Hedge Funds Similar to Edgestream Partners,

13F Portfolio OverlapQ1 2026Edgestream Partners, portfolio →

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Most similar hedge funds by 13F overlap

Edgestream Partners, L.P. is an institutional investor managing $3.0B across 859 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 Edgestream Partners, are DC Investments ,, ANTIPODES PARTNERS Ltd, DUFF & PHELPS INVESTMENT, with shared positions in $EVRG, $POR, $EXC, $NI, $AR, $D. The full ranking of 25 similar funds is below.

#1DC Investments Management, LLCActive

Slight overlap · 5 shared positions

$EVRG $POR $EXC $NI $AR

$261M

76 positions

#2ANTIPODES PARTNERS LtdActive

Slight overlap · 4 shared positions

$D $EVRG $EXC $NI

$5.2B

126 positions

#3DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Slight overlap · 4 shared positions

$D $EVRG $NI $AVB

$9.6B

148 positions

#4JACKSON HILL ADVISORS, LLCActive

Slight overlap · 4 shared positions

$AZO $HLT $CPRT $BKNG

$193M

13 positions

#5ADVOCATE GROUP LLCPassive

Slight overlap · 3 shared positions

$639M

126 positions

#6Energy Income Partners, LLCActive

Slight overlap · 3 shared positions

$6.2B

87 positions

#7Global Wealth Management Investment Advisory, Inc.Passive

Slight overlap · 3 shared positions

$638M

158 positions

#8Magellan Asset Management LtdActive

Slight overlap · 3 shared positions

$7.7B

79 positions

#9Northwest Bancshares, Inc.Active

Slight overlap · 3 shared positions

$502M

168 positions

#10HITE Hedge Asset Management LLCPassive

Slight overlap · 3 shared positions

$1.8B

126 positions

#11BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active

Slight overlap · 3 shared positions

$BPOP $MS $ZION

$2.1B

108 positions

#12ASHFORD CAPITAL MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$INCY $VICI $RL

$809M

99 positions

#13NBC SECURITIES, INC.Passive

Slight overlap · 3 shared positions

$1.3B

2,546 positions

#14Garner Asset Management CorpPassive

Slight overlap · 3 shared positions

$255M

156 positions

#15LOS ANGELES CAPITAL MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$INCY $VICI $BKNG

$25.4B

2,374 positions

#16Cinctive Capital Management LPPassive

Slight overlap · 3 shared positions

$1.5B

353 positions

#17TORTOISE CAPITAL ADVISORS, L.L.C.Active

Slight overlap · 3 shared positions

$9.6B

90 positions

#18MORTON COMMUNITY BANKPassive

Slight overlap · 3 shared positions

$460M

115 positions

#19HM PAYSON & COPassive

Slight overlap · 3 shared positions

$6.9B

1,124 positions

#20Gratus Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$691M

138 positions

#21SAWGRASS ASSET MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$INCY $AZO $CPRT

$664M

193 positions

#22FRONTIER CAPITAL MANAGEMENT CO LLCPassive

Slight overlap · 3 shared positions

$BPOP $FBP $ADC

$9.7B

291 positions

#23Arbejdsmarkedets TillaegspensionPassive

Slight overlap · 3 shared positions

$INCY $EXC $ZION

$4.0B

169 positions

#24MIZUHO MARKETS AMERICAS LLCActive

Slight overlap · 3 shared positions

$3.7B

190 positions

#25Zimmer Partners, LPPassive

Slight overlap · 3 shared positions

$4.1B

125 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.