What hedge funds are most similar to Wellesley Asset Management?

The funds with the most similar 13F portfolios to Wellesley Asset Management are SHENKMAN, SILVERBACK ASSET, INCOME RESEARCH &, based on overlapping conviction holdings in the latest SEC filings.

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 Wellesley Asset

13F Portfolio OverlapQ1 2026Wellesley Asset portfolio →

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Most similar hedge funds by 13F overlap

Wellesley Asset Management is an institutional investor managing $953M across 54 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 Wellesley Asset are SHENKMAN, SILVERBACK ASSET, INCOME RESEARCH &, with shared positions in $AKAM, $ON, $GPN, $PSN, $DBX, $BL. The full ranking of 25 similar funds is below.

#1SHENKMAN CAPITAL MANAGEMENT INCPassive

Substantial overlap · 16 shared positions

$AKAM $ON $GPN $PSN $DBX $BL

$831M

81 positions

#2SILVERBACK ASSET MANAGEMENT LLCActive

Substantial overlap · 10 shared positions

$VSH $SYNA $ON $HAE $GWRE $DBX

$684M

58 positions

#3INCOME RESEARCH & MANAGEMENTActive

Substantial overlap · 7 shared positions

$AKAM $MTH $ON $MCHP $GPN $NVST

$169M

26 positions

#4KIM, LLCActive

Substantial overlap · 13 shared positions

$VSH $HAE $PRGS $ON $PCG $LYFT

$976M

64 positions

#5ADVENT CAPITAL MANAGEMENT /DE/Passive

Substantial overlap · 16 shared positions

$GPN $DDOG $PCG $CMS $MTH $LNTH

$3.6B

215 positions

#6ABSOLUTE INVESTMENT ADVISERS, LLCPassive

Substantial overlap · 15 shared positions

$AKAM $PSN $LMAT $ON $LNTH $BL

$852M

122 positions

#7ZAZOVE ASSOCIATES LLCActive

Notable overlap · 13 shared positions

$PSN $ITRI $GWRE $RGEN $HAE $GPN

$1.2B

160 positions

#8PIER 88 INVESTMENT PARTNERS LLCPassive

Notable overlap · 7 shared positions

$MTH $FOUR $GPN $ON $MCHP $PPL

$402M

112 positions

#9STEELHEAD PARTNERS LLCActive

Notable overlap · 6 shared positions

$AKAM $ON $ITRI $BL $LMAT $ALRM

$1.4B

24 positions

#10Ares Systematic Credit LtdPassive

Notable overlap · 8 shared positions

$AKAM $GPN $NVST $WGO $SPB $BOX

$127M

150 positions

#11Aequim Alternative Investments LPActive

Notable overlap · 12 shared positions

$PCG $AKAM $RGEN $CMS $MCHP $GWRE

$5.2B

102 positions

#12Opti Capital Management, LPActive

Notable overlap · 10 shared positions

$BL $BOX $GPN $PRGS $MCHP $HAE

$1.4B

36 positions

#13CAMDEN ASSET MANAGEMENT L P /CAActive

Notable overlap · 12 shared positions

$ON $LNTH $HAE $AMPH $BOX $NVST

$2.9B

69 positions

#14Mirabaud Asset Management (France) SASActive

Notable overlap · 3 shared positions

$AKAM $ITRI $GWRE

$196M

13 positions

#15WOLVERINE ASSET MANAGEMENT LLCPassive

Notable overlap · 11 shared positions

$PCG $FOUR $ON $ITRI $GWRE $PPL

$10.4B

1,678 positions

#16MACKAY SHIELDS LLCPassive

Notable overlap · 8 shared positions

$ON $LNTH $PCG $AKAM $MCHP $DDOG

$2.7B

111 positions

#17Portman Square Capital LLPActive

Notable overlap · 7 shared positions

$PCG $MCHP $FOUR $ON $JAZZ $SO

$2.6B

102 positions

#18SOROS FUND MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$GPN $PCG $DBX $BL $CMS $ITRI

$9.1B

263 positions

#19Lombard Odier Asset Management (Europe) LtdPassive

Notable overlap · 9 shared positions

$ON $GPN $PCG $DDOG $CMS $MCHP

$1.8B

190 positions

#20Ionic Capital Management LLCSmart money

Notable overlap · 3 shared positions

$AKAM $ON $ARRY

$1.4B

165 positions

#21BlueCrest Capital Management LtdPassive

Notable overlap · 6 shared positions

$ON $PCG $MCHP $LMAT $JAZZ $FOUR

$1.7B

231 positions

#22ANGELO GORDON & CO., L.P.

Notable overlap · 6 shared positions

$PCG $BOX $PPL $CMS $HAE $FOUR

$1.1B

61 positions

#23MARINER INVESTMENT GROUP LLCActive

Notable overlap · 5 shared positions

$ON $GPN $FOUR $LYV $MCHP

$362M

161 positions

#24Arena Capital Advisors, LLC- CAActive

Notable overlap · 4 shared positions

$PCG $FOUR $SPB $ALRM

$200M

21 positions

#25BROWN CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$DDOG $GWRE $RGEN $ALRM

$704M

56 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.