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 Recurrent Investment Advisors

13F Portfolio OverlapQ1 2026Recurrent Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Recurrent Investment Advisors LLC is an institutional investor managing $1.7B across 67 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 Recurrent Investment Advisors are CUSHING ASSET , dba NXG INVESTMENT, TORTOISE ADVISORS, L.L.C., KAYNE ANDERSON ADVISORS, with shared positions in $TRGP, $ET, $OKE, $KMI, $LNG, $WMB. The full ranking of 25 similar funds is below.

#1CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Highly similar · 16 shared positions

$TRGP $ET $OKE $KMI $LNG $WMB

$2.0B

66 positions

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

Highly similar · 15 shared positions

$TRGP $ET $OKE $LNG $EPD $WMB

$9.6B

90 positions

#3KAYNE ANDERSON CAPITAL ADVISORS LPActive

Highly similar · 13 shared positions

$ET $OKE $LNG $KMI $EPD $TRGP

$5.2B

48 positions

#4SL ADVISORS, LLCActive

Highly similar · 12 shared positions

$TRGP $ET $OKE $LNG $EPD $WMB

$59M

32 positions

#5RR Advisors, LLCActive

Substantial overlap · 10 shared positions

$ET $LNG $KMI $TRGP $EPD $WMB

$360M

27 positions

#6Fractal Investments LLCActive

Substantial overlap · 14 shared positions

$ET $TRGP $KMI $SUN $EPD $WMB

$845M

81 positions

#7Heronetta Management, L.P.Active

Substantial overlap · 11 shared positions

$ET $OKE $EPD $WMB $PAGP $WES

$110M

16 positions

#8INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Substantial overlap · 10 shared positions

$ET $SUN $EPD $WES $TRGP $LNG

$1.4B

149 positions

#9Energy Income Partners, LLCActive

Substantial overlap · 10 shared positions

$ET $KMI $EPD $PAGP $OKE $SUN

$6.2B

87 positions

#10EAGLE GLOBAL ADVISORS LLCActive

Substantial overlap · 9 shared positions

$TRGP $ET $EPD $DTM $WMB $LNG

$2.8B

276 positions

#11Blackstone Inc.Active

Substantial overlap · 11 shared positions

$TRGP $WMB $EPD $KMI $ET $LNG

$25.6B

417 positions

#12ELCO Management Co., LLCPassive

Substantial overlap · 7 shared positions

$TRGP $LNG $ET $WMB $WES $EPD

$208M

170 positions

#13MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 14 shared positions

$EPD $ET $WES $WMB $KMI $TRGP

$3.7B

138 positions

#14Corigliano Investment Advisers, LLCActive

Notable overlap · 9 shared positions

$SU $WMB $CVE $PSX $SUN $PBF

$256M

37 positions

#15Merewether Investment Management, LPActive

Notable overlap · 11 shared positions

$SU $TRGP $LNG $CVE $WMB $DTM

$5.2B

79 positions

#16WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Notable overlap · 5 shared positions

$ET $SUN $EPD $WMB $PAGP

$181M

14 positions

#17ALPS ADVISORS INCActive

Notable overlap · 8 shared positions

$ET $SUN $EPD $WES $NEM $OKE

$21.3B

1,037 positions

#18BERKLEY W R CORPActive

Notable overlap · 4 shared positions

$ET $KMI $EPD $WES

$1.9B

345 positions

#19Greenfield Seitz Capital Management, LLCPassive

Notable overlap · 6 shared positions

$CVE $SU $KMI $OKE $B $NEM

$332M

111 positions

#20ADAMS NATURAL RESOURCES FUND, INC.Smart money

Notable overlap · 13 shared positions

$WMB $PSX $TRGP $MPC $KMI $OKE

$863M

54 positions

#21SIR Capital Management, L.P.Passive

Notable overlap · 9 shared positions

$CVE $OKE $SU $PSX $KMI $TRGP

$1.1B

88 positions

#22Ninepoint Partners LP

Notable overlap · 7 shared positions

$CVE $VNOM $ENB $SU $SOBO $B

$904M

161 positions

#23Meixler Investment Management, Ltd.Passive

Notable overlap · 8 shared positions

$SU $EPD $OKE $KMI $MUSA $ET

$186M

93 positions

#24WESTWOOD HOLDINGS GROUP INCPassive

Notable overlap · 10 shared positions

$WMB $ET $KMI $LNG $EPD $ENB

$13.7B

461 positions

#25SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Notable overlap · 11 shared positions

$WMB $MPC $TRGP $PSX $LNG $KMI

$507M

306 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.