What hedge funds are most similar to Arosa Capital Management LP?

The funds with the most similar 13F portfolios to Arosa Capital Management LP are Rithm, Ariose Ltd, Robeco Schweiz AG, based on overlapping conviction holdings in the latest SEC filings.

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 Arosa

13F Portfolio OverlapQ1 2026Arosa portfolio →

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Most similar hedge funds by 13F overlap

Arosa Capital Management LP is an institutional investor managing $660M across 68 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 Arosa are Rithm, Ariose Ltd, Robeco Schweiz AG, with shared positions in $PWR, $NXT, $ECG, $MTZ, $STRL, $FPS. The full ranking of 25 similar funds is below.

#1Rithm Capital Corp.Active

Notable overlap · 9 shared positions

$PWR $NXT $ECG $MTZ $STRL $FPS

$67M

38 positions

#2Ariose Capital Management LtdActive

Notable overlap · 3 shared positions

$VICR $AXTI $CCJ

$149M

15 positions

#3Robeco Schweiz AGActive

Notable overlap · 6 shared positions

$PWR $FSLR $MPWR $NXT $NVT $ENPH

$4.7B

126 positions

#4De Lisle Partners LLPPassive

Notable overlap · 3 shared positions

$ECG $CCJ $NXT

$836M

174 positions

#5Electron Capital Partners, LLCActive

Notable overlap · 8 shared positions

$WMB $MTZ $EOSE $MWH $ENPH $FPS

$2.6B

46 positions

#6Tribune Investment Group LPActive

Notable overlap · 5 shared positions

$WMB $MTZ $BE $CCJ $BWXT

$261M

30 positions

#7Gunderson Capital Management Inc.Passive

Notable overlap · 4 shared positions

$CCJ $PWR $SEI $VST

$239M

46 positions

#8Encompass Capital Advisors LLCActive

Notable overlap · 7 shared positions

$NXT $SEI $FPS $PWR $MWH $ENPH

$3.3B

61 positions

#9Ripple Effect Asset Management LPSmart money

Notable overlap · 4 shared positions

$CCJ $WMB $VST $HUT

$679M

24 positions

#10CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 7 shared positions

$WMB $MTZ $SEI $PWR $VST $BE

$2.0B

66 positions

#11MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 5 shared positions

$CCJ $MTZ $WMB $BE $BWXT

$115M

98 positions

#12Forest Avenue Capital Management LPActive

Notable overlap · 3 shared positions

$ECG $MTZ $VST

$1.7B

26 positions

#13Candelo Capital Management LPPassive

Notable overlap · 3 shared positions

$WMB $PWR $SEI

$121M

31 positions

#14FWL INVESTMENT MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$WMB $CCJ $IREN $NVT

$456M

346 positions

#15ARP Global Capital LtdActive

Notable overlap · 4 shared positions

$CCJ $BE $UUUU $BWXT

$170M

19 positions

#16Wealth High Governance Capital LtdaPassive

Notable overlap · 4 shared positions

$NXT $CCJ $SEI $HUT

$333M

46 positions

#17REAVES W H & CO INCActive

Notable overlap · 5 shared positions

$WMB $PWR $CCJ $VST $USAR

$6.0B

90 positions

#18Williamson Legacy Group, LLCPassive

Notable overlap · 5 shared positions

$MTZ $NXT $BE $NVT $BWXT

$133M

81 positions

#19CLEARFIELD CAPITAL MANAGEMENT LPActive

Notable overlap · 3 shared positions

$ECG $VST $CLSK

$188M

17 positions

#20PECONIC PARTNERS LLCActive

Some overlap · 3 shared positions

$PWR $MTZ $FSLR

$5.8B

9 positions

#21SailingStone Capital Partners LLCActive

Some overlap · 3 shared positions

$WMB $CCJ $MTRN

$440M

17 positions

#22Hood River Capital Management LLCActive

Some overlap · 4 shared positions

$MTZ $BE $BW $HUT

$10.0B

167 positions

#23GeoSphere Capital Management, LLCActive

Some overlap · 3 shared positions

$CCJ $SEI $FPS

$229M

42 positions

#24Hill City Capital, LPSmart money

Some overlap · 3 shared positions

$FSLR $MTZ $MWH

$2.8B

23 positions

#25CloudAlpha Capital Management Limited/Hong KongActive

Some overlap · 3 shared positions

$PWR $AXTI $MTZ

$2.9B

56 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.