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Hedge Funds Similar to Carlson

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

Carlson Capital, L.P. is an institutional investor managing $494M across 74 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 Carlson are Black Maple, rhino investment partners, Algebris (UK) Ltd, with shared positions in $HBAN, $PNFP, $TFC, $COF, $EXE, $WFC. The full ranking of 25 similar funds is below.

#1Black Maple Capital Management LPActive
Substantial overlap · 6 shared positions
$HBAN$PNFP$TFC$COF$EXE$WFC
$176M
94 positions
#2rhino investment partners, IncActive
Notable overlap · 5 shared positions
$HBAN$PNFP$ONB$COLB$TFC
$331M
32 positions
#3Algebris (UK) LtdActive
Notable overlap · 7 shared positions
$COF$WFC$HBAN$ONB$SSB$ICE
$1.5B
73 positions
#4SALZHAUER MICHAELSmart money
Notable overlap · 7 shared positions
$PNFP$COF$WFC$FHN$SSB$TFC
$292M
89 positions
#5Triveni Capital Investments LPActive
Notable overlap · 3 shared positions
$HBAN$COF$FHN
$84M
15 positions
#6CONTINENTAL ADVISORS LLCActive
Notable overlap · 6 shared positions
$COF$TFC$WFC$FISV$SSB$HBAN
$237M
50 positions
#7Prana Capital Management, LPActive
Notable overlap · 5 shared positions
$HBAN$TFC$WFC$ICE$FISV
$3.3B
122 positions
#8BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Notable overlap · 7 shared positions
$COF$ONB$WFC$PNFP$SSB$HBAN
$2.5B
111 positions
#9DAVIS SELECTED ADVISERSActive
Notable overlap · 3 shared positions
$COF$WFC$DVN
$23.3B
112 positions
#10Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 6 shared positions
$TFC$PM$NSC$AZO$MDLZ$WBD
$187M
45 positions
#11Marotta Asset ManagementActive
Notable overlap · 4 shared positions
$WFC$TFC$SNPS$NSC
$601M
103 positions
#12R.H. Investment Group, LLCActive
Notable overlap · 3 shared positions
$WFC$MCD$PM
$133M
47 positions
#13EQUITY INVESTMENT CORPActive
Notable overlap · 5 shared positions
$WFC$TFC$DVN$UPS$CLX
$5.2B
76 positions
#14Bayview Asset Management, LLCActive
Notable overlap · 5 shared positions
$ONB$SSB$COLB$CBRE$ICE
$496M
69 positions
#15BWM Planning, LLCActive
Notable overlap · 4 shared positions
$WFC$DVN$PSX$HAL
$431M
99 positions
#16Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 5 shared positions
$MCD$DVN$UPS$NSC$CLX
$214M
33 positions
#17CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Notable overlap · 6 shared positions
$WFC$TFC$UPS$PM$DVN$MDLZ
$1.5B
184 positions
#18FJ Capital Management LLCActive
Notable overlap · 4 shared positions
$HBAN$TFC$SSB$WFC
$770M
120 positions
#19First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 5 shared positions
$PM$COF$MCD$PSX$MDLZ
$529M
75 positions
#20SIR Capital Management, L.P.Active
Notable overlap · 5 shared positions
$DVN$EXE$AR$CRC$HAL
$870M
79 positions
#21MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$WFC$PM$MCD$UPS
$233M
122 positions
#22Stieven Capital Advisors, L.P.Active
Notable overlap · 4 shared positions
$ONB$SSB$COLB$PNFP
$524M
36 positions
#23Savoir Faire Capital Management, L.P.Active
Notable overlap · 6 shared positions
$MCD$PM$BURL$ACI$MDLZ$AZO
$161M
43 positions
#24SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Notable overlap · 4 shared positions
$WFC$PSX$FISV$ICE
$816M
49 positions
#25Graver Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$HBAN$MCD$PM
$140M
26 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.