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 Pinnacle ,

13F Portfolio OverlapQ1 2026Pinnacle , portfolio →

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Most similar hedge funds by 13F overlap

Pinnacle Holdings, LLC is an institutional investor managing $309M across 233 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 Pinnacle , are TORTOISE ADVISORS, L.L.C., RR Advisors,, EAGLE GLOBAL ADVISORS, with shared positions in $AM, $WMB, $TRGP, $OKE, $MPLX, $PAGP. The full ranking of 25 similar funds is below.

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

Notable overlap · 11 shared positions

$AM $WMB $TRGP $OKE $MPLX $PAGP

$9.6B

90 positions

#2RR Advisors, LLCActive

Notable overlap · 10 shared positions

$AM $WMB $TRGP $MPLX $KNTK $GEL

$360M

27 positions

#3EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 11 shared positions

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

$2.8B

276 positions

#4KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 10 shared positions

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

$5.2B

48 positions

#5SL ADVISORS, LLCActive

Notable overlap · 10 shared positions

$WMB $TRGP $OKE $MPLX $KNTK $ET

$59M

32 positions

#6CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 9 shared positions

$WMB $TRGP $OKE $MPLX $KNTK $PAGP

$2.0B

66 positions

#7Heronetta Management, L.P.Active

Notable overlap · 10 shared positions

$WMB $TRGP $OKE $MPLX $PAGP $ET

$110M

16 positions

#8Blackstone Inc.Active

Notable overlap · 10 shared positions

$WMB $TRGP $MPLX $KNTK $OKE $ET

$25.6B

417 positions

#9Fractal Investments LLCActive

Notable overlap · 11 shared positions

$WMB $TRGP $OKE $MPLX $ET $HESM

$845M

81 positions

#10INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Notable overlap · 9 shared positions

$WMB $TRGP $MPLX $ET $HESM $EPD

$1.4B

149 positions

#11MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 9 shared positions

$WMB $TRGP $MPLX $ET $HESM $EPD

$3.7B

138 positions

#12BASSO CAPITAL MANAGEMENT, L.P.Active

Notable overlap · 9 shared positions

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

$163M

137 positions

#13Recurrent Investment Advisors LLCActive

Notable overlap · 7 shared positions

$WMB $TRGP $OKE $PAGP $ET $EPD

$1.7B

67 positions

#14ELCO Management Co., LLCPassive

Notable overlap · 7 shared positions

$WMB $TRGP $MPLX $GEL $ET $EPD

$208M

170 positions

#15Energy Income Partners, LLCActive

Notable overlap · 7 shared positions

$OKE $WMB $MPLX $PAGP $TRGP $ET

$6.2B

87 positions

#16Adams Asset Advisors, LLCActive

Notable overlap · 8 shared positions

$AMGN $MPLX $ET $EPD $C $BAC

$891M

88 positions

#17DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 7 shared positions

$AMGN $OKE $WMB $ET $EPD $SHW

$501M

138 positions

#18Jackson Hole Capital Partners, LLCPassive

Notable overlap · 7 shared positions

$WMB $OKE $ARLP $EPD $C $IBM

$605M

313 positions

#19Cambridge Financial Group, Inc.Active

Notable overlap · 6 shared positions

$WMB $TRGP $OKE $MCD $C $BAC

$267M

33 positions

#20Barnett & Company, Inc.Passive

Notable overlap · 5 shared positions

$AM $WMB $OKE $MPLX $KNTK

$129M

88 positions

#21ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive

Notable overlap · 8 shared positions

$AMGN $MCD $TRV $SHW $AXP $IBM

$155M

150 positions

#22Addis & Hill, IncSmart money

Notable overlap · 6 shared positions

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

$164M

27 positions

#23Northern Financial Advisors IncPassive

Notable overlap · 6 shared positions

$DIA $TRV $AXP $IBM $AMGN $MCD

$137M

105 positions

#24WESTWOOD HOLDINGS GROUP INCPassive

Notable overlap · 7 shared positions

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

$13.7B

461 positions

#25Argyle Capital Partners, LLCPassive

Notable overlap · 7 shared positions

$OKE $WMB $AMGN $MPLX $EPD $ET

$139M

160 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.