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Hedge Funds Similar to Migdal Insurance & Financial Ltd.

13F Portfolio OverlapQ1 2026Migdal Insurance & Financial Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Migdal Insurance & Financial Holdings Ltd. is an institutional investor managing $11.5B across 362 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 Migdal Insurance & Financial Ltd. are Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec, Phoenix Financial Ltd., Y.D. More Investments Ltd, with shared positions in $TEVA, $NVMI, $TSEM, $SHW, $ORA, $MU. The full ranking of 25 similar funds is below.

#1Mivtachim The Workers Social Insurance Fund Ltd. (Under SpecActive
Substantial overlap · 11 shared positions
$TEVA$NVMI$TSEM$SHW$ORA$MU
$789M
44 positions
#2Phoenix Financial Ltd.Active
Notable overlap · 8 shared positions
$TEVA$TSEM$NVMI$ENLT$AMAT$PANW
$10.5B
486 positions
#3Y.D. More Investments LtdActive
Notable overlap · 10 shared positions
$NVMI$TSEM$CAMT$TEVA$ORA$ENLT
$2.6B
474 positions
#4SPHERA FUNDS MANAGEMENT LTD.Active
Notable overlap · 8 shared positions
$TEVA$NVMI$TSEM$CAMT$ORA$AZN
$630M
96 positions
#5MENORA MIVTACHIM HOLDINGS LTD.Active
Notable overlap · 9 shared positions
$TEVA$NVMI$SHW$CAMT$AMAT$MU
$21.1B
157 positions
#6MEITAV INVESTMENT HOUSE LTDActive
Notable overlap · 8 shared positions
$TSEM$NVMI$SHW$USB$ENLT$ETN
$9.1B
232 positions
#7ION Fund Management LtdActive
Notable overlap · 3 shared positions
$TEVA$SEDG$PANW
$707M
62 positions
#8Science & Technology Partners, L.P.Active
Notable overlap · 6 shared positions
$CAMT$TSEM$LRCX$AMAT$MU$SNDK
$382M
43 positions
#9Yelin Lapidot Holdings Management Ltd.Active
Notable overlap · 8 shared positions
$TEVA$NVMI$ORA$CAMT$MU$ENLT
$480M
83 positions
#10Altshuler Shaham LtdActive
Notable overlap · 5 shared positions
$TEVA$TSEM$ENLT$PANW$BABA
$5.5B
443 positions
#11Goldstream Capital Management LtdActive
Some overlap · 6 shared positions
$TSEM$LRCX$AMAT$MU$VRT$SNDK
$120M
30 positions
#12GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 6 shared positions
$TSEM$LRCX$AMAT$MU$GILD$SNDK
$6.0B
624 positions
#13IAM Advisory, LLCActive
Some overlap · 8 shared positions
$SHW$USB$LMT$NOC$VRT$GILD
$446M
95 positions
#14USS Investment Management LtdActive
Some overlap · 4 shared positions
$TSEM$NVMI$CAMT$ENLT
$25.6B
512 positions
#15Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active
Some overlap · 4 shared positions
$TSEM$SHW$SEDG$BABA
$54M
26 positions
#16MIG Capital, LLC
Some overlap · 6 shared positions
$SHW$LRCX$MU$AMAT$PANW$WDC
$589M
43 positions
#17DCF Advisers, LLCActive
Some overlap · 5 shared positions
$TEVA$USB$MU$LRCX$BABA
$375M
86 positions
#18Benchmark Investment Advisors LLCPassive
Some overlap · 7 shared positions
$LRCX$AMAT$USB$MU$VRT$PANW
$172M
76 positions
#19Sava Infond d.o.o.Active
Some overlap · 8 shared positions
$LRCX$AMAT$MU$CCJ$AZN$PANW
$705M
230 positions
#20WT Asset Management LtdActive
Some overlap · 7 shared positions
$TSEM$MU$USB$SNDK$WDC$VRT
$4.8B
32 positions
#21Seek First Inc.Active
Some overlap · 6 shared positions
$NVMI$LRCX$AMAT$GILD$WDC$SNDK
$142M
58 positions
#22SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TSEM$LRCX$ETN$VRT$SNDK
$3.7B
148 positions
#23MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$TEVA$USB$MU$CCJ$GILD
$115M
98 positions
#24Analog Century Management LPActive
Some overlap · 4 shared positions
$TSEM$AMAT$MU$SNDK
$2.1B
25 positions
#25KP Management LLCPassive
Some overlap · 3 shared positions
$TSEM$SHW$SNDK
$409M
83 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.