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 BASSO ,

13F Portfolio OverlapQ1 2026BASSO , portfolio →

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Most similar hedge funds by 13F overlap

BASSO CAPITAL MANAGEMENT, L.P. is an institutional investor managing $163M across 137 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 BASSO , are Blackstone, Fractal Investments, TORTOISE ADVISORS, L.L.C., with shared positions in $MPLX, $ET, $EPD, $WMB, $OKE, $WES. The full ranking of 25 similar funds is below.

#1Blackstone Inc.Active

Notable overlap · 13 shared positions

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

$25.6B

417 positions

#2Fractal Investments LLCActive

Notable overlap · 12 shared positions

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

$845M

81 positions

#3TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 12 shared positions

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

$9.6B

90 positions

#4KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 11 shared positions

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

$5.2B

48 positions

#5INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Notable overlap · 12 shared positions

$MPLX $ET $EPD $WMB $WES $TRGP

$1.4B

149 positions

#6EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 10 shared positions

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

$2.8B

276 positions

#7Heronetta Management, L.P.Active

Notable overlap · 10 shared positions

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

$110M

16 positions

#8MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 11 shared positions

$MPLX $ET $EPD $WMB $WES $TRGP

$3.7B

138 positions

#9CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 9 shared positions

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

$2.0B

66 positions

#10SL ADVISORS, LLCActive

Notable overlap · 9 shared positions

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

$59M

32 positions

#11RR Advisors, LLCActive

Notable overlap · 9 shared positions

$MPLX $ET $EPD $WMB $WES $TRGP

$360M

27 positions

#12Energy Income Partners, LLCActive

Notable overlap · 8 shared positions

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

$6.2B

87 positions

#13ELCO Management Co., LLCPassive

Notable overlap · 9 shared positions

$ET $MPLX $WMB $TRGP $WES $EPD

$208M

170 positions

#14ALPS ADVISORS INCActive

Notable overlap · 10 shared positions

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

$21.3B

1,037 positions

#15WESTWOOD HOLDINGS GROUP INCPassive

Notable overlap · 9 shared positions

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

$13.7B

461 positions

#16Pinnacle Holdings, LLCPassive

Notable overlap · 9 shared positions

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

$309M

233 positions

#17Recurrent Investment Advisors LLCActive

Notable overlap · 8 shared positions

$ET $EPD $OKE $WMB $WES $TRGP

$1.7B

67 positions

#18LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Notable overlap · 6 shared positions

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

$480M

243 positions

#19WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Notable overlap · 6 shared positions

$MPLX $ET $EPD $WMB $PAA $SUN

$181M

14 positions

#20Addis & Hill, IncSmart money

Notable overlap · 7 shared positions

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

$164M

27 positions

#21Sovereign Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$MPLX $EPD $OKE $WES $PAA $TRP

$472M

106 positions

#22SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Some overlap · 8 shared positions

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

$507M

306 positions

#23Adams Asset Advisors, LLCActive

Some overlap · 6 shared positions

$ET $EPD $MPLX $WES $PAA $SUN

$891M

88 positions

#24Corps Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$ET $EPD $OKE $PAA $HESM $FBTC

$115M

96 positions

#25Private Capital Advisors, Inc.Smart money

Some overlap · 4 shared positions

$ET $MPLX $EPD $WMB

$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.