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Hedge Funds Similar to Beach Point

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

Beach Point Capital Management LP is an institutional investor managing $258M across 14 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 Beach Point are CURA WEALTH ADVISORS, Muzinich, ARES, with shared positions in $FSK, $MFIC, $KREF, $OCSL, $CCAP, $CTEV. The full ranking of 5 similar funds is below.

#1CURA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$FSK$MFIC$KREF
$234M
140 positions
#2Muzinich & Co., Inc.Active
Some overlap · 4 shared positions
$FSK$MFIC$OCSL$CCAP
$293M
38 positions
#3ARES MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$CTEV$OCSL$CCAP$FSK
$2.3B
44 positions
#4United Advisor Group, LLCPassive
Slight overlap · 3 shared positions
$OCSL$FSK$MFIC
$948M
544 positions
#5Cerberus Capital Management, L.P.Smart money
Slight overlap · 3 shared positions
$CCAP$OCSL$FSK
$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.