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Hedge Funds Similar to NFP Retirement

13F Portfolio OverlapQ2 2026NFP Retirement portfolio →
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Most similar hedge funds by 13F overlap

NFP Retirement, Inc. is an institutional investor managing $1.8B across 321 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 NFP Retirement are PMG Family Office, Te Ahumairangi Investment Ltd, North Forty Two, with shared positions in $CII, $BUI, $BST, $VRSN, $GILD, $NEM. The full ranking of 25 similar funds is below.

#1PMG Family Office LLCPassive
Some overlap · 3 shared positions
$CII$BUI$BST
$109M
114 positions
#2Te Ahumairangi Investment Management LtdActive
Some overlap · 3 shared positions
$VRSN$GILD$NEM
$620M
86 positions
#3North Forty Two & Co.Passive
Some overlap · 5 shared positions
$AMGN$GILD$IAU$SLV$QCOM
$118M
104 positions
#4Alan B. Lancz & Associates, Inc.Passive
Some overlap · 5 shared positions
$AMGN$GILD$NEM$DELL$QCOM
$115M
138 positions
#5Grand Central Investment GroupPassive
Slight overlap · 4 shared positions
$GILD$NEM$IAU$SLV
$120M
40 positions
#6Crestmont Private Wealth LLCSmart money
Slight overlap · 3 shared positions
$VRSN$AMGN$QCOM
$356M
105 positions
#7American Alpha Advisors, LLCPassive
Slight overlap · 4 shared positions
$AMGN$GILD$NEM$QCOM
$185M
95 positions
#8SECTORAL ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$BSX$AMGN$GILD
$143M
82 positions
#9WESTPAC BANKING CORPPassive
Slight overlap · 4 shared positions
$WELL$AMGN$GILD$DELL
$1.6B
498 positions
#10Quantitative Investment Management, LLCPassive
Slight overlap · 3 shared positions
$BSX$GILD$NEM
$917M
346 positions
#11Hamilton Wealth, LLCPassive
Slight overlap · 4 shared positions
$WELL$GILD$IAU$SLV
$546M
118 positions
#12Twin Tree Management, LPPassive
Slight overlap · 4 shared positions
$IAU$SLV$WELL$DELL
$5.3B
1,357 positions
#13Richwood Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$WELL$AMGN$GILD
$142M
106 positions
#14Advance Capital Management, Inc.Smart money
Slight overlap · 4 shared positions
$WELL$AMGN$SLV$IAU
$3.1B
197 positions
#15L2 Asset Management, LLCPassive
Slight overlap · 4 shared positions
$AMGN$GILD$DELL$QCOM
$963M
411 positions
#16MEYER HANDELMAN COPassive
Slight overlap · 4 shared positions
$AMGN$GILD$DELL$QCOM
$3.5B
274 positions
#17Robinson Value Management, Ltd.Passive
Slight overlap · 4 shared positions
$NEM$IAU$SLV$QCOM
$187M
75 positions
#18CAPTRUST FINANCIAL ADVISORSPassive
Slight overlap · 5 shared positions
$GILD$AMGN$VRSN$IAU$QCOM
$65.5B
3,274 positions
#19Bellevue Group AGActive
Slight overlap · 3 shared positions
$AMGN$GILD$BSX
$4.8B
148 positions
#20Royal Fund Management, LLCPassive
Slight overlap · 4 shared positions
$AMGN$NEM$DELL$QCOM
$1.2B
291 positions
#21NatWest Group plcActive
Slight overlap · 3 shared positions
$AMGN$GILD$NEM
$560M
48 positions
#22VISIONARY HORIZONS, LLCActive
Slight overlap · 3 shared positions
$AMGN$GILD$NEM
$239M
145 positions
#23STANCE CAPITAL LLCPassive
Slight overlap · 3 shared positions
$AMGN$GILD$NEM
$328M
340 positions
#24D L CARLSON INVESTMENT GROUP INCActive
Slight overlap · 3 shared positions
$WELL$AMGN$IAU
$628M
133 positions
#25High Point Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$WELL$GILD$IAU
$122M
250 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.