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Hedge Funds Similar to Fogel

13F Portfolio OverlapQ2 2026Fogel portfolio →
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Most similar hedge funds by 13F overlap

Fogel Capital Management, Inc. is an institutional investor managing $249M across 57 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Fogel are TORTOISE ADVISORS, L.L.C., Castlefield Investment Partners LLP, Energy Income Partners, with shared positions in $EPD, $ET, $VST, $EQT, $ENB, $CB. The full ranking of 25 similar funds is below.

#1TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 5 shared positions
$EPD$ET$VST$EQT$ENB
$9.8B
91 positions
#2Castlefield Investment Partners LLPActive
Notable overlap · 4 shared positions
$CB$MCO$MELI$DE
$147M
35 positions
#3Energy Income Partners, LLCActive
Notable overlap · 3 shared positions
$EPD$ET$VST
$6.4B
88 positions
#4Kamunting Street Capital Management, L.P.Active
Notable overlap · 3 shared positions
$EPD$ET$VST
$179M
25 positions
#5KAYNE ANDERSON CAPITAL ADVISORS LPActive
Notable overlap · 3 shared positions
$EPD$ET$ENB
$5.1B
53 positions
#6Heronetta Management, L.P.Smart money
Notable overlap · 3 shared positions
$EPD$ET$ENB
$109M
15 positions
#7CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$EPD$ET$ENB
$2.8B
97 positions
#8Fractal Investments LLCActive
Notable overlap · 3 shared positions
$EPD$ET$ENB
$867M
80 positions
#9Uptown Financial Advisors LLCActive
Notable overlap · 3 shared positions
$EPD$ET$AXP
$152M
88 positions
#10Rockwood Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$EPD$ET$ENB
$1.6B
132 positions
#11UNIO CAPITAL LLCActive
Notable overlap · 3 shared positions
$CB$MCO$AXP
$526M
19 positions
#12NEW VERNON INVESTMENT MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$CB$ACGL$EPD
$82M
37 positions
#13RR Advisors, LLCActive
Notable overlap · 3 shared positions
$ET$EPD$EQT
$346M
25 positions
#14SL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$EPD$ET$ENB
$57M
32 positions
#15OUTFITTERS FINANCIAL LLCPassive
Notable overlap · 3 shared positions
$EPD$ET$DE
$143M
80 positions
#16Oxbow Advisors, LLCPassive
Notable overlap · 4 shared positions
$EPD$MCO$ET$ACGL
$1.2B
265 positions
#17Recurrent Investment Advisors LLCActive
Notable overlap · 3 shared positions
$EPD$ET$ENB
$1.6B
71 positions
#18Northside Capital Management, LLCActive
Notable overlap · 3 shared positions
$EPD$ET$VST
$1.2B
187 positions
#19Elevate Capital Advisors, LLCPassive
Notable overlap · 4 shared positions
$CB$ACGL$EQT$NOW
$182M
77 positions
#20CapitalatWork S.A.Active
Notable overlap · 5 shared positions
$CB$MELI$NOW$DE$VST
$4.0B
93 positions
#21CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Notable overlap · 6 shared positions
$ET$EPD$EQT$VST$ENB$BE
$2.2B
73 positions
#22EAGLE GLOBAL ADVISORS LLCActive
Notable overlap · 3 shared positions
$ET$EPD$AXP
$3.0B
277 positions
#23Progeny 3, Inc.Active
Some overlap · 3 shared positions
$EPD$ET$EQT
$1.9B
29 positions
#24PIN OAK INVESTMENT ADVISORS INCPassive
Some overlap · 3 shared positions
$EPD$ET$PLTR
$138M
479 positions
#25DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$CB$MELI$DE
$124M
100 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.