with shared positions in $BAC, $MCD, $KO, $MS, $LRCX, $AMD. The full ranking of 25 similar funds is below.

#1Siemens Fonds Invest GmbHPassive
Slight overlap · 8 shared positions
$BAC$MCD$KO$MS$LRCX$AMD
$1.7B
548 positions
#2Henson-Edgewater Management, LLCPassive
Slight overlap · 7 shared positions
$BAC$MCD$PGR$LRCX$AMD$PLTR
$157M
66 positions
#3UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMEPassive
Slight overlap · 7 shared positions
$BAC$MCD$KO$LRCX$AMD$PLTR
$481.0B
3,807 positions
#4Universal- Beteiligungs- und Servicegesellschaft mbHPassive
Slight overlap · 7 shared positions
$BAC$MCD$KO$LRCX$AMD$PLTR
$58.1B
2,069 positions
#5VANGUARD PORTFOLIO MANAGEMENT LLCPassive
Slight overlap · 7 shared positions
$BAC$MCD$KO$LRCX$AMD$PLTR
$1.9T
3,040 positions
#6KLP KAPITALFORVALTNING ASPassive
Slight overlap · 7 shared positions
$BAC$MCD$KO$LRCX$AMD$PLTR
$25.5B
2,154 positions
#7Trust Asset Management LLCSmart money
Slight overlap · 7 shared positions
$BAC$MCD$MS$LRCX$AMD$PLTR
$1.4B
225 positions
#8Plato Investment Management LtdPassive
Slight overlap · 7 shared positions
$BAC$KO$MS$LRCX$AMD$PLTR
$1.5B
516 positions
#9STATE STREET CORPPassive
Slight overlap · 7 shared positions
$BAC$KO$MS$LRCX$AMD$PLTR
$2.9T
4,269 positions
#10CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMActive
Slight overlap · 6 shared positions
$BAC$MCD$KO$LRCX$PLTR$MU
$162.5B
1,064 positions
#11FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDActive
Slight overlap · 6 shared positions
$BAC$MCD$KO$LRCX$PLTR$MU
$18.3B
538 positions
#12BREAKTHRU ADVISORY SERVICES, LLCPassive
Slight overlap · 6 shared positions
$BAC$MCD$MS$LRCX$AMD$MU
$62M
59 positions
#13Eurizon Capital SGR S.p.A.Passive
Slight overlap · 6 shared positions
$BAC$PGR$KO$LRCX$AMD$MU
$32.0B
1,193 positions
#14ATALANTA SOSNOFF CAPITAL, LLCActive
Slight overlap · 6 shared positions
$BAC$MCD$MS$LRCX$PLTR$MU
$4.7B
104 positions
#15ING GROEP NVPassive
Slight overlap · 6 shared positions
$BAC$MCD$LRCX$AMD$PLTR$MU
$16.4B
503 positions
#16Kintegral Advisory, LLCPassive
Slight overlap · 6 shared positions
$BAC$KO$MS$LRCX$AMD$MCO
$1.1B
233 positions
#17NISA INVESTMENT ADVISORS, LLCActive
Slight overlap · 6 shared positions
$BAC$KO$MS$LRCX$AMD$MU
$27.0B
3,039 positions
#18Squarepoint Ops LLCPassive
Slight overlap · 6 shared positions
$MCD$KO$MS$LRCX$AMD$MU
$85.1B
4,189 positions
#19NEW YORK STATE COMMON RETIREMENT FUNDPassive
Slight overlap · 6 shared positions
$BAC$KO$LRCX$AMD$PLTR$MU
$71.6B
3,132 positions
#20ONEFUND, LLCPassive
Slight overlap · 6 shared positions
$BAC$KO$LRCX$AMD$PLTR$MU
$155M
507 positions
#21North Dakota State Investment BoardActive
Slight overlap · 6 shared positions
$BAC$KO$LRCX$AMD$PLTR$MU
$2.3B
752 positions
#22AVIVA PLCActive
Slight overlap · 6 shared positions
$BAC$KO$LRCX$AMD$PLTR$MU
$59.6B
844 positions
#23GEODE CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 6 shared positions
$BAC$KO$LRCX$AMD$PLTR$MU
$1.6T
4,513 positions
#24Asset Management One Co., Ltd.Active
Slight overlap · 6 shared positions
$BAC$KO$LRCX$AMD$PLTR$MU
$33.9B
911 positions
#25Vanguard Personalized Indexing Management, LLCPassive
Slight overlap · 6 shared positions
$BAC$KO$LRCX$AMD$PLTR$MU
$10.2B
2,165 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.