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 EXCHANGE TRADED CONCEPTS,

13F Portfolio OverlapQ1 2026EXCHANGE TRADED CONCEPTS, portfolio →

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Most similar hedge funds by 13F overlap

EXCHANGE TRADED CONCEPTS, LLC is an institutional investor managing $14.1B across 1,521 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 EXCHANGE TRADED CONCEPTS, are MILLER HOWARD INVESTMENTS /NY, SL ADVISORS,, KAYNE ANDERSON ADVISORS, with shared positions in $COP, $WMB, $KMI, $LNG, $ENB, $TRP. The full ranking of 25 similar funds is below.

#1MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 9 shared positions

$COP $WMB $KMI $LNG $ENB $TRP

$3.7B

138 positions

#2SL ADVISORS, LLCActive

Some overlap · 8 shared positions

$OKE $WMB $KMI $LNG $ENB $TRP

$59M

32 positions

#3KAYNE ANDERSON CAPITAL ADVISORS LPActive

Some overlap · 8 shared positions

$OKE $WMB $KMI $LNG $ENB $TRP

$5.2B

48 positions

#4SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Some overlap · 7 shared positions

$OKE $COP $WMB $KMI $LNG $ENB

$507M

306 positions

#5HENNESSY ADVISORS INCPassive

Some overlap · 7 shared positions

$OKE $WMB $KMI $LNG $ENB $TRP

$2.8B

278 positions

#6Heronetta Management, L.P.Active

Some overlap · 7 shared positions

$OKE $WMB $KMI $LNG $ENB $TRP

$110M

16 positions

#7Maryland State Retirement & Pension SystemPassive

Some overlap · 7 shared positions

$OKE $WMB $KMI $LNG $ENB $TRP

$4.9B

1,352 positions

#8TORTOISE CAPITAL ADVISORS, L.L.C.Active

Some overlap · 7 shared positions

$OKE $WMB $KMI $LNG $ENB $TRP

$9.6B

90 positions

#9CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Some overlap · 7 shared positions

$OKE $WMB $KMI $LNG $ENB $TRP

$2.0B

66 positions

#10WESTWOOD HOLDINGS GROUP INCPassive

Some overlap · 7 shared positions

$OKE $WMB $KMI $LNG $ENB $TRP

$13.7B

461 positions

#11Blackstone Inc.Active

Some overlap · 7 shared positions

$OKE $WMB $KMI $LNG $ENB $TRP

$25.6B

417 positions

#12MORTON COMMUNITY BANKPassive

Some overlap · 8 shared positions

$COP $WMB $LNG $PM $DUK $LMT

$460M

115 positions

#13INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Some overlap · 7 shared positions

$OKE $WMB $KMI $LNG $TRP $DUK

$1.4B

149 positions

#14Fractal Investments LLCActive

Some overlap · 7 shared positions

$OKE $WMB $KMI $LNG $TRP $ENB

$845M

81 positions

#15Recurrent Investment Advisors LLCActive

Some overlap · 7 shared positions

$OKE $WMB $KMI $LNG $ENB $TRGP

$1.7B

67 positions

#16OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 7 shared positions

$COP $KMI $ENB $PLTR $PM $LMT

$311M

318 positions

#17Jackson Hole Capital Partners, LLCPassive

Some overlap · 7 shared positions

$OKE $WMB $KMI $DUK $LMT $T

$605M

313 positions

#18Center for Wealth Management AdvisoryActive

Some overlap · 8 shared positions

$COP $MO $DUK $CCZ $LMT $VZ

$139M

62 positions

#19Slocum, Gordon & Co LLPPassive

Some overlap · 7 shared positions

$COP $WMB $KMI $DUK $LMT $T

$147M

64 positions

#20FARMERS TRUST COPassive

Some overlap · 7 shared positions

$KMI $LNG $PLTR $PM $LMT $T

$637M

203 positions

#21VIKING FUND MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$WMB $LNG $TRP $MO $T $VZ

$976M

142 positions

#22R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Some overlap · 7 shared positions

$OKE $WMB $KMI $MO $PM $COP

$172M

38 positions

#23GQG Partners LLCActive

Some overlap · 7 shared positions

$ENB $TRP $MO $PM $DUK $T

$63.1B

81 positions

#24LFG Wealth Partners, LLCPassive

Some overlap · 7 shared positions

$OKE $ENB $PM $LMT $T $VZ

$166M

89 positions

#25EAGLE GLOBAL ADVISORS LLCActive

Some overlap · 6 shared positions

$OKE $WMB $KMI $LNG $PM $TRGP

$2.8B

276 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.