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Hedge Funds Similar to Avion Wealth

13F Portfolio OverlapQ2 2026Avion Wealth portfolio →
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Most similar hedge funds by 13F overlap

Avion Wealth is an institutional investor managing $537M across 1,750 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Avion Wealth are INFRASTRUCTURE ADVISORS, OAK FAMILY ADVISORS, Recurrent Investment Advisors, with shared positions in $BA, $EPD, $KMI, $ET, $COP, $TMO. The full ranking of 25 similar funds is below.

#1INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$BA$EPD$KMI$ET
$1.7B
185 positions
#2OAK FAMILY ADVISORS, LLCPassive
Some overlap · 3 shared positions
$BA$EPD$KMI
$391M
111 positions
#3Recurrent Investment Advisors LLCActive
Some overlap · 4 shared positions
$KMI$EPD$ET$COP
$1.6B
71 positions
#4MONTCHANIN ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$KMI$EPD$TMO$COP
$98M
62 positions
#5R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$KMI$BA$COP
$188M
39 positions
#6KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 3 shared positions
$KMI$EPD$ET
$5.1B
53 positions
#7RR Advisors, LLCActive
Some overlap · 3 shared positions
$KMI$EPD$ET
$346M
25 positions
#8BERKLEY W R CORPPassive
Some overlap · 3 shared positions
$KMI$EPD$ET
$2.1B
342 positions
#9SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 3 shared positions
$KMI$EPD$ET
$126M
62 positions
#10Fractal Investments LLCActive
Some overlap · 3 shared positions
$KMI$EPD$ET
$867M
80 positions
#11Addis & Hill, IncSmart money
Some overlap · 3 shared positions
$KMI$EPD$ET
$181M
29 positions
#12Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$KMI$EPD$ET
$114M
57 positions
#13Energy Income Partners, LLCActive
Some overlap · 3 shared positions
$KMI$EPD$ET
$6.4B
88 positions
#14Blackstone Inc.Active
Some overlap · 4 shared positions
$KMI$EPD$ET$SPCX
$32.9B
518 positions
#15Opus Capital Group, LLCActive
Some overlap · 3 shared positions
$SCI$ISRG$ET
$1.0B
150 positions
#16Lionhunter Capital Management, LLCPassive
Some overlap · 4 shared positions
$BA$KMI$ET$ED
$222M
109 positions
#17Koenig Investment Advisory, LLCActive
Some overlap · 3 shared positions
$BA$EPD$WFC
$129M
37 positions
#18CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 3 shared positions
$KMI$EPD$ET
$2.2B
73 positions
#19MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$BA$HAL$COP
$112M
100 positions
#20Oxbow Advisors, LLCPassive
Some overlap · 5 shared positions
$EPD$BA$ET$COP$SLB
$1.2B
265 positions
#21Heronetta Management, L.P.Smart money
Some overlap · 3 shared positions
$KMI$EPD$ET
$109M
15 positions
#22Old North State Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BA$KMI$ET
$234M
112 positions
#23Americana Partners, LLCPassive
Some overlap · 5 shared positions
$EPD$BA$KMI$ET$TMO
$4.4B
596 positions
#24Meixler Investment Management, Ltd.Passive
Some overlap · 4 shared positions
$EPD$KMI$ET$WPC
$181M
90 positions
#25WealthTrust Axiom LLCPassive
Some overlap · 4 shared positions
$KMI$BA$SLB$ED
$448M
302 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.