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Hedge Funds Similar to Sound Income Strategies

13F Portfolio OverlapQ3 2026Sound Income Strategies portfolio →
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Most similar hedge funds by 13F overlap

Sound Income Strategies, LLC is an institutional investor managing $2.2B across 478 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 Sound Income Strategies are Muzinich, Melia Wealth, Gilman Hill Asset, with shared positions in $HCXY, $ARCC, $GBDC, $TSLX, $OBDC, $BXSL. The full ranking of 25 similar funds is below.

#1Muzinich & Co., Inc.Active
Notable overlap · 10 shared positions
$HCXY$ARCC$GBDC$TSLX$OBDC$BXSL
$301M
23 positions
#2Melia Wealth LLCSmart money
Notable overlap · 6 shared positions
$HCXY$ARCC$TSLX$OBDC$TRIN$CSWC
$174M
23 positions
#3Gilman Hill Asset Management, LLCPassive
Notable overlap · 10 shared positions
$HCXY$O$TSLX$AMCR$ENB$PFE
$718M
222 positions
#4Whipplewood Advisors, LLCPassive
Notable overlap · 5 shared positions
$ARCC$BXSL$GBDC$HCXY$TSLX
$148M
200 positions
#5TECTONIC ADVISORS LLCPassive
Notable overlap · 8 shared positions
$HCXY$ARCC$TSLX$NNN$O$ENB
$2.2B
277 positions
#6Prairiewood Capital, LLCActive
Notable overlap · 4 shared positions
$ARCC$GBDC$OBDC$O
$396M
78 positions
#7ARES MANAGEMENT LLCSmart money
Notable overlap · 7 shared positions
$ARCC$GBDC$OBDC$TSLX$BXSL$HCXY
$2.3B
44 positions
#8Pensionfund PDNActive
Notable overlap · 7 shared positions
$SPG$O$NNN$VICI$SBRA$GLPI
$170M
72 positions
#9TT Capital Management LLCActive
Some overlap · 5 shared positions
$OBDC$NNN$BXSL$VICI$PFE
$137M
87 positions
#10Pensionfund SabicActive
Some overlap · 6 shared positions
$SPG$NNN$O$VICI$SBRA$CTRE
$83M
73 positions
#11LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive
Some overlap · 7 shared positions
$SPG$GLPI$VICI$SBRA$AMT$NNN
$2.8B
44 positions
#12Green Street Investors, LLCActive
Some overlap · 6 shared positions
$SPG$CTRE$VICI$SBRA$AMT$O
$212M
29 positions
#13Key Capital Management, INCActive
Some overlap · 8 shared positions
$C$ENB$CFG$GEF$PFG$CTRE
$194M
726 positions
#14DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$PFG$C$O$TTE$PFE
$530M
92 positions
#15Generali Asset Management SPA SGRPassive
Some overlap · 5 shared positions
$ARCC$TTE$BXSL$OBDC$GBDC
$5.7B
504 positions
#16FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$GBDC$OBDC$ARCC$TSLX
$331M
105 positions
#17EDMP, INC.Passive
Some overlap · 5 shared positions
$OMC$O$C$ES$SON
$130M
74 positions
#18Adelante Capital Management LLCActive
Some overlap · 5 shared positions
$SPG$CTRE$O$VICI$AMT
$1.5B
42 positions
#19HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 5 shared positions
$SPG$O$CTRE$VICI$AMT
$1.6B
57 positions
#20Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$SPG$C$O$ES$AMT
$334M
127 positions
#21Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$OMC$C$PFE$ES$UPS
$116M
172 positions
#22GEN Financial Management, INC.Active
Some overlap · 3 shared positions
$HCXY$TRIN$CSWC
$185M
56 positions
#23CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$SPG$O$VICI$SBRA$AMT$CTRE
$11.7B
80 positions
#24SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 3 shared positions
$ARCC$GBDC$UPS
$2.1B
218 positions
#25ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 5 shared positions
$TTE$ENB$AMCR$PFE$AMT
$156M
64 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.