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Hedge Funds Similar to TIAA Wealth Investment

13F Portfolio OverlapQ1 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 $13.1B across 563 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 Wealth Investment are Shakespeare Wealth ,, Fund Evaluation Group,, Bear Mountain ,, with shared positions in $SE, $CTVA, $SNOW, $DDOG, $WFC, $NOW. The full ranking of 25 similar funds is below.

#1Shakespeare Wealth Management, LLCActive
Notable overlap · 5 shared positions
$SE$CTVA$SNOW$DDOG$WFC
$422M
98 positions
#2Fund Evaluation Group, LLCSmart money
Notable overlap · 4 shared positions
$SE$SNOW$NOW$MUFG
$3.3B
73 positions
#3Bear Mountain Capital, Inc.Active
Notable overlap · 4 shared positions
$SE$MUFG$DDOG$BA
$333M
198 positions
#4Jordan Park Group LLCSmart money
Notable overlap · 7 shared positions
$SE$DDOG$AMAT$MUFG$NOW$CTVA
$1.9B
69 positions
#5Coronation Fund Managers Ltd.Active
Notable overlap · 3 shared positions
$SE$UNH$TMO
$2.2B
53 positions
#6Avanda Investment Management Pte. Ltd.Active
Notable overlap · 3 shared positions
$SE$TMO$AMAT
$63M
24 positions
#7Virginia Estate & Retirement Planning Advisors Inc.Active
Notable overlap · 3 shared positions
$SE$AMAT$WFC
$57M
159 positions
#8BLUELINE ADVISORS LLCActive
Notable overlap · 3 shared positions
$SE$CTVA$NOW
$129M
217 positions
#9Topel & Distasi Wealth Management, LLCActive
Notable overlap · 4 shared positions
$SE$MUFG$NOW$SNOW
$193M
58 positions
#10DDFG, IncActive
Notable overlap · 5 shared positions
$SE$ALPS$MS$NOW$UNH
$464M
86 positions
#11KEYSTONE INVESTORS PTE LTD
Notable overlap · 3 shared positions
$SE$SNOW$APH
$1.1B
77 positions
#12SCGE MANAGEMENT, L.P.Smart money
Notable overlap · 3 shared positions
$SE$NOW$SNOW
$3.3B
21 positions
#13STAR Financial BankPassive
Notable overlap · 4 shared positions
$SE$ALPS$WFC$AMAT
$212M
104 positions
#14Madson Wealth Advisors IncPassive
Notable overlap · 3 shared positions
$SE$WFC$MS
$120M
84 positions
#15WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SE$CTVA$APP
$43.8B
263 positions
#16BlueStem Wealth Partners, LLCActive
Some overlap · 6 shared positions
$SE$TMO$UNH$NOW$TGT$WFC
$900M
124 positions
#17Cornerstone National Bank & Trust CoPassive
Some overlap · 4 shared positions
$SE$FLEX$SNOW$TJX
$271M
209 positions
#18Coign Capital Advisors LLCActive
Some overlap · 4 shared positions
$SE$TMO$APH$MS
$190M
80 positions
#19rebel Financial LLCPassive
Some overlap · 4 shared positions
$SE$NOW$SNOW$MUFG
$231M
65 positions
#20MMA ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SE$SNOW$CTVA$DDOG
$284M
179 positions
#21TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive
Some overlap · 7 shared positions
$SE$SNOW$CTVA$FLEX$DDOG$NOW
$26.0B
702 positions
#22Davis Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$SE$MUFG$NOW$DDOG$SNOW
$120M
72 positions
#23TIGER GLOBAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$SE$NOW$UNH$AMAT$APP
$22.8B
54 positions
#24Arcadia Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$SNOW$TJX
$276M
67 positions
#25TSA Wealth Managment LLCPassive
Some overlap · 4 shared positions
$SE$SNOW$DDOG$TJX
$309M
105 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.