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Hedge Funds Similar to Karpus ,

13F Portfolio OverlapQ1 2026Karpus , portfolio →
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Most similar hedge funds by 13F overlap

Karpus Management, Inc. is an institutional investor managing $3.2B across 231 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 Karpus , are ROBINSON ,, RIVERNORTH ,, MELFA WEALTH ,, with shared positions in $MHD, $MYN, $MYI, $MUC, $MQY, $EIM. The full ranking of 25 similar funds is below.

#1ROBINSON CAPITAL MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$MHD$MYN$MYI$MUC$MQY$EIM
$239M
109 positions
#2RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 8 shared positions
$MHD$MYI$MUC$BTT$MQY$MYN
$2.0B
542 positions
#3MELFA WEALTH MANAGEMENT, INC.Passive
Notable overlap · 8 shared positions
$MHD$MYI$MUC$MQY$EIM$KTF
$174M
195 positions
#4Rareview Capital LLCActive
Notable overlap · 7 shared positions
$MHD$MYI$MUC$MQY$EIM$BKT
$171M
52 positions
#5L1 Global Manager Pty LtdPassive
Some overlap · 9 shared positions
$DMAA$DMII$GPAT$LEGT$TAVI$AIIA
$149M
116 positions
#6Atala Financial IncPassive
Some overlap · 3 shared positions
$MHD$MUC$MAR
$149M
117 positions
#7PMG Family Office LLCPassive
Some overlap · 5 shared positions
$QQQX$CSQ$BST$ASG$USA
$90M
100 positions
#8Wealthspring Capital LLCPassive
Some overlap · 6 shared positions
$DMII$GPAT$LEGT$TAVI$MKLY$SIMA
$421M
195 positions
#91607 Capital Partners, LLCActive
Some overlap · 7 shared positions
$MAR$BST$KTF$QQQX$BTT$ASG
$1.4B
139 positions
#10First Trust Capital Management L.P.Passive
Some overlap · 6 shared positions
$DMAA$GPAT$LEGT$ANSC$SIMA$DMII
$1.9B
182 positions
#11HEIGHTS CAPITAL MANAGEMENT, INCPassive
Some overlap · 5 shared positions
$DMAA$DMII$GPAT$AIIA$COPL
$359M
265 positions
#12Shaker Financial Services, LLCPassive
Some overlap · 5 shared positions
$CSQ$ASG$USA$ETO$CHW
$287M
145 positions
#13Dunhill Financial, LLCPassive
Some overlap · 3 shared positions
$MKL$MAR$RL
$424M
1,857 positions
#14Ramiah Investment GroupSmart money
Some overlap · 3 shared positions
$MKL$BKT$BHK
$99M
32 positions
#15BERKLEY W R CORPActive
Some overlap · 5 shared positions
$LEGT$ANSC$SIMA$COPL$GPAT
$1.9B
345 positions
#16Logan Stone Capital, LLCActive
Some overlap · 5 shared positions
$AIIA$ANSC$CSQ$MKLY$COPL
$360M
133 positions
#17RLH Capital LLCPassive
Some overlap · 4 shared positions
$DMAA$LEGT$ANSC$SIMA
$197M
108 positions
#18Hennion & Walsh Asset Management, Inc.Passive
Some overlap · 4 shared positions
$MQY$MHD$BTT$EIM
$3.0B
928 positions
#19CITY OF LONDON INVESTMENT MANAGEMENT CO LTDActive
Slight overlap · 6 shared positions
$BTT$MQY$MYI$MHD$MUC$USA
$1.4B
94 positions
#20MMCAP International Inc. SPCPassive
Slight overlap · 3 shared positions
$DMII$GPAT$SIMA
$1.2B
244 positions
#21WBH ADVISORY INCPassive
Slight overlap · 3 shared positions
$MAR$MKL$RL
$1.3B
350 positions
#22Bank of New HampshirePassive
Slight overlap · 3 shared positions
$MAR$RL$MKL
$437M
542 positions
#23Lineage Point Capital LPPassive
Slight overlap · 3 shared positions
$DMII$LEGT$ANSC
$409M
271 positions
#24ATLAS CAPITAL ADVISORS LLCPassive
Slight overlap · 3 shared positions
$MAR$RL$MKL
$875M
989 positions
#25MYECFO, LLCActive
Slight overlap · 3 shared positions
$MKL$MUC$MAR
$239M
66 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.