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Hedge Funds Similar to Matisse

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

Matisse Capital is an institutional investor managing $234M across 164 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 Matisse are Closed-End Fund Advisors,, Thomas J. Herzfeld Advisors,, CITY OF LONDON INVESTMENT LTD, with shared positions in $BPRE, $FSSL, $PNI, $DMA, $FSCO, $HFRO. The full ranking of 25 similar funds is below.

#1Closed-End Fund Advisors, Inc.Passive
Notable overlap · 10 shared positions
$BPRE$FSSL$PNI$DMA$FSCO$HFRO
$98M
162 positions
#2Thomas J. Herzfeld Advisors, Inc.Active
Notable overlap · 9 shared positions
$FSCO$FSSL$BPRE$HFRO$TWN$JFR
$294M
115 positions
#3CITY OF LONDON INVESTMENT MANAGEMENT CO LTDActive
Notable overlap · 9 shared positions
$TWN$MXF$KF$TDF$CAF$MXE
$1.4B
94 positions
#4North Ground CapitalActive
Notable overlap · 7 shared positions
$FSCO$FSSL$MXF$GLO$DMA$SWZ
$83M
40 positions
#5ARS Investment Partners, LLCActive
Some overlap · 4 shared positions
$ASND$MS$LRCX$GEV
$1.9B
182 positions
#6Williams & Novak, LLCPassive
Some overlap · 3 shared positions
$PCQ$MS$LRCX
$134M
143 positions
#7Quantedge Capital Pte LtdActive
Some overlap · 7 shared positions
$BTX$STEW$ASND$HGLB$TWN$MXF
$183M
51 positions
#8Twelve Points Wealth Management LLCPassive
Some overlap · 3 shared positions
$MS$FSCO$LRCX
$455M
200 positions
#9Bulldog Investors, LLPPassive
Some overlap · 5 shared positions
$STEW$BPRE$CET$GLO$XFLT
$445M
216 positions
#10Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$MS$SNOW$UNIT$LRCX
$313M
119 positions
#11J.P. Marvel Investment Advisors, LLCActive
Some overlap · 3 shared positions
$MS$LRCX$GEV
$705M
60 positions
#12STEVENS CAPITAL PARTNERSPassive
Some overlap · 3 shared positions
$MS$SNOW$UNIT
$416M
126 positions
#13Red Tortoise LLCPassive
Some overlap · 3 shared positions
$MS$SNOW$UNIT
$240M
591 positions
#14RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$FSSL$PCQ$FSCO$BTX$GLO
$2.0B
542 positions
#15Vista Cima Wealth Management LLCPassive
Some overlap · 3 shared positions
$MS$SNOW$LRCX
$101M
48 positions
#16Balanced Rock Investment Advisors LLCPassive
Some overlap · 3 shared positions
$MS$SNOW$FSCO
$143M
96 positions
#17Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive
Some overlap · 3 shared positions
$MS$SNOW$UNIT
$3.5B
825 positions
#181607 Capital Partners, LLCActive
Some overlap · 7 shared positions
$STEW$JFR$EEA$CAF$WIW$CET
$1.4B
139 positions
#19FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 3 shared positions
$MS$SNOW$UNIT
$1.5B
341 positions
#20MidAtlantic Capital Management, Inc.Passive
Some overlap · 3 shared positions
$MS$SNOW$UNIT
$145M
84 positions
#21Systelligence, LLCPassive
Some overlap · 3 shared positions
$MS$SNOW$FSCO
$514M
56 positions
#22Strategies Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$MS$UNIT$SNOW$GEV
$995M
193 positions
#23Saba Capital Management, L.P.Passive
Some overlap · 5 shared positions
$BPRE$MXF$HFRO$DMA$GLO
$3.6B
390 positions
#24Eagle Strategies LLCPassive
Some overlap · 4 shared positions
$MS$SNOW$UNIT$GEV
$837M
258 positions
#25LifeGoal Investments, LLCPassive
Some overlap · 3 shared positions
$MS$SNOW$GEV
$175M
112 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.