What hedge funds are most similar to Wahed Invest LLC?

The funds with the most similar 13F portfolios to Wahed Invest LLC are BDF-GESTION, GF FUND LTD., ProShare Advisors, 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 Wahed Invest

13F Portfolio OverlapQ1 2026Wahed Invest portfolio →

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Most similar hedge funds by 13F overlap

Wahed Invest LLC is an institutional investor managing $770M across 225 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 Wahed Invest are BDF-GESTION, GF FUND LTD., ProShare Advisors, with shared positions in $AMAT, $LRCX, $MU, $KO, $AMD, $KLAC. The full ranking of 25 similar funds is below.

#1BDF-GESTIONActive

Notable overlap · 14 shared positions

$AMAT $LRCX $MU $KO $AMD $KLAC

$749M

144 positions

#2GF FUND MANAGEMENT CO. LTD.Active

Notable overlap · 12 shared positions

$MU $AMD $AMAT $LRCX $LIN $KLAC

$6.0B

624 positions

#3ProShare Advisors LLCActive

Notable overlap · 12 shared positions

$MU $AMD $AMAT $LRCX $LIN $KLAC

$67.5B

1,865 positions

#4PROFUND ADVISORS LLCPassive

Notable overlap · 12 shared positions

$MU $AMD $AMAT $LRCX $LIN $KLAC

$2.7B

1,092 positions

#5Avanza Fonder ABActive

Notable overlap · 13 shared positions

$KO $AMD $MU $LIN $AMAT $LRCX

$3.6B

484 positions

#6NEOS Investment Management LLCActive

Notable overlap · 11 shared positions

$MU $AMD $AMAT $LRCX $LIN $KLAC

$19.8B

575 positions

#7STF Management LP

Notable overlap · 11 shared positions

$MU $AMD $AMAT $LRCX $LIN $KLAC

$107M

101 positions

#8Raiffeisen Bank International AGActive

Notable overlap · 12 shared positions

$AMD $AMAT $LRCX $LIN $IBM $MU

$7.0B

824 positions

#9111 CapitalPassive

Some overlap · 12 shared positions

$MU $AZN $AMD $AMAT $LRCX $GILD

$406M

328 positions

#10Alpha Family TrustPassive

Some overlap · 11 shared positions

$MU $AMD $AMAT $LRCX $KLAC $INTC

$206M

203 positions

#11HOWARD HUGHES MEDICAL INSTITUTEActive

Some overlap · 10 shared positions

$MU $AMD $AMAT $LRCX $IBM $KLAC

$416M

31 positions

#12Generate Investment Management LtdActive

Some overlap · 10 shared positions

$MU $AMD $LRCX $GEV $IBM $AMAT

$2.0B

70 positions

#13DARA CAPITAL US, INC.Passive

Some overlap · 9 shared positions

$MU $AMD $AMAT $LRCX $GEV $IBM

$105M

119 positions

#14Bank Julius Baer & Co. Ltd, ZurichActive

Some overlap · 10 shared positions

$KO $AZN $AMAT $LRCX $LIN $IBM

$33.2B

678 positions

#15Avanda Investment Management Pte. Ltd.Active

Some overlap · 9 shared positions

$AMD $MU $AMAT $LRCX $LIN $KLAC

$63M

24 positions

#16China Universal Asset Management Co., Ltd.Passive

Some overlap · 9 shared positions

$MU $AMD $AMAT $LRCX $KLAC $INTC

$1.3B

502 positions

#17SHELTON CAPITAL MANAGEMENTPassive

Some overlap · 9 shared positions

$MU $AMD $LRCX $LIN $AMAT $INTC

$4.6B

717 positions

#18Global X Japan Co., Ltd.Active

Some overlap · 9 shared positions

$MU $AMD $AMAT $LRCX $KLAC $GILD

$1.9B

378 positions

#19Beech Hill Advisors, Inc.Passive

Some overlap · 8 shared positions

$MU $AMD $KO $AMAT $IBM $TJX

$200M

94 positions

#20Western Financial Corp/CAActive

Some overlap · 9 shared positions

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

$255M

127 positions

#21Kepler Cheuvreux (Suisse) SAPassive

Some overlap · 9 shared positions

$KO $LRCX $MU $LIN $IBM $KLAC

$1.5B

171 positions

#22Eagle Wealth Advisors LLCPassive

Some overlap · 9 shared positions

$AMD $MU $LRCX $LIN $AMAT $KLAC

$108M

98 positions

#23Rafferty Asset Management, LLCActive

Some overlap · 8 shared positions

$MU $AMD $AMAT $LRCX $KLAC $INTC

$24.6B

1,057 positions

#24BNP Paribas Asset Management Holding S.A.Passive

Some overlap · 10 shared positions

$AMD $AZN $LRCX $AMAT $TJX $GILD

$86.1B

2,258 positions

#25Genus Capital Management Inc.Passive

Some overlap · 9 shared positions

$AMD $LRCX $MU $GEV $IBM $KLAC

$873M

189 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.