What hedge funds are most similar to Karani Asset Management LLC?

The funds with the most similar 13F portfolios to Karani Asset Management LLC are Eldred Rock Partners,, Maytus ,, Miller Partners,, 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 Karani Asset

13F Portfolio OverlapQ1 2026Karani Asset portfolio →

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Most similar hedge funds by 13F overlap

Karani Asset Management LLC is an institutional investor managing $122M across 54 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 Karani Asset are Eldred Rock Partners,, Maytus ,, Miller Partners,, with shared positions in $ASML, $CMI, $DE, $LRCX, $TXN, $AMAT. The full ranking of 25 similar funds is below.

#1Eldred Rock Partners, LLCActive

Notable overlap · 5 shared positions

$ASML $CMI $DE $LRCX $TXN

$393M

31 positions

#2Maytus Capital Management, LLCPassive

Notable overlap · 7 shared positions

$ASML $AMAT $TXN $ADI $INTU $SNPS

$562M

62 positions

#3Miller Capital Partners, Inc.Passive

Notable overlap · 6 shared positions

$ASML $DE $LRCX $ODFL $KLAC $AXP

$208M

262 positions

#4Phraction Management LLCActive

Notable overlap · 7 shared positions

$ASML $AMAT $TXN $ADI $LRCX $SNPS

$483M

65 positions

#5PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 8 shared positions

$DE $AMAT $KLAC $AMD $ODFL $SNPS

$34.1B

135 positions

#6Gunderson Capital Management Inc.Passive

Notable overlap · 6 shared positions

$ASML $AMAT $ADI $AMD $GE $GEV

$239M

46 positions

#7RBA Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$CMI $AMAT $ASML $SNPS $CRM $BSX

$278M

92 positions

#8Avanda Investment Management Pte. Ltd.Active

Notable overlap · 6 shared positions

$AMAT $ASML $LRCX $TXN $KLAC $AMD

$63M

24 positions

#9McGuire Investment Group, LLCActive

Notable overlap · 6 shared positions

$AMAT $ASML $LRCX $ADI $CMI $AMD

$885M

121 positions

#10VAN ECK ASSOCIATES CORPPassive

Notable overlap · 8 shared positions

$ASML $AMAT $TXN $KLAC $ADI $AMD

$133M

1,404 positions

#11Anther Capital LtdActive

Notable overlap · 5 shared positions

$ASML $AMAT $LRCX $KLAC $BKR

$3.8B

31 positions

#12Markin Volterra Fund LPActive

Notable overlap · 6 shared positions

$ASML $AMAT $LRCX $KLAC $AMD $GEV

$65M

34 positions

#13KP Management LLCPassive

Notable overlap · 7 shared positions

$ASML $CMI $KLAC $CDNS $GE $SNPS

$409M

83 positions

#14Rafferty Asset Management, LLCActive

Notable overlap · 7 shared positions

$AMAT $LRCX $TXN $KLAC $ADI $AMD

$24.6B

1,057 positions

#15Tenere Capital LLCActive

Notable overlap · 5 shared positions

$ASML $AMAT $ADI $GE $GEV

$136M

22 positions

#16Nishkama Capital, LLCActive

Notable overlap · 4 shared positions

$ASML $AMAT $TXN $AMD

$1.6B

52 positions

#17Tairen Capital LtdActive

Notable overlap · 6 shared positions

$ASML $AMAT $LRCX $AMD $BKR $SLB

$924M

44 positions

#18Guinness Atkinson Asset Management IncPassive

Notable overlap · 7 shared positions

$AMAT $INTU $LRCX $KLAC $CRM $TXN

$200M

123 positions

#19Dundas Partners LLPActive

Notable overlap · 6 shared positions

$AXP $AMAT $INTU $ADI $CRM $JKHY

$1.3B

49 positions

#20Stiles Financial Services IncPassive

Notable overlap · 7 shared positions

$ASML $LRCX $AMD $STLD $TXN $AMAT

$327M

177 positions

#21Progressive Investment Management CorpActive

Notable overlap · 8 shared positions

$LRCX $ASML $AMAT $KLAC $CDNS $AMD

$379M

58 positions

#22SORA INVESTORS LLCPassive

Notable overlap · 4 shared positions

$ASML $INTU $AMAT $SNPS

$1.1B

77 positions

#23PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 5 shared positions

$CMI $AXP $TXN $GE $GEV

$166M

72 positions

#24ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Notable overlap · 7 shared positions

$AMAT $KLAC $AMD $ADI $TXN $INTU

$331M

183 positions

#25Alight Capital Management LPPassive

Notable overlap · 7 shared positions

$AMAT $LRCX $ASML $KLAC $AMD $CRM

$417M

64 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.