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Hedge Funds Similar to TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES

13F Portfolio OverlapQ2 2026TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC is an institutional investor managing $29.1B across 751 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 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES are TIAA , NATIONAL ASSOCIATION, SOROS, VeraBank, N.A., with shared positions in $FLEX, $MUFG, $IAU, $NU, $PEP, $LOW. The full ranking of 25 similar funds is below.

#1TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 6 shared positions
$FLEX$MUFG$IAU$NU$PEP$LOW
$1.7B
347 positions
#2SOROS CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$FLEX$TXN$LOW
$559M
58 positions
#3VeraBank, N.A.Active
Some overlap · 3 shared positions
$FLEX$PEP$LOW
$604M
167 positions
#4Equita Financial Network, Inc.Active
Some overlap · 3 shared positions
$NU$MUFG$LOW
$360M
95 positions
#5Impact Investors, IncPassive
Some overlap · 3 shared positions
$MUFG$IAU$STT
$137M
88 positions
#6Bellwether Advisors, LLCPassive
Some overlap · 3 shared positions
$FLEX$IAU$STT
$675M
167 positions
#7Centennial Bank/AR/Passive
Some overlap · 4 shared positions
$MUFG$STT$TXN$LOW
$311M
341 positions
#8Oribel Capital Management, LPPassive
Some overlap · 3 shared positions
$FLEX$TXN$LOW
$3.3B
143 positions
#9Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$MUFG$IAU$STT
$829M
163 positions
#10JNBA Financial AdvisorsActive
Some overlap · 4 shared positions
$IAU$STT$MUFG$FLEX
$1.3B
830 positions
#11Legacy Edge Advisors, LLCActive
Some overlap · 4 shared positions
$MUFG$NU$TXN$FLEX
$1.1B
239 positions
#12Birchwood Financial Partners, Inc.Passive
Some overlap · 3 shared positions
$MUFG$IAU$PEP
$122M
352 positions
#13Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$IAU$STT$PEP$LOW
$251M
74 positions
#14PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$MUFG$IAU$PEP
$374M
117 positions
#15Walkner Condon Financial Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$STT$NU
$871M
344 positions
#16JSF Financial, LLCActive
Some overlap · 3 shared positions
$IAU$FLEX$STT
$632M
142 positions
#17White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$IAU$NU$MUFG
$802M
151 positions
#18RTD Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$MUFG$NU$STT
$917M
120 positions
#19Twelve Points Wealth Management LLCPassive
Some overlap · 4 shared positions
$IAU$STT$TXN$PEP
$499M
213 positions
#20Colter Lewis Investment Partners LLCActive
Some overlap · 4 shared positions
$NU$IAU$PEP$TPL
$225M
114 positions
#21DMC Group, LLCPassive
Some overlap · 3 shared positions
$IAU$STT$MUFG
$146M
128 positions
#22Foguth Wealth Management, LLC.Active
Some overlap · 3 shared positions
$IAU$STT$TXN
$879M
213 positions
#23NTV ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$STT$PEP
$1.0B
317 positions
#24SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$STT$PEP
$166M
122 positions
#25Graetz Wealth LLCActive
Some overlap · 3 shared positions
$STT$FLEX$IAU
$125M
84 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.