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Hedge Funds Similar to EPIQ PARTNERS

13F Portfolio OverlapQ2 2026EPIQ PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

EPIQ PARTNERS, LLC is an institutional investor managing $236M across 98 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 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
$293M
38 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
$181M
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
$128M
77 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
126 positions
#9Leverty Financial Group, LLCSmart money
Some overlap · 3 shared positions
$ECL$XEL$IBIT
$514M
49 positions
#10McCollum Christoferson Group LLCPassive
Some overlap · 4 shared positions
$ECL$NEE$AMT$CL
$341M
80 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
$369M
202 positions
#17WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money
Some overlap · 3 shared positions
$BEPC$BIP$EPD
$185M
15 positions
#18Vermillion Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$XEL$HRL$ECL$MDT
$427M
1,545 positions
#19Rinkey InvestmentsActive
Some overlap · 3 shared positions
$BN$IBIT$CB
$425M
128 positions
#20Baer Investment Advisory LLCPassive
Some overlap · 3 shared positions
$ECL$NEE$EPD
$119M
43 positions
#21Cardinal Capital Management, Inc.Active
Some overlap · 3 shared positions
$BN$NEE$MDT
$4.1B
70 positions
#22Freedom Financial Partners LLCActive
Some overlap · 3 shared positions
$ECL$XEL$EPD
$307M
89 positions
#23Sound Income Strategies, LLCPassive
Some overlap · 3 shared positions
$OBDC$CSWC$AMT
$2.2B
483 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
$156M
104 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.