13F Pro

Hedge Funds Similar to Texas Yale

13F Portfolio OverlapQ1 2026Texas Yale portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Texas Yale Capital Corp. is an institutional investor managing $3.5B across 500 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 Texas Yale are Access Investment, Jones Kertz & Associates,, EAGLE GLOBAL ADVISORS, with shared positions in $JBL, $BAC, $UNIT, $NKE, $APH, $EPD. The full ranking of 25 similar funds is below.

#1Access Investment Management LLCPassive
Notable overlap · 3 shared positions
$JBL$BAC$UNIT
$376M
157 positions
#2Jones Kertz & Associates, Inc.Passive
Some overlap · 3 shared positions
$JBL$NKE$APH
$188M
66 positions
#3EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 7 shared positions
$EPD$WES$ET$MPLX$PAA$NEE
$2.8B
276 positions
#4INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 7 shared positions
$EPD$WES$ET$MPLX$PAA$NEE
$1.4B
149 positions
#5TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 7 shared positions
$EPD$WES$ET$MPLX$PAA$VLO
$9.6B
90 positions
#6DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 6 shared positions
$EPD$CTAS$ET$NKE$NEE$OKE
$501M
138 positions
#7Adams Asset Advisors, LLCActive
Some overlap · 7 shared positions
$EPD$WES$ET$MPLX$BAC$PAA
$891M
88 positions
#8MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 6 shared positions
$EPD$WES$ET$MPLX$BAC$PAA
$3.7B
138 positions
#9KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 6 shared positions
$EPD$WES$ET$MPLX$PAA$OKE
$5.2B
48 positions
#10Blackstone Inc.Active
Some overlap · 6 shared positions
$EPD$WES$ET$MPLX$PAA$OKE
$25.6B
417 positions
#11Fractal Investments LLCActive
Some overlap · 6 shared positions
$EPD$WES$ET$MPLX$PAA$OKE
$845M
81 positions
#12ALPS ADVISORS INCActive
Some overlap · 6 shared positions
$EPD$WES$ET$MPLX$PAA$OKE
$21.3B
1,037 positions
#13LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 5 shared positions
$EPD$WES$ET$MPLX$PAA
$480M
243 positions
#14RR Advisors, LLCActive
Some overlap · 5 shared positions
$EPD$WES$ET$MPLX$PAA
$360M
27 positions
#15SL ADVISORS, LLCActive
Some overlap · 5 shared positions
$EPD$WES$ET$MPLX$OKE
$59M
32 positions
#16Heronetta Management, L.P.Active
Some overlap · 5 shared positions
$EPD$WES$ET$MPLX$OKE
$110M
16 positions
#17CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$EPD$WES$ET$MPLX$OKE
$2.0B
66 positions
#18BASSO CAPITAL MANAGEMENT, L.P.Active
Some overlap · 6 shared positions
$EPD$WES$ET$MPLX$PAA$OKE
$163M
137 positions
#19Sovereign Investment Advisors, LLCActive
Some overlap · 6 shared positions
$EPD$WES$MPLX$PAA$OKE$NEE
$472M
106 positions
#20Northside Capital Management, LLCActive
Some overlap · 5 shared positions
$EPD$ET$MPLX$BAC$NEE
$1.1B
193 positions
#21AMERICAN FINANCIAL GROUP INCActive
Some overlap · 5 shared positions
$EPD$ET$MPLX$PAA$OKE
$270M
71 positions
#22Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$EPD$ET$MPLX$NEE$OKE
$6.2B
87 positions
#23BERKLEY W R CORPActive
Some overlap · 4 shared positions
$EPD$WES$ET$PAA
$1.9B
345 positions
#24Pinnacle Holdings, LLCPassive
Some overlap · 6 shared positions
$EPD$WES$ET$MPLX$BAC$OKE
$309M
233 positions
#25Recurrent Investment Advisors LLCActive
Some overlap · 4 shared positions
$EPD$WES$ET$OKE
$1.7B
67 positions

Compare Texas Yale’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 Texas Yale’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.