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 WESTWOOD GROUP

13F Portfolio OverlapQ1 2026WESTWOOD GROUP portfolio →

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Most similar hedge funds by 13F overlap

WESTWOOD HOLDINGS GROUP INC is an institutional investor managing $13.7B across 461 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 WESTWOOD GROUP are TORTOISE ADVISORS, L.L.C., KAYNE ANDERSON ADVISORS, CUSHING ASSET , dba NXG INVESTMENT, with shared positions in $WMB, $ET, $KMI, $LNG, $EPD, $ENB. The full ranking of 25 similar funds is below.

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

Notable overlap · 13 shared positions

$WMB $ET $KMI $LNG $EPD $ENB

$9.6B

90 positions

#2KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 12 shared positions

$WMB $ET $KMI $LNG $EPD $ENB

$5.2B

48 positions

#3CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 12 shared positions

$WMB $ET $KMI $LNG $EPD $ENB

$2.0B

66 positions

#4Blackstone Inc.Active

Notable overlap · 12 shared positions

$WMB $ET $KMI $LNG $EPD $ENB

$25.6B

417 positions

#5SL ADVISORS, LLCActive

Notable overlap · 11 shared positions

$WMB $ET $KMI $LNG $EPD $ENB

$59M

32 positions

#6Fractal Investments LLCActive

Notable overlap · 12 shared positions

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

$845M

81 positions

#7Recurrent Investment Advisors LLCActive

Notable overlap · 10 shared positions

$WMB $ET $KMI $LNG $EPD $ENB

$1.7B

67 positions

#8EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 10 shared positions

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

$2.8B

276 positions

#9Heronetta Management, L.P.Active

Notable overlap · 11 shared positions

$WMB $ET $KMI $EPD $TRGP $OKE

$110M

16 positions

#10MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 10 shared positions

$ET $WMB $KMI $EPD $ENB $LNG

$3.7B

138 positions

#11RR Advisors, LLCActive

Notable overlap · 9 shared positions

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

$360M

27 positions

#12INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Notable overlap · 10 shared positions

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

$1.4B

149 positions

#13Energy Income Partners, LLCActive

Notable overlap · 10 shared positions

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

$6.2B

87 positions

#14SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Notable overlap · 9 shared positions

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

$507M

306 positions

#15ELCO Management Co., LLCPassive

Notable overlap · 8 shared positions

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

$208M

170 positions

#16Maryland State Retirement & Pension SystemPassive

Notable overlap · 9 shared positions

$WMB $ENB $KMI $LNG $ET $TRGP

$4.9B

1,352 positions

#17BASSO CAPITAL MANAGEMENT, L.P.Active

Notable overlap · 9 shared positions

$ET $EPD $WMB $TRGP $OKE $MPLX

$163M

137 positions

#18Addis & Hill, IncSmart money

Notable overlap · 7 shared positions

$ET $WMB $EPD $KMI $TRGP $OKE

$164M

27 positions

#19Pinnacle Holdings, LLCPassive

Notable overlap · 7 shared positions

$WMB $ET $EPD $TRGP $OKE $MPLX

$309M

233 positions

#20DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 5 shared positions

$ET $EPD $ENB $WMB $OKE

$501M

138 positions

#21Ausbil Investment Management LtdPassive

Some overlap · 5 shared positions

$WMB $LNG $ENB $DTM $OKE

$201M

63 positions

#22WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Some overlap · 4 shared positions

$WMB $ET $EPD $MPLX

$181M

14 positions

#23Royal Palms Capital LLCPassive

Some overlap · 4 shared positions

$ET $KMI $EPD $ENB

$101M

50 positions

#24Americana Partners, LLCPassive

Some overlap · 6 shared positions

$ET $EPD $KMI $MPLX $WMB $OKE

$3.9B

510 positions

#25Private Capital Advisors, Inc.Smart money

Some overlap · 4 shared positions

$ET $WMB $EPD $MPLX

$872M

73 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.