13F Pro

Hedge Funds Similar to Bank of New York Mellon

13F Portfolio OverlapQ2 2026Bank of New York Mellon portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Bank of New York Mellon Corp is an institutional investor managing $609.4B across 4,289 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 Bank of New York Mellon are NISSAY ASSET /JAPAN, ARGONAUTICA PRIVATE WEALTH, NZS, with shared positions in $TXN, $C, $APH, $KLAC, $MRVL, $LIN. The full ranking of 25 similar funds is below.

#1NISSAY ASSET MANAGEMENT CORP /JAPANActive
Slight overlap · 5 shared positions
$TXN$C$APH$KLAC$MRVL
$23.7B
687 positions
#2ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Slight overlap · 5 shared positions
$TXN$APH$KLAC$LIN$MRVL
$409M
182 positions
#3NZS Capital, LLCActive
Slight overlap · 5 shared positions
$TXN$APH$KLAC$LIN$MRVL
$3.9B
61 positions
#4Moran Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$TXN$APH$KLAC$LIN$MRVL
$3.7B
491 positions
#5Siemens Fonds Invest GmbHPassive
Slight overlap · 5 shared positions
$TXN$APH$KLAC$LIN$MRVL
$2.0B
538 positions
#6Mn Services Vermogensbeheer B.V.Active
Slight overlap · 5 shared positions
$TXN$C$KLAC$LIN$MRVL
$13.4B
444 positions
#7SHELTON CAPITAL MANAGEMENTPassive
Slight overlap · 5 shared positions
$TXN$APH$KLAC$LIN$MRVL
$5.5B
749 positions
#8Baker Avenue Asset Management, LPPassive
Slight overlap · 5 shared positions
$TXN$APH$KLAC$LIN$MRVL
$5.3B
818 positions
#9McKinley Carter Wealth Services, Inc.Active
Slight overlap · 4 shared positions
$TXN$C$APH$LIN
$1.9B
322 positions
#10United Super Pty Ltd in its capacity as Trustee for the ConsActive
Slight overlap · 4 shared positions
$TXN$C$APH$LIN
$5.6B
184 positions
#11Genus Capital Management Inc.Passive
Slight overlap · 4 shared positions
$TXN$C$KLAC$MRVL
$1.0B
204 positions
#12SG Americas Securities, LLCPassive
Slight overlap · 5 shared positions
$TXN$APH$KLAC$MRVL$C
$178.7B
3,333 positions
#13Clarendon Private LLCPassive
Slight overlap · 4 shared positions
$TXN$APH$KLAC$LIN
$156M
124 positions
#14PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADOActive
Slight overlap · 4 shared positions
$TXN$APH$KLAC$LIN
$28.9B
1,842 positions
#15Norinchukin Bank, TheActive
Slight overlap · 4 shared positions
$TXN$APH$KLAC$LIN
$10.3B
567 positions
#16Avanda Investment Management Pte. Ltd.Active
Slight overlap · 4 shared positions
$TXN$APH$KLAC$LIN
$299M
39 positions
#17Progressive Investment Management CorpActive
Slight overlap · 4 shared positions
$TXN$APH$KLAC$LIN
$454M
56 positions
#18Western Financial Corp/CAActive
Slight overlap · 4 shared positions
$TXN$APH$KLAC$MRVL
$341M
132 positions
#19Invesco Ltd.Passive
Slight overlap · 4 shared positions
$TXN$KLAC$LIN$MRVL
$1.3T
3,819 positions
#20PROFUND ADVISORS LLCPassive
Slight overlap · 4 shared positions
$TXN$KLAC$LIN$MRVL
$3.6B
1,175 positions
#21Harvest Fund Management Co., LtdActive
Slight overlap · 4 shared positions
$TXN$KLAC$LIN$MRVL
$3.0B
455 positions
#22ING GROEP NVPassive
Slight overlap · 4 shared positions
$TXN$KLAC$LIN$MRVL
$20.5B
514 positions
#23NEOS Investment Management LLCActive
Slight overlap · 4 shared positions
$TXN$KLAC$LIN$MRVL
$27.1B
578 positions
#24Busey Wealth ManagementActive
Slight overlap · 4 shared positions
$TXN$C$APH$LIN
$4.1B
388 positions
#25Winch Advisory Services, LLCPassive
Slight overlap · 4 shared positions
$TXN$C$KLAC$MRVL
$481M
567 positions

Compare Bank of New York Mellon’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 Bank of New York Mellon’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.