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 SHELTON

13F Portfolio OverlapQ2 2026SHELTON portfolio →

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Most similar hedge funds by 13F overlap

SHELTON CAPITAL MANAGEMENT is an institutional investor managing $5.5B across 749 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 SHELTON are Inspire Investing, Moran Wealth, ARROWSTREET , LIMITED PARTNERSHIP, with shared positions in $ANET, $KLAC, $APH, $FTNT, $LIN, $PLTR. The full ranking of 25 similar funds is below.

#1Inspire Investing, LLCPassive

Some overlap · 8 shared positions

$ANET $KLAC $APH $FTNT $LIN $PLTR

$2.4B

1,266 positions

#2Moran Wealth Management, LLCPassive

Some overlap · 7 shared positions

$ANET $APH $KLAC $NTAP $LIN $TXN

$3.7B

491 positions

#3ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive

Some overlap · 8 shared positions

$APH $SNDK $FTNT $PLTR $KLAC $ANET

$225.4B

1,887 positions

#4JENNISON ASSOCIATES LLCActive

Some overlap · 7 shared positions

$KLAC $APH $DIS $SNDK $PLTR $TXN

$166.7B

567 positions

#5Benchmark Investment Advisors LLCPassive

Some overlap · 6 shared positions

$ANET $KLAC $APH $SNDK $PLTR $MRVL

$228M

70 positions

#6Markin Volterra Fund LPActive

Some overlap · 6 shared positions

$ANET $KLAC $APH $SNDK $PLTR $MRVL

$147M

69 positions

#7Retireful, LLCPassive

Some overlap · 6 shared positions

$ANET $KLAC $NTAP $SNDK $TXN $MRVL

$107M

81 positions

#8Invesco Ltd.Passive

Some overlap · 7 shared positions

$KLAC $SNDK $PLTR $LIN $TXN $MRVL

$1.3T

3,819 positions

#9Aft, Forsyth & Sober, LLCActive

Some overlap · 6 shared positions

$ANET $KLAC $FTNT $PLTR $COP $MRVL

$320M

60 positions

#10Iyo Bank, Ltd.Active

Some overlap · 6 shared positions

$KLAC $DIS $FTNT $LIN $TXN $ISRG

$329M

32 positions

#11SAWGRASS ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$ANET $KLAC $APH $DIS $FTNT

$757M

193 positions

#12WEDGE CAPITAL MANAGEMENT L L P/NCPassive

Some overlap · 5 shared positions

$ANET $KLAC $APH $NTAP $TXN

$6.1B

484 positions

#13Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$ANET $KLAC $APH $NTAP $TXN

$8.0B

102 positions

#14NZS Capital, LLCActive

Some overlap · 6 shared positions

$KLAC $APH $LIN $TXN $MRVL $ISRG

$3.9B

61 positions

#15NEOS Investment Management LLCActive

Some overlap · 6 shared positions

$KLAC $LIN $SNDK $PLTR $TXN $MRVL

$27.1B

578 positions

#16ProShare Advisors LLCActive

Some overlap · 6 shared positions

$KLAC $LIN $SNDK $TXN $PLTR $MRVL

$69.2B

1,913 positions

#17Avanda Investment Management Pte. Ltd.Active

Some overlap · 5 shared positions

$ANET $KLAC $APH $LIN $TXN

$299M

39 positions

#18PROFUND ADVISORS LLCPassive

Some overlap · 6 shared positions

$KLAC $SNDK $LIN $TXN $PLTR $MRVL

$3.6B

1,175 positions

#19GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 6 shared positions

$KLAC $SNDK $PLTR $TXN $LIN $MRVL

$8.3B

587 positions

#20Harvest Fund Management Co., LtdActive

Some overlap · 6 shared positions

$KLAC $LIN $PLTR $TXN $MRVL $ISRG

$3.0B

455 positions

#21Knollwood Investment Advisory, LLCPassive

Some overlap · 5 shared positions

$ANET $KLAC $APH $PLTR $FTNT

$1.1B

270 positions

#22PKO Investment Management Joint-Stock CoPassive

Some overlap · 6 shared positions

$KLAC $SNDK $PLTR $TXN $MRVL $ISRG

$1.4B

228 positions

#23ODDO BHF ASSET MANAGEMENT SASPassive

Some overlap · 5 shared positions

$ANET $APH $SNDK $PLTR $TXN

$2.2B

253 positions

#24111 CapitalPassive

Some overlap · 6 shared positions

$KLAC $SNDK $PLTR $TXN $MRVL $ISRG

$582M

488 positions

#25Cornerstone Advisors, LLCActive

Some overlap · 5 shared positions

$ANET $KLAC $APH $LIN $ISRG

$3.0B

112 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.