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 Cushing Partners,

13F Portfolio OverlapQ1 2026Cushing Partners, portfolio →

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Most similar hedge funds by 13F overlap

Cushing Capital Partners, LLC is an institutional investor managing $130M across 96 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 Cushing Partners, are Shaolin, Wealth Advisory Team, GUARDIAN WEALTH ADVISORS, / NC, with shared positions in $DUK, $KKR, $NEE, $MCD, $AGQ, $BRZE. The full ranking of 25 similar funds is below.

#1Shaolin Capital Management LLCPassive

Notable overlap · 3 shared positions

$DUK $KKR $NEE

$2.7B

491 positions

#2Wealth Advisory Team LLC

Notable overlap · 3 shared positions

$DUK $KKR $MCD

$113M

39 positions

#3GUARDIAN WEALTH ADVISORS, LLC / NCPassive

Notable overlap · 3 shared positions

$DUK $AGQ $BRZE

$1.6B

611 positions

#4KFG WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$DUK $NEE $MCD $SLV

$774M

216 positions

#5White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$BRZE $IAU $KKR $DHR $USB

$721M

145 positions

#6Elequin Securities, LLCActive

Notable overlap · 3 shared positions

$DUK $NEE $USB

$1.2B

622 positions

#7BROGAN FINANCIAL, INC.Smart money

Notable overlap · 3 shared positions

$DUK $NEE $LOW

$227M

56 positions

#8GERBER, LLCActive

Notable overlap · 3 shared positions

$DUK $BRZE $ACN

$179M

88 positions

#9ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$DUK $AGQ $DDS $USB $NEE

$237M

89 positions

#10Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$BRZE $IAU $KKR $USB $NEE

$149M

70 positions

#11Spectrum Asset Management, Inc. (NB/CA)Passive

Notable overlap · 4 shared positions

$IAU $BTC $DUK $LIN

$315M

109 positions

#12Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$BRZE $IAU $DHR

$578M

118 positions

#13BCWM, LLCPassive

Notable overlap · 3 shared positions

$DUK $IAU $USB

$353M

57 positions

#14PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$BRZE $IAU $DHR $USB $SLV

$1.4B

283 positions

#15CARL STUART INVESTMENT ADVISOR, INCActive

Notable overlap · 4 shared positions

$BRZE $IAU $IAUM $ADP

$229M

27 positions

#16CADINHA & CO LLCActive

Notable overlap · 5 shared positions

$IAU $DUK $DHR $GWW $MCD

$537M

103 positions

#17MRWM Advisors, LLCActive

Notable overlap · 4 shared positions

$BRZE $AGQ $MCD $LOW

$184M

74 positions

#18Fielder Capital Group LLCPassive

Notable overlap · 6 shared positions

$IAU $IAUM $AGQ $USB $BTC $SLV

$459M

290 positions

#19Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$BRZE $IAU $NEE

$607M

110 positions

#20Uniting Wealth Partners, LLCPassive

Notable overlap · 6 shared positions

$DUK $AGQ $IAU $USB $KKR $NEE

$470M

205 positions

#21SevenBridge Financial Group, LLCPassive

Notable overlap · 4 shared positions

$DUK $PSX $NEE $LIN

$640M

202 positions

#22Exit Wealth Advisors, LLC.Active

Notable overlap · 4 shared positions

$IAU $BTC $SLV $BRZE

$195M

131 positions

#23Sage Investment Advisers LLCPassive

Notable overlap · 3 shared positions

$IAU $BRZE $KKR

$135M

89 positions

#24CPR Investments Inc.Active

Notable overlap · 3 shared positions

$IAU $AGQ $SLV

$150M

51 positions

#25Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 4 shared positions

$IAU $SLV $AGQ $AFL

$91M

36 positions

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View Cushing Partners,’s holdings

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.