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Hedge Funds Similar to Edgestream Partners

13F Portfolio OverlapQ2 2026Edgestream Partners portfolio →
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Most similar hedge funds by 13F overlap

Edgestream Partners, L.P. is an institutional investor managing $3.4B across 936 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Edgestream Partners are DUFF & PHELPS INVESTMENT, MQS, TORTOISE ADVISORS, L.L.C., with shared positions in $NI, $ATO, $AEE, $EVRG, $SPG, $BRX. The full ranking of 25 similar funds is below.

#1DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 8 shared positions
$NI$ATO$AEE$EVRG$SPG$BRX
$10.6B
162 positions
#2MQS Management LLCPassive
Slight overlap · 7 shared positions
$ATO$ATR$BRX$MGY$AVY$MPC
$82M
253 positions
#3TORTOISE CAPITAL ADVISORS, L.L.C.Active
Slight overlap · 6 shared positions
$DTM$AM$NI$EVRG$WMB$MPC
$9.8B
91 positions
#4Energy Income Partners, LLCActive
Slight overlap · 6 shared positions
$DTM$ATO$AEE$EVRG$DUK$WMB
$6.4B
88 positions
#5DC Investments Management, LLCActive
Slight overlap · 5 shared positions
$NI$ATO$AEE$EVRG$ED
$293M
55 positions
#6Aventail Capital Group, LPPassive
Slight overlap · 5 shared positions
$NI$ATO$AEE$DUK$ED
$1.7B
155 positions
#7HITE Hedge Asset Management LLCActive
Slight overlap · 5 shared positions
$NI$AEE$EVRG$ED$WMB
$1.8B
125 positions
#8iSAM Funds (UK) LtdPassive
Slight overlap · 5 shared positions
$NI$ATO$EVRG$FHB$HLT
$142M
241 positions
#9CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Slight overlap · 5 shared positions
$ATO$EVRG$SPG$BRX$WMB
$7.2B
101 positions
#10PANAGORA ASSET MANAGEMENT INCPassive
Slight overlap · 5 shared positions
$NTRS$SPG$STT$MPC$BNY
$32.6B
1,163 positions
#11MARINO, STRAM & ASSOCIATES LLCActive
Slight overlap · 5 shared positions
$SPG$DUK$ED$WMB$MPC
$628M
202 positions
#12Ausbil Investment Management LtdPassive
Slight overlap · 4 shared positions
$NI$DTM$ATO$WMB
$221M
65 positions
#13REAVES W H & CO INCActive
Slight overlap · 4 shared positions
$NI$DTM$AEE$WMB
$6.6B
94 positions
#14ANTIPODES PARTNERS LtdActive
Slight overlap · 4 shared positions
$NI$AEE$EVRG$DUK
$5.5B
130 positions
#15Yaupon Capital Management LPActive
Slight overlap · 4 shared positions
$NI$DTM$DUK$WMB
$5.1B
124 positions
#16ONTARIO TEACHERS PENSION PLAN BOARDSmart money
Slight overlap · 4 shared positions
$NI$ATO$ED$WMB
$15.8B
60 positions
#17KAYNE ANDERSON CAPITAL ADVISORS LPActive
Slight overlap · 4 shared positions
$DTM$AM$WMB$MPC
$5.1B
53 positions
#18CROBANPassive
Slight overlap · 4 shared positions
$ATO$AEE$DUK$R
$227M
81 positions
#19High Point Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$AEE$EVRG$DUK$ED
$122M
250 positions
#20Magellan Asset Management LtdActive
Slight overlap · 4 shared positions
$AEE$EVRG$DUK$ED
$4.5B
78 positions
#21Harrison Street Private Wealth LLCActive
Slight overlap · 4 shared positions
$ATO$AEE$ED$WMB
$71M
21 positions
#22BCM ADVISORS, LLCSmart money
Slight overlap · 4 shared positions
$ATO$DUK$ED$MKSI
$514M
80 positions
#23LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Slight overlap · 4 shared positions
$AEE$SPG$DUK$ED
$213M
124 positions
#24Bellars Harris Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$NI$DUK$WMB$BNY
$491M
96 positions
#25OXFORD ASSET MANAGEMENT LLPPassive
Slight overlap · 4 shared positions
$NI$DUK$CI$HLT
$203M
364 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.