How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Bridgewater Associates,

13F Portfolio OverlapQ1 2026Bridgewater Associates, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Bridgewater Associates, LP is an institutional investor managing $22.4B across 993 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 Bridgewater Associates, are Markin Volterra Fund, Generate Investment Ltd, Rafferty Asset ,, with shared positions in $MU, $GEV, $LRCX, $AMD, $MRVL, $AMAT. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive

Notable overlap · 14 shared positions

$MU $GEV $LRCX $AMD $MRVL $AMAT

$65M

34 positions

#2Generate Investment Management LtdActive

Notable overlap · 9 shared positions

$MU $GEV $LRCX $AMD $NEM $AMAT

$2.0B

70 positions

#3Rafferty Asset Management, LLCActive

Notable overlap · 9 shared positions

$MU $LRCX $AMD $MRVL $AMAT $KLAC

$24.6B

1,057 positions

#4Benchmark Investment Advisors LLCPassive

Notable overlap · 10 shared positions

$MU $LRCX $AMAT $ANET $KLAC $GEV

$172M

76 positions

#5Value Aligned Research Advisors, LLCActive

Notable overlap · 11 shared positions

$MU $LRCX $AMAT $AMD $KLAC $CLS

$20.7B

107 positions

#6Polar Capital Holdings PlcActive

Notable overlap · 9 shared positions

$MU $LRCX $AMD $GEV $ANET $KLAC

$28.2B

242 positions

#7Telligent Fund, LPActive

Notable overlap · 8 shared positions

$MU $GEV $AMD $ANET $KLAC $CLS

$94M

24 positions

#8Bosman Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$MU $GEV $AMD $MRVL $ANET $STX

$114M

52 positions

#9Gunderson Capital Management Inc.Passive

Notable overlap · 8 shared positions

$MU $GEV $AMD $AMAT $STX $B

$239M

46 positions

#10Williamson Legacy Group, LLCPassive

Notable overlap · 8 shared positions

$GEV $MU $LRCX $NEM $STX $B

$133M

81 positions

#11Western Financial Corp/CAActive

Notable overlap · 10 shared positions

$LRCX $MU $GEV $AMAT $AMD $KLAC

$255M

127 positions

#12DARA CAPITAL US, INC.Passive

Notable overlap · 6 shared positions

$MU $GEV $LRCX $AMD $AMAT $VRT

$105M

119 positions

#13VAN ECK ASSOCIATES CORPPassive

Some overlap · 9 shared positions

$MU $AMD $NEM $AMAT $MRVL $KLAC

$133M

1,404 positions

#14Anther Capital LtdActive

Some overlap · 8 shared positions

$MU $LRCX $MRVL $AMAT $KLAC $STX

$3.8B

31 positions

#15Zweig-DiMenna Associates LLCPassive

Some overlap · 8 shared positions

$MU $LRCX $AMD $AMAT $ANET $STX

$722M

61 positions

#16JACKSON SQUARE CAPITAL, LLCPassive

Some overlap · 7 shared positions

$MU $GEV $LRCX $ANET $KLAC $VRT

$477M

129 positions

#17Goldstream Capital Management LtdActive

Some overlap · 8 shared positions

$GEV $MU $LRCX $AMAT $STX $ASML

$120M

30 positions

#18ARS Investment Partners, LLCActive

Some overlap · 6 shared positions

$MU $GEV $LRCX $NEM $STX $VRT

$1.9B

182 positions

#19SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 8 shared positions

$GEV $LRCX $MU $MRVL $ANET $VRT

$688M

180 positions

#20GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 7 shared positions

$MU $LRCX $AMD $AMAT $KLAC $ASML

$6.0B

624 positions

#21SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 9 shared positions

$LRCX $AMD $MU $MRVL $ANET $ASML

$229M

137 positions

#22Tairen Capital LtdActive

Some overlap · 7 shared positions

$MU $LRCX $AMD $AMAT $ASML $TER

$924M

44 positions

#23KKM Financial LLCPassive

Some overlap · 6 shared positions

$MU $LRCX $AMD $AMAT $KLAC $ASML

$563M

168 positions

#24GDS Wealth ManagementActive

Some overlap · 5 shared positions

$MU $GEV $LRCX $AMD $APH

$1.7B

200 positions

#25Optimize Financial IncPassive

Some overlap · 8 shared positions

$LRCX $MU $AMD $AMAT $KLAC $STX

$203M

297 positions

Compare Bridgewater Associates,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Bridgewater Associates,’s holdings

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.