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Hedge Funds Similar to ALLIANZ SE

13F Portfolio OverlapQ2 2026ALLIANZ SE portfolio →
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Most similar hedge funds by 13F overlap

ALLIANZ SE is an institutional investor managing $9.5B across 519 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 ALLIANZ SE are Ridge Creek Global, Alliance Private Wealth, Comprehensive Money Services, with shared positions in $NEM, $IAU, $LIN, $DIS, $B, $PFE. The full ranking of 25 similar funds is below.

#1Ridge Creek Global, IncPassive
Notable overlap · 4 shared positions
$NEM$IAU$LIN$DIS
$129M
94 positions
#2Alliance Private Wealth, LLCActive
Notable overlap · 7 shared positions
$B$NEM$PFE$FDX$QCOM$MS
$288M
82 positions
#3Comprehensive Money Management Services LLCPassive
Notable overlap · 4 shared positions
$NEM$B$IAU$SNPS
$159M
200 positions
#4FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 3 shared positions
$NEM$PFE$B
$860M
56 positions
#5Koa Wealth Management, LLCActive
Some overlap · 5 shared positions
$NEM$B$PM$QCOM$IAU
$147M
54 positions
#6BFSG, LLCPassive
Some overlap · 4 shared positions
$NEM$IAU$AXP$TTE
$1.1B
768 positions
#7Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$NEM$IAU$QCOM$DIS
$187M
75 positions
#8Glass Wealth Management Co LLCPassive
Some overlap · 4 shared positions
$NEM$B$PFE$MS
$299M
69 positions
#9VectorGlobal IAG, Inc.
Some overlap · 3 shared positions
$B$NEM$AXP
$385M
134 positions
#10Cardinal Point Capital Management, ULCPassive
Some overlap · 5 shared positions
$IAU$PM$NEM$PFE$FDX
$1.8B
294 positions
#11Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$NEM$PFE$QCOM
$1.1B
34 positions
#12HOURGLASS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$NEM$PFE$PM$C$MS
$508M
127 positions
#13Cheviot Value Management, LLCActive
Some overlap · 4 shared positions
$NEM$PFE$B$PM
$984M
443 positions
#14Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$IAU$PM$PFE$SNPS
$486M
249 positions
#15Drum Hill Capital, LLCActive
Some overlap · 4 shared positions
$NEM$PM$TTE$QCOM
$98M
45 positions
#16Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$PFE$LIN$QCOM
$955M
337 positions
#17KITCHING PARTNERS, LLCActive
Some overlap · 4 shared positions
$IAU$AXP$PM$SNPS
$116M
40 positions
#18Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$PFE$AXP
$227M
73 positions
#19DCM Advisors, LLCActive
Some overlap · 5 shared positions
$PM$PFE$AXP$MS$DIS
$253M
38 positions
#20Euro Pacific Asset Management, LLCActive
Some overlap · 3 shared positions
$B$NEM$TTE
$880M
96 positions
#21Narwhal Capital ManagementActive
Some overlap · 4 shared positions
$IAU$AXP$PM$QCOM
$1.4B
157 positions
#22Virtus Family Office LLCPassive
Some overlap · 4 shared positions
$IAU$PFE$SNPS$QCOM
$126M
62 positions
#23White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$IAU$PM$SNPS
$802M
151 positions
#24KEATING INVESTMENT COUNSELORS INCSmart money
Some overlap · 4 shared positions
$B$NEM$PM$TTE
$364M
59 positions
#25FDx Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$PM$LIN
$332M
179 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.