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Hedge Funds Similar to Sound Income Strategies

13F Portfolio OverlapQ2 2026Sound Income Strategies portfolio →
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Most similar hedge funds by 13F overlap

Sound Income Strategies, LLC is an institutional investor managing $2.2B across 483 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 Sound Income Strategies are Muzinich, Melia Wealth, Gilman Hill Asset, with shared positions in $HCXY, $ARCC, $GBDC, $TSLX, $OBDC, $BXSL. The full ranking of 25 similar funds is below.

#1Muzinich & Co., Inc.Active
Notable overlap · 10 shared positions
$HCXY$ARCC$GBDC$TSLX$OBDC$BXSL
$293M
38 positions
#2Melia Wealth LLCSmart money
Notable overlap · 6 shared positions
$HCXY$ARCC$TSLX$OBDC$TRIN$CSWC
$174M
23 positions
#3Gilman Hill Asset Management, LLCPassive
Notable overlap · 10 shared positions
$HCXY$O$TSLX$AMCR$ENB$PFE
$731M
236 positions
#4Whipplewood Advisors, LLCPassive
Notable overlap · 5 shared positions
$ARCC$BXSL$GBDC$HCXY$TSLX
$149M
636 positions
#5TECTONIC ADVISORS LLCPassive
Notable overlap · 8 shared positions
$HCXY$ARCC$TSLX$NNN$O$ENB
$2.1B
289 positions
#6Prairiewood Capital, LLCActive
Notable overlap · 4 shared positions
$ARCC$GBDC$OBDC$O
$386M
81 positions
#7ARES MANAGEMENT LLCSmart money
Notable overlap · 7 shared positions
$ARCC$GBDC$OBDC$TSLX$BXSL$HCXY
$2.3B
44 positions
#8Pensionfund PDNActive
Notable overlap · 7 shared positions
$SPG$O$NNN$VICI$SBRA$GLPI
$194M
76 positions
#9TT Capital Management LLCActive
Some overlap · 5 shared positions
$OBDC$NNN$BXSL$VICI$PFE
$128M
77 positions
#10Pensionfund SabicActive
Some overlap · 6 shared positions
$SPG$NNN$O$VICI$SBRA$CTRE
$94M
76 positions
#11LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive
Some overlap · 7 shared positions
$SPG$GLPI$VICI$SBRA$AMT$NNN
$2.8B
44 positions
#12Green Street Investors, LLCActive
Some overlap · 6 shared positions
$SPG$CTRE$VICI$SBRA$AMT$O
$212M
29 positions
#13Key Capital Management, INCActive
Some overlap · 8 shared positions
$C$ENB$CFG$GEF$PFG$CTRE
$194M
726 positions
#14DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$PFG$C$O$TTE$PFE
$530M
92 positions
#15Generali Asset Management SPA SGRPassive
Some overlap · 5 shared positions
$ARCC$TTE$BXSL$OBDC$GBDC
$5.5B
526 positions
#16FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$GBDC$OBDC$ARCC$TSLX
$326M
109 positions
#17EDMP, INC.Passive
Some overlap · 5 shared positions
$OMC$O$C$ES$SON
$124M
70 positions
#18Adelante Capital Management LLCActive
Some overlap · 5 shared positions
$SPG$CTRE$O$VICI$AMT
$1.5B
42 positions
#19HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 5 shared positions
$SPG$O$CTRE$VICI$AMT
$1.6B
57 positions
#20Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$SPG$C$O$ES$AMT
$334M
127 positions
#21Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$OMC$C$PFE$ES$UPS
$229M
166 positions
#22GEN Financial Management, INC.Active
Some overlap · 3 shared positions
$HCXY$TRIN$CSWC
$167M
42 positions
#23CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$SPG$O$VICI$SBRA$AMT$CTRE
$11.7B
80 positions
#24SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 3 shared positions
$ARCC$GBDC$UPS
$2.1B
218 positions
#25ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 5 shared positions
$TTE$ENB$AMCR$PFE$AMT
$156M
64 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.