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Hedge Funds Similar to TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES,

13F Portfolio OverlapQ1 2026TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, portfolio →
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Most similar hedge funds by 13F overlap

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC is an institutional investor managing $26.0B across 702 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-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, are Brooklyn FI,, TIAA , NATIONAL ASSOCIATION, RTD Financial Advisors,, with shared positions in $DDOG, $SE, $CTVA, $GMM, $UNIT, $NOW. The full ranking of 25 similar funds is below.

#1Brooklyn FI, LLCActive
Notable overlap · 8 shared positions
$DDOG$SE$CTVA$GMM$UNIT$NOW
$476M
78 positions
#2TIAA TRUST, NATIONAL ASSOCIATIONPassive
Notable overlap · 11 shared positions
$DDOG$SE$SNOW$CTVA$GMM$UNIT
$1.6B
390 positions
#3RTD Financial Advisors, Inc.Active
Notable overlap · 9 shared positions
$SE$SNOW$DDOG$CTVA$UNIT$NOW
$814M
114 positions
#4Altiora Financial Group, LLCActive
Notable overlap · 7 shared positions
$DDOG$SNOW$SE$CTVA$IAU$UNIT
$607M
110 positions
#5Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$SE$DDOG$SNOW
$550M
74 positions
#6TIAA Wealth Investment Management LLCActive
Some overlap · 7 shared positions
$SE$SNOW$CTVA$FLEX$DDOG$NOW
$13.1B
563 positions
#7ONE Advisory Partners, LLCActive
Some overlap · 4 shared positions
$SE$DDOG$GMM$IAU
$324M
72 positions
#8Shakespeare Wealth Management, LLCActive
Some overlap · 7 shared positions
$SE$CTVA$SNOW$DDOG$UNIT$MAR
$422M
98 positions
#9AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 5 shared positions
$DDOG$SE$GMM$UNIT$NOW
$206M
97 positions
#10K2 Financial Inc.Passive
Some overlap · 5 shared positions
$DDOG$SNOW$GMM$UNIT$CTVA
$138M
59 positions
#11rebel Financial LLCPassive
Some overlap · 6 shared positions
$SE$SNOW$UNIT$NOW$NU$MUFG
$231M
65 positions
#12Fonville Wealth Management LLCPassive
Some overlap · 7 shared positions
$SE$SNOW$GMM$UNIT$IAU$MAR
$525M
138 positions
#13Sterling Financial Planning, Inc.Active
Some overlap · 5 shared positions
$SE$SNOW$DDOG$UNIT$IAU
$337M
117 positions
#14Heritage Wealth Management, Inc. /CA/Passive
Some overlap · 4 shared positions
$SE$SNOW$DDOG$IAU
$181M
94 positions
#15Cassaday & Co Wealth Management LLCActive
Some overlap · 6 shared positions
$SE$SNOW$CTVA$GMM$MAR$IBM
$4.7B
1,361 positions
#16Wedmont Private CapitalActive
Some overlap · 3 shared positions
$SE$DDOG$MAR
$3.1B
838 positions
#17RCS Financial Planning, LLCPassive
Some overlap · 7 shared positions
$DDOG$GMM$SNOW$UNIT$NOW$SE
$193M
98 positions
#18Davis Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$SE$DDOG$GMM$SNOW$NOW$IAU
$120M
72 positions
#19DRAVO BAY LLCActive
Some overlap · 5 shared positions
$DDOG$CTVA$SNOW$UNIT$GMM
$246M
54 positions
#20Archer Investment Management, LLCPassive
Some overlap · 7 shared positions
$SE$DDOG$GMM$NOW$IAU$MUFG
$238M
108 positions
#21Jordan Park Group LLCSmart money
Some overlap · 7 shared positions
$SE$DDOG$NU$EPAM$MUFG$NOW
$1.9B
69 positions
#22LifePlan Investment Advisors, Inc.Passive
Some overlap · 7 shared positions
$DDOG$SE$UNIT$SNOW$IAU$MUFG
$254M
122 positions
#23One Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$DDOG$SE$NOW$IAU$MUFG
$803M
304 positions
#24Partners in Financial PlanningActive
Some overlap · 5 shared positions
$DDOG$SE$GMM$UNIT$SNOW
$603M
122 positions
#25Sincerus Advisory, LLCActive
Some overlap · 4 shared positions
$DDOG$SE$NOW$IAU
$132M
76 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.