13F Pro

Hedge Funds Similar to Bulldog Investors, LLP

13F Portfolio OverlapQ2 2026Bulldog Investors, LLP portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Bulldog Investors, LLP is an institutional investor managing $455M across 225 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 Bulldog Investors, LLP are Atlas Wealth, Saba, BLUE BELL PRIVATE WEALTH, with shared positions in $STEW, $CET, $GAM, $GDV, $BPRE, $GF. The full ranking of 23 similar funds is below.

#1Atlas Wealth LLCPassive
Notable overlap · 3 shared positions
$STEW$CET$GAM
$701M
178 positions
#2Saba Capital Management, L.P.Passive
Notable overlap · 9 shared positions
$GAM$GDV$BPRE$GF$LEO$DSM
$3.9B
400 positions
#3BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$GAM$CET$STEW$GDV$ECF$DPG
$802M
716 positions
#4INTEGRATED CAPITAL MANAGEMENT, INC.Active
Notable overlap · 4 shared positions
$STEW$LEO$DSM$GDL
$143M
57 positions
#5Matisse CapitalPassive
Some overlap · 5 shared positions
$STEW$CET$BPRE$XFLT$GLO
$250M
158 positions
#6Nitor Capital Management LLCSmart money
Some overlap · 4 shared positions
$TRC$TPL$CET$STEW
$148M
24 positions
#7North Ground CapitalActive
Some overlap · 4 shared positions
$OTF$RWAY$GLO$CCAP
$83M
33 positions
#8Shaker Financial Services, LLCPassive
Some overlap · 4 shared positions
$STEW$GAM$GDV$IAE
$319M
148 positions
#91607 Capital Partners, LLCActive
Some overlap · 4 shared positions
$STEW$CET$GF$GAM
$1.1B
141 positions
#10Closed-End Fund Advisors, Inc.Passive
Some overlap · 4 shared positions
$OTF$BPRE$XFLT$NCDL
$102M
163 positions
#11Almitas Capital LLCActive
Some overlap · 5 shared positions
$DSM$GLO$CCAP$ELME$STEW
$417M
130 positions
#12ROBINSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$LEO$DSM$DMB
$226M
100 positions
#13RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$OTF$OBDC$LEO$DSM
$2.1B
585 positions
#14ARES MANAGEMENT LLCSmart money
Some overlap · 6 shared positions
$OTF$OBDC$BBDC$NCDL$CCAP$RWAY
$2.3B
44 positions
#15CAZ INVESTMENTS LPSmart money
Some overlap · 3 shared positions
$OTF$OBDC$HRZN
$96M
47 positions
#16Thomas J. Herzfeld Advisors, Inc.Active
Some overlap · 3 shared positions
$DPG$BPRE$XFLT
$326M
129 positions
#17METEORA CAPITAL, LLCPassive
Some overlap · 3 shared positions
$DYNC$OYSE$BCSS
$1.2B
443 positions
#18Pettinga Financial Advisors LLCActive
Some overlap · 3 shared positions
$OTF$OBDC$CCAP
$624M
156 positions
#19Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$DMB$DSM$LEO
$497M
120 positions
#20Muzinich & Co., Inc.Active
Slight overlap · 3 shared positions
$OBDC$BBDC$CCAP
$293M
38 positions
#21DLD Asset Management, LPPassive
Slight overlap · 3 shared positions
$DYNC$BEAG$BCSS
$1.5B
448 positions
#22Galaxy Digital Inc.Active
Slight overlap · 3 shared positions
$CCAQ$DYNC$BCSS
$1.7B
72 positions
#23Cerberus Capital Management, L.P.Smart money
Slight overlap · 3 shared positions
$OBDC$CCAP$OTF
$2.1B
12 positions

Compare Bulldog Investors, LLP’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 Bulldog Investors, LLP’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.