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 Heronetta ,

13F Portfolio OverlapQ1 2026Heronetta , portfolio →

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Most similar hedge funds by 13F overlap

Heronetta Management, L.P. is an institutional investor managing $110M across 16 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 Heronetta , are Fractal Investments, KAYNE ANDERSON ADVISORS, TORTOISE ADVISORS, L.L.C., with shared positions in $MPLX, $ET, $EPD, $WES, $WMB, $HESM. The full ranking of 25 similar funds is below.

#1Fractal Investments LLCActive

Highly similar · 14 shared positions

$MPLX $ET $EPD $WES $WMB $HESM

$845M

81 positions

#2KAYNE ANDERSON CAPITAL ADVISORS LPActive

Highly similar · 15 shared positions

$EPD $WMB $ET $MPLX $OKE $WES

$5.2B

48 positions

#3TORTOISE CAPITAL ADVISORS, L.L.C.Active

Highly similar · 16 shared positions

$WMB $ET $MPLX $EPD $OKE $WES

$9.6B

90 positions

#4SL ADVISORS, LLCActive

Highly similar · 13 shared positions

$ET $WMB $OKE $EPD $TRGP $KMI

$59M

32 positions

#5WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Highly similar · 5 shared positions

$WMB $ET $MPLX $EPD $PAGP

$181M

14 positions

#6CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Highly similar · 13 shared positions

$ET $WMB $MPLX $OKE $PAGP $WES

$2.0B

66 positions

#7INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Substantial overlap · 12 shared positions

$ET $MPLX $EPD $WES $HESM $TRGP

$1.4B

149 positions

#8LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Substantial overlap · 6 shared positions

$ET $EPD $WES $MPLX $HESM $CQP

$480M

243 positions

#9ALPS ADVISORS INCActive

Substantial overlap · 8 shared positions

$ET $EPD $WES $MPLX $HESM $CQP

$21.3B

1,037 positions

#10RR Advisors, LLCActive

Substantial overlap · 10 shared positions

$WMB $ET $EPD $PAGP $MPLX $KMI

$360M

27 positions

#11Energy Income Partners, LLCActive

Substantial overlap · 10 shared positions

$EPD $ET $MPLX $PAGP $KMI $OKE

$6.2B

87 positions

#12Recurrent Investment Advisors LLCActive

Substantial overlap · 11 shared positions

$ET $OKE $EPD $WMB $PAGP $WES

$1.7B

67 positions

#13BERKLEY W R CORPActive

Substantial overlap · 4 shared positions

$EPD $ET $WES $KMI

$1.9B

345 positions

#14Blackstone Inc.Active

Substantial overlap · 14 shared positions

$WMB $MPLX $EPD $KMI $ET $TRGP

$25.6B

417 positions

#15EAGLE GLOBAL ADVISORS LLCActive

Substantial overlap · 11 shared positions

$EPD $ET $MPLX $WMB $TRGP $KMI

$2.8B

276 positions

#16MILLER HOWARD INVESTMENTS INC /NYActive

Substantial overlap · 11 shared positions

$MPLX $EPD $ET $WES $WMB $KMI

$3.7B

138 positions

#17ELCO Management Co., LLCPassive

Notable overlap · 7 shared positions

$WMB $ET $MPLX $TRGP $WES $EPD

$208M

170 positions

#18R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$WMB $KMI $OKE

$172M

38 positions

#19WESTWOOD HOLDINGS GROUP INCPassive

Notable overlap · 11 shared positions

$WMB $ET $KMI $EPD $TRGP $OKE

$13.7B

461 positions

#20BASSO CAPITAL MANAGEMENT, L.P.Active

Notable overlap · 10 shared positions

$MPLX $ET $EPD $OKE $WMB $WES

$163M

137 positions

#21Sovereign Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$MPLX $EPD $WES $OKE $TRP

$472M

106 positions

#22Pinnacle Holdings, LLCPassive

Notable overlap · 10 shared positions

$WMB $TRGP $OKE $MPLX $PAGP $ET

$309M

233 positions

#23Sprinkle Financial Consultants LLCPassive

Notable overlap · 3 shared positions

$OKE $WMB $AM

$217M

99 positions

#24JRM Investment Counsel, LLCSmart money

Notable overlap · 3 shared positions

$EPD $PAGP $TRP

$375M

21 positions

#25Barnett & Company, Inc.Passive

Notable overlap · 4 shared positions

$WMB $OKE $MPLX $AM

$129M

88 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.