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Hedge Funds Similar to 1607 Partners,

13F Portfolio OverlapQ1 20261607 Partners, portfolio →
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Most similar hedge funds by 13F overlap

1607 Capital Partners, LLC is an institutional investor managing $1.4B across 139 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 1607 Partners, are JP Wealth ,, Pioneer Family Office,, CITY OF LONDON INVESTMENT LTD, with shared positions in $PHYS, $STEW, $TSI, $MAR, $SDHY, $VLTO. The full ranking of 25 similar funds is below.

#1JP Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$PHYS$STEW$TSI
$147M
15 positions
#2Pioneer Family Office, LLCSmart money
Some overlap · 4 shared positions
$MAR$PHYS$SDHY$VLTO
$156M
122 positions
#3CITY OF LONDON INVESTMENT MANAGEMENT CO LTDActive
Some overlap · 10 shared positions
$JOF$CAF$SDHY$AEF$BTT$EMF
$1.4B
94 positions
#4Arcadia Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$VLTO$PHYS
$276M
67 positions
#5Bulwark Capital CorpActive
Some overlap · 3 shared positions
$MAR$VLTO$PHYS
$162M
100 positions
#6SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$SE$VLTO$MAR
$196M
71 positions
#7TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 3 shared positions
$SE$VLTO$MAR
$4.8B
1,649 positions
#8Matisse CapitalPassive
Some overlap · 7 shared positions
$STEW$JFR$EEA$CAF$WIW$CET
$234M
164 positions
#9Karpus Management, Inc.Passive
Some overlap · 7 shared positions
$MAR$BST$KTF$QQQX$BTT$ASG
$3.2B
231 positions
#10Atala Financial IncPassive
Some overlap · 3 shared positions
$MAR$WIW$NBH
$149M
117 positions
#11Eldridge Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$MAR$EFT$BTT
$456M
154 positions
#12Bay Harbor Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SE$VLTO$MAR
$386M
1,301 positions
#13Thomas J. Herzfeld Advisors, Inc.Active
Some overlap · 6 shared positions
$JFR$GAM$STEW$SDHY$CET$TWN
$294M
115 positions
#14PMG Family Office LLCPassive
Some overlap · 5 shared positions
$EVT$BST$QQQX$ASG$CSQ
$90M
100 positions
#153EDGE Asset Management, LPSmart money
Some overlap · 3 shared positions
$SE$PHYS$MAR
$2.1B
91 positions
#16Cypress Capital Management LLC (WY)Active
Some overlap · 3 shared positions
$PHYS$BME$QQQX
$108M
205 positions
#17Shaker Financial Services, LLCPassive
Some overlap · 5 shared positions
$STEW$EEA$ASG$TWN$CSQ
$287M
145 positions
#18Bulldog Investors, LLPPassive
Some overlap · 4 shared positions
$GAM$STEW$GF$CET
$445M
216 positions
#19Logan Stone Capital, LLCActive
Some overlap · 4 shared positions
$EFR$JFR$EFT$CSQ
$360M
133 positions
#20Almitas Capital LLCActive
Some overlap · 4 shared positions
$JOF$JFR$SDHY$BTT
$443M
115 positions
#21MELFA WEALTH MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$MMU$KTF$NBH$EOT
$174M
195 positions
#22BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$GAM$STEW$CET
$696M
724 positions
#23Security Financial Services, INC.Passive
Slight overlap · 3 shared positions
$MAR$SE$VLTO
$632M
203 positions
#24Advocate Investing Services LLCPassive
Slight overlap · 3 shared positions
$MAR$PHYS$GAM
$118M
448 positions
#25Jacobs Equity LLCPassive
Slight overlap · 3 shared positions
$VLTO$MAR$SE
$112M
105 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.