Hedge Funds Similar to MUFG SECURITIES AMERICAS

13F Portfolio OverlapQ2 2026MUFG SECURITIES AMERICAS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

MUFG SECURITIES AMERICAS INC. is an institutional investor managing $1.9B across 506 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 MUFG SECURITIES AMERICAS are FMR, DRIVE WEALTH, Optimist Retirement Group, with shared positions in $KLAC, $SNDK, $WFC, $PM. The full ranking of 25 similar funds is below.

#1FMR LLCPassive

Slight overlap · 4 shared positions

$KLAC $SNDK $WFC $PM

$2.3T

5,572 positions

#2DRIVE WEALTH MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$KLAC $PM $WFC $SNDK

$561M

459 positions

#3Optimist Retirement Group LLCActive

Slight overlap · 3 shared positions

$KLAC $SNDK $PM

$259M

118 positions

#4iA Global Asset Management Inc.Passive

Slight overlap · 3 shared positions

$KLAC $SNDK $PM

$8.4B

465 positions

#5HARTFORD INVESTMENT MANAGEMENT COActive

Slight overlap · 3 shared positions

$KLAC $SNDK $PM

$3.5B

496 positions

#6Czech National BankActive

Slight overlap · 3 shared positions

$KLAC $SNDK $PM

$18.3B

503 positions

#7SUTTON PLACE INVESTORS LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $PM

$207M

148 positions

#8Supplemental Annuity Collective Trust of NJPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $PM

$389M

298 positions

#9Intelligence Driven Advisers, LLCActive

Slight overlap · 3 shared positions

$KLAC $SNDK $WFC

$616M

140 positions

#10EWA, LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $WFC

$548M

332 positions

#11Cromwell Holdings LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $WFC

$223M

1,108 positions

#12CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMActive

Slight overlap · 3 shared positions

$KLAC $SNDK $WFC

$177.4B

1,061 positions

#13NORGES BANKPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $WFC

$1.0T

1,617 positions

#14GENESIS PRIVATE WEALTH, LLCPassive

Slight overlap · 3 shared positions

$356M

192 positions

#15Pacific Excel Wealth Advisors, Inc.Passive

Slight overlap · 3 shared positions

$258M

228 positions

#16TRUIST FINANCIAL CORPPassive

Slight overlap · 3 shared positions

$83.7B

2,914 positions

#17MACQUARIE GROUP LTDActive

Slight overlap · 3 shared positions

$23.2B

929 positions

#18Heritage Family Offices, LLPPassive

Slight overlap · 3 shared positions

$259M

233 positions

#19Hartford Funds Management Co LLCSmart money

Slight overlap · 3 shared positions

$1.3B

98 positions

#20WELLINGTON MANAGEMENT GROUP LLPPassive

Slight overlap · 3 shared positions

$580.2B

1,921 positions

#21Retirement Systems of AlabamaActive

Slight overlap · 3 shared positions

$33.2B

950 positions

#2244 WEALTH MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$302M

184 positions

#23Skyline Advisors, Inc.Active

Slight overlap · 3 shared positions

$319M

123 positions

#24TENET WEALTH PARTNERS, LLCActive

Slight overlap · 3 shared positions

$134M

101 positions

#25GLOBALT Investments LLC / GAActive

Slight overlap · 3 shared positions

$3.0B

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.