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Hedge Funds Similar to TIAA , NATIONAL ASSOCIATION

13F Portfolio OverlapQ2 2026TIAA , NATIONAL ASSOCIATION portfolio →
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Most similar hedge funds by 13F overlap

TIAA TRUST, NATIONAL ASSOCIATION is an institutional investor managing $1.7B across 347 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 , NATIONAL ASSOCIATION are TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, Bigelow Investment Advisors, Ridge Creek Global, with shared positions in $FLEX, $MUFG, $IAU, $NU, $PEP, $LOW. The full ranking of 25 similar funds is below.

#1TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCActive
Some overlap · 6 shared positions
$FLEX$MUFG$IAU$NU$PEP$LOW
$29.1B
751 positions
#2Bigelow Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$PEP$TJX$TMO$AXP
$276M
157 positions
#3Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$IAU$FLEX$ADP
$129M
94 positions
#4Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$IAU$LOW$TJX$PEP$AMGN
$814M
61 positions
#5Alhambra Investment Partners LLCPassive
Some overlap · 6 shared positions
$IAU$PEP$TJX$AXP$ADP$AMGN
$229M
182 positions
#6Sharkey, Howes & JaverActive
Some overlap · 4 shared positions
$IAU$MUFG$AXP$TMO
$829M
163 positions
#7Madden Advisory Services, Inc.Active
Some overlap · 3 shared positions
$IAU$CEF$MDY
$279M
110 positions
#8Tandem Investment Partners LLCPassive
Some overlap · 7 shared positions
$TMO$MDY$LOW$TJX$AXP$AMGN
$130M
76 positions
#9BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$TMO$PEP$LOW$TJX$MDY$AMGN
$8.0B
1,334 positions
#10Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$IAU$PEP$AXP$AMGN
$227M
73 positions
#11White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$IAU$NU$MUFG$AMGN
$802M
151 positions
#12Forza Wealth Management, LLCPassive
Some overlap · 5 shared positions
$IAU$MDY$TRV$AMGN$LOW
$326M
194 positions
#13Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$TMO$ADP$TJX
$412M
181 positions
#14Mill Creek Capital Advisors, LLC
Some overlap · 4 shared positions
$IAU$MDY$TMO$AMGN
$4.9B
260 positions
#15CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 4 shared positions
$IAU$LOW$TJX$AXP
$783M
200 positions
#16CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$IAU$TMO$PEP$ADP$TJX
$767M
184 positions
#17Blossom Wealth ManagementActive
Some overlap · 4 shared positions
$IAU$TJX$PEP$AMGN
$71M
72 positions
#18Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$LOW$ADP$ITW
$145M
99 positions
#19GRAYBILL WEALTH MANAGEMENT, LTD.
Some overlap · 4 shared positions
$FLEX$TMO$PEP$ADP
$372M
82 positions
#20DELTA FINANCIAL ADVISORS LLCPassive
Some overlap · 6 shared positions
$IAU$TRV$ADP$TJX$LOW$AMGN
$421M
152 positions
#21Plum Street Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$TMO$MUFG
$313M
107 positions
#22Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$ADP$TJX$AXP$AMGN
$710M
193 positions
#23JSF Financial, LLCActive
Some overlap · 3 shared positions
$IAU$FLEX$TRV
$632M
142 positions
#24Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 3 shared positions
$IAU$PEP$TJX
$84M
36 positions
#25FORBES J M & CO LLPActive
Some overlap · 3 shared positions
$IAU$PEP$TJX
$1.3B
159 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.