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Hedge Funds Similar to Callodine

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

Callodine Capital Management, LP is an institutional investor managing $1.5B across 63 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 Callodine are CONTINENTAL ADVISORS, DAVIS SELECTED ADVISERS, Algebris (UK) Ltd, with shared positions in $VTRS, $COF, $WFC, $SHEL, $OC, $GPN. The full ranking of 25 similar funds is below.

#1CONTINENTAL ADVISORS LLCActive
Notable overlap · 4 shared positions
$VTRS$COF$WFC$SHEL
$237M
50 positions
#2DAVIS SELECTED ADVISERSActive
Notable overlap · 4 shared positions
$VTRS$COF$WFC$OC
$23.3B
112 positions
#3Algebris (UK) LtdActive
Notable overlap · 4 shared positions
$GPN$COF$WFC$DX
$1.5B
73 positions
#4PIER 88 INVESTMENT PARTNERS LLCPassive
Notable overlap · 4 shared positions
$GPN$MTH$WFC$APO
$421M
110 positions
#5AEGON USA Investment Management, LLCSmart money
Notable overlap · 4 shared positions
$GPN$WFC$APO$MTH
$140M
42 positions
#6Estuary Capital Management LPActive
Notable overlap · 3 shared positions
$GPN$BX$OWL
$589M
21 positions
#7SEIZERT CAPITAL PARTNERS, LLCPassive
Notable overlap · 4 shared positions
$MTCH$WFC$COF$SSNC
$2.4B
181 positions
#8PZENA INVESTMENT MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$COF$GPN$WFC$SSNC
$34.1B
161 positions
#9Lodge Hill Capital, LLCActive
Notable overlap · 4 shared positions
$OC$MTH$APO$OWL
$596M
27 positions
#10Lalia Capital, LLCActive
Notable overlap · 5 shared positions
$BX$OWL$APO$FSK$OBDC
$206M
15 positions
#11Mondrian Investment Partners LTDActive
Notable overlap · 4 shared positions
$BTI$GSK$WFC$SHEL
$6.5B
111 positions
#12Empyrean Capital Partners, LPPassive
Notable overlap · 4 shared positions
$BTI$COF$APO$SHEL
$3.0B
122 positions
#13Gillson Capital LPActive
Some overlap · 4 shared positions
$COF$UDR$INVH$EXR
$1.7B
80 positions
#14ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 4 shared positions
$GPN$WFC$APO$MTH
$4.5B
236 positions
#15Dupree Financial Group, LLCPassive
Some overlap · 3 shared positions
$BTI$O$BX
$267M
81 positions
#16ABC ARBITRAGE SAPassive
Some overlap · 3 shared positions
$BTI$GSK$SHEL
$926M
381 positions
#17INCOME RESEARCH & MANAGEMENTPassive
Some overlap · 3 shared positions
$GPN$MTH$WFC
$184M
30 positions
#18AMERICAN FINANCIAL GROUP INCActive
Some overlap · 4 shared positions
$GPN$ET$OWL$VTRS
$284M
73 positions
#19AUCTUS ADVISORS LLCSmart money
Some overlap · 3 shared positions
$OC$COF$WFC
$119M
34 positions
#20EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$GSK$WFC$TGT$SHEL
$5.2B
76 positions
#21Gilman Hill Asset Management, LLCPassive
Some overlap · 6 shared positions
$O$MRP$TSLX$ET$GSK$PAGP
$731M
236 positions
#22Poehling Capital Management, INC.Passive
Some overlap · 4 shared positions
$VTRS$WFC$BTI$TGT
$466M
166 positions
#23COBALT CAPITAL MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$BX$GPN$APO$OBDC
$140M
26 positions
#24LAKEWOOD CAPITAL MANAGEMENT, LPActive
Some overlap · 4 shared positions
$VTRS$SSNC$APO$GPN
$1.9B
65 positions
#25Invenomic Capital Management LPPassive
Some overlap · 3 shared positions
$GPN$VTRS$OC
$1.7B
116 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.