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Hedge Funds Similar to Barnett & Company,

13F Portfolio OverlapQ1 2026Barnett & Company, portfolio →
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Most similar hedge funds by 13F overlap

Barnett & Company, Inc. is an institutional investor managing $129M across 88 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 Barnett & Company, are TORTOISE ADVISORS, L.L.C., KAYNE ANDERSON ADVISORS, SL ADVISORS,, with shared positions in $WMB, $OKE, $AM, $MPLX, $SUN, $KNTK. The full ranking of 25 similar funds is below.

#1TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 6 shared positions
$WMB$OKE$AM$MPLX$SUN$KNTK
$9.6B
90 positions
#2KAYNE ANDERSON CAPITAL ADVISORS LPActive
Notable overlap · 5 shared positions
$WMB$OKE$AM$MPLX$NFG
$5.2B
48 positions
#3SL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$WMB$OKE$MPLX$KNTK
$59M
32 positions
#4CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Notable overlap · 4 shared positions
$WMB$OKE$MPLX$KNTK
$2.0B
66 positions
#5Fractal Investments LLCActive
Notable overlap · 6 shared positions
$WMB$SUN$MPLX$OKE$AM$KNTK
$845M
81 positions
#6Heronetta Management, L.P.Active
Notable overlap · 4 shared positions
$WMB$OKE$MPLX$AM
$110M
16 positions
#7Energy Income Partners, LLCActive
Notable overlap · 6 shared positions
$NFG$OKE$SUN$WMB$MPLX$GNRC
$6.2B
87 positions
#8RR Advisors, LLCActive
Notable overlap · 4 shared positions
$WMB$AM$MPLX$KNTK
$360M
27 positions
#9Blackstone Inc.Active
Notable overlap · 7 shared positions
$WMB$MPLX$KNTK$OKE$BXSL$AM
$25.6B
417 positions
#10WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money
Notable overlap · 3 shared positions
$WMB$SUN$MPLX
$181M
14 positions
#11TORRAY LLCPassive
Notable overlap · 3 shared positions
$HPE$OKE$PFE
$682M
88 positions
#12Recurrent Investment Advisors LLCActive
Notable overlap · 4 shared positions
$OKE$WMB$SUN$COP
$1.7B
67 positions
#13WEYBOSSET RESEARCH & MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$AGM$WMB$CNI
$347M
33 positions
#14ELCO Management Co., LLCPassive
Notable overlap · 3 shared positions
$WMB$MPLX$SUN
$208M
170 positions
#15Harrison Street Private Wealth LLCActive
Notable overlap · 4 shared positions
$WMB$UNP$CSX$CNI
$76M
21 positions
#16Ausbil Investment Management LtdPassive
Notable overlap · 4 shared positions
$WMB$OKE$CSX$CNI
$201M
63 positions
#17Pinnacle Holdings, LLCPassive
Notable overlap · 5 shared positions
$AM$WMB$OKE$MPLX$KNTK
$309M
233 positions
#18R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$WMB$PFE$OKE$COP
$172M
38 positions
#19Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 3 shared positions
$GNRC$PFE$HPE
$942M
33 positions
#20Catherine Avery Investment Management LLCPassive
Notable overlap · 3 shared positions
$OKE$HPE$PFE
$223M
109 positions
#21MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Notable overlap · 4 shared positions
$NFG$COP$HPE$MPLX
$176M
81 positions
#22Cherokee Insurance CoPassive
Notable overlap · 5 shared positions
$OKE$COP$PFE$UNP$CSX
$263M
121 positions
#23Covalis Capital LLPPassive
Some overlap · 5 shared positions
$WMB$BKH$AM$GNRC$NFG
$1.6B
123 positions
#24EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 5 shared positions
$WMB$MPLX$AM$OKE$KNTK
$2.8B
276 positions
#25Good Steward Wealth Advisors,LLCPassive
Some overlap · 5 shared positions
$OKE$COP$UNP$PFE$WMB
$156M
68 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.