How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to BASSO

13F Portfolio OverlapQ2 2026BASSO portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BASSO CAPITAL MANAGEMENT, L.P. is an institutional investor managing $469M across 138 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 BASSO are Bayshore Advisors, Professional Financial Advisors, CALIBER WEALTH , / KS, with shared positions in $SLV, $BXSL, $IBIT, $FBTC, $FSK, $UNP. The full ranking of 25 similar funds is below.

#1Bayshore Capital Advisors, LLCSmart money

Slight overlap · 5 shared positions

$SLV $BXSL $IBIT $FBTC $FSK

$214M

42 positions

#2Professional Financial Advisors, LLCSmart money

Slight overlap · 4 shared positions

$UNP $SLV $SCHW $AXP

$588M

140 positions

#3CALIBER WEALTH MANAGEMENT, LLC / KSActive

Slight overlap · 3 shared positions

$UNP $SLV $JCI

$1.0B

300 positions

#4Good Steward Wealth Advisors,LLCActive

Slight overlap · 3 shared positions

$UNP $SLV $AXP

$166M

71 positions

#5Titiun YejielActive

Slight overlap · 3 shared positions

$UNP $SLV $AXP

$115M

40 positions

#6All Terrain Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$UNP $SLV $BXSL

$615M

157 positions

#7Guilbault Capital LLCActive

Slight overlap · 4 shared positions

$UNP $BXSL $JCI $SPGI

$100M

73 positions

#8LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Slight overlap · 5 shared positions

$UNP $LIN $SPGI $SCHW $MCD

$155M

88 positions

#9PANORAMIC INVESTMENT ADVISORS, LLCActive

Slight overlap · 5 shared positions

$SLV $IBIT $FBTC $WELL $SCHW

$209M

141 positions

#10Lincoln Capital LLCActive

Slight overlap · 5 shared positions

$UNP $LIN $AXP $SCHW $MCD

$570M

138 positions

#11Private Wealth Asset Management, LLCPassive

Slight overlap · 3 shared positions

$SLV $UNP $MCD

$1.0B

930 positions

#12Mill Capital Management, LLCActive

Slight overlap · 4 shared positions

$UNP $LIN $AXP $SPGI

$1.5B

128 positions

#13RIA Advisory Group LLCActive

Slight overlap · 4 shared positions

$SLV $IBIT $LIN $MCD

$353M

134 positions

#14Perennial Advisors, LLCPassive

Slight overlap · 4 shared positions

$UNP $LIN $AXP $MCD

$669M

137 positions

#15Stokes Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$UNP $LIN $AXP $MCD

$455M

118 positions

#16BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$UNP $LIN $SPGI $SCHW

$529M

72 positions

#17Hibernia Wealth Partners, LLCActive

Slight overlap · 4 shared positions

$SLV $IBIT $AXP $MCD

$185M

82 positions

#18EASTERN BANKPassive

Slight overlap · 4 shared positions

$UNP $LIN $AXP $MCD

$6.6B

1,107 positions

#19Sharkey, Howes & JaverActive

Slight overlap · 4 shared positions

$UNP $IBIT $AXP $FGDL

$830M

159 positions

#20MUSTICO FINANCIAL GROUP, INC.Smart money

Slight overlap · 3 shared positions

$SLV $IBIT $CPER

$154M

49 positions

#21Alamea Verwaltungs GmbHActive

Slight overlap · 3 shared positions

$SLV $IBIT $FBTC

$125M

73 positions

#22GK Wealth Management LLCPassive

Slight overlap · 3 shared positions

$SLV $IBIT $FBTC

$178M

1,628 positions

#23Broussard Financial Group LLCActive

Slight overlap · 3 shared positions

$SLV $IBIT $FBTC

$135M

38 positions

#24VIKING GLOBAL INVESTORS LPActive

Slight overlap · 4 shared positions

$UNP $JCI $SCHW $MCD

$35.1B

90 positions

#25BANK OF STOCKTONActive

Slight overlap · 3 shared positions

$UNP $SLV $AXP

$333M

124 positions

Compare BASSO’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BASSO’s holdings

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.