13F Pro

Hedge Funds Similar to Muzinich

13F Portfolio OverlapQ3 2026Muzinich portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Muzinich & Co., Inc. is an institutional investor managing $301M across 23 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Muzinich are Melia Wealth, Lalia, Prairiewood, with shared positions in $ARCC, $OBDC, $HCXY, $TSLX, $BCSF, $CSWC. The full ranking of 25 similar funds is below.

#1Melia Wealth LLCSmart money
Substantial overlap · 7 shared positions
$ARCC$OBDC$HCXY$TSLX$BCSF$CSWC
$174M
23 positions
#2Lalia Capital, LLCActive
Substantial overlap · 5 shared positions
$OBDC$GBDC$FSK$GSBD$CGBD
$206M
15 positions
#3Prairiewood Capital, LLCActive
Substantial overlap · 3 shared positions
$GBDC$ARCC$OBDC
$396M
78 positions
#4Lunate Capital LtdActive
Substantial overlap · 4 shared positions
$BXSL$OBDC$MSDL$GSBD
$196M
10 positions
#5Sound Income Strategies, LLCPassive
Notable overlap · 10 shared positions
$HCXY$ARCC$GBDC$TSLX$OBDC$BXSL
$2.2B
478 positions
#6Whipplewood Advisors, LLCPassive
Notable overlap · 7 shared positions
$ARCC$BXSL$GBDC$HCXY$TSLX$CGBD
$148M
200 positions
#7Next Capital Management LLCActive
Notable overlap · 4 shared positions
$OBDC$GBDC$MFIC$TCPC
$370M
138 positions
#8TT Capital Management LLCActive
Notable overlap · 7 shared positions
$OBDC$MSDL$FSK$OCSL$BXSL$GSBD
$137M
87 positions
#9ARES MANAGEMENT LLCSmart money
Notable overlap · 15 shared positions
$ARCC$GBDC$BBDC$OBDC$GSBD$OCSL
$2.3B
44 positions
#10Significant Wealth Partners LLCPassive
Notable overlap · 5 shared positions
$HCXY$FSK$GSBD$CGBD$FDUS
$92M
116 positions
#11EPIQ PARTNERS, LLCPassive
Notable overlap · 4 shared positions
$OBDC$CSWC$SLRC$AMT
$232M
99 positions
#12CAZ INVESTMENTS LPSmart money
Notable overlap · 6 shared positions
$OBDC$GBDC$CGBD$ARCC$TSLX$BCSF
$1.0B
56 positions
#13GraniteShares Advisors LLCPassive
Notable overlap · 6 shared positions
$CSWC$GSBD$GBDC$BBDC$MSDL$PFLA
$156M
90 positions
#14FAMILY WEALTH PARTNERS, LLCActive
Notable overlap · 6 shared positions
$FSK$GBDC$OBDC$ARCC$TSLX$PLD
$331M
105 positions
#15North Ground CapitalActive
Notable overlap · 4 shared positions
$BCSF$CGBD$SLRC$CCAP
$83M
33 positions
#16CASTLEKEEP INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$GBDC$MFIC$OCSL
$200M
76 positions
#17Liberty Mutual Group Asset Management Inc.Active
Some overlap · 3 shared positions
$OBDC$ARCC$MSDL
$1.1B
39 positions
#18DIMENSION CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BCSF$NMFC$BBDC
$854M
141 positions
#19Mallini Complete Financial Planning LLCSmart money
Some overlap · 4 shared positions
$ARCC$TSLX$GSBD$TCPC
$143M
72 positions
#20CONDOR CAPITAL MANAGEMENTActive
Some overlap · 6 shared positions
$SLRC$GBDC$MFIC$ARCC$OBDC$CCAP
$1.3B
173 positions
#21Triad Investment ManagementActive
Some overlap · 5 shared positions
$HCXY$SLRC$OCSL$ARCC$TSLX
$75M
32 positions
#22Bayshore Capital Advisors, LLCSmart money
Some overlap · 6 shared positions
$OBDC$GBDC$BXSL$CSWC$MFIC$FSK
$214M
42 positions
#23CURA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$FSK$MFIC$GBDC
$234M
140 positions
#24Beach Point Capital Management LPActive
Some overlap · 4 shared positions
$FSK$MFIC$OCSL$CCAP
$229M
20 positions
#25Progeny 3, Inc.Active
Some overlap · 3 shared positions
$TSLX$ARCC$BXSL
$1.9B
29 positions

Compare Muzinich’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 Muzinich’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.