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 Electron Partners

13F Portfolio OverlapQ2 2026Electron Partners portfolio →

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Most similar hedge funds by 13F overlap

Electron Capital Partners, LLC is an institutional investor managing $2.5B across 46 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 Electron Partners are Harrison Street Private Wealth, Ausbil Investment Ltd, REAVES W H, with shared positions in $XEL, $NEE, $ETR, $WMB, $PCG, $FE. The full ranking of 25 similar funds is below.

#1Harrison Street Private Wealth LLCActive

Substantial overlap · 6 shared positions

$XEL $NEE $ETR $WMB $PCG $FE

$71M

21 positions

#2Ausbil Investment Management LtdPassive

Substantial overlap · 7 shared positions

$ETR $NEE $WMB $XEL $PCG $ES

$221M

65 positions

#3REAVES W H & CO INCActive

Substantial overlap · 9 shared positions

$ETR $XEL $CEG $WMB $NEE $GLW

$6.6B

94 positions

#4Capital Innovations LLCPassive

Notable overlap · 8 shared positions

$NEE $WMB $CEG $NRG $ETR $XEL

$385M

51 positions

#5LYRICAL ASSET MANAGEMENT LPActive

Notable overlap · 3 shared positions

$FLEX $JCI $NRG

$7.9B

41 positions

#6Rithm Capital Corp.Active

Notable overlap · 9 shared positions

$FLEX $MTZ $CEG $PRIM $NEE $ETR

$81M

38 positions

#7Teilinger Capital Ltd.Active

Notable overlap · 3 shared positions

$XEL $PCG $NRG

$714M

11 positions

#8HITE Hedge Asset Management LLCActive

Notable overlap · 4 shared positions

$ETR $XEL $WMB $NRG

$1.8B

125 positions

#9Slocum, Gordon & Co LLPPassive

Notable overlap · 3 shared positions

$NEE $FE $WMB

$151M

70 positions

#10Portman Square Capital LLPActive

Notable overlap · 4 shared positions

$NEE $FE $PCG $ALB

$2.1B

94 positions

#11Hill City Capital, LPSmart money

Notable overlap · 4 shared positions

$MTZ $WOLF $MWH $ARRY

$3.9B

28 positions

#12Farrow Financial, Inc.Active

Notable overlap · 3 shared positions

$MTZ $NEE $NRG

$187M

55 positions

#13Munro PartnersActive

Notable overlap · 6 shared positions

$JCI $FLEX $WMB $CGNX $NEE $PWR

$4.5B

61 positions

#14Beck Bode, LLCPassive

Notable overlap · 4 shared positions

$XEL $NEE $CEG $ES

$660M

108 positions

#15Incline Global Management LLCActive

Notable overlap · 3 shared positions

$FLEX $COHR $VRT

$357M

20 positions

#16Socorro Asset Management LPActive

Notable overlap · 3 shared positions

$NEE $XEL $JCI

$223M

33 positions

#17Zimmer Partners, LPActive

Notable overlap · 5 shared positions

$XEL $PCG $ES $ETR $MTZ

$4.3B

121 positions

#18VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$WMB $NEE $ETR $XEL $GLW

$1.1B

146 positions

#19CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 7 shared positions

$WMB $MTZ $NRG $CEG $NXT $MWH

$2.2B

73 positions

#20FWL INVESTMENT MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$ETR $WMB $JCI

$545M

501 positions

#21TKG Advisors, LLCPassive

Notable overlap · 5 shared positions

$ETR $KEYS $WMB $JCI $PWR

$288M

94 positions

#22CapWealth Advisors, LLCActive

Notable overlap · 4 shared positions

$WMB $NEE $GLW $CEG

$1.5B

118 positions

#23Third Point LLCActive

Notable overlap · 4 shared positions

$FLEX $KEYS $MTZ $WOLF

$4.7B

43 positions

#24Magellan Asset Management LtdActive

Notable overlap · 4 shared positions

$XEL $ES $ETR $NEE

$4.5B

78 positions

#25Firsthand Capital Management, Inc.Active

Notable overlap · 6 shared positions

$COHR $GLW $WMB $WOLF $SEDG $PWR

$63M

54 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.