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Hedge Funds Similar to Sound Income Strategies,

13F Portfolio OverlapQ1 2026Sound Income Strategies, portfolio →
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Most similar hedge funds by 13F overlap

Sound Income Strategies, LLC is an institutional investor managing $2.1B across 2,596 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 Sound Income Strategies, are Muzinich & ,, Gilman Hill Asset ,, Melia Wealth, 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
$286M
38 positions
#2Gilman Hill Asset Management, LLCPassive
Notable overlap · 10 shared positions
$HCXY$TSLX$PFE$O$ENB$TTE
$663M
225 positions
#3Melia Wealth LLCActive
Notable overlap · 5 shared positions
$HCXY$ARCC$TSLX$OBDC$CSWC
$207M
22 positions
#4PANORAMIC INVESTMENT ADVISORS, LLCActive
Notable overlap · 5 shared positions
$HCXY$ARCC$TSLX$OBDC$CSWC
$207M
22 positions
#5ARES MANAGEMENT LLCSmart money
Notable overlap · 6 shared positions
$ARCC$GBDC$OBDC$TSLX$BXSL$HCXY
$1.5B
37 positions
#6TECTONIC ADVISORS LLCActive
Notable overlap · 10 shared positions
$ENB$NNN$T$ARCC$TSLX$OBDC
$1.9B
267 positions
#7Prairiewood Capital, LLCActive
Notable overlap · 5 shared positions
$ARCC$GBDC$OBDC$O$OMC
$346M
77 positions
#8Green Street Investors, LLCActive
Notable overlap · 7 shared positions
$SPG$CTRE$O$DLR$GLPI$VICI
$184M
29 positions
#9SAGE ADVISORS, LLC
Some overlap · 4 shared positions
$ARCC$OBDC$HCXY$ENB
$151M
48 positions
#10Presima Securities ULCActive
Some overlap · 7 shared positions
$O$SPG$DLR$GLPI$VICI$SBRA
$178M
48 positions
#11Generali Asset Management SPA SGRPassive
Some overlap · 5 shared positions
$ARCC$TTE$BXSL$OBDC$GBDC
$4.8B
484 positions
#12LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive
Some overlap · 7 shared positions
$SPG$NNN$GLPI$VICI$DLR$SBRA
$2.5B
48 positions
#13EDMP, INC.Passive
Some overlap · 6 shared positions
$OMC$C$O$T$ES$SON
$124M
71 positions
#14DMKC Advisory Services, LLCPassive
Some overlap · 5 shared positions
$TTE$PFE$PFG$O$C
$240M
84 positions
#15TT Capital Management LLCActive
Some overlap · 5 shared positions
$OBDC$NNN$VICI$BXSL$PFE
$121M
73 positions
#16LFG Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$ARCC$TTE$ENB$PFE$T
$166M
89 positions
#17LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 5 shared positions
$TTE$PFE$C$GSK$T
$6.2B
101 positions
#18THORNBURG INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$C$TTE$ENB$T$PFE
$9.6B
171 positions
#19DoubleLine ETF Adviser LPPassive
Some overlap · 6 shared positions
$SPG$O$DLR$T$OMC$PFE
$263M
176 positions
#20KEMPNER CAPITAL MANAGEMENT INC.
Some overlap · 5 shared positions
$C$O$AMCR$CFG$SON
$106M
43 positions
#21LDR Capital Management LLCActive
Some overlap · 5 shared positions
$SPG$O$DLR$GLPI$VICI
$74M
44 positions
#22Edgemoor Investment Advisors, Inc.Active
Some overlap · 6 shared positions
$C$SPG$O$ARCC$T$PFE
$1.3B
170 positions
#23CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 5 shared positions
$SPG$O$DLR$VICI$GLPI
$6.7B
96 positions
#24Uniplan Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$SPG$O$DLR$VICI$CTRE
$974M
183 positions
#25Adelante Capital Management LLCActive
Some overlap · 5 shared positions
$SPG$O$DLR$VICI$CTRE
$1.5B
42 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.