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Hedge Funds Similar to OFI INVEST ASSET

13F Portfolio OverlapQ2 2026OFI INVEST ASSET portfolio →
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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 Q2 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 Axecap Investments, Genus, McGuire Investment Group, with shared positions in $MS, $TXN, $ADI, $C, $EBAY, $QCOM. The full ranking of 25 similar funds is below.

#1Axecap Investments, LLCPassive
Some overlap · 6 shared positions
$MS$TXN$ADI$C$EBAY$QCOM
$181M
73 positions
#2Genus Capital Management Inc.Passive
Some overlap · 6 shared positions
$GLW$TXN$EBAY$ADI$C$MRVL
$1.0B
204 positions
#3McGuire Investment Group, LLCActive
Some overlap · 6 shared positions
$MS$PLTR$ADI$CME$ISRG$QCOM
$1.1B
137 positions
#4HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$MS$GLW$C$PLTR$MRVL
$1.1B
115 positions
#5Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 7 shared positions
$TXN$GLW$ADI$CME$ISRG$MRVL
$3.2B
82 positions
#6GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$GLW$MS$TXN$ADI$C
$3.0B
213 positions
#7OSSIAMPassive
Some overlap · 7 shared positions
$PLTR$MS$C$HOOD$MDB$TXN
$7.5B
680 positions
#8PAYDEN & RYGELPassive
Some overlap · 4 shared positions
$MS$GLW$TXN$ADI
$1.3B
131 positions
#9Insight Inv LLCPassive
Some overlap · 5 shared positions
$MS$GLW$C$MRVL$QCOM
$212M
109 positions
#10Myriad Asset Management US LPActive
Some overlap · 5 shared positions
$MS$GLW$C$ISRG$MRVL
$72M
52 positions
#11Northstar Advisory Group, LLCPassive
Some overlap · 5 shared positions
$GLW$EBAY$MS$ADI$C
$322M
119 positions
#12AGP FRANKLIN, LLCPassive
Some overlap · 5 shared positions
$GLW$PLTR$C$ORLY$MDB
$231M
93 positions
#13Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$MS$GLW$C$ISRG$MRVL
$424M
49 positions
#14Telemark Asset Management, LLCActive
Some overlap · 4 shared positions
$GLW$PLTR$TXN$ADI
$1.4B
57 positions
#15Abbot Financial Management, Inc.Passive
Some overlap · 4 shared positions
$MS$GLW$TXN$PH
$293M
141 positions
#16Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$GLW$PLTR$MS$C
$288M
141 positions
#17Laurion Capital Management LPPassive
Some overlap · 6 shared positions
$GLW$HOOD$PLTR$C$MRVL$QCOM
$3.9B
420 positions
#18CAPITAL ADVISORS INC/OKActive
Some overlap · 4 shared positions
$MS$TXN$GLW$ISRG
$6.8B
374 positions
#19LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MS$GLW$ADI$PH
$320M
82 positions
#20Maple Capital Management, Inc.Active
Some overlap · 5 shared positions
$MS$TXN$CME$ISRG$GLW
$1.7B
130 positions
#21Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 6 shared positions
$TXN$ADI$C$ISRG$MRVL$MDB
$249M
151 positions
#22VIKING FUND MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MS$GLW$C$QCOM
$1.1B
146 positions
#23MARVIN & PALMER ASSOCIATES INCActive
Some overlap · 4 shared positions
$MS$EBAY$ADI$C
$159M
28 positions
#24BSN Capital Partners LtdActive
Some overlap · 4 shared positions
$MS$TXN$C$QCOM
$2.2B
26 positions
#25Teucrium Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MS$TXN$C$QCOM
$112M
47 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.