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Hedge Funds Similar to Naviter Wealth

13F Portfolio OverlapQ2 2026Naviter Wealth portfolio →
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Most similar hedge funds by 13F overlap

Naviter Wealth, LLC is an institutional investor managing $1.1B across 305 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 Naviter Wealth are Timbercreek Asset Ltd., Uniplan Investment Counsel, ARBOR, with shared positions in $WELL, $PLD, $EQIX, $SPG, $AMT, $DLR. The full ranking of 25 similar funds is below.

#1Timbercreek Asset Management Ltd.Active
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$AMT$DLR
$722M
83 positions
#2Uniplan Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$AMT$DLR
$1.1B
175 positions
#3ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$AMT$DLR
$102M
87 positions
#4CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$AMT$DLR
$7.2B
101 positions
#5Green Street Investors, LLCActive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$AMT$DLR
$212M
29 positions
#6HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$AMT$DLR
$1.6B
57 positions
#7LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$AMT$DLR
$2.8B
44 positions
#8DoubleLine ETF Adviser LPPassive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$AMT$DLR
$242M
170 positions
#9LDR Capital Management LLCActive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$AMT$DLR
$87M
45 positions
#10Vert Asset Management LLCActive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$AMT$DLR
$365M
44 positions
#11Safe Harbor Family Capital, LLCSmart money
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$AMT$DLR
$150M
57 positions
#12Vanderbilt UniversityActive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$AMT$DLR
$728M
74 positions
#13COHEN & STEERS, INC.Active
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$AMT$DLR
$63.2B
442 positions
#14DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$AMT$DLR
$10.6B
162 positions
#15Adelante Capital Management LLCActive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$DLR$AMT
$1.5B
42 positions
#16CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$DLR$AMT
$11.7B
80 positions
#17Five Oceans AdvisorsPassive
Some overlap · 6 shared positions
$ASML$NVS$HSBC$MUFG$SAN$AZN
$311M
204 positions
#18ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ASML$PLD$NVS$AZN$DLR
$713M
97 positions
#19CHILTON CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$ASML$PLD$EQIX$AZN$AMT$DLR
$3.2B
592 positions
#20Resolution Capital LtdActive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$DLR$AMT
$5.4B
39 positions
#21AEW CAPITAL MANAGEMENT L PActive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$SPG$DLR$AMT
$1.7B
39 positions
#22Pensionfund PDNActive
Some overlap · 5 shared positions
$WELL$PLD$EQIX$SPG$DLR
$194M
76 positions
#23APG Asset Management US Inc.Smart money
Some overlap · 5 shared positions
$WELL$PLD$EQIX$SPG$DLR
$14.3B
61 positions
#24Pensionfund SabicActive
Some overlap · 5 shared positions
$WELL$PLD$EQIX$SPG$DLR
$94M
76 positions
#25Daiwa Securities Group Inc.Active
Some overlap · 5 shared positions
$WELL$PLD$EQIX$SPG$DLR
$51.1B
1,194 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.