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Hedge Funds Similar to TECTONIC ADVISORS

13F Portfolio OverlapQ1 2026TECTONIC ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

TECTONIC ADVISORS LLC is an institutional investor managing $2.1B across 289 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 TECTONIC ADVISORS are Gilman Hill Asset ,, Sound Income Strategies,, TT, with shared positions in $CWEN, $VZ, $ENB, $SCHW, $EPD, $MPLX. The full ranking of 25 similar funds is below.

#1Gilman Hill Asset Management, LLCPassive
Notable overlap · 12 shared positions
$CWEN$VZ$ENB$SCHW$EPD$MPLX
$663M
225 positions
#2Sound Income Strategies, LLCPassive
Notable overlap · 10 shared positions
$ENB$NNN$T$ARCC$TSLX$OBDC
$2.1B
2,596 positions
#3TT Capital Management LLCActive
Notable overlap · 11 shared positions
$VZ$NNN$ALPS$OBDC$WPC$DUK
$121M
73 positions
#4Pathway Financial Advisers, LLCPassive
Notable overlap · 9 shared positions
$OKE$VZ$ENB$EPD$IBM$O
$354M
164 positions
#5Verity & Verity, LLCActive
Notable overlap · 8 shared positions
$OKE$VZ$ENB$NNN$MO$GILD
$1.3B
138 positions
#6Adams Asset Advisors, LLCActive
Some overlap · 8 shared positions
$VZ$T$EPD$MPLX$MO$ET
$891M
88 positions
#7SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 9 shared positions
$SCHW$ET$GILD$EPD$DUK$PFE
$119M
61 positions
#8ADVOCATE GROUP LLCPassive
Some overlap · 7 shared positions
$SCHW$VZ$ENB$IBM$WPC$DUK
$639M
126 positions
#9HF Advisory Group, LLCPassive
Some overlap · 7 shared positions
$SCHW$VZ$T$MO$GILD$WT
$293M
166 positions
#10Jackson Hole Capital Partners, LLCPassive
Some overlap · 8 shared positions
$OKE$EPD$IBM$DUK$ET$GILD
$605M
313 positions
#11Royal Palms Capital LLCPassive
Some overlap · 7 shared positions
$SCHW$ENB$EPD$ET$MO$IBM
$101M
50 positions
#12Miller Global Investments, LLCPassive
Some overlap · 7 shared positions
$OKE$VZ$SCHW$T$O$PFE
$121M
295 positions
#13Ranch Capital Advisors Inc.Passive
Some overlap · 7 shared positions
$VZ$IRM$T$IBM$GILD$DUK
$277M
154 positions
#14Edgemoor Investment Advisors, Inc.Active
Some overlap · 8 shared positions
$SCHW$ARCC$O$EPD$VZ$T
$1.3B
170 positions
#15FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 7 shared positions
$VZ$T$MO$IBM$GILD$DUK
$1.5B
235 positions
#16TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 6 shared positions
$OKE$ENB$EPD$CWEN$MPLX$ET
$9.6B
90 positions
#17WealthTrust Axiom LLCPassive
Some overlap · 7 shared positions
$VZ$IRM$IBM$GILD$T$ED
$406M
290 positions
#18Energy Income Partners, LLCActive
Some overlap · 6 shared positions
$CWEN$OKE$EPD$MPLX$ET$DUK
$6.2B
87 positions
#19PARK CIRCLE CoActive
Some overlap · 8 shared positions
$VZ$MO$IBM$HAS$PFE$TSLX
$108M
51 positions
#20C2C Wealth Management, LLCPassive
Some overlap · 9 shared positions
$EPD$MPLX$IBM$ARCC$VZ$OKE
$118M
92 positions
#21WBI INVESTMENTS, LLCPassive
Some overlap · 7 shared positions
$OKE$VZ$MO$WT$PFE$T
$362M
275 positions
#22Corps Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$OKE$ENB$VZ$EPD$ET$T
$115M
96 positions
#23Garner Asset Management CorpPassive
Some overlap · 6 shared positions
$OKE$VZ$T$SCHW$IBM$GILD
$255M
156 positions
#24MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 6 shared positions
$VZ$ENB$EPD$MPLX$ET$GILD
$3.7B
138 positions
#25CASCADE INVESTMENT GROUP, INC.Passive
Some overlap · 7 shared positions
$IRM$MO$ET$IBM$OKE$ARCC
$152M
147 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.