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 Oxbow Advisors,

13F Portfolio OverlapQ1 2026Oxbow Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Oxbow Advisors, LLC is an institutional investor managing $1.2B across 245 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 Oxbow Advisors, are McAlvany Wealth, TORTOISE ADVISORS, L.L.C., Energy Income Partners,, with shared positions in $EPD, $AEM, $RGLD, $WPM, $NTR, $COP. The full ranking of 25 similar funds is below.

#1McAlvany Wealth Management LLCPassive

Notable overlap · 10 shared positions

$EPD $AEM $RGLD $WPM $NTR $COP

$149M

42 positions

#2TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 5 shared positions

$EPD $MPLX $LNG $ET $PAGP

$9.6B

90 positions

#3Energy Income Partners, LLCActive

Notable overlap · 5 shared positions

$EPD $MPLX $LNG $ET $PAGP

$6.2B

87 positions

#4INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$EPD $MPLX $LNG $ET $BA

$1.4B

149 positions

#5SL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$EPD $MPLX $LNG $ET $MCD $PAGP

$59M

32 positions

#6RR Advisors, LLCActive

Notable overlap · 5 shared positions

$EPD $MPLX $LNG $ET $PAGP

$360M

27 positions

#7Heronetta Management, L.P.Active

Notable overlap · 5 shared positions

$EPD $MPLX $ET $PAGP $LNG

$110M

16 positions

#8Fractal Investments LLCActive

Notable overlap · 5 shared positions

$EPD $MPLX $LNG $ET $AEM

$845M

81 positions

#9KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 5 shared positions

$EPD $MPLX $LNG $ET $PAGP

$5.2B

48 positions

#10MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 6 shared positions

$EPD $MPLX $LNG $NTR $ET $COP

$3.7B

138 positions

#11LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Notable overlap · 5 shared positions

$EPD $MPLX $ET $BA $PBR

$480M

243 positions

#12EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 5 shared positions

$EPD $MPLX $LNG $ET $BA

$2.8B

276 positions

#13WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Notable overlap · 4 shared positions

$EPD $MPLX $ET $PAGP

$181M

14 positions

#14Intellus Advisors LLCActive

Notable overlap · 5 shared positions

$IAU $WPM $FNV $EPD $ET

$732M

125 positions

#15LifePlan Financial, LLCPassive

Notable overlap · 5 shared positions

$IAU $COP $EXPE $MCD $CTVA

$135M

83 positions

#16CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 5 shared positions

$EPD $MPLX $LNG $ET $PAGP

$2.0B

66 positions

#17ALPS ADVISORS INCActive

Notable overlap · 4 shared positions

$EPD $MPLX $ET $WPM

$21.3B

1,037 positions

#18Pacific Asset Management, LLCActive

Notable overlap · 4 shared positions

$IAU $WPM $BA $MCD

$179M

70 positions

#19Proficio Capital Partners LLCActive

Notable overlap · 3 shared positions

$IAU $ALPS $SLV

$1.9B

248 positions

#20Progeny 3, Inc.Active

Notable overlap · 4 shared positions

$EPD $MPLX $AEM $ET

$1.9B

32 positions

#21Fogel Capital Management, Inc.Active

Notable overlap · 4 shared positions

$EPD $MCO $ET $ACGL

$219M

52 positions

#22CADINHA & CO LLCActive

Notable overlap · 5 shared positions

$IAU $BA $MCD $AEM $WPM

$537M

103 positions

#23Hamilton Wealth, LLCActive

Notable overlap · 4 shared positions

$IAU $ALPS $SLV $AZN

$1.4B

114 positions

#24HATCH COVE CAPITAL, LLCActive

Notable overlap · 7 shared positions

$AEM $RGLD $WPM $COP $PBR $AGI

$262M

19 positions

#25Financial Sense Advisors, Inc.Passive

Notable overlap · 6 shared positions

$BA $AEM $IAU $WPM $ALPS $NTR

$493M

142 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.