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 Castellan Group

13F Portfolio OverlapQ1 2026Castellan Group portfolio →

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Most similar hedge funds by 13F overlap

Castellan Group is an institutional investor managing $726M across 37 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 Castellan Group are Ausbil Investment Ltd, Energy Income Partners,, Tandem Investment Advisors,, with shared positions in $NEE, $ES, $ATO, $EGP, $MPLX, $CWEN. The full ranking of 25 similar funds is below.

#1Ausbil Investment Management LtdPassive

Notable overlap · 4 shared positions

$NEE $ES $ATO $EGP

$201M

63 positions

#2Energy Income Partners, LLCActive

Notable overlap · 6 shared positions

$MPLX $CWEN $WEC $NJR $NEE $ATO

$6.2B

87 positions

#3Tandem Investment Advisors, Inc.Active

Notable overlap · 3 shared positions

$NEE $TRNO $WEC

$2.0B

83 positions

#4ALPS ADVISORS INCActive

Notable overlap · 3 shared positions

$MPLX $HESM $DKL

$21.3B

1,037 positions

#5TrueMark Investments, LLCPassive

Notable overlap · 4 shared positions

$MPLX $NEE $ATO $RIO

$514M

167 positions

#6CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Notable overlap · 4 shared positions

$WEC $EGP $ATO $FR

$6.7B

96 positions

#7Zimmer Partners, LPPassive

Notable overlap · 3 shared positions

$ES $WEC $CTRE

$4.1B

125 positions

#8INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$MPLX $HESM $DKL $NEE

$1.4B

149 positions

#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$WEC $ES $RIO

$220M

148 positions

#10TORTOISE CAPITAL ADVISORS, L.L.C.Active

Some overlap · 4 shared positions

$MPLX $HESM $CWEN $WEC

$9.6B

90 positions

#11Magellan Asset Management LtdActive

Some overlap · 3 shared positions

$ES $WEC $NEE

$7.7B

79 positions

#12Kinloch Capital, LLCPassive

Some overlap · 3 shared positions

$NEE $ATO $ES

$245M

83 positions

#13Uniplan Investment Counsel, Inc.Passive

Some overlap · 3 shared positions

$EGP $TRNO $CTRE

$974M

183 positions

#14OPAL CAPITAL LLCPassive

Some overlap · 3 shared positions

$MPLX $NEE $ATO

$565M

141 positions

#15JOHN G ULLMAN & ASSOCIATES INCPassive

Some overlap · 4 shared positions

$NEE $ES $POR $NJR

$754M

174 positions

#16EAGLE GLOBAL ADVISORS LLCActive

Some overlap · 3 shared positions

$MPLX $HESM $NEE

$2.8B

276 positions

#17MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$WEC $NEE $ATO $NJR

$835M

170 positions

#18DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Some overlap · 4 shared positions

$NEE $FR $WEC $ATO

$9.6B

148 positions

#19DEARBORN PARTNERS LLCActive

Some overlap · 3 shared positions

$WEC $ATO $NEE

$1.8B

269 positions

#20Nicholson Wealth Management Group, LLCPassive

Some overlap · 4 shared positions

$ATO $NEE $WEC $NJR

$172M

114 positions

#21Somerset Trust CoPassive

Some overlap · 3 shared positions

$NEE $WEC $ES

$326M

174 positions

#22Altshuler Shaham LtdActive

Some overlap · 3 shared positions

$NEE $RIO $DKL

$5.5B

443 positions

#23Gilman Hill Asset Management, LLCPassive

Some overlap · 3 shared positions

$CWEN $MPLX $RIO

$663M

225 positions

#24Aventail Capital Group, LPPassive

Some overlap · 3 shared positions

$ATO $ES $NEE

$2.1B

170 positions

#25REAVES W H & CO INCActive

Some overlap · 3 shared positions

$NEE $WEC $MPLX

$6.0B

90 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.