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Hedge Funds Similar to Verbena Value

13F Portfolio OverlapQ1 2026Verbena Value portfolio →
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Most similar hedge funds by 13F overlap

Verbena Value LP is an institutional investor managing $611M across 26 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 Verbena Value are HITE Hedge Asset, REAVES W H &, CBRE INVESTMENT LISTED REAL ASSETS, with shared positions in $ETR, $AEP, $EVRG, $PPL, $CMS, $SWX. The full ranking of 25 similar funds is below.

#1HITE Hedge Asset Management LLCPassive
Notable overlap · 4 shared positions
$ETR$AEP$EVRG$PPL
$1.8B
126 positions
#2REAVES W H & CO INCActive
Notable overlap · 4 shared positions
$ETR$CMS$PPL$AEP
$6.0B
90 positions
#3CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Notable overlap · 5 shared positions
$PPL$ETR$EVRG$CMS$AEP
$6.7B
96 positions
#4Energy Income Partners, LLCActive
Notable overlap · 5 shared positions
$PPL$ETR$AEP$EVRG$CMS
$6.2B
87 positions
#5ANTIPODES PARTNERS LtdActive
Notable overlap · 3 shared positions
$AEP$ETR$EVRG
$5.2B
126 positions
#6Greenland Capital Management LPPassive
Notable overlap · 4 shared positions
$ETR$PPL$CMS$AEP
$787M
278 positions
#7Aventail Capital Group, LPPassive
Some overlap · 3 shared positions
$ETR$PPL$AEP
$2.1B
170 positions
#8DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$ETR$EVRG$PPL$CMS$AEP
$9.6B
148 positions
#9ANGELO GORDON & CO., L.P.
Some overlap · 3 shared positions
$PPL$EVRG$CMS
$1.1B
61 positions
#10Magellan Asset Management LtdActive
Some overlap · 4 shared positions
$EVRG$CMS$AEP$ETR
$7.7B
79 positions
#11Zimmer Partners, LPPassive
Some overlap · 3 shared positions
$ETR$SWX$KGS
$4.1B
125 positions
#12GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$AEP$EVRG$ETR
$2.1B
232 positions
#13Burkehill Global Management, LPActive
Some overlap · 3 shared positions
$SARO$EVRG$CTRI
$2.0B
182 positions
#14KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$AGI$JBL$AEP
$181M
93 positions
#15Aequim Alternative Investments LPActive
Some overlap · 3 shared positions
$EVRG$CMS$PPL
$5.2B
102 positions
#16Crossingbridge Advisors, LLCPassive
Some overlap · 3 shared positions
$HVII$TACO$CCIX
$553M
156 positions
#17J. Goldman & Co LPPassive
Some overlap · 3 shared positions
$CTRI$GLNG$SARO
$3.4B
642 positions
#18Cannon Global Investment Management, LLCPassive
Some overlap · 3 shared positions
$HVII$TACO$GFL
$51M
82 positions
#19ExodusPoint Capital Management, LPPassive
Some overlap · 5 shared positions
$PPL$EVRG$ETR$AEP$CMS
$12.4B
1,454 positions
#20Soroban Capital Partners LPSmart money
Some overlap · 3 shared positions
$ETR$AEP$CMS
$51.8B
30 positions
#21AEGON USA Investment Management, LLCSmart money
Slight overlap · 3 shared positions
$PPL$EVRG$CMS
$128M
41 positions
#22KAYNE ANDERSON CAPITAL ADVISORS LPActive
Slight overlap · 5 shared positions
$ETR$KGS$SWX$PPL$AEP
$5.2B
48 positions
#23DC Investments Management, LLCActive
Slight overlap · 3 shared positions
$AEP$EVRG$PPL
$261M
76 positions
#24TORTOISE CAPITAL ADVISORS, L.L.C.Active
Slight overlap · 4 shared positions
$EVRG$ETR$KGS$CMS
$9.6B
90 positions
#25TPG GP A, LLCActive
Slight overlap · 3 shared positions
$EVRG$PPL$CMS
$3.7B
76 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.