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Hedge Funds Similar to TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

13F Portfolio OverlapQ2 2026TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA portfolio →
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Most similar hedge funds by 13F overlap

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA is an institutional investor managing $91M across 76 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 TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA are BIRCH FINANCIAL GROUP, Lindsell Train Ltd, Maj Invest Holding A/S, with shared positions in $AXP, $AMP, $T, $FICO, $TMO, $NKE. The full ranking of 25 similar funds is below.

#1BIRCH FINANCIAL GROUP, LLCPassive
Notable overlap · 3 shared positions
$AXP$AMP$T
$195M
135 positions
#2Lindsell Train LtdSmart money
Notable overlap · 4 shared positions
$FICO$TMO$AXP$NKE
$2.6B
28 positions
#3Maj Invest Holding A/SActive
Notable overlap · 4 shared positions
$AXP$AMP$PFE$TMO
$2.2B
40 positions
#4CACTI ASSET MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$AXP$GLW$NKE
$2.0B
76 positions
#5BOYAR ASSET MANAGEMENT INC.Active
Some overlap · 4 shared positions
$AMP$AXP$GLW$PFE
$174M
77 positions
#6PROVIDENT TRUST COSmart money
Some overlap · 3 shared positions
$AXP$TJX$TMO
$4.8B
22 positions
#7Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$AXP$MMM$AMP$TJX
$274M
58 positions
#8Financial Avengers, Inc.Active
Some overlap · 5 shared positions
$AXP$MMM$PFE$T$GLW
$241M
155 positions
#9Drexel Morgan & Co.Active
Some overlap · 3 shared positions
$AXP$T$MMM
$719M
60 positions
#10Bowie Capital Management, LLCActive
Some overlap · 3 shared positions
$FICO$TMO$NKE
$2.4B
37 positions
#11Martin Investment Management, LLCActive
Some overlap · 3 shared positions
$AXP$TMO$WAB
$300M
47 positions
#12ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 5 shared positions
$AXP$MMM$TMO$FBTC$NKE
$102M
87 positions
#13Koa Wealth Management, LLCActive
Some overlap · 3 shared positions
$FICO$TMO$DHR
$147M
54 positions
#14Perennial Advisors, LLCPassive
Some overlap · 3 shared positions
$AXP$TMO$TJX
$649M
136 positions
#15Chemistry Wealth Management LLCPassive
Some overlap · 3 shared positions
$AXP$AMP$NKE
$625M
210 positions
#16Petrus Trust Company, LTASmart money
Some overlap · 3 shared positions
$FICO$TMO$WBD
$1.1B
27 positions
#17BAXTER BROS INCPassive
Some overlap · 3 shared positions
$AXP$TMO$HON
$864M
172 positions
#18EDMP, INC.Passive
Some overlap · 3 shared positions
$AMP$MMM$T
$124M
70 positions
#19EDGEWOOD MANAGEMENT LLCActive
Some overlap · 3 shared positions
$FICO$MMM$SOLV
$9.7B
90 positions
#20MOUNT VERNON ASSOCIATES INC /MD/Active
Some overlap · 4 shared positions
$AXP$GEHC$PFE$HON
$153M
62 positions
#21DCM Advisors, LLCActive
Some overlap · 4 shared positions
$AXP$T$PFE$NKE
$253M
38 positions
#22J.P. Marvel Investment Advisors, LLCActive
Some overlap · 4 shared positions
$TMO$GLW$MMM$DHR
$871M
64 positions
#23PeakShares LLCActive
Some overlap · 4 shared positions
$GLW$AXP$MMM$TJX
$134.4B
122 positions
#24Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 3 shared positions
$AXP$GLW$TJX
$186M
137 positions
#25NEVILLE RODIE & SHAW INCActive
Some overlap · 3 shared positions
$TMO$AXP$GLW
$1.5B
244 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.