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 BASSO

13F Portfolio OverlapQ2 2026BASSO portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BASSO CAPITAL MANAGEMENT, L.P. is an institutional investor managing $469M across 138 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 BASSO are Bayshore Advisors, Professional Financial Advisors, CALIBER WEALTH , / KS, with shared positions in $SLV, $BXSL, $IBIT, $FBTC, $FSK, $UNP. The full ranking of 25 similar funds is below.

#1Bayshore Capital Advisors, LLCSmart money

Slight overlap · 5 shared positions

$SLV $BXSL $IBIT $FBTC $FSK

$214M

42 positions

#2Professional Financial Advisors, LLCSmart money

Slight overlap · 4 shared positions

$UNP $SLV $SCHW $AXP

$578M

146 positions

#3CALIBER WEALTH MANAGEMENT, LLC / KSActive

Slight overlap · 3 shared positions

$UNP $SLV $JCI

$1.0B

300 positions

#4Good Steward Wealth Advisors,LLCActive

Slight overlap · 3 shared positions

$UNP $SLV $AXP

$166M

71 positions

#5Titiun YejielActive

Slight overlap · 3 shared positions

$UNP $SLV $AXP

$115M

40 positions

#6All Terrain Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$UNP $SLV $BXSL

$615M

157 positions

#7Guilbault Capital LLCPassive

Slight overlap · 4 shared positions

$UNP $BXSL $JCI $SPGI

$100M

73 positions

#8LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Slight overlap · 5 shared positions

$UNP $LIN $SPGI $SCHW $MCD

$152M

84 positions

#9PANORAMIC INVESTMENT ADVISORS, LLCPassive

Slight overlap · 5 shared positions

$SLV $IBIT $FBTC $WELL $SCHW

$209M

141 positions

#10Lincoln Capital LLCActive

Slight overlap · 5 shared positions

$UNP $LIN $AXP $SCHW $MCD

$562M

137 positions

#11Private Wealth Asset Management, LLCPassive

Slight overlap · 3 shared positions

$SLV $UNP $MCD

$1.0B

930 positions

#12Mill Capital Management, LLCActive

Slight overlap · 4 shared positions

$UNP $LIN $AXP $SPGI

$1.5B

128 positions

#13RIA Advisory Group LLCActive

Slight overlap · 4 shared positions

$SLV $IBIT $LIN $MCD

$460M

154 positions

#14Perennial Advisors, LLCPassive

Slight overlap · 4 shared positions

$UNP $LIN $AXP $MCD

$649M

136 positions

#15Stokes Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$UNP $LIN $AXP $MCD

$467M

118 positions

#16BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$UNP $LIN $SPGI $SCHW

$499M

73 positions

#17Hibernia Wealth Partners, LLCActive

Slight overlap · 4 shared positions

$SLV $IBIT $AXP $MCD

$185M

82 positions

#18EASTERN BANKPassive

Slight overlap · 4 shared positions

$UNP $LIN $AXP $MCD

$6.5B

1,038 positions

#19Sharkey, Howes & JaverActive

Slight overlap · 4 shared positions

$UNP $IBIT $AXP $FGDL

$829M

163 positions

#20MUSTICO FINANCIAL GROUP, INC.Smart money

Slight overlap · 3 shared positions

$SLV $IBIT $CPER

$154M

49 positions

#21Alamea Verwaltungs GmbHActive

Slight overlap · 3 shared positions

$SLV $IBIT $FBTC

$125M

73 positions

#22GK Wealth Management LLCPassive

Slight overlap · 3 shared positions

$SLV $IBIT $FBTC

$190M

234 positions

#23Broussard Financial Group LLCActive

Slight overlap · 3 shared positions

$SLV $IBIT $FBTC

$125M

35 positions

#24VIKING GLOBAL INVESTORS LPActive

Slight overlap · 4 shared positions

$UNP $JCI $SCHW $MCD

$35.1B

90 positions

#25BANK OF STOCKTONActive

Slight overlap · 3 shared positions

$UNP $SLV $AXP

$356M

126 positions

Compare BASSO’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 BASSO’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.