13F Pro

Hedge Funds Similar to McGowan Group Asset ,

13F Portfolio OverlapQ1 2026McGowan Group Asset , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

McGowan Group Asset Management, Inc. is an institutional investor managing $785M across 154 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 McGowan Group Asset , are RR Advisors,, CUSHING ASSET , dba NXG INVESTMENT, Energy Income Partners,, with shared positions in $PAGP, $ET, $EPD, $EQT, $CQP, $AWF. The full ranking of 25 similar funds is below.

#1RR Advisors, LLCActive
Notable overlap · 4 shared positions
$PAGP$ET$EPD$EQT
$360M
27 positions
#2CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Notable overlap · 4 shared positions
$PAGP$ET$EPD$EQT
$2.0B
66 positions
#3Energy Income Partners, LLCActive
Notable overlap · 4 shared positions
$PAGP$ET$EPD$CQP
$6.2B
87 positions
#4Heronetta Management, L.P.Active
Notable overlap · 4 shared positions
$PAGP$ET$EPD$CQP
$110M
16 positions
#5Smith Asset Management Co., LLCPassive
Notable overlap · 4 shared positions
$AWF$UTF$CSQ$NVG
$117M
71 positions
#6TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 5 shared positions
$PAGP$ET$EPD$CQP$EQT
$9.6B
90 positions
#7Yakira Capital Management, Inc.Passive
Some overlap · 3 shared positions
$HYT$JGH$UTF
$342M
196 positions
#8EDMP, INC.Passive
Some overlap · 5 shared positions
$SON$EPD$EBAY$MMM$FDX
$124M
71 positions
#9Callodine Capital Management, LPActive
Some overlap · 3 shared positions
$BTI$ET$PAGP
$1.4B
56 positions
#10Recurrent Investment Advisors LLCActive
Some overlap · 3 shared positions
$PAGP$ET$EPD
$1.7B
67 positions
#11PMG Family Office LLCPassive
Some overlap · 4 shared positions
$EVT$CSQ$UTF$ETG
$90M
100 positions
#12C2C Wealth Management, LLCPassive
Some overlap · 3 shared positions
$UTF$EPD$ET
$118M
92 positions
#13Paralel Advisors LLCSmart money
Some overlap · 3 shared positions
$UTF$EPD$EBAY
$2.4B
107 positions
#14Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$BTI$ET$EPD
$891M
88 positions
#15ALPS ADVISORS INCActive
Some overlap · 3 shared positions
$ET$CQP$EPD
$21.3B
1,037 positions
#16Blackstone Inc.Active
Some overlap · 3 shared positions
$ET$CQP$EPD
$25.6B
417 positions
#17LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 3 shared positions
$ET$EPD$CQP
$480M
243 positions
#18Progeny 3, Inc.Active
Some overlap · 3 shared positions
$ET$EPD$EQT
$1.9B
32 positions
#19Fogel Capital Management, Inc.Active
Some overlap · 3 shared positions
$ET$EPD$EQT
$219M
52 positions
#20Lifetime Wealth Management P.C.Passive
Some overlap · 3 shared positions
$BTI$EPD$NEA
$176M
86 positions
#21Cherokee Insurance CoPassive
Some overlap · 3 shared positions
$FDX$EPD$BTI
$263M
121 positions
#22Shaker Financial Services, LLCPassive
Some overlap · 4 shared positions
$CSQ$ETG$DSL$JGH
$287M
145 positions
#23MIZUHO MARKETS AMERICAS LLCActive
Some overlap · 3 shared positions
$FDX$ET$BWXT
$3.7B
190 positions
#24Congress Park Capital LLCPassive
Some overlap · 4 shared positions
$NEA$NAD$NVG$NZF
$326M
131 positions
#25Fractal Investments LLCActive
Some overlap · 3 shared positions
$ET$EPD$CQP
$845M
81 positions

Compare McGowan Group Asset ,’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 McGowan Group Asset ,’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.