Hedge Funds Similar to Nuveen

13F Portfolio OverlapQ2 2026Nuveen portfolio →

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Most similar hedge funds by 13F overlap

Nuveen, LLC is an institutional investor managing $419.2B across 3,735 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 Nuveen are Inspire Investing, Nutshell Asset Ltd, First National Advisers, with shared positions in $APH, $WDC, $LIN, $SNDK, $ANET, $BKNG. The full ranking of 25 similar funds is below.

#1Inspire Investing, LLCPassive

Slight overlap · 5 shared positions

$APH $WDC $LIN $SNDK $ANET

$2.4B

1,266 positions

#2Nutshell Asset Management LtdActive

Slight overlap · 5 shared positions

$APH $WDC $BKNG $SNDK $ANET

$300M

45 positions

#3First National Advisers, LLCPassive

Slight overlap · 5 shared positions

$APH $ETN $LIN $WFC $ANET

$712M

251 positions

#4Acumen Wealth Advisors, LLCPassive

Slight overlap · 5 shared positions

$APH $ETN $WFC $ANET $C

$472M

493 positions

#5SHELTON WEALTH MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$APH $BKNG $WFC $ANET $C

$255M

144 positions

#6MorganRosel Wealth Management, LLCActive

Slight overlap · 4 shared positions

$APH $WDC $ETN $SNDK

$296M

104 positions

#7Polymer Capital Management (HK) LTDActive

Slight overlap · 4 shared positions

$APH $WDC $ETN $SNDK

$2.0B

143 positions

#8KNIGHTSBRIDGE ASSET MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$APH $WDC $SNDK $WFC

$711M

228 positions

#9WESTPAC BANKING CORPPassive

Slight overlap · 4 shared positions

$APH $WDC $BKNG $C

$1.6B

498 positions

#10Markin Volterra Fund LPActive

Slight overlap · 4 shared positions

$APH $WDC $SNDK $ANET

$147M

69 positions

#11ODDO BHF ASSET MANAGEMENT SASPassive

Slight overlap · 4 shared positions

$APH $WDC $SNDK $ANET

$2.2B

253 positions

#12Clarendon Private LLCPassive

Slight overlap · 4 shared positions

$APH $ETN $LIN $WFC

$156M

124 positions

#13Bank Julius Baer & Co. Ltd, ZurichActive

Slight overlap · 4 shared positions

$APH $ETN $LIN $WFC

$38.6B

661 positions

#14FORBES J M & CO LLPActive

Slight overlap · 4 shared positions

$APH $ETN $LIN $ANET

$1.3B

159 positions

#15Baader Bank AktiengesellschaftPassive

Slight overlap · 4 shared positions

$APH $ETN $LIN $ANET

$1.3B

415 positions

#16Community Financial Services Group, LLCPassive

Slight overlap · 4 shared positions

$APH $ETN $LIN $ANET

$686M

532 positions

#17Cornerstone Advisors, LLCActive

Slight overlap · 4 shared positions

$APH $ETN $LIN $ANET

$3.0B

112 positions

#18Ayrshire Capital Management LLCPassive

Slight overlap · 4 shared positions

$APH $ETN $LIN $ANET

$214M

50 positions

#19Moran Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$APH $ETN $LIN $ANET

$3.7B

491 positions

#20Elite Life Management LLCActive

Slight overlap · 4 shared positions

$APH $ETN $LIN $ANET

$85M

61 positions

#21NATIXIS ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$APH $LIN $ETN $WFC

$88.9B

1,819 positions

#22FMR LLCPassive

Slight overlap · 4 shared positions

$WDC $APH $SNDK $WFC

$2.3T

5,572 positions

#23MARIPAU WEALTH MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$APH $LIN $BKNG $WFC

$280M

177 positions

#24SWS PartnersPassive

Slight overlap · 4 shared positions

$APH $ETN $WFC $ANET

$463M

108 positions

#25AMF Tjanstepension ABActive

Slight overlap · 4 shared positions

$WDC $ETN $LIN $C

$16.9B

121 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.