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Hedge Funds Similar to TIAA Wealth Investment

13F Portfolio OverlapQ2 2026TIAA Wealth Investment portfolio →
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Most similar hedge funds by 13F overlap

TIAA Wealth Investment Management LLC is an institutional investor managing $15.0B across 617 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 TIAA Wealth Investment are GRAYBILL WEALTH , LTD., SOROS, HORIZON BANCORP, with shared positions in $FLEX, $TMO, $BA, $NOW, $NBIS, $ETN. The full ranking of 25 similar funds is below.

#1GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Notable overlap · 4 shared positions
$FLEX$TMO$BA$NOW
$372M
82 positions
#2SOROS CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$FLEX$NBIS$ETN
$559M
58 positions
#3HORIZON BANCORP INC /IN/Active
Some overlap · 3 shared positions
$FLEX$ETN$BA
$213M
197 positions
#4CORSAIR CAPITAL MANAGEMENT, L.P.Active
Some overlap · 3 shared positions
$FLEX$NBIS$MS
$800M
165 positions
#5Sycale Advisors (NY) LLCActive
Some overlap · 3 shared positions
$FLEX$SNOW$NOW
$326M
24 positions
#6Shelter Rock Management, LLCActive
Some overlap · 3 shared positions
$FLEX$ETN$WFC
$103M
37 positions
#7Intergy Private Wealth, LLCActive
Some overlap · 3 shared positions
$MUFG$PNC$MS
$433M
147 positions
#8North Berkeley Wealth Management, LLCActive
Some overlap · 4 shared positions
$MUFG$WFC$PNC$NOW
$247M
77 positions
#9Birchwood Financial Partners, Inc.Passive
Some overlap · 3 shared positions
$MUFG$WFC$CRWD
$122M
352 positions
#10Maytus Capital Management, LLCPassive
Some overlap · 4 shared positions
$FLEX$CRWD$SNOW$NBIS
$636M
62 positions
#11Forefront Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$CRWD$TMO$NOW$SNOW$ETN$MRVL
$323M
177 positions
#12Brooklyn FI, LLCPassive
Some overlap · 3 shared positions
$MUFG$CRWD$MS
$547M
434 positions
#13TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 3 shared positions
$FLEX$MUFG$TMO
$1.7B
347 positions
#14MIROVAActive
Some overlap · 5 shared positions
$TMO$CRWD$SNOW$FLEX$NOW
$2.7B
185 positions
#15Oribel Capital Management, LPPassive
Some overlap · 3 shared positions
$FLEX$CRWD$NOW
$3.3B
143 positions
#16VOYA INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$FLEX$CRWD$MS$SNOW$WFC$BA
$115.6B
2,484 positions
#17Nicholas Wealth, LLC.Passive
Some overlap · 5 shared positions
$NBIS$CRWD$APP$MS$ETN
$182M
127 positions
#18PCB Capital LLCPassive
Some overlap · 3 shared positions
$FLEX$APP$WFC
$82M
114 positions
#19PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$NBIS$CRWD$APP$NOW$MRVL
$174M
92 positions
#20RED REEF ADVISORS LLCPassive
Some overlap · 6 shared positions
$CRWD$MUFG$MS$NOW$ETN$MRVL
$108M
183 positions
#2117 CAPITAL PARTNERS, LLCPassive
Some overlap · 5 shared positions
$MUFG$PNC$CRWD$WFC$MRVL
$222M
176 positions
#22Odyssey Capital Advisors, Inc.Passive
Some overlap · 6 shared positions
$CRWD$SNOW$NOW$MS$ETN$MRVL
$140M
101 positions
#23Senator Investment Group LPActive
Some overlap · 3 shared positions
$FLEX$TMO$BA
$2.7B
58 positions
#24Meadowbrook Wealth Management, LLCPassive
Some overlap · 5 shared positions
$NBIS$CRWD$APP$ETN$MRVL
$93M
81 positions
#25Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$MUFG$TMO$MS$ETN$MRVL
$424M
49 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.