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 Generate Investment Ltd

13F Portfolio OverlapQ1 2026Generate Investment Ltd portfolio →

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Most similar hedge funds by 13F overlap

Generate Investment Management Ltd is an institutional investor managing $2.0B across 70 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 Generate Investment Ltd are DARA US,, Markin Volterra Fund, ARS Investment Partners,, with shared positions in $MU, $GEV, $LRCX, $AMD, $NOW, $IBM. The full ranking of 25 similar funds is below.

#1DARA CAPITAL US, INC.Passive

Notable overlap · 10 shared positions

$MU $GEV $LRCX $AMD $NOW $IBM

$105M

119 positions

#2Markin Volterra Fund LPActive

Notable overlap · 8 shared positions

$MU $GEV $LRCX $APH $AMD $ASML

$65M

34 positions

#3ARS Investment Partners, LLCActive

Notable overlap · 8 shared positions

$MU $GEV $LRCX $NEM $AJG $CRM

$1.9B

182 positions

#4GDS Wealth ManagementActive

Notable overlap · 7 shared positions

$MU $GEV $LRCX $AMD $APH $CRM

$1.7B

200 positions

#5Telligent Fund, LPActive

Notable overlap · 6 shared positions

$MU $GEV $APH $AMD $NOW $KLAC

$94M

24 positions

#6Bridgewater Associates, LPActive

Notable overlap · 9 shared positions

$MU $GEV $LRCX $AMD $NEM $AMAT

$22.4B

993 positions

#7Benchmark Investment Advisors LLCPassive

Notable overlap · 9 shared positions

$MU $LRCX $APH $UBER $NOW $ASML

$172M

76 positions

#8KKM Financial LLCPassive

Notable overlap · 7 shared positions

$MU $LRCX $AMD $IBM $ASML $AMAT

$563M

168 positions

#9Williamson Legacy Group, LLCPassive

Notable overlap · 6 shared positions

$GEV $MU $LRCX $AGI $NEM $AEM

$133M

81 positions

#10Rafferty Asset Management, LLCActive

Notable overlap · 7 shared positions

$MU $LRCX $AMD $ASML $AMAT $KLAC

$24.6B

1,057 positions

#11Game Creek Capital, LPPassive

Notable overlap · 6 shared positions

$MU $AMD $NEM $UBER $NOW $IBM

$301M

93 positions

#12Passumpsic Savings Bank

Notable overlap · 6 shared positions

$GEV $LRCX $MU $APH $UBER $BSX

$183M

90 positions

#13Employees Provident Fund BoardActive

Notable overlap · 7 shared positions

$MU $UBER $AEM $NOW $CRM $BSX

$13.2B

70 positions

#14Gunderson Capital Management Inc.Passive

Notable overlap · 7 shared positions

$MU $GEV $AMD $ASML $AMAT $LNG

$239M

46 positions

#15VAN ECK ASSOCIATES CORPPassive

Notable overlap · 8 shared positions

$MU $AMD $AGI $NEM $AEM $ASML

$133M

1,404 positions

#16Ravenswood Partners LPPassive

Notable overlap · 6 shared positions

$MU $LRCX $UBER $NOW $ASML $INTU

$271M

35 positions

#17Schear Investment Advisers, LLCPassive

Notable overlap · 4 shared positions

$MU $GEV $AMD $BSX

$227M

77 positions

#18Galaxy Digital Capital Management GP LLCActive

Some overlap · 5 shared positions

$MU $LRCX $APH $CRM $AMAT

$95M

54 positions

#19THAMES CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$MU $GEV $APH $UBER

$558M

43 positions

#20Progressive Investment Management CorpActive

Some overlap · 9 shared positions

$LRCX $APH $AMD $MCO $ASML $MU

$379M

58 positions

#21Guinness Atkinson Asset Management IncPassive

Some overlap · 9 shared positions

$LRCX $APH $CRM $ETN $DHR $AMAT

$200M

123 positions

#22Tairen Capital LtdActive

Some overlap · 5 shared positions

$MU $LRCX $AMD $ASML $AMAT

$924M

44 positions

#23ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 8 shared positions

$MU $AMD $UBER $NOW $APH $AMAT

$3.5B

110 positions

#24Kercheville Advisors, LLCPassive

Some overlap · 6 shared positions

$GEV $MU $AMD $AGI $AEM $UBER

$313M

106 positions

#25MILFORD FUNDS LTDActive

Some overlap · 8 shared positions

$MU $NEM $AJG $BP $CRM $BSX

$4.8B

75 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.