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Hedge Funds Similar to Karpus

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

Karpus Management, Inc. is an institutional investor managing $3.5B across 233 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 Karpus are ROBINSON, RIVERNORTH, Professional Financial, with shared positions in $MHD, $MYN, $MYI, $MUC, $MQY, $AFB. The full ranking of 25 similar funds is below.

#1ROBINSON CAPITAL MANAGEMENT, LLCActive
Substantial overlap · 8 shared positions
$MHD$MYN$MYI$MUC$MQY$AFB
$226M
100 positions
#2RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 11 shared positions
$MHD$MYI$MQY$USA$PCQ$MYN
$2.1B
585 positions
#3Professional Financial Management, Inc.Active
Notable overlap · 3 shared positions
$MHD$MYI$PCQ
$99M
24 positions
#4Rareview Capital LLCActive
Notable overlap · 8 shared positions
$MHD$MYI$AFB$MQY$MUC$EIM
$179M
51 positions
#5MELFA WEALTH MANAGEMENT, INC.Passive
Notable overlap · 9 shared positions
$MHD$MYI$MUC$MQY$BKT$KTF
$185M
196 positions
#61607 Capital Partners, LLCActive
Notable overlap · 11 shared positions
$CSQ$BST$ETO$QQQX$ASG$USA
$1.1B
141 positions
#7PMG Family Office LLCPassive
Notable overlap · 7 shared positions
$CSQ$QQQX$BST$ASG$USA$ETW
$109M
114 positions
#8INTEGRATED CAPITAL MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$MHD$BTT$ETW
$143M
57 positions
#9Almitas Capital LLCActive
Notable overlap · 4 shared positions
$BTT$USA$PCQ$ASG
$417M
130 positions
#10Shaker Financial Services, LLCPassive
Notable overlap · 7 shared positions
$GDV$ASG$CSQ$CHW$USA$ETO
$319M
148 positions
#11SIT INVESTMENT ASSOCIATES INCPassive
Some overlap · 5 shared positions
$FINS$KTF$BKT$BHK$MIN
$5.3B
521 positions
#12Logan Stone Capital, LLCActive
Some overlap · 7 shared positions
$DMII$AIIA$ANSC$PCQ$USA$MKLY
$473M
155 positions
#13L1 Global Manager Pty LtdPassive
Some overlap · 6 shared positions
$DMII$AIIA$MKLY$COPL$GTERA$KFII
$142M
121 positions
#14HEIGHTS CAPITAL MANAGEMENT, INCPassive
Some overlap · 5 shared positions
$DMII$DMAA$AIIA$COPL$ORIQ
$433M
323 positions
#15Crossingbridge Advisors, LLCPassive
Some overlap · 5 shared positions
$DMII$ANSC$GTERA$APXT$VNME
$567M
152 positions
#16Lineage Point Capital LPPassive
Some overlap · 4 shared positions
$DMII$AACP$ANSC$APXT
$487M
371 positions
#17Saba Capital Management, L.P.Passive
Some overlap · 3 shared positions
$GDV$BSTZ$USA
$3.9B
400 positions
#18CITY OF LONDON INVESTMENT MANAGEMENT CO LTDActive
Some overlap · 10 shared positions
$BTT$MQY$MYI$MHD$AFB$MUC
$1.7B
80 positions
#19Westchester Capital Management, LLCPassive
Some overlap · 5 shared positions
$ANSC$GTERA$KFII$APXT$DMII
$2.0B
310 positions
#20BERKLEY W R CORPPassive
Some overlap · 5 shared positions
$ANSC$GTERA$KFII$COPL$CHAR
$2.1B
342 positions
#21Noble Wealth Management PBCPassive
Some overlap · 3 shared positions
$FINS$BSTZ$MHD
$223M
778 positions
#22ACCREDITED INVESTOR SERVICES, LLCSmart money
Some overlap · 3 shared positions
$MHD$AFB$USA
$177M
81 positions
#23First Trust Capital Management L.P.Active
Some overlap · 6 shared positions
$DMII$VNME$CHAR$DMAA$ANSC$APXT
$1.7B
161 positions
#24Hennion & Walsh Asset Management, Inc.Passive
Some overlap · 3 shared positions
$MQY$MHD$BTT
$3.5B
955 positions
#25Scarborough Advisors, LLCActive
Some overlap · 3 shared positions
$BTT$MYI$MHD
$871M
147 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.