What hedge funds are most similar to Wellesley Asset Management?

The funds with the most similar 13F portfolios to Wellesley Asset Management are ZAZOVE ASSOCIATES, SHENKMAN, INCOME RESEARCH, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Wellesley Asset

13F Portfolio OverlapQ2 2026Wellesley Asset portfolio →

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Most similar hedge funds by 13F overlap

Wellesley Asset Management is an institutional investor managing $1.1B across 64 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 Wellesley Asset are ZAZOVE ASSOCIATES, SHENKMAN, INCOME RESEARCH, with shared positions in $ITRI, $SO, $PSN, $GWRE, $AVAV, $MCHP. The full ranking of 25 similar funds is below.

#1ZAZOVE ASSOCIATES LLCActive

Substantial overlap · 19 shared positions

$ITRI $SO $PSN $GWRE $AVAV $MCHP

$1.2B

151 positions

#2SHENKMAN CAPITAL MANAGEMENT INCActive

Substantial overlap · 16 shared positions

$PSN $BL $RGEN $AVAV $CMS $NTNX

$721M

80 positions

#3INCOME RESEARCH & MANAGEMENTPassive

Substantial overlap · 10 shared positions

$SO $MTH $MCHP $GPN $NVST $AKAM

$184M

30 positions

#4ABSOLUTE INVESTMENT ADVISERS, LLCPassive

Substantial overlap · 16 shared positions

$AKAM $PSN $LNTH $LMAT $ON $PRGS

$1.0B

112 positions

#5ADVENT CAPITAL MANAGEMENT /DE/Passive

Substantial overlap · 13 shared positions

$SO $AKAM $GPN $CMS $MCHP $AVAV

$4.5B

236 positions

#6CAMDEN ASSET MANAGEMENT L P /CAActive

Substantial overlap · 17 shared positions

$SO $AKAM $NTNX $LNTH $NVST $LMAT

$3.4B

73 positions

#7Opti Capital Management, LPActive

Substantial overlap · 13 shared positions

$BL $BOX $GPN $PSN $AKAM $ITRI

$1.6B

46 positions

#8KIM, LLCActive

Substantial overlap · 16 shared positions

$HAE $GPN $AKAM $NTNX $ITRI $PCG

$1.0B

69 positions

#9SILVERBACK ASSET MANAGEMENT LLCActive

Notable overlap · 10 shared positions

$DBX $HAE $GWRE $SYNA $GPN $NTNX

$925M

64 positions

#10Portman Square Capital LLPActive

Notable overlap · 8 shared positions

$SO $MCHP $AKAM $PCG $WGO $GPN

$2.1B

94 positions

#11MACKAY SHIELDS LLCActive

Notable overlap · 13 shared positions

$PCG $LNTH $MCHP $AKAM $ON $DDOG

$3.0B

108 positions

#12PIER 88 INVESTMENT PARTNERS LLCPassive

Notable overlap · 9 shared positions

$MTH $SO $GPN $DDOG $PPL $NTNX

$421M

110 positions

#13TENOR CAPITAL MANAGEMENT Co., L.P.Passive

Notable overlap · 11 shared positions

$AKAM $TVTX $NTNX $ON $LNTH $LYV

$7.1B

549 positions

#14Aequim Alternative Investments LPActive

Notable overlap · 11 shared positions

$PCG $MCHP $CMS $RGEN $GWRE $ITRI

$6.4B

102 positions

#15Ares Systematic Credit LtdPassive

Notable overlap · 9 shared positions

$AKAM $PRGS $GWRE $MCHP $SO $NVST

$165M

242 positions

#16Lombard Odier Asset Management (Europe) LtdPassive

Notable overlap · 11 shared positions

$AKAM $DDOG $JD $ON $PCG $CMS

$2.3B

212 positions

#17SSI INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$AKAM $SO $ON $PCG $MCHP $LYV

$1.7B

248 positions

#18WOLVERINE ASSET MANAGEMENT LLCPassive

Notable overlap · 11 shared positions

$AKAM $JD $PCG $GWRE $ITRI $PPL

$11.4B

1,668 positions

#19STEELHEAD PARTNERS LLCActive

Notable overlap · 7 shared positions

$AKAM $DDOG $BL $NTNX $ON $TVTX

$1.4B

25 positions

#20SOROS FUND MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$GPN $PCG $DBX $JD $ITRI $BL

$8.1B

266 positions

#21AEGON USA Investment Management, LLCSmart money

Notable overlap · 6 shared positions

$SO $GPN $CMS $MTH $NVST $PPL

$140M

42 positions

#22Ovata Capital Management LtdActive

Notable overlap · 7 shared positions

$SO $AKAM $LNTH $LYFT $PPL $ETSY

$1.3B

43 positions

#23RATIONAL ADVISORS, INC.Active

Notable overlap · 8 shared positions

$GPN $MTH $DDOG $PPL $ETSY $ON

$1.1B

195 positions

#24Virtus Fixed Income Advisers, LLCActive

Notable overlap · 8 shared positions

$AKAM $BL $LIVN $NVST $PRGS $LYV

$158M

85 positions

#25BROWN CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$GWRE $RGEN $DDOG $ALRM

$500M

54 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.