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Hedge Funds Similar to Carlyle Group

13F Portfolio OverlapQ1 2026Carlyle Group portfolio →
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Most similar hedge funds by 13F overlap

Carlyle Group Inc. is an institutional investor managing $10.6B across 20 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 Carlyle Group are Renaissance, Stonepine ,, ACORN ADVISORS,, with shared positions in $MDLN, $SARO, $PONY, $PHAT, $ACET, $OKUR. The full ranking of 3 similar funds is below.

#1Renaissance Capital LLCActive
Some overlap · 3 shared positions
$MDLN$SARO$PONY
$138M
47 positions
#2Stonepine Capital Management, LLCActive
Slight overlap · 3 shared positions
$PHAT$ACET$OKUR
$250M
83 positions
#3ACORN CAPITAL ADVISORS, LLCSmart money
Slight overlap · 3 shared positions
$QTTB$OKUR$JSPR
$352M
22 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.