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Hedge Funds Similar to CAZ INVESTMENTS

13F Portfolio OverlapQ2 2026CAZ INVESTMENTS portfolio →
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Most similar hedge funds by 13F overlap

CAZ INVESTMENTS LP is an institutional investor managing $96M across 47 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 CAZ INVESTMENTS are Lalia, Muzinich, Prairiewood, with shared positions in $OBDC, $OWL, $GBDC, $CGBD, $ARCC, $TSLX. The full ranking of 25 similar funds is below.

#1Lalia Capital, LLCActive
Notable overlap · 4 shared positions
$OBDC$OWL$GBDC$CGBD
$206M
15 positions
#2Muzinich & Co., Inc.Active
Notable overlap · 6 shared positions
$OBDC$GBDC$CGBD$ARCC$TSLX$BCSF
$293M
38 positions
#3Prairiewood Capital, LLCActive
Notable overlap · 3 shared positions
$OBDC$GBDC$ARCC
$386M
81 positions
#4Melia Wealth LLCSmart money
Notable overlap · 4 shared positions
$OBDC$ARCC$TSLX$BCSF
$174M
23 positions
#5TT Capital Management LLCActive
Some overlap · 3 shared positions
$OBDC$OTF$OWL
$128M
77 positions
#6Bayshore Capital Advisors, LLCSmart money
Some overlap · 3 shared positions
$OTF$OBDC$GBDC
$214M
42 positions
#7Liberty Mutual Group Asset Management Inc.Active
Some overlap · 3 shared positions
$OBDC$ARCC$OPEN
$1.1B
39 positions
#8Pettinga Financial Advisors LLCActive
Some overlap · 4 shared positions
$OBDC$OTF$CPER$ARCC
$624M
156 positions
#9ARES MANAGEMENT LLCSmart money
Some overlap · 8 shared positions
$OBDC$OTF$XE$GBDC$CGBD$ARCC
$2.3B
44 positions
#10North Ground CapitalActive
Some overlap · 3 shared positions
$OTF$CGBD$BCSF
$83M
33 positions
#11Bulldog Investors, LLPPassive
Some overlap · 3 shared positions
$OTF$OBDC$HRZN
$455M
225 positions
#12PORTLAND INVESTMENT COUNSEL INC.Active
Some overlap · 3 shared positions
$OKLO$XE$SMR
$358M
58 positions
#13Privium Fund Management B.V.Active
Some overlap · 3 shared positions
$OPEN$SPOT$PLTR
$544M
61 positions
#14Sound Income Strategies, LLCPassive
Some overlap · 4 shared positions
$OBDC$GBDC$ARCC$TSLX
$2.2B
483 positions
#15Trask Adam Roland
Some overlap · 3 shared positions
$SMR$OKLO$PLTR
$106M
190 positions
#16RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$OTF$OBDC$TSLX
$2.1B
585 positions
#17Firsthand Capital Management, Inc.Active
Some overlap · 3 shared positions
$OKLO$PLTR$RDW
$63M
54 positions
#18Burnham & Co LLCPassive
Slight overlap · 3 shared positions
$SMR$OKLO$PLTR
$124M
197 positions
#19RPG Investment Advisory, LLCPassive
Slight overlap · 4 shared positions
$SMR$FANG$SNOW$PLTR
$973M
93 positions
#20FAMILY WEALTH PARTNERS, LLCActive
Slight overlap · 5 shared positions
$OBDC$GBDC$ARCC$TSLX$SNOW
$326M
109 positions
#21EIGHT 31 FINANCIAL, LLCActive
Slight overlap · 3 shared positions
$FANG$OBDC$ARCC
$168M
66 positions
#22Closed-End Fund Advisors, Inc.Passive
Slight overlap · 3 shared positions
$OTF$CGBD$BCSF
$102M
163 positions
#23Tranquility Partners, LLCPassive
Slight overlap · 3 shared positions
$OBDC$OWL$GBDC
$291M
232 positions
#24VPR Management LLCActive
Slight overlap · 3 shared positions
$GRAB$OBDC$ARCC
$249M
66 positions
#25Granite FO LLCSmart money
Slight overlap · 4 shared positions
$OWL$OBDC$GBDC$ARCC
$189M
171 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.