13F Pro

Hedge Funds Similar to Lavaca

13F Portfolio OverlapQ1 2026Lavaca portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Lavaca Capital LLC is an institutional investor managing $564M across 286 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 Lavaca are PEAK6, INFRASTRUCTURE ADVISORS,, TORTOISE ADVISORS, L.L.C., with shared positions in $CRWV, $AEM, $NEM, $KKR, $TRGP, $WES. The full ranking of 25 similar funds is below.

#1PEAK6 LLCPassive
Notable overlap · 3 shared positions
$CRWV$AEM$NEM
$42.6B
2,630 positions
#2INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 7 shared positions
$KKR$TRGP$WES$EPD$ET$WMB
$1.4B
149 positions
#3TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 7 shared positions
$TRGP$WES$EPD$ET$WMB$NRG
$9.6B
90 positions
#4Fractal Investments LLCActive
Some overlap · 8 shared positions
$TRGP$WES$EPD$ET$WMB$AM
$845M
81 positions
#5CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$TRGP$WES$EPD$ET$WMB$NRG
$2.0B
66 positions
#6EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 7 shared positions
$TRGP$WES$EPD$ET$WMB$AM
$2.8B
276 positions
#7KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 7 shared positions
$TRGP$WES$EPD$ET$WMB$AM
$5.2B
48 positions
#8Recurrent Investment Advisors LLCActive
Some overlap · 6 shared positions
$TRGP$WES$EPD$ET$WMB$NEM
$1.7B
67 positions
#9Pinnacle Holdings, LLCPassive
Some overlap · 6 shared positions
$TRGP$WES$EPD$ET$WMB$AM
$309M
233 positions
#10Heronetta Management, L.P.Active
Some overlap · 6 shared positions
$TRGP$WES$EPD$ET$WMB$AM
$110M
16 positions
#11RR Advisors, LLCActive
Some overlap · 6 shared positions
$TRGP$WES$EPD$ET$WMB$AM
$360M
27 positions
#12Blackstone Inc.Active
Some overlap · 6 shared positions
$TRGP$WES$EPD$ET$WMB$AM
$25.6B
417 positions
#13ELCO Management Co., LLCPassive
Some overlap · 6 shared positions
$TRGP$WES$EPD$ET$WMB$NEE
$208M
170 positions
#14Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$SYY$TRGP$WMB
$267M
33 positions
#15SL ADVISORS, LLCActive
Some overlap · 5 shared positions
$TRGP$WES$EPD$ET$WMB
$59M
32 positions
#16MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 5 shared positions
$TRGP$WES$EPD$ET$WMB
$3.7B
138 positions
#17BASSO CAPITAL MANAGEMENT, L.P.Active
Some overlap · 5 shared positions
$TRGP$WES$EPD$ET$WMB
$163M
137 positions
#18WESTWOOD HOLDINGS GROUP INCPassive
Some overlap · 5 shared positions
$TRGP$EPD$ET$WES$WMB
$13.7B
461 positions
#19CARY STREET PARTNERS INVESTMENT ADVISORY LLCPassive
Some overlap · 5 shared positions
$TRGP$EPD$ET$WMB$WES
$392M
689 positions
#20Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$TRGP$EPD$ET$WMB$NEE
$6.2B
87 positions
#21SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 5 shared positions
$TRGP$EPD$ET$WMB$NEE
$507M
306 positions
#22Addis & Hill, IncSmart money
Some overlap · 4 shared positions
$TRGP$EPD$ET$WMB
$164M
27 positions
#23Maryland State Retirement & Pension SystemPassive
Some overlap · 5 shared positions
$TRGP$EPD$ET$WMB$AEM
$4.9B
1,352 positions
#24ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 5 shared positions
$KKR$EPD$ET$MDY$NEE
$84M
65 positions
#25Northside Capital Management, LLCActive
Some overlap · 4 shared positions
$KKR$EPD$ET$NEE
$1.1B
193 positions

Compare Lavaca’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 Lavaca’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.