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 Columbus Macro

13F Portfolio OverlapQ3 2026Columbus Macro portfolio →

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Most similar hedge funds by 13F overlap

Columbus Macro, LLC is an institutional investor managing $1.0B across 208 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Columbus Macro are KAYNE ANDERSON ADVISORS, TORTOISE ADVISORS, L.L.C., DIVIDEND ASSETS, with shared positions in $ENB, $OKE, $KMI, $WMB, $AM, $KLAC. The full ranking of 25 similar funds is below.

#1KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 5 shared positions

$ENB $OKE $KMI $WMB $AM

$5.1B

53 positions

#2TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 5 shared positions

$ENB $OKE $AM $WMB $KMI

$9.8B

91 positions

#3DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 7 shared positions

$KLAC $ENB $OKE $WMB $PH $AMGN

$517M

137 positions

#4BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 7 shared positions

$KLAC $CMI $NUE $QCOM $OKE $LMT

$405M

98 positions

#5Plan Group Financial, LLCPassive

Notable overlap · 6 shared positions

$SNPS $NOTV $MO $OHI $NLY $ARCC

$510M

228 positions

#6Mendel Capital Management LLCActive

Notable overlap · 8 shared positions

$PH $QCOM $GWW $AFL $LHX $LMT

$222M

99 positions

#7SL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$OKE $ENB $WMB $KMI $LMT $ADP

$51M

31 positions

#8Recurrent Investment Advisors LLCActive

Notable overlap · 5 shared positions

$OKE $ENB $KMI $WMB $NUE

$1.6B

71 positions

#9Great Diamond Partners, LLCPassive

Notable overlap · 8 shared positions

$KLAC $CAH $PH $AMGN $CMI $AFL

$596M

238 positions

#10Comprehensive Money Management Services LLCPassive

Notable overlap · 5 shared positions

$SNPS $KMI $WMB $RYN $ENB

$159M

200 positions

#11Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$CMI $QCOM $ENB $AFL $LMT $AMGN

$111M

62 positions

#12MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 5 shared positions

$ENB $WMB $QCOM $MO $LHX

$112M

100 positions

#13CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 4 shared positions

$OKE $KMI $ENB $WMB

$2.2B

73 positions

#14Dupree Financial Group, LLCPassive

Notable overlap · 4 shared positions

$ENB $KMI $NLY $CMI

$277M

79 positions

#15ALBERT D MASON INCPassive

Notable overlap · 6 shared positions

$KLAC $KMI $GWW $PH $CMI $ADP

$166M

140 positions

#16R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$KMI $WMB $QCOM $ADP $MO $OKE

$188M

39 positions

#17JGP Wealth Management, LLCActive

Notable overlap · 6 shared positions

$KLAC $GWW $LHX $AFL $AMGN $ADP

$1.1B

242 positions

#18Harvest Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$WMB $QCOM $KMI $LHX $LMT $AMGN

$202M

58 positions

#19SECURITY NATIONAL BANK OF SO DAKPassive

Notable overlap · 6 shared positions

$QCOM $CMI $NUE $AFL $CL $ADP

$217M

287 positions

#20VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$KMI $QCOM $MAA $AFL $AMGN

$203M

58 positions

#21Argyle Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$WMB $OKE $PH $QCOM $AMGN $MO

$162M

175 positions

#22Heronetta Management, L.P.Active

Notable overlap · 5 shared positions

$OKE $KMI $WMB $ENB $AM

$109M

15 positions

#23Richard C. Young & CO., LTD.Passive

Notable overlap · 5 shared positions

$CMI $KMI $WMB $MO $LHX

$1.4B

101 positions

#24Verity & Verity, LLCActive

Notable overlap · 5 shared positions

$ENB $OKE $CMI $MO $AMGN

$1.5B

139 positions

#25Ironwood Investment Counsel, LLCPassive

Notable overlap · 6 shared positions

$KLAC $QCOM $CMI $LMT $AMGN $CAH

$762M

267 positions

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View Columbus Macro’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.