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Hedge Funds Similar to EPIQ PARTNERS

13F Portfolio OverlapQ3 2026EPIQ PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

EPIQ PARTNERS, LLC is an institutional investor managing $232M across 99 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to EPIQ PARTNERS are Muzinich, Tacita, LINCLUDEN LTD, with shared positions in $OBDC, $CSWC, $SLRC, $AMT, $BN, $BEPC. The full ranking of 25 similar funds is below.

#1Muzinich & Co., Inc.Active
Notable overlap · 4 shared positions
$OBDC$CSWC$SLRC$AMT
$301M
23 positions
#2Tacita Capital IncPassive
Notable overlap · 4 shared positions
$BN$BEPC$BIP$AMT
$184M
214 positions
#3LINCLUDEN MANAGEMENT LTDActive
Some overlap · 4 shared positions
$BN$BIP$BEPC$AMT
$1.0B
68 positions
#4Asset Management Advisors, LLCActive
Some overlap · 3 shared positions
$BN$BEPC$NEE
$173M
17 positions
#5Rachor Investment Advisory Services, LLCActive
Some overlap · 3 shared positions
$HBAN$NEE$ECL
$203M
203 positions
#6TT Capital Management LLCActive
Some overlap · 3 shared positions
$OBDC$BN$EPD
$137M
87 positions
#7Bayshore Capital Advisors, LLCSmart money
Some overlap · 3 shared positions
$IBIT$OBDC$CSWC
$214M
42 positions
#8Sage Investment Counsel LLCPassive
Some overlap · 5 shared positions
$BN$BIP$CB$BEPC$EPD
$100M
125 positions
#9Leverty Financial Group, LLCSmart money
Some overlap · 3 shared positions
$ECL$XEL$IBIT
$549M
48 positions
#10McCollum Christoferson Group LLCPassive
Some overlap · 4 shared positions
$ECL$NEE$AMT$CL
$343M
88 positions
#11Foresight Group Ltd Liability PartnershipPassive
Some overlap · 3 shared positions
$ECL$BEPC$AMT
$556M
62 positions
#12Bruce & Co., Inc.Active
Some overlap · 3 shared positions
$AER$XEL$NEE
$369M
41 positions
#13Next Capital Management LLCActive
Some overlap · 4 shared positions
$OBDC$ECL$BN$EPD
$370M
138 positions
#14PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$ECL$NEE$ALB
$209M
54 positions
#15BROOKFIELD Corp /ON/Smart money
Some overlap · 6 shared positions
$BN$BEPC$NEE$BIP$XEL$EPD
$77.0B
139 positions
#16Gold Investment Management Ltd.Passive
Some overlap · 3 shared positions
$BIP$BN$BEPC
$358M
198 positions
#17WALNUT PRIVATE EQUITY PARTNERS, LLCActive
Some overlap · 3 shared positions
$BEPC$BIP$EPD
$183M
15 positions
#18Vermillion Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$XEL$HRL$ECL$MDT
$87M
624 positions
#19Rinkey InvestmentsActive
Some overlap · 3 shared positions
$BN$IBIT$CB
$425M
128 positions
#20Baer Investment Advisory LLCActive
Some overlap · 3 shared positions
$ECL$NEE$EPD
$126M
65 positions
#21Cardinal Capital Management, Inc.Active
Some overlap · 3 shared positions
$BN$NEE$MDT
$4.4B
72 positions
#22Freedom Financial Partners LLCActive
Some overlap · 3 shared positions
$ECL$XEL$EPD
$305M
89 positions
#23Sound Income Strategies, LLCPassive
Some overlap · 3 shared positions
$OBDC$CSWC$AMT
$2.2B
478 positions
#24Callahan Advisors, LLCActive
Some overlap · 3 shared positions
$BN$NEE$CB
$1.3B
181 positions
#25A. D. Beadell Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$BEPC$CB$MDT$EPD
$151M
100 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.