13F Pro

Hedge Funds Similar to CAZ INVESTMENTS

13F Portfolio OverlapQ1 2026CAZ INVESTMENTS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CAZ INVESTMENTS LP is an institutional investor managing $86M across 43 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 CAZ INVESTMENTS are Lalia ,, Muzinich & ,, Melia Wealth, with shared positions in $OBDC, $OWL, $GBDC, $CGBD, $TSLX, $ARCC. The full ranking of 25 similar funds is below.

#1Lalia Capital, LLCActive
Notable overlap · 3 shared positions
$OBDC$OWL$GBDC
$158M
13 positions
#2Muzinich & Co., Inc.Active
Notable overlap · 6 shared positions
$OBDC$GBDC$CGBD$TSLX$ARCC$BCSF
$286M
38 positions
#3Melia Wealth LLCActive
Some overlap · 4 shared positions
$OBDC$TSLX$ARCC$BCSF
$207M
22 positions
#4PANORAMIC INVESTMENT ADVISORS, LLCActive
Some overlap · 4 shared positions
$OBDC$TSLX$ARCC$BCSF
$207M
22 positions
#5Prairiewood Capital, LLCActive
Some overlap · 4 shared positions
$OBDC$GBDC$ARCC$SNOW
$346M
77 positions
#6Bayshore Capital Advisors, LLCActive
Some overlap · 3 shared positions
$OTF$OBDC$GBDC
$237M
41 positions
#7TT Capital Management LLCActive
Some overlap · 3 shared positions
$OBDC$OWL$OTF
$121M
73 positions
#8ARES MANAGEMENT LLCSmart money
Some overlap · 7 shared positions
$OBDC$OTF$GBDC$TSLX$ARCC$CGBD
$1.5B
37 positions
#9Bulldog Investors, LLPPassive
Some overlap · 3 shared positions
$OTF$OBDC$MRCC
$445M
216 positions
#10North Ground CapitalActive
Some overlap · 5 shared positions
$OTF$GBDC$CGBD$ARCC$BCSF
$83M
40 positions
#11Sound Income Strategies, LLCPassive
Some overlap · 4 shared positions
$OBDC$GBDC$TSLX$ARCC
$2.1B
2,596 positions
#12RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$FANG$SMR$SNOW$PLTR
$829M
92 positions
#13Trask Adam RolandPassive
Some overlap · 3 shared positions
$SMR$OKLO$PLTR
$106M
190 positions
#14RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$OTF$OBDC$CGBD
$2.0B
542 positions
#15Liberty Mutual Group Asset Management Inc.Smart money
Slight overlap · 3 shared positions
$OBDC$ARCC$OPEN
$1.2B
28 positions
#16Closed-End Fund Advisors, Inc.Passive
Slight overlap · 3 shared positions
$OTF$CGBD$BCSF
$98M
162 positions
#17Pettinga Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$OTF$OBDC$ARCC
$531M
147 positions
#18Tranquility Partners, LLCPassive
Slight overlap · 4 shared positions
$OWL$OBDC$GBDC$SNOW
$265M
226 positions
#19Granite FO LLCActive
Slight overlap · 4 shared positions
$OWL$GBDC$OBDC$ARCC
$169M
170 positions
#20Generali Asset Management SPA SGRPassive
Slight overlap · 4 shared positions
$OBDC$GBDC$ARCC$SPOT
$4.8B
484 positions
#21Winter & Associates, Inc.Passive
Slight overlap · 3 shared positions
$CPER$XYZ$PLTR
$114M
84 positions
#22Philadelphia Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$OKLO$XYZ$PLTR
$147M
189 positions
#23FAMILY WEALTH PARTNERS, LLCActive
Slight overlap · 5 shared positions
$OBDC$GBDC$TSLX$ARCC$SNOW
$293M
105 positions
#24EIGHT 31 FINANCIAL, LLCActive
Slight overlap · 3 shared positions
$FANG$ARCC$SNOW
$166M
72 positions
#25TECTONIC ADVISORS LLCActive
Slight overlap · 3 shared positions
$OBDC$TSLX$ARCC
$1.9B
267 positions

Compare CAZ INVESTMENTS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View CAZ INVESTMENTS’s holdings

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.