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Hedge Funds Similar to Carlson ,

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

Carlson Capital, L.P. is an institutional investor managing $318M across 72 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 Carlson , are BASSWOOD , L.L.C., Sagefield, Prana ,, with shared positions in $PNFP, $WFC, $WBS, $BAC, $ONB, $SFNC. The full ranking of 25 similar funds is below.

#1BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 7 shared positions
$PNFP$WFC$WBS$BAC$ONB$SFNC
$2.1B
108 positions
#2Sagefield Capital LPPassive
Some overlap · 7 shared positions
$SDA$WBS$EXE$SLB$EA$MTDR
$1.4B
111 positions
#3Prana Capital Management, LPPassive
Some overlap · 6 shared positions
$HBAN$WFC$BAC$TFC$ICE$NDAQ
$3.3B
131 positions
#4Black Maple Capital Management LPActive
Some overlap · 5 shared positions
$PNFP$HBAN$EXE$BAC$WFC
$179M
98 positions
#5Petiole USA ltdActive
Some overlap · 5 shared positions
$PNFP$HBAN$WBS$COLB$SSB
$143M
32 positions
#6GABELLI & Co INVESTMENT ADVISERS, INC.Passive
Some overlap · 6 shared positions
$SDA$EA$WBS$WBD$NSC$GDEN
$674M
297 positions
#7Yakira Capital Management, Inc.Passive
Some overlap · 6 shared positions
$SDA$EA$WBS$WBD$NSC$GDEN
$342M
196 positions
#8Algebris (UK) LtdActive
Some overlap · 6 shared positions
$HBAN$WBS$BAC$COLB$ONB$SSB
$1.4B
70 positions
#9TUDOR INVESTMENT CORP ET ALPassive
Some overlap · 6 shared positions
$EA$WBS$WBD$SDA$NSC$WFC
$53.9B
3,514 positions
#10HARVEST MANAGEMENT LLCActive
Some overlap · 6 shared positions
$SDA$EA$WBS$WBD$NSC$ACI
$206M
55 positions
#11AQR Arbitrage LLCPassive
Some overlap · 5 shared positions
$SDA$EA$WBS$WBD$NSC
$6.1B
556 positions
#12ALPINE ASSOCIATES MANAGEMENT INC.Passive
Some overlap · 5 shared positions
$SDA$EA$WBS$WBD$NSC
$1.7B
70 positions
#13TIG Advisors, LLCActive
Some overlap · 5 shared positions
$SDA$EA$WBS$WBD$NSC
$2.2B
107 positions
#14Westchester Capital Management, LLCPassive
Some overlap · 5 shared positions
$SDA$EA$WBS$WBD$NSC
$2.2B
307 positions
#15HARRIS ASSOCIATES L PActive
Some overlap · 6 shared positions
$WFC$WBD$BAC$PSX$ICE$CBRE
$75.0B
158 positions
#16Tweedy, Browne Co LLCActive
Some overlap · 6 shared positions
$WFC$SDA$BAC$TFC$AZO$PSX
$1.3B
93 positions
#17SHAPIRO CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$PNFP$BAC$MTDR$TFC$ACI$NDAQ
$1.6B
50 positions
#18rhino investment partners, IncActive
Some overlap · 6 shared positions
$HBAN$TFC$PNFP$COLB$ONB$SFNC
$359M
39 positions
#19Socorro Asset Management LPPassive
Some overlap · 6 shared positions
$EXE$BAC$SLB$TFC$ICE$MS
$221M
32 positions
#20Canoe Financial LPActive
Some overlap · 5 shared positions
$WFC$EXE$SLB$AZO$HAL
$7.3B
112 positions
#21VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$WFC$NSC$BAC$PSX$TFC
$126M
106 positions
#22CORNERCAP INVESTMENT COUNSEL INC
Some overlap · 5 shared positions
$WFC$EA$BAC$TFC$HAL
$203M
151 positions
#23Verition Fund Management LLCPassive
Some overlap · 6 shared positions
$EA$WBD$NSC$ONB$HBAN$WBS
$15.4B
2,192 positions
#24SALZHAUER MICHAELSmart money
Some overlap · 5 shared positions
$WFC$BAC$HBAN$TFC$SSB
$212M
75 positions
#25Glass Wealth Management Co LLCPassive
Some overlap · 5 shared positions
$CFR$BAC$PSX$TFC$MS
$258M
67 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.