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 Jain Global

13F Portfolio OverlapQ1 2026Jain Global portfolio →

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Most similar hedge funds by 13F overlap

Jain Global LLC is an institutional investor managing $24.2B across 1,162 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 Jain Global are DCF Advisers,, Rafferty Asset ,, Benchmark Investment Advisors, with shared positions in $MU, $TME, $BABA, $MRVL, $USB, $PLTR. The full ranking of 25 similar funds is below.

#1DCF Advisers, LLCActive

Some overlap · 5 shared positions

$MU $TME $BABA $MRVL $USB

$375M

86 positions

#2Rafferty Asset Management, LLCActive

Some overlap · 5 shared positions

$MU $MRVL $USB $TME $PLTR

$24.6B

1,057 positions

#3Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$MU $NOW $USB $PLTR $PH

$172M

76 positions

#4Fund Advisors of America Inc/FLPassive

Some overlap · 5 shared positions

$MU $MRVL $USB $DUK $PLTR

$99M

118 positions

#5TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive

Some overlap · 5 shared positions

$MU $USB $NOW $TME $SCHW

$671M

59 positions

#6Kercheville Advisors, LLCPassive

Some overlap · 4 shared positions

$TME $MU $USB $PLTR

$313M

106 positions

#7First Washington CORPActive

Some overlap · 4 shared positions

$MU $BABA $MRVL $USB

$353M

50 positions

#8EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$USB $DUK $FDX $UNP $SCHW $LMT

$1.4B

56 positions

#9Leonteq Securities AGPassive

Some overlap · 4 shared positions

$MU $BABA $NOW $PLTR

$2.7B

1,279 positions

#10Twin Tree Management, LPPassive

Some overlap · 4 shared positions

$MU $NOW $MRVL $USB

$4.7B

1,240 positions

#11GTS SECURITIES LLCPassive

Some overlap · 5 shared positions

$MU $TME $USB $PLTR $SCHW

$2.8B

1,482 positions

#12Telligent Fund, LPActive

Some overlap · 4 shared positions

$MU $NOW $HWM $PLTR

$94M

24 positions

#13Shellback Capital, LPPassive

Some overlap · 5 shared positions

$MU $ODFL $KNX $LYV $FDX

$703M

79 positions

#14Orca Wealth Management, LLCActive

Some overlap · 5 shared positions

$MU $DUK $FITB $LMT $GD

$141M

67 positions

#15ATALANTA SOSNOFF CAPITAL, LLCActive

Some overlap · 5 shared positions

$MU $NOW $PLTR $CBRE $SCHW

$4.7B

104 positions

#16SWS PartnersPassive

Some overlap · 5 shared positions

$MU $MRVL $NOW $DUK $GD

$405M

112 positions

#17PRIMECAP MANAGEMENT CO/CA/Active

Some overlap · 4 shared positions

$MU $BABA $FDX $SCHW

$127.0B

320 positions

#18Alphadyne Asset Management LPPassive

Some overlap · 4 shared positions

$MU $BABA $NOW $LMT

$5.8B

876 positions

#19Center for Wealth Management AdvisoryActive

Some overlap · 6 shared positions

$USB $DUK $FDX $FITB $LMT $GD

$139M

62 positions

#20IMC-Chicago, LLCPassive

Some overlap · 4 shared positions

$MU $USB $BABA $PLTR

$278.4B

5,950 positions

#21JANE STREET GROUP, LLCPassive

Some overlap · 6 shared positions

$MRVL $MU $PLTR $BABA $NOW $HWM

$777.2B

11,403 positions

#22Passumpsic Savings Bank

Some overlap · 4 shared positions

$MU $USB $HWM $PH

$183M

90 positions

#23Blume Capital Management, Inc.Passive

Some overlap · 4 shared positions

$MU $USB $FDX $SCHW

$588M

337 positions

#24Fox Hill Wealth ManagementPassive

Some overlap · 5 shared positions

$MU $DUK $HWM $PLTR $LMT

$208M

117 positions

#25SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$MU $MRVL $PH $CBRE $GD

$229M

137 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.