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Hedge Funds Similar to GUGGENHEIM

13F Portfolio OverlapQ1 2026GUGGENHEIM portfolio →
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Most similar hedge funds by 13F overlap

GUGGENHEIM CAPITAL LLC is an institutional investor managing $12.9B across 1,596 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GUGGENHEIM are Global X Japan , Ltd., STF, GF FUND LTD., with shared positions in $LRCX, $MU, $AMAT, $AMD, $KLAC, $PLTR. The full ranking of 25 similar funds is below.

#1Global X Japan Co., Ltd.Active
Notable overlap · 11 shared positions
$LRCX$MU$AMAT$AMD$KLAC$PLTR
$1.9B
378 positions
#2STF Management LP
Notable overlap · 11 shared positions
$LRCX$MU$AMAT$AMD$AMGN$KLAC
$107M
101 positions
#3GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 10 shared positions
$LRCX$MU$AMAT$AMD$AMGN$KLAC
$6.0B
624 positions
#4PROFUND ADVISORS LLCPassive
Some overlap · 10 shared positions
$MU$LRCX$AMAT$AMD$AMGN$KLAC
$2.7B
1,092 positions
#5NEOS Investment Management LLCActive
Some overlap · 10 shared positions
$MU$AMAT$LRCX$AMD$AMGN$KLAC
$19.8B
575 positions
#6Alpha Family TrustPassive
Some overlap · 9 shared positions
$MU$LRCX$AMAT$AMD$AMGN$KLAC
$206M
203 positions
#7ProShare Advisors LLCActive
Some overlap · 10 shared positions
$MU$AMAT$LRCX$AMD$AMGN$KLAC
$67.5B
1,865 positions
#8China Universal Asset Management Co., Ltd.Passive
Some overlap · 9 shared positions
$MU$LRCX$AMAT$AMD$AMGN$KLAC
$1.3B
502 positions
#9Rafferty Asset Management, LLCActive
Some overlap · 7 shared positions
$LRCX$MU$AMAT$AMD$KLAC$PLTR
$24.6B
1,057 positions
#10OFI INVEST ASSET MANAGEMENTActive
Some overlap · 7 shared positions
$LRCX$MU$AMAT$AMD$PLTR$ADI
$7.6B
347 positions
#11Sava Infond d.o.o.Passive
Some overlap · 7 shared positions
$LRCX$AMAT$MU$AMD$PLTR$BKNG
$705M
230 positions
#12111 CapitalPassive
Some overlap · 9 shared positions
$MU$AMD$AMAT$LRCX$AMGN$PLTR
$406M
328 positions
#13Western Financial Corp/CAActive
Some overlap · 7 shared positions
$LRCX$AMAT$MU$AMD$KLAC$ADI
$255M
127 positions
#14Raiffeisen Bank International AGActive
Some overlap · 7 shared positions
$LRCX$AMAT$AMD$MU$WM$KLAC
$7.0B
824 positions
#15SteelPeak Wealth, LLCPassive
Some overlap · 7 shared positions
$AMAT$MU$LRCX$AMD$AMGN$PLTR
$3.3B
575 positions
#16PKO Investment Management Joint-Stock CoPassive
Some overlap · 8 shared positions
$MU$AMD$LRCX$AMAT$AMGN$KLAC
$1.2B
220 positions
#17Markin Volterra Fund LPActive
Some overlap · 6 shared positions
$LRCX$MU$AMAT$AMD$KLAC$PLTR
$65M
34 positions
#18Optimize Financial IncPassive
Some overlap · 6 shared positions
$LRCX$MU$AMAT$AMD$KLAC$ADI
$203M
297 positions
#19SHELTON CAPITAL MANAGEMENTPassive
Some overlap · 7 shared positions
$LRCX$MU$AMD$AMAT$AMGN$PLTR
$4.6B
717 positions
#20NAPLES GLOBAL ADVISORS, LLCPassive
Some overlap · 7 shared positions
$LRCX$AMAT$MU$AMD$AMGN$KLAC
$1.4B
441 positions
#21Swedbank ABActive
Some overlap · 8 shared positions
$AMAT$MU$LRCX$AMD$KLAC$WM
$95.1B
684 positions
#22Axecap Investments, LLCPassive
Some overlap · 6 shared positions
$LRCX$AMAT$MU$AMD$KLAC$ADI
$145M
69 positions
#23HOWARD HUGHES MEDICAL INSTITUTEActive
Some overlap · 7 shared positions
$MU$AMAT$LRCX$AMD$KLAC$PLTR
$416M
31 positions
#24Benchmark Investment Advisors LLCPassive
Some overlap · 6 shared positions
$LRCX$MU$AMAT$KLAC$PLTR$BKNG
$172M
76 positions
#25Wahed Invest LLCPassive
Some overlap · 7 shared positions
$MU$AMAT$AMD$LRCX$KLAC$ADI
$770M
225 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.