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 Aventail Group,

13F Portfolio OverlapQ1 2026Aventail Group, portfolio →

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Most similar hedge funds by 13F overlap

Aventail Capital Group, LP is an institutional investor managing $2.1B across 170 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 Aventail Group, are Energy Income Partners,, REAVES W H &, DUFF & PHELPS INVESTMENT, with shared positions in $NFG, $ETR, $PPL, $SO, $AEP, $CNP. The full ranking of 25 similar funds is below.

#1Energy Income Partners, LLCActive

Substantial overlap · 19 shared positions

$NFG $ETR $PPL $SO $AEP $CNP

$6.2B

87 positions

#2REAVES W H & CO INCActive

Notable overlap · 13 shared positions

$ETR $CNP $GEV $PPL $NRG $AEE

$6.0B

90 positions

#3DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Notable overlap · 14 shared positions

$ETR $CNP $SRE $TRGP $AEE $LNT

$9.6B

148 positions

#4Yaupon Capital Management LPActive

Notable overlap · 12 shared positions

$NFG $AEE $PEG $TRGP $CNP $OVV

$3.2B

98 positions

#5Harrison Street Private Wealth LLCActive

Notable overlap · 10 shared positions

$ETR $CNP $ATO $AEE $AEP $TRGP

$76M

21 positions

#6Merewether Investment Management, LPActive

Notable overlap · 9 shared positions

$ETR $CNP $NRG $TRGP $OVV $SRE

$5.2B

79 positions

#7HITE Hedge Asset Management LLCPassive

Notable overlap · 9 shared positions

$ETR $AEE $AEP $LNT $BKV $FE

$1.8B

126 positions

#8CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Notable overlap · 8 shared positions

$ATO $ETR $PPL $PEG $AEP $TRGP

$6.7B

96 positions

#9SIR Capital Management, L.P.Passive

Notable overlap · 10 shared positions

$TRGP $OVV $NRG $PR $XEL $DVN

$1.1B

88 positions

#10Greenland Capital Management LPPassive

Notable overlap · 7 shared positions

$ETR $PPL $AEE $AEP $LNT $CNP

$787M

278 positions

#11Gallo Partners, LPPassive

Notable overlap · 6 shared positions

$ETR $ATO $CNP $WWD $ATI $FE

$52M

39 positions

#12Rithm Capital Corp.Active

Notable overlap · 8 shared positions

$GEV $SO $AEP $NXT $TRGP $DUK

$67M

38 positions

#13Ausbil Investment Management LtdPassive

Notable overlap · 6 shared positions

$ETR $ATO $PEG $ES $OKE $NEE

$201M

63 positions

#14Zimmer Partners, LPPassive

Notable overlap · 7 shared positions

$ETR $TRGP $SRE $DUK $BKV $ES

$4.1B

125 positions

#15SCP Investment, LPPassive

Notable overlap · 9 shared positions

$AEP $SRE $OVV $XEL $SLB $NEE

$90M

48 positions

#16Electron Capital Partners, LLCActive

Notable overlap · 7 shared positions

$ETR $NRG $FE $XEL $NEE $GEV

$2.6B

46 positions

#17ANTIPODES PARTNERS LtdActive

Notable overlap · 6 shared positions

$ETR $AEE $AEP $SRE $DUK $SLB

$5.2B

126 positions

#18LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Notable overlap · 6 shared positions

$PPL $AEE $SO $AEP $NRG $DUK

$192M

113 positions

#19MORTON COMMUNITY BANKPassive

Notable overlap · 8 shared positions

$ETR $AEP $LNT $SO $DUK $DTB

$460M

115 positions

#20Covalis Capital LLPPassive

Notable overlap · 9 shared positions

$TRGP $NFG $BKV $DTB $XEL $AR

$1.6B

123 positions

#21TEMA ETFS LLCPassive

Notable overlap · 7 shared positions

$GEV $AEP $MOD $ETR $NEE $ATI

$1.5B

574 positions

#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$ETR $SO $DUK $ES $OKE

$220M

148 positions

#23Andrew Hill Investment Advisors, Inc.Passive

Notable overlap · 6 shared positions

$GEV $NFG $NXT $DUK $OKE $NEE

$112M

54 positions

#24Magellan Asset Management LtdActive

Notable overlap · 9 shared positions

$SRE $LNT $ES $XEL $NEE $AEP

$7.7B

79 positions

#25Stack Financial Management, IncActive

Some overlap · 6 shared positions

$CNP $AEP $AEE $DUK $DTB $NEE

$1.4B

52 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.