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 TECTONIC ADVISORS

13F Portfolio OverlapQ3 2026TECTONIC ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

TECTONIC ADVISORS LLC is an institutional investor managing $2.2B across 277 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 TECTONIC ADVISORS are Verity & Verity, Gilman Hill Asset, Adams Asset Advisors, with shared positions in $ENB, $OKE, $MO, $VZ, $NNN, $GILD. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive

Notable overlap · 10 shared positions

$ENB $OKE $MO $VZ $NNN $GILD

$1.5B

139 positions

#2Gilman Hill Asset Management, LLCPassive

Notable overlap · 11 shared positions

$VZ $O $HCXY $CWEN $VICI $MPLX

$718M

222 positions

#3Adams Asset Advisors, LLCActive

Notable overlap · 9 shared positions

$MO $EPD $ET $MPLX $VZ $T

$984M

94 positions

#4Sound Income Strategies, LLCPassive

Notable overlap · 8 shared positions

$HCXY $ARCC $TSLX $NNN $O $ENB

$2.2B

478 positions

#5MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 7 shared positions

$MPLX $EPD $ET $ENB $VZ $GILD

$3.7B

159 positions

#6Baugh & Associates, LLCActive

Notable overlap · 7 shared positions

$MO $ARCC $VZ $O $ET $PFE

$221M

41 positions

#7Jackson Hole Capital Partners, LLC

Notable overlap · 9 shared positions

$OKE $EPD $PEP $DUK $ET $GILD

$605M

313 positions

#8Plan Group Financial, LLCPassive

Notable overlap · 8 shared positions

$MO $DUK $VICI $VZ $ARCC $PFE

$510M

228 positions

#9TT Capital Management LLCActive

Notable overlap · 8 shared positions

$NNN $VZ $WPC $VICI $EPD $OKE

$137M

87 positions

#10Pathway Financial Advisers, LLCPassive

Notable overlap · 7 shared positions

$ENB $EPD $O $DUK $OKE $VZ

$397M

167 positions

#11Ranch Capital Advisors Inc.Passive

Notable overlap · 7 shared positions

$IRM $VZ $GILD $T $DUK $PFE

$316M

157 positions

#12Energy Income Partners, LLCActive

Notable overlap · 6 shared positions

$OKE $MPLX $EPD $ET $DUK $CWEN

$6.4B

88 positions

#13Mallini Complete Financial Planning LLCSmart money

Notable overlap · 6 shared positions

$ARCC $EPD $ET $TSLX $ENB $DUK

$143M

72 positions

#14Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

$CWEN $MO $VZ $O $DUK $PAYX

$94M

64 positions

#15SHRIER WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$ENB $EPD $OKE $VZ $PEP $GILD

$298M

133 positions

#16Disciplined Equity Management, Inc.Smart money

Notable overlap · 6 shared positions

$OKE $MO $VZ $T $PFE $IRM

$227M

47 positions

#17KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 5 shared positions

$OKE $ENB $MPLX $EPD $ET

$5.1B

53 positions

#18CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 5 shared positions

$OKE $ENB $MPLX $EPD $ET

$2.2B

73 positions

#19TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 5 shared positions

$OKE $ENB $MPLX $EPD $ET

$9.8B

91 positions

#20SL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$OKE $ENB $MPLX $EPD $ET

$51M

31 positions

#21Recurrent Investment Advisors LLCActive

Notable overlap · 5 shared positions

$OKE $ENB $MPLX $EPD $ET

$1.6B

71 positions

#22GQG Partners LLCActive

Notable overlap · 6 shared positions

$ENB $MO $VZ $T $DUK $DELL

$53.8B

102 positions

#23EDMP, INC.Passive

Notable overlap · 6 shared positions

$MO $EPD $VZ $O $T $PEP

$130M

74 positions

#24Brindle & Bay Financial Advisors, LLCActive

Notable overlap · 7 shared positions

$MO $VZ $GILD $VICI $PAYX $PEP

$268M

102 positions

#25RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$ENB $MO $GILD $T $CRH $PEP

$2.4B

181 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.