13F Pro

Hedge Funds Similar to TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

13F Portfolio OverlapQ1 2026TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA is an institutional investor managing $80M across 84 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 TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA are Lindsell Train Ltd, GREATMARK INVESTMENT PARTNERS,, BIRCH FINANCIAL GROUP,, with shared positions in $FICO, $AXP, $TMO, $KO, $AMP, $SCHW. The full ranking of 25 similar funds is below.

#1Lindsell Train LtdSmart money
Notable overlap · 4 shared positions
$FICO$AXP$TMO$KO
$3.1B
27 positions
#2GREATMARK INVESTMENT PARTNERS, INC.Active
Notable overlap · 4 shared positions
$AXP$AMP$KO$SCHW
$854M
145 positions
#3BIRCH FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$AXP$AMP$T$SE
$171M
136 positions
#4Drexel Morgan & Co.Active
Some overlap · 5 shared positions
$AXP$KO$MMM$IBM$T
$682M
60 positions
#5Kerusso Capital Management LLCPassive
Some overlap · 6 shared positions
$AXP$AMP$KO$MMM$TJX$PFE
$200M
53 positions
#6Pavion Blue Capital, LLCPassive
Some overlap · 5 shared positions
$AXP$KO$GE$GEV$IBM
$230M
108 positions
#7SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$AXP$KO$PFE
$788M
47 positions
#8Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$AXP$KO$IBM$TJX
$18.1B
151 positions
#9Parkshore Wealth Management, Inc.Smart money
Some overlap · 7 shared positions
$AXP$AMP$GE$GEV$IBM$BRZE
$299M
69 positions
#10Fairfield Financial Advisors, LTDActive
Some overlap · 5 shared positions
$AXP$GE$MMM$GEV$IBM
$290M
72 positions
#11CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$AXP$KO$IBM
$140M
72 positions
#12Financial Avengers, Inc.Active
Some overlap · 9 shared positions
$AXP$MMM$SCHW$GE$GEV$T
$219M
151 positions
#13PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$AXP$AMP$GE$GEV$SCHW
$166M
72 positions
#14CACTI ASSET MANAGEMENT LLCActive
Some overlap · 7 shared positions
$AXP$GEV$IBM$KO$GE$BRZE
$2.0B
76 positions
#15TRUSTCO BANK CORP N YPassive
Some overlap · 5 shared positions
$AXP$KO$GE$GEV$IBM
$113M
71 positions
#16FOUNDERS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$AXP$KO$WBD
$608M
74 positions
#17Bradley & Co. Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AXP$KO$BRZE
$190M
215 positions
#18BAXTER BROS INCPassive
Some overlap · 6 shared positions
$AXP$KO$GE$GEV$SCHW$TMO
$810M
166 positions
#19Infusive Asset Management Inc.Passive
Some overlap · 3 shared positions
$AXP$KO$SE
$207M
32 positions
#20PROVIDENT TRUST COSmart money
Some overlap · 4 shared positions
$AXP$SCHW$TJX$TMO
$4.8B
22 positions
#21Wynn Capital, LLCPassive
Some overlap · 7 shared positions
$AXP$KO$GE$MMM$GEV$IBM
$195M
107 positions
#22McMillan Office, Inc.Active
Some overlap · 8 shared positions
$AXP$KO$GE$GEV$CTVA$AMP
$782M
500 positions
#23Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$AXP$KO$IBM$T$PFE
$170M
82 positions
#24Meiji Yasuda America IncActive
Some overlap · 5 shared positions
$AXP$KO$GE$CTVA$TJX
$404M
57 positions
#25Constitution Capital LLCActive
Some overlap · 5 shared positions
$AXP$KO$GEV$T$TJX
$200M
61 positions

Compare TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA’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 TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA’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.