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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 Factorial Partners,, Shay, ARES, with shared positions in $GNW, $PPLI, $WEX, $XPOF, $FIP, $APTV. The full ranking of 17 similar funds is below.

#1Factorial Partners, LLCPassive
Some overlap · 3 shared positions
$GNW$PPLI$WEX
$138M
60 positions
#2Shay Capital LLCPassive
Slight overlap · 4 shared positions
$GNW$XPOF$FIP$APTV
$1.2B
471 positions
#3ARES MANAGEMENT LLCSmart money
Slight overlap · 7 shared positions
$FIP$ARCC$BXSL$OCSL$MSDL$HCXY
$1.5B
37 positions
#4CLIFFORD CAPITAL PARTNERS LLCPassive
Slight overlap · 3 shared positions
$KBR$WEX$CNR
$600M
42 positions
#5Cruiser Capital Advisors, LLCSmart money
Slight overlap · 4 shared positions
$KD$FIP$NN$SKIL
$257M
52 positions
#6Muzinich & Co., Inc.Active
Slight overlap · 6 shared positions
$ARCC$BXSL$OCSL$MSDL$HCXY$GSBD
$286M
38 positions
#7Generali Asset Management SPA SGRPassive
Slight overlap · 5 shared positions
$ARCC$BXSL$OCSL$MSDL$GSBD
$4.8B
484 positions
#8TT Capital Management LLCActive
Slight overlap · 4 shared positions
$BXSL$OCSL$MSDL$GSBD
$121M
73 positions
#9Sound Income Strategies, LLCPassive
Slight overlap · 3 shared positions
$ARCC$BXSL$HCXY
$2.1B
2,596 positions
#10Whipplewood Advisors, LLCPassive
Slight overlap · 3 shared positions
$ARCC$BXSL$HCXY
$193M
1,065 positions
#11Commerce Advisors, LLCPassive
Slight overlap · 3 shared positions
$ARCC$BXSL$HCXY
$119M
122 positions
#12Melia Wealth LLCActive
Slight overlap · 3 shared positions
$ARCC$OCSL$HCXY
$207M
22 positions
#13Triad Investment ManagementPassive
Slight overlap · 3 shared positions
$ARCC$OCSL$HCXY
$271M
51 positions
#14PANORAMIC INVESTMENT ADVISORS, LLCActive
Slight overlap · 3 shared positions
$ARCC$OCSL$HCXY
$207M
22 positions
#15REICON WEALTH ADVISORS, LLCActive
Slight overlap · 3 shared positions
$BXSL$ARCC$MSDL
$132M
72 positions
#16PRIVATE MANAGEMENT GROUP INCPassive
Slight overlap · 3 shared positions
$PSEC$OCSL$GSBD
$3.5B
310 positions
#17Cordoba Advisory Partners LLCPassive
Slight overlap · 3 shared positions
$ARCC$HCXY$GSBD
$362M
118 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.