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 DIVIDEND ASSETS ,

13F Portfolio OverlapQ1 2026DIVIDEND ASSETS , portfolio →

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Most similar hedge funds by 13F overlap

DIVIDEND ASSETS CAPITAL, LLC is an institutional investor managing $501M across 138 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 DIVIDEND ASSETS , are Loudon Investment ,, Verity & Verity,, Beacon Harbor Wealth Advisors,, with shared positions in $EPD, $NEE, $LOW, $AMT, $AMP, $DPZ. The full ranking of 25 similar funds is below.

#1Loudon Investment Management, LLCPassive

Notable overlap · 9 shared positions

$EPD $NEE $LOW $AMT $AMP $DPZ

$186M

95 positions

#2Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$AMGN $ENB $OKE $NEE $CNQ $TXN

$1.3B

138 positions

#3Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$NEE $AMGN $TXN $FIX $UNH $NKE

$477M

70 positions

#4SOROS CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$TXN $FIX $LOW $AMT $NKE $ZTS

$230M

47 positions

#5JGP Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$KLAC $AMGN $LHX $NEE $FIX $LOW

$961M

223 positions

#6Petros Family Wealth, LLCPassive

Notable overlap · 9 shared positions

$KLAC $AMGN $LHX $UNH $OKE $LOW

$140M

131 positions

#7First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$LOW $AMGN $WSM $NEE $UNH $INTU

$1.2B

70 positions

#8VANTAGE WEALTH

Notable overlap · 6 shared positions

$NEE $AMGN $TXN $ENB $ZTS $TJX

$463M

30 positions

#9SL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$ET $EPD $OKE $ENB $WMB

$59M

32 positions

#10CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 5 shared positions

$ET $EPD $OKE $ENB $WMB

$2.0B

66 positions

#11TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 5 shared positions

$ET $EPD $OKE $ENB $WMB

$9.6B

90 positions

#12KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 5 shared positions

$ET $EPD $OKE $ENB $WMB

$5.2B

48 positions

#13Northside Capital Management, LLCActive

Notable overlap · 5 shared positions

$ET $EPD $NEE $TXN $UNP

$1.1B

193 positions

#14TORRAY LLCPassive

Notable overlap · 5 shared positions

$NEE $AMGN $OKE $TXN $KLAC

$682M

88 positions

#15Recurrent Investment Advisors LLCActive

Notable overlap · 6 shared positions

$ET $EPD $OKE $ENB $WMB $CNQ

$1.7B

67 positions

#16Meixler Investment Management, Ltd.Passive

Notable overlap · 6 shared positions

$CNQ $EPD $OKE $ET $ENB $LOW

$186M

93 positions

#17Wilkinson Global Asset Management LLCActive

Notable overlap · 8 shared positions

$AMGN $TXN $SHW $INTU $TJX $UNP

$1.3B

60 positions

#18MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 5 shared positions

$ET $EPD $CNQ $ENB $WMB

$3.7B

138 positions

#19BCV Asset Management Inc.Active

Notable overlap · 6 shared positions

$CNQ $NEE $TXN $UNH $UNP $TJX

$2.9B

120 positions

#20SCHWARTZ INVESTMENT COUNSEL INCActive

Notable overlap · 6 shared positions

$TXN $HEI $LOW $LHX $ZTS $TJX

$2.8B

129 positions

#21Ausbil Investment Management LtdPassive

Notable overlap · 5 shared positions

$NEE $OKE $ENB $AMT $WMB

$201M

63 positions

#22Energy Income Partners, LLCActive

Notable overlap · 5 shared positions

$ET $EPD $OKE $WMB $NEE

$6.2B

87 positions

#23Royal Palms Capital LLCPassive

Notable overlap · 5 shared positions

$ET $EPD $TXN $ENB $AMGN

$101M

50 positions

#24Blackstone Inc.Active

Notable overlap · 5 shared positions

$EPD $ET $ENB $WMB $OKE

$25.6B

417 positions

#25BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$TXN $NEE $INTU $NKE $ZTS $TJX

$506M

75 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.