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Hedge Funds Similar to Lalia ,

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

Lalia Capital, LLC is an institutional investor managing $158M across 13 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 Lalia , are Brown University, Muzinich & ,, CAZ INVESTMENTS, with shared positions in $OBDC, $IBIT, $OWL, $GBDC, $FSK, $KKR. The full ranking of 25 similar funds is below.

#1Brown UniversityActive
Substantial overlap · 3 shared positions
$OBDC$IBIT$OWL
$102M
11 positions
#2Muzinich & Co., Inc.Active
Notable overlap · 3 shared positions
$OBDC$GBDC$FSK
$286M
38 positions
#3CAZ INVESTMENTS LPActive
Notable overlap · 3 shared positions
$OBDC$OWL$GBDC
$86M
43 positions
#4OCO Capital Partners, L.P.Active
Notable overlap · 3 shared positions
$KKR$OWL$APO
$408M
9 positions
#5Enstar Group LTDActive
Notable overlap · 3 shared positions
$KKR$APO$OBDC
$217M
9 positions
#6Granite FO LLCActive
Notable overlap · 5 shared positions
$KKR$GBDC$OWL$OBDC$APO
$169M
170 positions
#7Next Capital Management LLCPassive
Notable overlap · 4 shared positions
$OBDC$GBDC$KKR$APO
$330M
134 positions
#8Partners Group Holding AGActive
Notable overlap · 3 shared positions
$APO$KKR$OWL
$1.4B
50 positions
#9Bayshore Capital Advisors, LLCActive
Some overlap · 4 shared positions
$IBIT$OBDC$GBDC$FSK
$237M
41 positions
#10Alpine Global Management, LLCPassive
Some overlap · 3 shared positions
$KKR$APO$OWL
$668M
226 positions
#11Hyposwiss Advisors SAPassive
Some overlap · 3 shared positions
$KKR$IBIT$OBDC
$101M
112 positions
#12National Philanthropic TrustActive
Some overlap · 3 shared positions
$APO$KKR$OWL
$9.4B
365 positions
#13TT Capital Management LLCActive
Some overlap · 3 shared positions
$OBDC$OWL$FSK
$121M
73 positions
#14Callodine Capital Management, LPActive
Some overlap · 3 shared positions
$APO$OWL$FSK
$1.4B
56 positions
#15ARES MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$GBDC$OBDC$FSK
$1.5B
37 positions
#16Pettinga Financial Advisors LLCPassive
Some overlap · 3 shared positions
$KKR$IBIT$OBDC
$531M
147 positions
#17Allen Investment Management, LLCActive
Some overlap · 3 shared positions
$APO$KKR$GBDC
$8.1B
221 positions
#18Tranquility Partners, LLCPassive
Some overlap · 3 shared positions
$GBDC$OWL$OBDC
$265M
226 positions
#19Wealth Preservation Advisors, LLCPassive
Some overlap · 3 shared positions
$OBDC$APO$KKR
$120M
1,035 positions
#20TRANSCEND WEALTH COLLECTIVE, LLCPassive
Some overlap · 4 shared positions
$KKR$OBDC$OWL$FSK
$1.2B
721 positions
#21Bulltick Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$IBIT$APO$OWL
$453M
137 positions
#22Weiss Asset Management LPPassive
Slight overlap · 3 shared positions
$IBIT$KKR$APO
$5.9B
488 positions
#23ATX Financial Planning, LLCPassive
Slight overlap · 3 shared positions
$APO$KKR$IBIT
$132M
81 positions
#24CastleKnight Management LPActive
Slight overlap · 3 shared positions
$CG$APO$FSK
$6.0B
451 positions
#25Generali Asset Management SPA SGRPassive
Slight overlap · 3 shared positions
$OBDC$GBDC$FSK
$4.8B
484 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.