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 Catalyst Advisors

13F Portfolio OverlapQ1 2026Catalyst Advisors portfolio →

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Most similar hedge funds by 13F overlap

Catalyst Capital Advisors LLC is an institutional investor managing $5.4B across 367 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 Catalyst Advisors are SL ADVISORS,, CUSHING ASSET , dba NXG INVESTMENT, TORTOISE ADVISORS, L.L.C., with shared positions in $NEXT, $TRGP, $ET, $LNG, $OKE, $TRP. The full ranking of 25 similar funds is below.

#1SL ADVISORS, LLCActive

Some overlap · 15 shared positions

$NEXT $TRGP $ET $LNG $OKE $TRP

$59M

32 positions

#2CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Some overlap · 15 shared positions

$TRGP $ET $LNG $OKE $TRP $KNTK

$2.0B

66 positions

#3TORTOISE CAPITAL ADVISORS, L.L.C.Active

Some overlap · 16 shared positions

$TRGP $ET $LNG $OKE $TRP $EPD

$9.6B

90 positions

#4KAYNE ANDERSON CAPITAL ADVISORS LPActive

Some overlap · 15 shared positions

$TRGP $ET $LNG $OKE $TRP $EPD

$5.2B

48 positions

#5Blackstone Inc.Active

Some overlap · 14 shared positions

$TRGP $ET $LNG $OKE $TRP $KNTK

$25.6B

417 positions

#6RR Advisors, LLCActive

Some overlap · 12 shared positions

$VG $TRGP $ET $LNG $KNTK $EPD

$360M

27 positions

#7Heronetta Management, L.P.Active

Some overlap · 14 shared positions

$TRGP $ET $LNG $OKE $TRP $EPD

$110M

16 positions

#8Fractal Investments LLCActive

Some overlap · 14 shared positions

$TRGP $ET $LNG $OKE $TRP $EPD

$845M

81 positions

#9Recurrent Investment Advisors LLCActive

Some overlap · 13 shared positions

$TRGP $ET $LNG $OKE $EPD $KMI

$1.7B

67 positions

#10WESTWOOD HOLDINGS GROUP INCPassive

Some overlap · 12 shared positions

$TRGP $ET $LNG $OKE $TRP $EPD

$13.7B

461 positions

#11EAGLE GLOBAL ADVISORS LLCActive

Some overlap · 12 shared positions

$TRGP $ET $LNG $OKE $KNTK $EPD

$2.8B

276 positions

#12BASSO CAPITAL MANAGEMENT, L.P.Active

Some overlap · 12 shared positions

$TRGP $ET $LNG $OKE $TRP $EPD

$163M

137 positions

#13MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 12 shared positions

$TRGP $ET $LNG $TRP $EPD $KMI

$3.7B

138 positions

#14INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Some overlap · 11 shared positions

$TRGP $ET $LNG $OKE $TRP $EPD

$1.4B

149 positions

#15Maryland State Retirement & Pension SystemPassive

Some overlap · 10 shared positions

$TRGP $ET $LNG $OKE $TRP $EPD

$4.9B

1,352 positions

#16Energy Income Partners, LLCActive

Some overlap · 10 shared positions

$TRGP $ET $LNG $OKE $EPD $KMI

$6.2B

87 positions

#17SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Some overlap · 10 shared positions

$TRGP $ET $LNG $OKE $EPD $KMI

$507M

306 positions

#18ELCO Management Co., LLCPassive

Some overlap · 9 shared positions

$NEXT $TRGP $ET $LNG $EPD $WMB

$208M

170 positions

#19Royal Palms Capital LLCPassive

Some overlap · 6 shared positions

$SCHW $ET $EPD $KMI $ENB $GLW

$101M

50 positions

#20GARRISON BRADFORD & ASSOCIATES INCActive

Some overlap · 5 shared positions

$SCHW $LNG $WT $EPD $ENB

$88M

38 positions

#21Rockwood Wealth Management, LLCSmart money

Some overlap · 6 shared positions

$SCHW $ET $EPD $WES $ENB $COP

$1.4B

118 positions

#22Pinnacle Holdings, LLCPassive

Some overlap · 10 shared positions

$TRGP $ET $OKE $KNTK $EPD $WMB

$309M

233 positions

#23TECTONIC ADVISORS LLCActive

Some overlap · 7 shared positions

$SCHW $ET $WT $OKE $EPD $ENB

$1.9B

267 positions

#24Birch Capital Management, LLCActive

Some overlap · 5 shared positions

$SCHW $OKE $EPD $WMB $MPLX

$191M

78 positions

#25Transcendent Capital Group LLCPassive

Some overlap · 5 shared positions

$SCHW $WT $ET $OKE $COP

$219M

112 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.