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Hedge Funds Similar to SIT INVESTMENT ASSOCIATES

13F Portfolio OverlapQ2 2026SIT INVESTMENT ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

SIT INVESTMENT ASSOCIATES INC is an institutional investor managing $5.3B across 521 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 SIT INVESTMENT ASSOCIATES are Rareview, Karpus, 1607 Partners, with shared positions in $TSI, $BTZ, $BIT, $BBN, $RA, $HYT. The full ranking of 15 similar funds is below.

#1Rareview Capital LLCActive
Some overlap · 8 shared positions
$TSI$BTZ$BIT$BBN$RA$HYT
$179M
51 positions
#2Karpus Management, Inc.Passive
Some overlap · 5 shared positions
$FINS$KTF$BKT$BHK$MIN
$3.5B
233 positions
#31607 Capital Partners, LLCActive
Some overlap · 5 shared positions
$MIN$TSI$KTF$HYT$JHS
$1.1B
141 positions
#4Noble Wealth Management PBCPassive
Some overlap · 4 shared positions
$FINS$TSI$BBN$RA
$223M
786 positions
#5Atlas Wealth LLCActive
Some overlap · 3 shared positions
$FINS$NPFD$BGB
$701M
178 positions
#6Closed-End Fund Advisors, Inc.Passive
Some overlap · 4 shared positions
$FINS$NPFD$JRI$RA
$102M
163 positions
#7INTEGRATED CAPITAL MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$BBN$DBL$DHY
$139M
66 positions
#8Integrity Wealth Partners, LLC
Some overlap · 3 shared positions
$BBN$NBB$BHK
$129M
103 positions
#9MELFA WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$BKT$BHK$KTF$EVV
$185M
196 positions
#10Ramiah Investment GroupActive
Some overlap · 5 shared positions
$BKT$BIT$HYT$BHK$ANET
$130M
76 positions
#11ACCREDITED INVESTOR SERVICES, LLCSmart money
Some overlap · 4 shared positions
$BTZ$NPFD$RA$MMT
$179M
84 positions
#12Mallini Complete Financial Planning LLCSmart money
Some overlap · 3 shared positions
$EVV$DBL$RA
$143M
72 positions
#13Thomas J. Herzfeld Advisors, Inc.Active
Slight overlap · 3 shared positions
$FINS$BTZ$RA
$326M
129 positions
#14Gridiron Partners, LLCSmart money
Slight overlap · 4 shared positions
$DBL$BBN$NBB$RA
$199M
52 positions
#15GILL CAPITAL PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$NBB$PIM$RA
$366M
153 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.