Hedge Funds Similar to NEW YORK LIFE INVESTMENT

13F Portfolio OverlapQ2 2026NEW YORK LIFE INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

NEW YORK LIFE INVESTMENT MANAGEMENT LLC is an institutional investor managing $14.3B across 778 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 NEW YORK LIFE INVESTMENT are SHELTON, ING GROEP NV, Assenagon Asset S.A., with shared positions in $KLAC, $SNDK, $TXN. The full ranking of 25 similar funds is below.

#1SHELTON CAPITAL MANAGEMENTPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$5.5B

749 positions

#2ING GROEP NVPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$20.5B

514 positions

#3Assenagon Asset Management S.A.Active

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$80.2B

1,158 positions

#4Mirae Asset Global Investments Co., Ltd.Active

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$67.7B

1,670 positions

#5Alight Capital Management LPPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$712M

83 positions

#6PATTON FUND MANAGEMENT, INC.Passive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$462M

86 positions

#7LEVEL FOUR ADVISORY SERVICES, LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$3.5B

935 positions

#8Wahed Invest LLCActive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$958M

227 positions

#9Outlook Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$463M

305 positions

#10E Fund Management (Hong Kong) Co., Ltd.Passive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$302M

551 positions

#11E Fund Management Co., Ltd.Active

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$4.5B

488 positions

#12China Universal Asset Management Co., Ltd.Passive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$1.7B

513 positions

#13Retireful, LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$107M

81 positions

#14iA Global Asset Management Inc.Passive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$8.4B

465 positions

#15NEOS Investment Management LLCActive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$27.1B

578 positions

#16GF FUND MANAGEMENT CO. LTD.Active

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$8.3B

587 positions

#17PKO Investment Management Joint-Stock CoPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$1.4B

228 positions

#18111 CapitalPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$582M

488 positions

#19JENNISON ASSOCIATES LLCActive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$166.7B

567 positions

#20ALLSTATE CORPPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$10.0B

1,338 positions

#21Invesco Ltd.Passive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$1.3T

3,819 positions

#22PROFUND ADVISORS LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$3.6B

1,175 positions

#23GUGGENHEIM CAPITAL LLCPassive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$15.9B

1,704 positions

#24ProShare Advisors LLCActive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$69.2B

1,913 positions

#25Tower Research Capital LLC (TRC)Passive

Slight overlap · 3 shared positions

$KLAC $SNDK $TXN

$4.1B

5,180 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.