What hedge funds are most similar to GUGGENHEIM CAPITAL LLC?

The funds with the most similar 13F portfolios to GUGGENHEIM CAPITAL LLC are PROFUND ADVISORS, NEOS Investment, Invesco Ltd., 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 GUGGENHEIM

13F Portfolio OverlapQ2 2026GUGGENHEIM portfolio →

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Most similar hedge funds by 13F overlap

GUGGENHEIM CAPITAL LLC is an institutional investor managing $15.9B across 1,704 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GUGGENHEIM are PROFUND ADVISORS, NEOS Investment, Invesco Ltd., with shared positions in $KLAC, $MRVL, $QCOM, $SNDK, $ADI, $AMGN. The full ranking of 25 similar funds is below.

#1PROFUND ADVISORS LLCPassive

Some overlap · 11 shared positions

$KLAC $MRVL $QCOM $SNDK $ADI $AMGN

$3.6B

1,175 positions

#2NEOS Investment Management LLCActive

Some overlap · 11 shared positions

$KLAC $MRVL $SNDK $QCOM $AMGN $PEP

$27.1B

578 positions

#3Invesco Ltd.Passive

Some overlap · 11 shared positions

$KLAC $MRVL $SNDK $QCOM $ADI $TXN

$1.3T

3,819 positions

#4ProShare Advisors LLCActive

Some overlap · 10 shared positions

$KLAC $SNDK $MRVL $PEP $AMGN $TXN

$69.2B

1,913 positions

#5Mirae Asset Global Investments Co., Ltd.Active

Some overlap · 8 shared positions

$KLAC $MRVL $QCOM $SNDK $AMGN $PEP

$67.7B

1,670 positions

#6China Universal Asset Management Co., Ltd.Passive

Some overlap · 9 shared positions

$KLAC $MRVL $SNDK $AMGN $ADI $TXN

$1.7B

513 positions

#7GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 9 shared positions

$KLAC $SNDK $MRVL $QCOM $AMGN $TXN

$8.3B

587 positions

#8Harvest Fund Management Co., LtdActive

Some overlap · 8 shared positions

$KLAC $MRVL $AMGN $PEP $ADI $TXN

$3.0B

455 positions

#9SG Americas Securities, LLCPassive

Some overlap · 9 shared positions

$MRVL $SNDK $QCOM $TXN $KLAC $PLTR

$178.7B

3,333 positions

#10Global X Japan Co., Ltd.Active

Some overlap · 7 shared positions

$KLAC $MRVL $QCOM $ADI $AMGN $TXN

$2.7B

390 positions

#11SteelPeak Wealth, LLCPassive

Some overlap · 7 shared positions

$MRVL $QCOM $KLAC $AMGN $ADI $BKNG

$3.9B

643 positions

#12Eagle Wealth Advisors LLCPassive

Some overlap · 8 shared positions

$KLAC $AMGN $MRVL $QCOM $ADI $TXN

$131M

100 positions

#13Alpha Family TrustPassive

Some overlap · 8 shared positions

$KLAC $SNDK $AMGN $ADI $PLTR $BKNG

$249M

200 positions

#14PKO Investment Management Joint-Stock CoPassive

Some overlap · 7 shared positions

$KLAC $MRVL $SNDK $PEP $TXN $PLTR

$1.4B

228 positions

#15Louisiana State Employees Retirement SystemPassive

Some overlap · 10 shared positions

$KLAC $SNDK $TXN $MRVL $PLTR $WDC

$6.7B

1,523 positions

#16Rafferty Asset Management, LLCActive

Some overlap · 6 shared positions

$KLAC $MRVL $QCOM $ADI $TXN $PLTR

$43.9B

1,133 positions

#17Wahed Invest LLCActive

Some overlap · 7 shared positions

$KLAC $SNDK $MRVL $TXN $QCOM $ADI

$958M

227 positions

#18OAK RIDGE INVESTMENTS LLCActive

Some overlap · 6 shared positions

$KLAC $MRVL $SNDK $ADI $PLTR $ORLY

$1.8B

170 positions

#19ING GROEP NVPassive

Some overlap · 8 shared positions

$KLAC $SNDK $PEP $ADI $TXN $MRVL

$20.5B

514 positions

#20Genus Capital Management Inc.Passive

Some overlap · 6 shared positions

$KLAC $MRVL $AMGN $ADI $TXN $WDC

$1.0B

204 positions

#21E Fund Management Co., Ltd.Active

Some overlap · 6 shared positions

$KLAC $MRVL $SNDK $PLTR $TXN $WDC

$4.5B

488 positions

#22Tower Research Capital LLC (TRC)Passive

Some overlap · 6 shared positions

$MRVL $KLAC $SNDK $ADI $TXN $QCOM

$4.1B

5,180 positions

#23111 CapitalPassive

Some overlap · 7 shared positions

$KLAC $SNDK $MRVL $PEP $TXN $ADI

$582M

488 positions

#24WOLFF WIESE MAGANA LLCPassive

Some overlap · 5 shared positions

$KLAC $MRVL $QCOM $AMGN $PEP

$217M

1,027 positions

#25Cerro Pacific Wealth Advisors LLCPassive

Some overlap · 6 shared positions

$KLAC $QCOM $AMGN $PEP $ADI $TXN

$442M

165 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.