What hedge funds are most similar to Tortoise Investment Management, LLC?

The funds with the most similar 13F portfolios to Tortoise Investment Management, LLC are Savant ,, Integrity Wealth Solutions, Burk, based on overlapping conviction holdings in the latest SEC filings.

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 Tortoise Investment ,

13F Portfolio OverlapQ1 2026Tortoise Investment , portfolio →

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Most similar hedge funds by 13F overlap

Tortoise Investment Management, LLC is an institutional investor managing $1.2B across 252 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 Tortoise Investment , are Savant ,, Integrity Wealth Solutions, Burk, with shared positions in $NKE, $WT, $AMN, $UNIT, $DDOG, $NEE. The full ranking of 25 similar funds is below.

#1Savant Capital, LLCActive

Some overlap · 9 shared positions

$NKE $WT $AMN $UNIT $DDOG $NEE

$20.7B

1,500 positions

#2Integrity Wealth Solutions LLCPassive

Some overlap · 8 shared positions

$GMM $AMN $ZBRA $UNIT $DDOG $DHR

$255M

130 positions

#3Burk Holdings LLCPassive

Some overlap · 8 shared positions

$NKE $WT $AMN $DHR $DDOG $DIA

$233M

676 positions

#4Fonville Wealth Management LLCPassive

Some overlap · 6 shared positions

$GMM $NKE $AMN $SNOW $UNIT $SCHW

$525M

138 positions

#5Apeiron RIA LLCPassive

Some overlap · 7 shared positions

$NKE $WT $AMN $DHR $DDOG $GMM

$431M

204 positions

#6Cambridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$GMM $NKE $AMN $DHR $UNIT $DIA

$295M

168 positions

#7OMNI 360 Wealth, Inc.Passive

Some overlap · 8 shared positions

$NKE $WT $DIA $MKL $DDOG $NEE

$194M

125 positions

#8MB Generational Wealth, LLCActive

Some overlap · 8 shared positions

$AMN $NKE $GMM $UNIT $MKL $NEE

$181M

66 positions

#9ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 4 shared positions

$GMM $WT $AMN $NEE

$84M

65 positions

#10Falcon Wealth PlanningActive

Some overlap · 7 shared positions

$NKE $WT $AMN $UPST $UNIT $MKL

$1.5B

236 positions

#11Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive

Some overlap · 6 shared positions

$NKE $WT $AMN $UNIT $UPST $SCHW

$5.8B

996 positions

#12FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 8 shared positions

$WT $AMN $UNIT $NKE $MKL $NEE

$293M

105 positions

#13TOBIAS FINANCIAL ADVISORS, INC.Active

Some overlap · 8 shared positions

$NKE $WT $GMM $MKL $UNIT $SNOW

$718M

143 positions

#14Evanson Asset Management, LLCActive

Some overlap · 8 shared positions

$NKE $WT $DDOG $NEE $MKL $AMN

$1.9B

321 positions

#15Kestra Investment Management, LLCActive

Some overlap · 8 shared positions

$NKE $WT $MKL $DDOG $NEE $AMN

$5.8B

439 positions

#16Venturi Wealth Management, LLCPassive

Some overlap · 6 shared positions

$GMM $AMN $PGR $DHR $UPST $SCHW

$2.2B

602 positions

#17Foster Group, Inc.Active

Some overlap · 7 shared positions

$NKE $AMN $UNIT $UPST $DDOG $NEE

$3.4B

284 positions

#18Archer Investment Management, LLCPassive

Some overlap · 5 shared positions

$GMM $WT $MKL $DDOG $NKE

$238M

108 positions

#19Focus Partners Advisor Solutions, LLCPassive

Some overlap · 8 shared positions

$NKE $AMN $UNIT $NEE $WT $UPST

$9.9B

1,249 positions

#20Beaird Harris Wealth Management, LLCActive

Some overlap · 9 shared positions

$NKE $AMN $MKL $DDOG $UNIT $SNOW

$1.5B

686 positions

#21ARK & TLK INVESTMENTS, LLCActive

Some overlap · 7 shared positions

$NKE $WT $AMN $UNIT $UPST $SNOW

$370M

119 positions

#22Kane Co Wealth Management, Inc.Active

Some overlap · 5 shared positions

$NKE $WT $AMN $DDOG $NEE

$119M

51 positions

#23NewEdge Advisors, LLCPassive

Some overlap · 5 shared positions

$GMM $WT $UNIT $DIA $DDOG

$2.2B

1,217 positions

#24Cherry Tree Wealth Management, LLCPassive

Some overlap · 8 shared positions

$AMN $WT $UNIT $NKE $MKL $DDOG

$473M

582 positions

#25Schwallier Wealth Management LLCActive

Some overlap · 4 shared positions

$GMM $WT $UNIT $DDOG

$137M

58 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.