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 EAGLE GLOBAL ADVISORS

13F Portfolio OverlapQ1 2026EAGLE GLOBAL ADVISORS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

EAGLE GLOBAL ADVISORS LLC is an institutional investor managing $2.8B across 276 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 EAGLE GLOBAL ADVISORS are TORTOISE ADVISORS, L.L.C., Fractal Investments, KAYNE ANDERSON ADVISORS, with shared positions in $TRGP, $EPD, $ET, $MPLX, $DTM, $WMB. The full ranking of 25 similar funds is below.

#1TORTOISE CAPITAL ADVISORS, L.L.C.Active

Substantial overlap · 15 shared positions

$TRGP $EPD $ET $MPLX $DTM $WMB

$9.6B

90 positions

#2Fractal Investments LLCActive

Substantial overlap · 15 shared positions

$TRGP $EPD $ET $MPLX $DTM $WMB

$845M

81 positions

#3KAYNE ANDERSON CAPITAL ADVISORS LPActive

Substantial overlap · 15 shared positions

$EPD $ET $TRGP $MPLX $WMB $LNG

$5.2B

48 positions

#4CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Substantial overlap · 12 shared positions

$TRGP $ET $MPLX $EPD $DTM $WMB

$2.0B

66 positions

#5RR Advisors, LLCActive

Substantial overlap · 12 shared positions

$EPD $ET $TRGP $MPLX $WMB $DTM

$360M

27 positions

#6INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Substantial overlap · 13 shared positions

$EPD $ET $MPLX $TRGP $LNG $WMB

$1.4B

149 positions

#7Blackstone Inc.Active

Substantial overlap · 14 shared positions

$MPLX $TRGP $EPD $WMB $ET $LNG

$25.6B

417 positions

#8SL ADVISORS, LLCActive

Substantial overlap · 10 shared positions

$TRGP $EPD $ET $WMB $LNG $MPLX

$59M

32 positions

#9Recurrent Investment Advisors LLCActive

Substantial overlap · 9 shared positions

$TRGP $ET $EPD $DTM $WMB $LNG

$1.7B

67 positions

#10Heronetta Management, L.P.Active

Substantial overlap · 11 shared positions

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

$110M

16 positions

#11Energy Income Partners, LLCActive

Substantial overlap · 10 shared positions

$EPD $ET $MPLX $KMI $WMB $LNG

$6.2B

87 positions

#12ELCO Management Co., LLCPassive

Substantial overlap · 9 shared positions

$TRGP $ET $WMB $MPLX $LNG $PAA

$208M

170 positions

#13MILLER HOWARD INVESTMENTS INC /NYActive

Substantial overlap · 10 shared positions

$MPLX $EPD $ET $WMB $PAA $KMI

$3.7B

138 positions

#14LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Notable overlap · 7 shared positions

$EPD $ET $MPLX $PAA $WES $HESM

$480M

243 positions

#15ALPS ADVISORS INCActive

Notable overlap · 8 shared positions

$EPD $ET $MPLX $PAA $WES $HESM

$21.3B

1,037 positions

#16WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Notable overlap · 5 shared positions

$EPD $ET $MPLX $WMB $PAA

$181M

14 positions

#17WESTWOOD HOLDINGS GROUP INCPassive

Notable overlap · 10 shared positions

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

$13.7B

461 positions

#18Pinnacle Holdings, LLCPassive

Notable overlap · 11 shared positions

$WMB $TRGP $MPLX $AM $OKE $ET

$309M

233 positions

#19BERKLEY W R CORPActive

Notable overlap · 5 shared positions

$EPD $ET $PAA $KMI $WES

$1.9B

345 positions

#20BASSO CAPITAL MANAGEMENT, L.P.Active

Notable overlap · 10 shared positions

$MPLX $ET $EPD $WMB $OKE $WES

$163M

137 positions

#21SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Notable overlap · 11 shared positions

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

$507M

306 positions

#22Northside Capital Management, LLCActive

Notable overlap · 6 shared positions

$EPD $ET $MPLX $LNG $NEE $PNC

$1.1B

193 positions

#23Sovereign Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$MPLX $EPD $PAA $WES $OKE $NEE

$472M

106 positions

#24Addis & Hill, IncSmart money

Notable overlap · 7 shared positions

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

$164M

27 positions

#25Adams Asset Advisors, LLCActive

Notable overlap · 6 shared positions

$ET $PAA $EPD $WES $MPLX $KMI

$891M

88 positions

Compare EAGLE GLOBAL ADVISORS’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 EAGLE GLOBAL ADVISORS’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.