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 Zimmer Partners,

13F Portfolio OverlapQ1 2026Zimmer Partners, portfolio →

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Most similar hedge funds by 13F overlap

Zimmer Partners, LP is an institutional investor managing $4.1B across 125 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 Zimmer Partners, are Harrison Street Private Wealth, REAVES W H &, DUFF & PHELPS INVESTMENT, with shared positions in $XEL, $TRGP, $PCG, $ETR, $SRE, $NI. The full ranking of 25 similar funds is below.

#1Harrison Street Private Wealth LLCActive

Notable overlap · 5 shared positions

$XEL $TRGP $PCG $ETR $SRE

$76M

21 positions

#2REAVES W H & CO INCActive

Notable overlap · 7 shared positions

$XEL $NI $ETR $IDA $SRE $PNW

$6.0B

90 positions

#3DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Notable overlap · 9 shared positions

$WELL $XEL $ETR $SRE $NI $TRGP

$9.6B

148 positions

#4CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Notable overlap · 6 shared positions

$WELL $XEL $WEC $ETR $PCG $TRGP

$6.7B

96 positions

#5Ausbil Investment Management LtdPassive

Notable overlap · 6 shared positions

$NI $ES $PCG $ETR $HTO $SWX

$201M

63 positions

#6HITE Hedge Asset Management LLCPassive

Notable overlap · 7 shared positions

$XEL $ETR $NI $FPS $BKV $VNOM

$1.8B

126 positions

#7Energy Income Partners, LLCActive

Notable overlap · 8 shared positions

$KMI $ETR $SRE $WEC $DUK $TRGP

$6.2B

87 positions

#8Magellan Asset Management LtdActive

Notable overlap · 7 shared positions

$ES $XEL $WEC $SRE $D $DUK

$7.7B

79 positions

#9KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 8 shared positions

$KMI $TRGP $SRE $ETR $KGS $SWX

$5.2B

48 positions

#10Yaupon Capital Management LPActive

Notable overlap · 8 shared positions

$NI $TRGP $HTO $DUK $BKV $PNW

$3.2B

98 positions

#11Electron Capital Partners, LLCActive

Notable overlap · 4 shared positions

$XEL $PCG $ETR $FPS

$2.6B

46 positions

#12Merewether Investment Management, LPActive

Notable overlap · 6 shared positions

$TRGP $ETR $XEL $SRE $BKV $NVT

$5.2B

79 positions

#13TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 8 shared positions

$TRGP $KMI $SRE $ETR $KGS $XEL

$9.6B

90 positions

#14Recurrent Investment Advisors LLCActive

Notable overlap · 3 shared positions

$TRGP $KMI $VNOM

$1.7B

67 positions

#15Vennlight Capital Management, LPActive

Notable overlap · 5 shared positions

$ES $ETR $PCG $HTO $BKV

$99M

18 positions

#16CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 3 shared positions

$TRGP $KMI $VNOM

$2.0B

66 positions

#17RR Advisors, LLCActive

Notable overlap · 3 shared positions

$KMI $TRGP $VNOM

$360M

27 positions

#18Covalis Capital LLPPassive

Notable overlap · 7 shared positions

$PCG $XEL $BKH $TRGP $BKV $VNOM

$1.6B

123 positions

#19COHEN & STEERS, INC.Passive

Notable overlap · 5 shared positions

$WELL $ADC $CTRE $ETR $SRE

$58M

442 positions

#20ANTIPODES PARTNERS LtdActive

Notable overlap · 6 shared positions

$ETR $NI $SRE $HTO $DUK $D

$5.2B

126 positions

#21Aequim Alternative Investments LPActive

Notable overlap · 4 shared positions

$TXNM $PCG $WEC $DUK

$5.2B

102 positions

#22Aventail Capital Group, LPPassive

Notable overlap · 7 shared positions

$ETR $TRGP $SRE $DUK $BKV $ES

$2.1B

170 positions

#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$ETR $WEC $ES $DUK

$220M

148 positions

#24Adelante Capital Management LLCActive

Notable overlap · 3 shared positions

$WELL $ADC $CTRE

$1.5B

42 positions

#25EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 3 shared positions

$TRGP $KGS $KMI

$2.8B

276 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.