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 SPIRIT OF AMERICA /NY

13F Portfolio OverlapQ1 2026SPIRIT OF AMERICA /NY portfolio →

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Most similar hedge funds by 13F overlap

SPIRIT OF AMERICA MANAGEMENT CORP/NY is an institutional investor managing $530M across 308 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SPIRIT OF AMERICA /NY are CUSHING ASSET , dba NXG INVESTMENT, TORTOISE ADVISORS, L.L.C., Recurrent Investment Advisors, with shared positions in $WMB, $TRGP, $MPC, $LNG, $PSX, $KMI. The full ranking of 25 similar funds is below.

#1CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 15 shared positions

$WMB $TRGP $MPC $LNG $PSX $KMI

$2.0B

66 positions

#2TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 16 shared positions

$WMB $TRGP $LNG $KMI $ENB $CEG

$9.6B

90 positions

#3Recurrent Investment Advisors LLCActive

Notable overlap · 11 shared positions

$WMB $MPC $TRGP $PSX $LNG $KMI

$1.7B

67 positions

#4KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 15 shared positions

$WMB $TRGP $LNG $KMI $ENB $EPD

$5.2B

48 positions

#5MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 12 shared positions

$WMB $TRGP $KMI $PSX $ENB $LNG

$3.7B

138 positions

#6ADAMS NATURAL RESOURCES FUND, INC.Smart money

Notable overlap · 9 shared positions

$VLO $WMB $MPC $TRGP $PSX $KMI

$863M

54 positions

#7EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 11 shared positions

$WMB $TRGP $LNG $KMI $EPD $ET

$2.8B

276 positions

#8Blackstone Inc.Active

Notable overlap · 11 shared positions

$WMB $TRGP $LNG $KMI $ENB $EPD

$25.6B

417 positions

#9Energy Income Partners, LLCActive

Notable overlap · 11 shared positions

$WMB $KMI $LNG $TRGP $NEE $VST

$6.2B

87 positions

#10INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Notable overlap · 11 shared positions

$WMB $TRGP $LNG $KMI $EPD $ET

$1.4B

149 positions

#11Fractal Investments LLCActive

Notable overlap · 11 shared positions

$WMB $TRGP $LNG $KMI $EPD $ET

$845M

81 positions

#12SL ADVISORS, LLCActive

Notable overlap · 9 shared positions

$WMB $TRGP $LNG $KMI $ENB $EPD

$59M

32 positions

#13REAVES W H & CO INCActive

Notable overlap · 11 shared positions

$WMB $CEG $NEE $GEV $VST $EPD

$6.0B

90 positions

#14WESTWOOD HOLDINGS GROUP INCPassive

Notable overlap · 9 shared positions

$WMB $KMI $LNG $ENB $TRGP $EPD

$13.7B

461 positions

#15DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Notable overlap · 10 shared positions

$WELL $WMB $TRGP $NEE $LNG $EQIX

$9.6B

148 positions

#16Heronetta Management, L.P.Active

Notable overlap · 9 shared positions

$WMB $TRGP $KMI $EPD $ET $MPLX

$110M

16 positions

#17RR Advisors, LLCActive

Notable overlap · 8 shared positions

$WMB $TRGP $LNG $KMI $EPD $ET

$360M

27 positions

#18ELCO Management Co., LLCPassive

Notable overlap · 8 shared positions

$WMB $TRGP $LNG $NEE $EPD $ET

$208M

170 positions

#19CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Notable overlap · 9 shared positions

$LNG $WELL $TRGP $CEG $EQIX $DLR

$6.7B

96 positions

#20Merewether Investment Management, LPActive

Notable overlap · 7 shared positions

$WMB $TRGP $LNG $MPC $VST $COP

$5.2B

79 positions

#21Addis & Hill, IncSmart money

Notable overlap · 8 shared positions

$TRGP $WMB $KMI $CEG $EPD $ET

$164M

27 positions

#22Maryland State Retirement & Pension SystemPassive

Notable overlap · 8 shared positions

$WMB $ENB $KMI $LNG $TRGP $EPD

$4.9B

1,352 positions

#23Ausbil Investment Management LtdPassive

Notable overlap · 7 shared positions

$WMB $LNG $ENB $CEG $NEE $OKE

$201M

63 positions

#24Cambridge Financial Group, Inc.Active

Notable overlap · 5 shared positions

$VLO $WMB $TRGP $GEV $OKE

$267M

33 positions

#25BECK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$TRGP $LNG $WELL $GEV $VST $MCK

$437M

115 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.