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Hedge Funds Similar to AREX

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

AREX Capital Management, LP is an institutional investor managing $61M across 26 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 AREX are Shay, OAKTREE, AYAL Advisors Ltd, with shared positions in $XPOF, $FIP, $GNW, $RIOT, $TAC, $OCSL. The full ranking of 23 similar funds is below.

#1Shay Capital LLCPassive
Slight overlap · 3 shared positions
$XPOF$FIP$GNW
$1.6B
482 positions
#2OAKTREE CAPITAL MANAGEMENT LPActive
Slight overlap · 3 shared positions
$RIOT$TAC$OCSL
$7.2B
145 positions
#3AYAL Capital Advisors LtdActive
Slight overlap · 4 shared positions
$KBR$TAC$APTV$NN
$370M
44 positions
#4CLIFFORD CAPITAL PARTNERS LLCActive
Slight overlap · 3 shared positions
$KBR$WEX$CNR
$727M
43 positions
#5ARES MANAGEMENT LLCSmart money
Slight overlap · 7 shared positions
$ARCC$BXSL$OCSL$MSDL$FIP$HCXY
$2.3B
44 positions
#6PRIVATE MANAGEMENT GROUP INCPassive
Slight overlap · 4 shared positions
$VYX$PSEC$OCSL$GSBD
$3.8B
320 positions
#7Muzinich & Co., Inc.Active
Slight overlap · 6 shared positions
$ARCC$BXSL$OCSL$MSDL$HCXY$GSBD
$293M
38 positions
#8NewGen Asset Management LtdActive
Slight overlap · 3 shared positions
$TAC$OCSL$MSDL
$243M
34 positions
#9Cruiser Capital Advisors, LLCSmart money
Slight overlap · 4 shared positions
$FIP$KD$NN$SKIL
$162M
51 positions
#10PENSION & WEALTH MANAGEMENT ADVISORS, INC.Passive
Slight overlap · 4 shared positions
$ARCC$BXSL$MSDL$GSBD
$371M
544 positions
#11TT Capital Management LLCActive
Slight overlap · 4 shared positions
$BXSL$OCSL$MSDL$GSBD
$128M
77 positions
#12Whipplewood Advisors, LLCPassive
Slight overlap · 3 shared positions
$ARCC$BXSL$HCXY
$149M
636 positions
#13Mission Hills Financial Advisory, LLCActive
Slight overlap · 3 shared positions
$ARCC$BXSL$HCXY
$228M
89 positions
#14Sound Income Strategies, LLCPassive
Slight overlap · 3 shared positions
$ARCC$BXSL$HCXY
$2.2B
483 positions
#15Triad Investment ManagementPassive
Slight overlap · 3 shared positions
$ARCC$OCSL$HCXY
$91M
34 positions
#16Melia Wealth LLCSmart money
Slight overlap · 3 shared positions
$ARCC$OCSL$HCXY
$174M
23 positions
#17Legacy Capital Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$ARCC$MSDL$HCXY
$521M
377 positions
#18Generali Asset Management SPA SGRPassive
Slight overlap · 3 shared positions
$ARCC$BXSL$GSBD
$5.5B
526 positions
#19REICON WEALTH ADVISORS, LLCActive
Slight overlap · 3 shared positions
$BXSL$ARCC$MSDL
$162M
93 positions
#20GraniteShares Advisors LLCPassive
Slight overlap · 3 shared positions
$PSEC$MSDL$GSBD
$156M
90 positions
#21Lunate Capital LtdActive
Slight overlap · 3 shared positions
$BXSL$MSDL$GSBD
$196M
10 positions
#22Cordoba Advisory Partners LLCActive
Slight overlap · 3 shared positions
$ARCC$HCXY$GSBD
$472M
144 positions
#23Palliser Capital (UK) LtdActive
Slight overlap · 3 shared positions
$OCSL$ARCC$BXSL
$186M
23 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.