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Hedge Funds Similar to BTG Pactual Asset US

13F Portfolio OverlapQ1 2026BTG Pactual Asset US portfolio →
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Most similar hedge funds by 13F overlap

BTG Pactual Asset Management US LLC is an institutional investor managing $1.2B across 330 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 BTG Pactual Asset US are Energy Income Partners,, REAVES W H &, Greenland, with shared positions in $WEC, $AEP, $D, $XEL, $OGS, $AEE. The full ranking of 25 similar funds is below.

#1Energy Income Partners, LLCActive
Notable overlap · 8 shared positions
$WEC$AEP$D$XEL$OGS$AEE
$6.2B
87 positions
#2REAVES W H & CO INCActive
Some overlap · 7 shared positions
$AEE$GEV$XEL$WEC$VST$AEP
$6.0B
90 positions
#3Greenland Capital Management LPPassive
Some overlap · 5 shared positions
$AEE$D$AEP$WEC$NSC
$787M
278 positions
#4ANTIPODES PARTNERS LtdActive
Some overlap · 5 shared positions
$AEE$D$AEP$WTRG$NU
$5.2B
126 positions
#5Aventail Capital Group, LPPassive
Some overlap · 5 shared positions
$AEE$AEP$GEV$XEL$FE
$2.1B
170 positions
#6Harrison Street Private Wealth LLCActive
Some overlap · 5 shared positions
$AEE$AEP$XEL$PCG$FE
$76M
21 positions
#7DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$AEE$WEC$XEL$AEP$D
$9.6B
148 positions
#8CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 5 shared positions
$WEC$AEP$XEL$PCG$CEG
$6.7B
96 positions
#9Magellan Asset Management LtdActive
Some overlap · 5 shared positions
$D$WEC$XEL$NSC$AEP
$7.7B
79 positions
#10Beck Bode, LLCPassive
Some overlap · 5 shared positions
$AEE$XEL$VST$CEG$HSY
$591M
100 positions
#11Wheelhouse Advisory Group LLCActive
Some overlap · 3 shared positions
$NTRB$HSY$AEE
$302M
51 positions
#12RWC Asset Management LLPActive
Some overlap · 5 shared positions
$PBR$D$VALE$PCG$CEG
$2.4B
163 positions
#13WAYSTONE ADVISORS LLCPassive
Some overlap · 3 shared positions
$NTRB$GEV$VST
$112M
101 positions
#14HITE Hedge Asset Management LLCPassive
Some overlap · 4 shared positions
$AEE$AEP$XEL$FE
$1.8B
126 positions
#15GQG Partners LLCActive
Some overlap · 4 shared positions
$AEP$PBR$XEL$ITUB
$63.1B
81 positions
#16McClarren Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$NTRB$HSY$NU
$169M
79 positions
#17TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$D$AEP$PBR$HSY
$514M
167 positions
#18OPAL CAPITAL LLCPassive
Some overlap · 4 shared positions
$D$AEP$PBR$HSY
$565M
141 positions
#19Gladwyn Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$NTRB$GEV$WEC
$144M
86 positions
#20Junk Investment Group, LLCPassive
Some overlap · 3 shared positions
$NTRB$HSY$D
$191M
88 positions
#21Pillar Financial Advisors, LLCActive
Some overlap · 4 shared positions
$NTRB$AEE$D$PCG
$171M
106 positions
#22SCP Investment, LPPassive
Some overlap · 4 shared positions
$AEP$XEL$PCG$VST
$90M
48 positions
#23Itau Unibanco Holding S.A.Active
Some overlap · 4 shared positions
$PBR$ITUB$VALE$NU
$4.2B
342 positions
#24VPR Management LLCActive
Some overlap · 4 shared positions
$PBR$ITUB$VALE$NU
$250M
65 positions
#25Electron Capital Partners, LLCActive
Some overlap · 5 shared positions
$XEL$PCG$FE$CEG$GEV
$2.6B
46 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.