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Hedge Funds Similar to Melia Wealth

13F Portfolio OverlapQ2 2026Melia Wealth portfolio →
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Most similar hedge funds by 13F overlap

Melia Wealth LLC is an institutional investor managing $174M across 23 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 Melia Wealth are Muzinich, GEN Financial, Sound Income Strategies, with shared positions in $ARCC, $OBDC, $HCXY, $TSLX, $BCSF, $CSWC. The full ranking of 24 similar funds is below.

#1Muzinich & Co., Inc.Active
Substantial overlap · 7 shared positions
$ARCC$OBDC$HCXY$TSLX$BCSF$CSWC
$301M
23 positions
#2GEN Financial Management, INC.Active
Substantial overlap · 3 shared positions
$HCXY$TRIN$CSWC
$185M
56 positions
#3Sound Income Strategies, LLCPassive
Notable overlap · 6 shared positions
$HCXY$ARCC$TSLX$OBDC$TRIN$CSWC
$2.2B
478 positions
#4Whipplewood Advisors, LLCPassive
Notable overlap · 3 shared positions
$ARCC$HCXY$TSLX
$148M
200 positions
#5CAZ INVESTMENTS LPSmart money
Notable overlap · 4 shared positions
$OBDC$ARCC$TSLX$BCSF
$1.0B
56 positions
#6Mallini Complete Financial Planning LLCSmart money
Some overlap · 3 shared positions
$ARCC$TSLX$RITM
$143M
72 positions
#7ARES MANAGEMENT LLCSmart money
Some overlap · 7 shared positions
$ARCC$OBDC$OCSL$TSLX$HCXY$TRIN
$2.3B
44 positions
#8TT Capital Management LLCActive
Some overlap · 4 shared positions
$OBDC$OCSL$OKE$ABR
$137M
87 positions
#9TECTONIC ADVISORS LLCPassive
Some overlap · 4 shared positions
$HCXY$ARCC$TSLX$OKE
$2.2B
277 positions
#10DELPHI FINANCIAL GROUP, INC.Active
Some overlap · 3 shared positions
$RITM$TSLX$ARCC
$202M
26 positions
#11FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$OBDC$ARCC$TSLX
$331M
105 positions
#12Triad Investment ManagementActive
Some overlap · 4 shared positions
$HCXY$OCSL$ARCC$TSLX
$75M
32 positions
#13Columbus Macro, LLCPassive
Some overlap · 4 shared positions
$ARCC$CSWC$OKE$OHI
$1.0B
208 positions
#14Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$ARCC$OCSL$TSLX$OHI
$510M
228 positions
#15Pettinga Financial Advisors LLCActive
Some overlap · 3 shared positions
$OBDC$ARCC$PSLV
$606M
158 positions
#16Legacy Capital Wealth Partners, LLCPassive
Slight overlap · 6 shared positions
$TRIN$CSWC$GAIN$OBDC$HCXY$ARCC
$481M
371 positions
#17Cordoba Advisory Partners LLCActive
Slight overlap · 3 shared positions
$HCXY$ARCC$OBDC
$813M
153 positions
#18EIGHT 31 FINANCIAL, LLCActive
Slight overlap · 4 shared positions
$ARCC$CSWC$TRIN$OBDC
$168M
66 positions
#19C2C Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$ARCC$OKE$OHI
$128M
90 positions
#20CASCADE INVESTMENT GROUP, INC.Passive
Slight overlap · 3 shared positions
$ARCC$OKE$OHI
$181M
160 positions
#21Palogic Value Management, L.P.Passive
Slight overlap · 3 shared positions
$ARCC$OBDC$ABR
$304M
194 positions
#22Mission Hills Financial Advisory, LLCActive
Slight overlap · 4 shared positions
$ARCC$CSWC$HCXY$OHI
$228M
89 positions
#23AREX Capital Management, LP
Slight overlap · 3 shared positions
$ARCC$OCSL$HCXY
$61M
26 positions
#24Cerberus Capital Management, L.P.Smart money
Slight overlap · 3 shared positions
$OBDC$OCSL$BCSF
$2.1B
12 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.