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Hedge Funds Similar to Callodine ,

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

Callodine Capital Management, LP is an institutional investor managing $1.4B across 56 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 Callodine , are CONTINENTAL ADVISORS, PZENA INVESTMENT, DAVIS SELECTED ADVISERS, with shared positions in $VTRS, $COF, $WFC, $BAX, $SHEL, $GPN. The full ranking of 25 similar funds is below.

#1CONTINENTAL ADVISORS LLCPassive
Notable overlap · 5 shared positions
$VTRS$COF$WFC$BAX$SHEL
$196M
50 positions
#2PZENA INVESTMENT MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$COF$GPN$WFC$SSNC$BAX$SPB
$30.8B
158 positions
#3DAVIS SELECTED ADVISERSActive
Notable overlap · 4 shared positions
$VTRS$COF$WFC$OC
$21.8B
112 positions
#4PIER 88 INVESTMENT PARTNERS LLCPassive
Notable overlap · 5 shared positions
$GPN$WFC$APO$ON$MTH
$402M
112 positions
#5Mondrian Investment Partners LTDActive
Notable overlap · 4 shared positions
$GSK$BTI$WFC$SHEL
$6.7B
103 positions
#6EQUITY INVESTMENT CORPActive
Notable overlap · 5 shared positions
$GSK$WFC$BAX$TGT$SHEL
$5.1B
71 positions
#7SEIZERT CAPITAL PARTNERS, LLCPassive
Notable overlap · 4 shared positions
$MTCH$WFC$COF$SSNC
$2.2B
170 positions
#8Royal Palms Capital LLCPassive
Notable overlap · 4 shared positions
$VTRS$ET$ON$MO
$101M
50 positions
#9ABC ARBITRAGE SAPassive
Notable overlap · 4 shared positions
$GSK$BTI$UDR$SHEL
$753M
364 positions
#10COOPERMAN LEON GActive
Notable overlap · 3 shared positions
$APO$ET$COF
$3.0B
41 positions
#11LAKEWOOD CAPITAL MANAGEMENT, LPActive
Some overlap · 4 shared positions
$VTRS$SSNC$APO$GPN
$1.6B
69 positions
#12Kennon-Green & Company, LLCActive
Some overlap · 3 shared positions
$BTI$SSNC$MO
$122M
39 positions
#13Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$ET$BTI$WFC$MO
$891M
88 positions
#14Gilman Hill Asset Management, LLCPassive
Some overlap · 6 shared positions
$O$TSLX$MRP$ET$GSK$PAGP
$663M
225 positions
#15McGowan Group Asset Management, Inc.Passive
Some overlap · 3 shared positions
$BTI$ET$PAGP
$785M
154 positions
#16Poehling Capital Management, INC.Passive
Some overlap · 4 shared positions
$WFC$VTRS$BTI$TGT
$475M
153 positions
#17Pacer Advisors, Inc.Passive
Some overlap · 4 shared positions
$GSK$TGT$VTRS$SHEL
$38.8B
2,537 positions
#18Empyrean Capital Partners, LPPassive
Some overlap · 4 shared positions
$BTI$APO$COF$SHEL
$3.1B
124 positions
#19INCOME RESEARCH & MANAGEMENTActive
Some overlap · 4 shared positions
$GPN$ON$WFC$MTH
$169M
26 positions
#20AUCTUS ADVISORS LLCSmart money
Some overlap · 3 shared positions
$COF$WFC$OC
$105M
29 positions
#21INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$APO$ET$GEL
$1.4B
149 positions
#22Lodge Hill Capital, LLCActive
Some overlap · 3 shared positions
$APO$OC$MTH
$518M
22 positions
#23Altrius Capital Management IncPassive
Some overlap · 3 shared positions
$GSK$BTI$MO
$503M
87 positions
#24ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 4 shared positions
$GPN$APO$ON$MTH
$3.6B
215 positions
#25TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$BTI$GSK$MO
$514M
167 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.