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 Harrison Street Private Wealth

13F Portfolio OverlapQ1 2026Harrison Street Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Harrison Street Private Wealth LLC is an institutional investor managing $76M across 21 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 Harrison Street Private Wealth are Ausbil Investment Ltd, Electron Partners,, Partners Group Holding AG, with shared positions in $NEE, $WMB, $LNG, $CSX, $ETR, $AMT. The full ranking of 25 similar funds is below.

#1Ausbil Investment Management LtdPassive

Substantial overlap · 10 shared positions

$NEE $WMB $LNG $CSX $ETR $AMT

$201M

63 positions

#2Electron Capital Partners, LLCActive

Substantial overlap · 6 shared positions

$NEE $XEL $ETR $WMB $PCG $FE

$2.6B

46 positions

#3Partners Group Holding AGActive

Substantial overlap · 8 shared positions

$AMT $TRP $WMB $ATO $UNP $SRE

$1.4B

50 positions

#4REAVES W H & CO INCActive

Substantial overlap · 8 shared positions

$CNP $XEL $ETR $SRE $WMB $NEE

$6.0B

90 positions

#5TORTOISE CAPITAL ADVISORS, L.L.C.Active

Substantial overlap · 8 shared positions

$WMB $TRGP $TRP $LNG $SRE $ETR

$9.6B

90 positions

#6KAYNE ANDERSON CAPITAL ADVISORS LPActive

Substantial overlap · 9 shared positions

$WMB $TRP $LNG $TRGP $SRE $ETR

$5.2B

48 positions

#7ANTIPODES PARTNERS LtdActive

Substantial overlap · 8 shared positions

$AEP $SRE $FER $AEE $ETR $EXC

$5.2B

126 positions

#8CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Substantial overlap · 4 shared positions

$WMB $TRGP $TRP $LNG

$2.0B

66 positions

#9DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Notable overlap · 13 shared positions

$SRE $XEL $NEE $ETR $CNP $AMT

$9.6B

148 positions

#10SL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$WMB $TRGP $LNG $TRP

$59M

32 positions

#11HITE Hedge Asset Management LLCPassive

Notable overlap · 7 shared positions

$XEL $ETR $AEE $AEP $ED $WMB

$1.8B

126 positions

#12Fractal Investments LLCActive

Notable overlap · 4 shared positions

$WMB $TRP $TRGP $LNG

$845M

81 positions

#13Merewether Investment Management, LPActive

Notable overlap · 7 shared positions

$TRGP $SRE $LNG $CNP $ETR $XEL

$5.2B

79 positions

#14ELCO Management Co., LLCPassive

Notable overlap · 4 shared positions

$WMB $TRGP $LNG $NEE

$208M

170 positions

#15Energy Income Partners, LLCActive

Notable overlap · 12 shared positions

$ETR $SRE $AEP $WMB $LNG $CNP

$6.2B

87 positions

#16Zimmer Partners, LPPassive

Notable overlap · 5 shared positions

$XEL $TRGP $PCG $ETR $SRE

$4.1B

125 positions

#17Aventail Capital Group, LPPassive

Notable overlap · 10 shared positions

$ETR $CNP $ATO $AEE $AEP $TRGP

$2.1B

170 positions

#18Socorro Asset Management LPPassive

Notable overlap · 4 shared positions

$SRE $NEE $XEL $AMT

$221M

32 positions

#19CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Notable overlap · 8 shared positions

$XEL $AMT $LNG $ATO $ETR $PCG

$6.7B

96 positions

#20VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$TRP $NEE $ETR $XEL $WMB $LNG

$976M

142 positions

#21RR Advisors, LLCActive

Notable overlap · 3 shared positions

$WMB $LNG $TRGP

$360M

27 positions

#22ATLAS Infrastructure Partners (UK) Ltd.Smart money

Notable overlap · 3 shared positions

$UNP $PCG $ED

$2.8B

9 positions

#23Beck Bode, LLCPassive

Notable overlap · 4 shared positions

$NEE $XEL $AEE $ED

$591M

100 positions

#24Slocum, Gordon & Co LLPPassive

Notable overlap · 4 shared positions

$NEE $AEP $WMB $UNP

$147M

64 positions

#25Recurrent Investment Advisors LLCActive

Notable overlap · 3 shared positions

$TRGP $LNG $WMB

$1.7B

67 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.