13F Pro

Hedge Funds Similar to BTG Pactual Asset US

13F Portfolio OverlapQ2 2026BTG Pactual Asset US portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BTG Pactual Asset Management US LLC is an institutional investor managing $1.6B across 461 U.S. equity positions as of Q2 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 CBRE INVESTMENT LISTED REAL ASSETS, Energy Income Partners, REAVES W H, with shared positions in $XEL, $PPL, $AEP, $OGE, $SPG, $CEG. The full ranking of 25 similar funds is below.

#1CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Notable overlap · 7 shared positions
$XEL$PPL$AEP$OGE$SPG$CEG
$7.2B
101 positions
#2Energy Income Partners, LLCActive
Notable overlap · 7 shared positions
$PPL$AEP$OGE$XEL$OGS$AEE
$6.4B
88 positions
#3REAVES W H & CO INCActive
Notable overlap · 7 shared positions
$XEL$AEE$AEP$OGE$CMS$CEG
$6.6B
94 positions
#4DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Notable overlap · 7 shared positions
$XEL$AEE$PPL$SPG$AEP$CMS
$10.6B
162 positions
#5Covalis Capital LLPActive
Some overlap · 6 shared positions
$PPL$AEE$AEP$XEL$PCG$VALE
$1.8B
101 positions
#6Greenland Capital Management LPPassive
Some overlap · 6 shared positions
$PPL$AEP$XEL$SRE$OGS$NSC
$812M
296 positions
#7Magellan Asset Management LtdActive
Some overlap · 6 shared positions
$XEL$AEP$CMS$SRE$NSC$AEE
$4.5B
78 positions
#8Harrison Street Private Wealth LLCActive
Some overlap · 5 shared positions
$XEL$AEE$AEP$SRE$PCG
$71M
21 positions
#9HITE Hedge Asset Management LLCActive
Some overlap · 4 shared positions
$XEL$PPL$AEE$AEP
$1.8B
125 positions
#10Aventail Capital Group, LPPassive
Some overlap · 5 shared positions
$AEE$URI$XEL$PPL$AEP
$1.7B
155 positions
#11GQG Partners LLCActive
Some overlap · 5 shared positions
$XEL$AEP$PBR$ITUB$CMS
$53.8B
102 positions
#12ANTIPODES PARTNERS LtdActive
Some overlap · 5 shared positions
$AEE$AEP$NU$SRE$TTE
$5.5B
130 positions
#13LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$PPL$AEE$AEP$SPG
$213M
124 positions
#14Vennlight Capital Management, LPPassive
Some overlap · 4 shared positions
$PPL$XEL$AEP$PCG
$149M
32 positions
#15Zimmer Partners, LPActive
Some overlap · 4 shared positions
$XEL$PPL$SRE$PCG
$4.3B
121 positions
#16Perpetual LtdPassive
Some overlap · 5 shared positions
$NU$PBR$SRE$XEL$TIGO
$7.0B
419 positions
#17VPR Management LLCActive
Some overlap · 4 shared positions
$ITUB$NU$PBR$VALE
$249M
66 positions
#18Itau Unibanco Holding S.A.Passive
Some overlap · 4 shared positions
$ITUB$NU$PBR$VALE
$5.3B
400 positions
#19SCP Investment, LPActive
Some overlap · 4 shared positions
$XEL$AEP$SRE$PCG
$108M
47 positions
#20RWC Asset Management LLPActive
Some overlap · 5 shared positions
$PBR$CMS$VALE$PCG$CEG
$2.6B
160 positions
#21OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$XEL$AEP$OGE
$2.7B
54 positions
#22MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$ITUB$NU$PBR$VALE
$292M
32 positions
#23Capital Innovations LLCPassive
Some overlap · 5 shared positions
$XEL$CEG$AEP$SRE$CMS
$385M
51 positions
#24Ausbil Investment Management LtdPassive
Some overlap · 4 shared positions
$XEL$CEG$PCG$NSC
$221M
65 positions
#25X-Square Capital, LLCPassive
Some overlap · 4 shared positions
$NU$PBR$URI$VALE
$394M
176 positions

Compare BTG Pactual Asset US’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BTG Pactual Asset US’s holdings

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.