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 Addis & Hill,

13F Portfolio OverlapQ1 2026Addis & Hill, portfolio →

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Most similar hedge funds by 13F overlap

Addis & Hill, Inc is an institutional investor managing $181M across 29 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 Addis & Hill, are Newton One Investments, TORTOISE ADVISORS, L.L.C., CUSHING ASSET , dba NXG INVESTMENT, with shared positions in $MKL, $USB, $DOV, $CEG, $EXC, $ET. The full ranking of 25 similar funds is below.

#1Newton One Investments LLCActive

Notable overlap · 5 shared positions

$MKL $USB $DOV $CEG $EXC

$368M

121 positions

#2TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 8 shared positions

$ET $TRGP $WMB $EPD $KMI $MPLX

$9.6B

90 positions

#3CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 8 shared positions

$ET $TRGP $WMB $EPD $KMI $MPLX

$2.0B

66 positions

#4AVENIR CORPActive

Notable overlap · 5 shared positions

$MKL $MPLX $ET $KMI $EPD

$820M

72 positions

#5KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 9 shared positions

$ET $TRGP $WMB $EPD $KMI $MPLX

$5.2B

48 positions

#6Topsail Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MKL $USB $TXN

$678M

294 positions

#7Hegarty Advisors, LLCActive

Notable overlap · 4 shared positions

$MKL $UPST $DOV $USB

$127M

57 positions

#8Fractal Investments LLCActive

Notable overlap · 7 shared positions

$ET $TRGP $WMB $EPD $KMI $MPLX

$845M

81 positions

#9EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 7 shared positions

$ET $TRGP $WMB $EPD $KMI $MPLX

$2.8B

276 positions

#10SL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$ET $TRGP $WMB $EPD $KMI $MPLX

$59M

32 positions

#11Heronetta Management, L.P.Active

Notable overlap · 7 shared positions

$ET $TRGP $WMB $EPD $KMI $MPLX

$110M

16 positions

#12Blackstone Inc.Active

Notable overlap · 7 shared positions

$ET $TRGP $WMB $EPD $KMI $MPLX

$25.6B

417 positions

#13Five Pine Wealth ManagementActive

Notable overlap · 3 shared positions

$MKL $UPST $DOV

$161M

47 positions

#14INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$ET $TRGP $WMB $EPD $KMI $MPLX

$1.4B

149 positions

#15PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active

Notable overlap · 3 shared positions

$MKL $USB $UPST

$1.6B

236 positions

#16CBIZ Investment Advisory Services, LLCSmart money

Notable overlap · 3 shared positions

$MKL $USB $CEG

$2.7B

415 positions

#17Energy Income Partners, LLCActive

Notable overlap · 7 shared positions

$ET $WMB $EPD $TRGP $KMI $MPLX

$6.2B

87 positions

#18MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 7 shared positions

$ET $TRGP $WMB $EPD $KMI $MPLX

$3.7B

138 positions

#19RR Advisors, LLCActive

Notable overlap · 6 shared positions

$ET $TRGP $WMB $EPD $KMI $MPLX

$360M

27 positions

#20Recurrent Investment Advisors LLCActive

Notable overlap · 6 shared positions

$ET $TRGP $WMB $EPD $KMI $OKE

$1.7B

67 positions

#21CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$MKL $OKE $DOV

$648M

134 positions

#22WESTWOOD HOLDINGS GROUP INCPassive

Notable overlap · 7 shared positions

$ET $WMB $EPD $KMI $TRGP $OKE

$13.7B

461 positions

#23SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Notable overlap · 8 shared positions

$TRGP $WMB $KMI $CEG $EPD $ET

$507M

306 positions

#24FC Advisory LLCActive

Notable overlap · 3 shared positions

$MKL $USB $DOV

$342M

115 positions

#25Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$MKL $WMB $DOV

$67M

42 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.