What hedge funds are most similar to Rafferty Asset Management, LLC?

The funds with the most similar 13F portfolios to Rafferty Asset Management, LLC are VAN ECK ASSOCIATES, Spear Advisors, Tensor Edge, 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 Rafferty Asset

13F Portfolio OverlapQ2 2026Rafferty Asset portfolio →

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Most similar hedge funds by 13F overlap

Rafferty Asset Management, LLC is an institutional investor managing $43.9B across 1,133 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 Rafferty Asset are VAN ECK ASSOCIATES, Spear Advisors, Tensor Edge, with shared positions in $KLAC, $MRVL, $TXN, $ADI, $QCOM, $ASML. The full ranking of 25 similar funds is below.

#1VAN ECK ASSOCIATES CORPActive

Notable overlap · 13 shared positions

$KLAC $MRVL $TXN $ADI $QCOM $ASML

$164.1B

1,337 positions

#2Spear Advisors LLCActive

Notable overlap · 7 shared positions

$KLAC $MRVL $TER $ALAB $CRDO $MTSI

$291M

28 positions

#3Tensor Edge Capital, LLCActive

Notable overlap · 7 shared positions

$MRVL $TER $ALAB $QCOM $ASML $ENTG

$1.5B

18 positions

#4Proem Advisors LLCActive

Notable overlap · 8 shared positions

$KLAC $TXN $MRVL $MCHP $CRDO $ADI

$1.9B

56 positions

#5BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 8 shared positions

$MRVL $KLAC $TER $ALAB $CRDO $ARM

$462M

122 positions

#6E Fund Management Co., Ltd.Active

Notable overlap · 7 shared positions

$KLAC $MRVL $ALAB $ASML $UMC $PLTR

$4.5B

488 positions

#7Gunderson Capital Management Inc.Active

Notable overlap · 5 shared positions

$KLAC $MRVL $ADI $ASML $ARM

$370M

52 positions

#8Geneva Partners, LLCPassive

Notable overlap · 4 shared positions

$MRVL $KLAC $TER $ASML

$375M

75 positions

#9NZS Capital, LLCActive

Notable overlap · 6 shared positions

$KLAC $TXN $MRVL $MPWR $ON $ARM

$3.9B

61 positions

#10Goldstream Capital Management LtdActive

Notable overlap · 6 shared positions

$MRVL $TER $QCOM $ASML $TXN $STM

$132M

45 positions

#11Robeco Schweiz AGActive

Notable overlap · 6 shared positions

$MRVL $ADI $MPWR $TER $ON $ARM

$6.2B

126 positions

#12Global X Japan Co., Ltd.Active

Notable overlap · 10 shared positions

$KLAC $ASML $MRVL $QCOM $ADI $TXN

$2.7B

390 positions

#13Axecap Investments, LLCPassive

Notable overlap · 4 shared positions

$KLAC $TXN $ADI $QCOM

$181M

73 positions

#14ALKEON CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 6 shared positions

$KLAC $ADI $TER $MCHP $PLTR $ARM

$74.1B

109 positions

#15Defiance ETFs, LLCPassive

Notable overlap · 8 shared positions

$MRVL $ALAB $KLAC $QCOM $TER $TXN

$7.4B

388 positions

#16Leelyn Smith, LLCActive

Notable overlap · 5 shared positions

$KLAC $ADI $MRVL $TXN $MPWR

$822M

157 positions

#17Stanley-Laman Group, Ltd.Passive

Notable overlap · 6 shared positions

$KLAC $MPWR $MRVL $ASML $TER $ARM

$984M

298 positions

#18Carmel Capital Management L.L.C.Active

Notable overlap · 5 shared positions

$KLAC $TER $NXPI $ASML $TXN

$456M

28 positions

#19LHM, INC.Smart money

Notable overlap · 4 shared positions

$MRVL $TXN $ALAB $MCHP

$293M

24 positions

#20Camarda Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$KLAC $MRVL $ASML $ON $ARM

$331M

122 positions

#21Avanda Investment Management Pte. Ltd.Active

Notable overlap · 5 shared positions

$KLAC $TXN $ASML $ON $STM

$299M

39 positions

#22KP Management LLCPassive

Notable overlap · 5 shared positions

$KLAC $TER $ASML $MPWR $ALAB

$532M

86 positions

#23Taylor Frigon Capital Management LLCPassive

Some overlap · 5 shared positions

$KLAC $MRVL $ALAB $MPWR $CRDO

$214M

93 positions

#24Talos Eurisko Asset Management LPActive

Some overlap · 6 shared positions

$TER $NXPI $ALAB $ASML $CRDO $STM

$703M

25 positions

#25HARBER ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$MRVL $ADI $NXPI $ENTG $MTSI

$166M

39 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.