Hedge Funds Similar to MUTUAL OF AMERICA

13F Portfolio OverlapQ2 2026MUTUAL OF AMERICA portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC is an institutional investor managing $10.3B across 1,449 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 MUTUAL OF AMERICA are FMR, GAMMA Investing, Presper Financial Architects, with shared positions in $KLAC, $SNDK, $APH, $PM. The full ranking of 25 similar funds is below.

#1FMR LLCPassive

Slight overlap · 4 shared positions

$KLAC $SNDK $APH $PM

$2.3T

5,572 positions

#2GAMMA Investing LLCPassive

Slight overlap · 4 shared positions

$KLAC $SNDK $APH $PM

$2.7B

4,173 positions

#3Presper Financial Architects, LLCSmart money

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$192M

55 positions

#4Markin Volterra Fund LPActive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$147M

69 positions

#5Torren Management, LLCActive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$197M

948 positions

#6MorganRosel Wealth Management, LLCActive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$296M

104 positions

#7SG Americas Securities, LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$178.7B

3,333 positions

#8MOTIVE WEALTH ADVISORSActive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$243M

96 positions

#9JENNISON ASSOCIATES LLCActive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$166.7B

567 positions

#10Elm3 Financial Group, LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$146M

135 positions

#11Outlook Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$463M

305 positions

#12THAMES CAPITAL MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$1.2B

56 positions

#13VICTORY CAPITAL MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$178.3B

2,482 positions

#14EWA, LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$548M

332 positions

#15ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$225.4B

1,887 positions

#16SHELTON CAPITAL MANAGEMENTPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$5.5B

749 positions

#17Optimize Financial IncPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$557M

588 positions

#18Benchmark Investment Advisors LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$228M

70 positions

#19Winslow Capital Management, LLCActive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$29.1B

66 positions

#20Sound Capital Solutions LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$427M

309 positions

#21Norinchukin Bank, TheActive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$10.3B

567 positions

#22Persistent Asset Partners LtdPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$335M

818 positions

#23Warburton Capital Management, LLCActive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$246M

75 positions

#24Inspire Investing, LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $APH

$2.4B

1,266 positions

#25Supplemental Annuity Collective Trust of NJPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $PM

$389M

298 positions

Compare MUTUAL 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 MUTUAL 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.