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Hedge Funds Similar to ARES

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

ARES MANAGEMENT LLC is an institutional investor managing $2.3B across 44 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 ARES are Muzinich, Sound Income Strategies, Melia Wealth, with shared positions in $ARCC, $GBDC, $BBDC, $OBDC, $GSBD, $OCSL. The full ranking of 25 similar funds is below.

#1Muzinich & Co., Inc.Active
Notable overlap · 15 shared positions
$ARCC$GBDC$BBDC$OBDC$GSBD$OCSL
$301M
23 positions
#2Sound Income Strategies, LLCPassive
Notable overlap · 7 shared positions
$ARCC$GBDC$OBDC$TSLX$BXSL$HCXY
$2.2B
478 positions
#3Melia Wealth LLCSmart money
Some overlap · 7 shared positions
$ARCC$OBDC$OCSL$TSLX$HCXY$TRIN
$174M
23 positions
#4Whipplewood Advisors, LLCPassive
Some overlap · 6 shared positions
$ARCC$GBDC$TSLX$BXSL$HCXY$CGBD
$148M
200 positions
#5TT Capital Management LLCActive
Some overlap · 7 shared positions
$OBDC$OCSL$BXSL$GSBD$OTF$MSDL
$137M
87 positions
#6FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$GBDC$OBDC$ARCC$TSLX$FSK
$331M
105 positions
#7GraniteShares Advisors LLCPassive
Some overlap · 5 shared positions
$GBDC$BBDC$GSBD$NCDL$MSDL
$156M
90 positions
#8Prairiewood Capital, LLCActive
Some overlap · 3 shared positions
$ARCC$GBDC$OBDC
$396M
78 positions
#9Generali Asset Management SPA SGRPassive
Some overlap · 5 shared positions
$ARCC$BXSL$OBDC$GBDC$GSBD
$5.7B
504 positions
#10Lalia Capital, LLCActive
Some overlap · 5 shared positions
$GBDC$OBDC$GSBD$CGBD$FSK
$206M
15 positions
#11PRIVATE MANAGEMENT GROUP INCPassive
Some overlap · 4 shared positions
$GSBD$OCSL$OBDC$BBDC
$3.8B
320 positions
#12SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Some overlap · 4 shared positions
$BBDC$GSBD$OCSL$RWAY
$211M
84 positions
#13Progeny 3, Inc.Active
Some overlap · 3 shared positions
$ARCC$TSLX$BXSL
$1.9B
29 positions
#14Bayshore Capital Advisors, LLCSmart money
Some overlap · 5 shared positions
$OBDC$GBDC$OTF$BXSL$FSK
$214M
42 positions
#15Beach Point Capital Management LPActive
Some overlap · 4 shared positions
$CTEV$OCSL$CCAP$FSK
$229M
20 positions
#16Mallini Complete Financial Planning LLCSmart money
Some overlap · 4 shared positions
$ARCC$TSLX$GSBD$TCPC
$143M
72 positions
#17Lunate Capital LtdActive
Some overlap · 4 shared positions
$OBDC$GSBD$BXSL$MSDL
$196M
10 positions
#18Bulldog Investors, LLPPassive
Some overlap · 6 shared positions
$OTF$OBDC$BBDC$NCDL$CCAP$RWAY
$455M
225 positions
#19CONDOR CAPITAL MANAGEMENTActive
Some overlap · 4 shared positions
$GBDC$ARCC$OBDC$CCAP
$1.3B
173 positions
#20CAZ INVESTMENTS LPSmart money
Some overlap · 8 shared positions
$OBDC$OTF$XE$GBDC$CGBD$ARCC
$1.0B
56 positions
#21PENSION & WEALTH MANAGEMENT ADVISORS, INC.Passive
Some overlap · 4 shared positions
$GSBD$BXSL$ARCC$MSDL
$441M
1,346 positions
#22Next Capital Management LLCActive
Some overlap · 3 shared positions
$GBDC$OBDC$TCPC
$370M
138 positions
#23TECTONIC ADVISORS LLCPassive
Some overlap · 3 shared positions
$ARCC$TSLX$HCXY
$2.2B
277 positions
#24Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$ARCC$OCSL$TSLX
$510M
228 positions
#25Pettinga Financial Advisors LLCActive
Some overlap · 4 shared positions
$OBDC$OTF$ARCC$CCAP
$606M
158 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.