13F Pro

Hedge Funds Similar to 1607 Partners

13F Portfolio OverlapQ2 20261607 Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

1607 Capital Partners, LLC is an institutional investor managing $1.1B across 141 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 1607 Partners are Shaker Financial Services, CITY OF LONDON INVESTMENT LTD, Karpus, with shared positions in $EEA, $STEW, $TWN, $USA, $CSQ, $JCE. The full ranking of 25 similar funds is below.

#1Shaker Financial Services, LLCPassive
Notable overlap · 11 shared positions
$EEA$STEW$TWN$USA$CSQ$JCE
$319M
148 positions
#2CITY OF LONDON INVESTMENT MANAGEMENT CO LTDActive
Notable overlap · 12 shared positions
$JOF$TWN$KF$EMF$CAF$AEF
$1.7B
80 positions
#3Karpus Management, Inc.Passive
Notable overlap · 11 shared positions
$CSQ$BST$ETO$QQQX$ASG$USA
$3.5B
233 positions
#4PMG Family Office LLCPassive
Notable overlap · 7 shared positions
$BST$CSQ$USA$ETG$QQQX$ASG
$109M
114 positions
#5Atlas Wealth LLCPassive
Notable overlap · 8 shared positions
$STEW$SDHY$CET$GAM$BMEZ$TWN
$701M
178 positions
#6Matisse CapitalPassive
Notable overlap · 7 shared positions
$STEW$TWN$CET$KF$CAF$EEA
$250M
158 positions
#7INTEGRATED CAPITAL MANAGEMENT, INC.Active
Notable overlap · 5 shared positions
$ETW$STEW$MMU$NBH$BTT
$143M
57 positions
#8Almitas Capital LLCActive
Some overlap · 8 shared positions
$SDHY$USA$JOF$BMEZ$BTT$JFR
$417M
130 positions
#9Bulldog Investors, LLPPassive
Some overlap · 4 shared positions
$STEW$CET$GF$GAM
$455M
225 positions
#10Quantedge Capital Pte LtdActive
Some overlap · 6 shared positions
$STEW$USA$TWN$BMEZ$ETW$ASG
$132M
49 positions
#11RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$USA$MMU$HYT$BMEZ$BTT$NBH
$2.1B
585 positions
#12Saba Capital Management, L.P.Passive
Some overlap · 6 shared positions
$GF$GAM$JOF$USA$TWN$BMEZ
$3.9B
400 positions
#13SIT INVESTMENT ASSOCIATES INCPassive
Some overlap · 5 shared positions
$MIN$TSI$KTF$HYT$JHS
$5.3B
521 positions
#14MELFA WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$NBH$EOT$MMU$KTF$JFR
$185M
196 positions
#15BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$CET$STEW$GAM$BMEZ$ASG
$802M
716 positions
#16Rareview Capital LLCActive
Some overlap · 4 shared positions
$MMU$NBH$TSI$HYT
$179M
51 positions
#17Thomas J. Herzfeld Advisors, Inc.Active
Some overlap · 4 shared positions
$TWN$JFR$KF$SDHY
$326M
129 positions
#18Ackerman Capital Advisors, LLCActive
Some overlap · 4 shared positions
$MMU$NUW$NBH$EOT
$497M
120 positions
#19McGowan Group Asset Management, Inc.Active
Some overlap · 3 shared positions
$CSQ$ETG$HYT
$823M
154 positions
#20ACCREDITED INVESTOR SERVICES, LLCSmart money
Some overlap · 3 shared positions
$JFR$MMU$USA
$177M
81 positions
#21Tortoise Investment Management, LLCActive
Some overlap · 3 shared positions
$NUW$BTT$NIM
$1.3B
255 positions
#22ROBINSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MMU$NBH$EOT
$226M
100 positions
#23Advisory Advocates, LLCPassive
Some overlap · 3 shared positions
$STEW$QQQX$CSQ
$117M
188 positions
#24Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$TSI$HYT$NIM
$149M
636 positions
#25Logan Stone Capital, LLCActive
Slight overlap · 4 shared positions
$KF$USA$SDHY$ETW
$473M
155 positions

Compare 1607 Partners’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 1607 Partners’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.