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 OFI INVEST ASSET

13F Portfolio OverlapQ1 2026OFI INVEST ASSET portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

OFI INVEST ASSET MANAGEMENT is an institutional investor managing $10.0B across 365 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 OFI INVEST ASSET are STF, McGuire Investment Group,, Generali Investments Towarzystwo Funduszy Inwestycyjnych, with shared positions in $AMD, $MU, $PLTR, $LRCX, $AMAT, $ISRG. The full ranking of 25 similar funds is below.

#1STF Management LP

Notable overlap · 9 shared positions

$AMD $MU $PLTR $LRCX $AMAT $ISRG

$107M

101 positions

#2McGuire Investment Group, LLCActive

Notable overlap · 7 shared positions

$LRCX $AMD $MS $PLTR $AMAT $ISRG

$885M

121 positions

#3Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Notable overlap · 10 shared positions

$AMD $AMAT $ISRG $PANW $C $MU

$194M

146 positions

#4SIERRA SUMMIT ADVISORS LLCPassive

Notable overlap · 7 shared positions

$C $LRCX $MU $PLTR $ISRG $HOOD

$688M

180 positions

#5Rafferty Asset Management, LLCActive

Notable overlap · 8 shared positions

$AMD $LRCX $MU $AMAT $INTC $PLTR

$24.6B

1,057 positions

#6GF FUND MANAGEMENT CO. LTD.Active

Notable overlap · 8 shared positions

$LRCX $MU $AMAT $PLTR $AMD $INTC

$6.0B

624 positions

#7Global X Japan Co., Ltd.Active

Notable overlap · 7 shared positions

$LRCX $MU $PLTR $AMAT $AMD $ISRG

$1.9B

378 positions

#8Tairen Capital LtdActive

Notable overlap · 7 shared positions

$LRCX $AMD $MU $AMAT $HOOD $INTC

$924M

44 positions

#9Axecap Investments, LLCPassive

Notable overlap · 7 shared positions

$LRCX $C $AMAT $AMD $MU $MS

$145M

69 positions

#10PROFUND ADVISORS LLCPassive

Notable overlap · 9 shared positions

$MU $AMD $AMAT $LRCX $PLTR $INTC

$2.7B

1,092 positions

#11DARA CAPITAL US, INC.Passive

Notable overlap · 6 shared positions

$LRCX $AMD $MU $AMAT $ISRG $PANW

$105M

119 positions

#12Markin Volterra Fund LPActive

Notable overlap · 6 shared positions

$LRCX $AMD $MU $PLTR $AMAT $MRVL

$65M

34 positions

#13SHELTON CAPITAL MANAGEMENTPassive

Notable overlap · 10 shared positions

$MU $LRCX $AMD $PLTR $AMAT $ISRG

$4.6B

717 positions

#14Sava Infond d.o.o.Passive

Notable overlap · 8 shared positions

$LRCX $AMAT $AMD $MU $PANW $PLTR

$705M

230 positions

#15NEOS Investment Management LLCActive

Notable overlap · 9 shared positions

$MU $PLTR $AMD $AMAT $LRCX $INTC

$19.8B

575 positions

#16HARTLINE INVESTMENT CORP/Active

Notable overlap · 8 shared positions

$AMD $MS $C $PLTR $NEE $MRVL

$909M

112 positions

#17KKM Financial LLCPassive

Notable overlap · 6 shared positions

$LRCX $AMD $MU $AMAT $PANW $INTC

$563M

168 positions

#18SteelPeak Wealth, LLCPassive

Some overlap · 8 shared positions

$AMD $AMAT $MU $LRCX $PLTR $ISRG

$3.3B

575 positions

#19Scott & Selber, Inc.Active

Some overlap · 6 shared positions

$LRCX $C $MU $AMAT $ISRG $BAC

$387M

91 positions

#20Optiver Holding B.V.Active

Some overlap · 7 shared positions

$AMD $MU $PLTR $AMAT $PANW $MS

$289.5B

2,301 positions

#21Blue Sparrow, LLC /DEActive

Some overlap · 8 shared positions

$MS $AMD $PLTR $MU $BAC $INTC

$5.8B

176 positions

#22NLB Skladi, upravljanje premozenja, d.o.o.Passive

Some overlap · 8 shared positions

$PLTR $LRCX $MU $AMD $NEE $ISRG

$2.1B

335 positions

#23PRIMORIS WEALTH ADVISORS, LLCPassive

Some overlap · 6 shared positions

$LRCX $AMD $MU $PLTR $NEE $MS

$143M

96 positions

#24BDF-GESTIONActive

Some overlap · 10 shared positions

$AMAT $LRCX $PLTR $ISRG $C $MU

$749M

144 positions

#25China Universal Asset Management Co., Ltd.Passive

Some overlap · 8 shared positions

$MU $AMD $PLTR $LRCX $AMAT $INTC

$1.3B

502 positions

Compare OFI INVEST ASSET’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 OFI INVEST ASSET’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.