How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to PINEBRIDGE INVESTMENTS

13F Portfolio OverlapQ2 2026PINEBRIDGE INVESTMENTS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PINEBRIDGE INVESTMENTS LLC is an institutional investor managing $12.1B across 524 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 PINEBRIDGE INVESTMENTS are Elk River Wealth, ESG Planning DBA Harper Investing, Ironvine Partners, with shared positions in $UNP, $LOW, $TMO, $HON, $HONA, $MS. The full ranking of 25 similar funds is below.

#1Elk River Wealth Management, LLCActive

Some overlap · 7 shared positions

$UNP $LOW $TMO $HON $HONA $MS

$628M

103 positions

#2ESG Planning DBA Harper InvestingPassive

Some overlap · 6 shared positions

$UNP $LOW $TMO $HON $HONA $CRWD

$297M

84 positions

#3Ironvine Capital Partners, LLCActive

Some overlap · 5 shared positions

$UNP $LOW $TMO $HON $HONA

$1.1B

57 positions

#4HOWE & RUSLING INCPassive

Some overlap · 6 shared positions

$UNP $HON $HONA $MS $CRWD $KLAC

$1.7B

479 positions

#5Walsky Investment Management, Inc.Passive

Some overlap · 5 shared positions

$UNP $LOW $HON $HONA $CL

$108M

52 positions

#6Wallington Asset Management, LLCActive

Some overlap · 5 shared positions

$UNP $LOW $HON $HONA $CL

$814M

61 positions

#7All Terrain Financial Advisors, LLCActive

Some overlap · 5 shared positions

$UNP $LOW $HON $HONA $CL

$615M

157 positions

#8FIRST MANHATTAN CO. LLC.Active

Some overlap · 6 shared positions

$SNPS $TMO $LOW $HON $HONA $UNP

$39.2B

742 positions

#9Yoffe Investment Management, LLCPassive

Some overlap · 5 shared positions

$UNP $SNPS $C $HON $HONA

$87M

113 positions

#10Eurizon Capital SGR S.p.A.Passive

Some overlap · 6 shared positions

$LOW $TMO $C $MS $CRWD $KLAC

$37.3B

1,237 positions

#11JACOBS & CO/CAPassive

Some overlap · 5 shared positions

$UNP $SNPS $HON $HONA $CRWD

$1.2B

134 positions

#12Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$SNPS $TMO $HON $HONA $MS $CRWD

$358M

74 positions

#13Haverford Financial Services, Inc.Active

Some overlap · 5 shared positions

$MSI $LOW $TMO $HON $HONA

$339M

49 positions

#14KLINGENSTEIN FIELDS & CO LPActive

Some overlap · 5 shared positions

$UNP $TMO $HON $HONA $CL

$2.9B

195 positions

#15NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 4 shared positions

$UNP $MSI $TMO $KLAC

$1.7B

147 positions

#16MOTCOPassive

Some overlap · 4 shared positions

$UNP $MSI $LOW $TMO

$1.2B

840 positions

#17Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$LOW $HON $HONA $MS $CRWD $KLAC

$297M

103 positions

#18Valley Brook Capital Group, Inc.Passive

Some overlap · 5 shared positions

$UNP $TMO $ITW $CRWD $KLAC

$176M

120 positions

#19Pflug Koory, LLCPassive

Some overlap · 5 shared positions

$UNP $TMO $C $HON $HONA

$250M

426 positions

#20Werlinich Asset Management, LLCActive

Some overlap · 5 shared positions

$UNP $MS $HON $HONA $CRWD

$262M

58 positions

#21BRIDGES INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$UNP $LOW $TMO $KLAC

$8.2B

401 positions

#22Aberdeen Wealth Management LLCActive

Some overlap · 4 shared positions

$UNP $LOW $SNPS $CL

$208M

427 positions

#23First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 4 shared positions

$UNP $LOW $HON $HONA

$529M

75 positions

#24ALBION FINANCIAL GROUP /UTPassive

Some overlap · 5 shared positions

$UNP $TMO $C $HON $MS

$1.7B

652 positions

#25MILFORD FUNDS LTDActive

Some overlap · 4 shared positions

$UNP $TMO $ARMK $MS

$6.1B

91 positions

Compare PINEBRIDGE INVESTMENTS’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 PINEBRIDGE INVESTMENTS’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.