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Hedge Funds Similar to PINEBRIDGE INVESTMENTS

13F Portfolio OverlapQ1 2026PINEBRIDGE INVESTMENTS portfolio →
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Most similar hedge funds by 13F overlap

PINEBRIDGE INVESTMENTS LLC is an institutional investor managing $11.9B across 489 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 PINEBRIDGE INVESTMENTS are Borer Denton & Associates,, Estabrook, Phraction, with shared positions in $BAC, $UNP, $HON, $ITW, $C, $GE. The full ranking of 25 similar funds is below.

#1Borer Denton & Associates, Inc.Active
Some overlap · 4 shared positions
$BAC$UNP$HON$ITW
$280M
66 positions
#2Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$BAC$UNP$HON$C$GE
$685M
380 positions
#3Phraction Management LLCActive
Some overlap · 5 shared positions
$BAC$HON$TMO$SNPS$LRCX
$483M
65 positions
#4Community Bank of RaymoreActive
Some overlap · 4 shared positions
$BAC$UNP$HON$GE
$149M
74 positions
#5Kimelman & Baird, LLCActive
Some overlap · 3 shared positions
$BAC$UNP$HON
$1.2B
263 positions
#6MILFORD FUNDS LTDActive
Some overlap · 4 shared positions
$BAC$ARMK$UNP$TMO
$4.8B
75 positions
#7Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$UNP$HON$BAC$LOW
$752M
61 positions
#8CAPITOLIS LIQUID GLOBAL MARKETS LLCPassive
Some overlap · 5 shared positions
$BAC$HON$TMO$C$MSI
$15.7B
329 positions
#9Caldwell Investment Management Ltd.Active
Some overlap · 6 shared positions
$BAC$MSI$TMO$C$MS$LRCX
$255M
57 positions
#10MWA Asset ManagementPassive
Some overlap · 5 shared positions
$BAC$HON$C$MS$GE
$182M
154 positions
#11Onex Canada Asset Management Inc.Passive
Some overlap · 5 shared positions
$UNP$ARMK$BAC$TMO$CME
$601M
78 positions
#12Live Oak Private Wealth LLCPassive
Some overlap · 3 shared positions
$BAC$HON$LOW
$717M
207 positions
#13Ironvine Capital Partners, LLCActive
Some overlap · 5 shared positions
$UNP$LOW$TMO$HON$BAC
$910M
56 positions
#14PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$BAC$UNP$GE
$166M
72 positions
#15BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 3 shared positions
$BAC$HON$LOW
$2.3B
264 positions
#16WHALEROCK POINT PARTNERS, LLCActive
Some overlap · 4 shared positions
$BAC$UNP$TMO$MS
$518M
197 positions
#17SOROS CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$UNP$MSI$LOW$TMO
$230M
47 positions
#18BAXTER BROS INCPassive
Some overlap · 5 shared positions
$UNP$HON$TMO$MS$GE
$810M
166 positions
#19Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$UNP$HON$LOW$LRCX
$98M
50 positions
#20Eurizon Capital SGR S.p.A.Passive
Some overlap · 7 shared positions
$BAC$LOW$HON$TMO$C$LRCX
$32.0B
1,193 positions
#21Brentview Investment Management LLCPassive
Some overlap · 5 shared positions
$UNP$LOW$CME$LRCX$MS
$231M
63 positions
#22BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$BAC$UNP$C
$578M
108 positions
#23Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 5 shared positions
$UNP$MSI$CME$FIS$MS
$337M
193 positions
#24Applied Finance Capital Management, LLCPassive
Some overlap · 4 shared positions
$UNP$BAC$LOW$WAB
$1.3B
218 positions
#25Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$BAC$LOW$C$MS
$9.8B
213 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.