13F Pro

Hedge Funds Similar to CASCADE INVESTMENT GROUP,

13F Portfolio OverlapQ1 2026CASCADE INVESTMENT GROUP, portfolio →
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Most similar hedge funds by 13F overlap

CASCADE INVESTMENT GROUP, INC. is an institutional investor managing $152M across 147 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 CASCADE INVESTMENT GROUP, are Americana Partners,, TECTONIC ADVISORS, TORTOISE ADVISORS, L.L.C., with shared positions in $ET, $IBM, $TMO, $OKE, $IRM, $HON. The full ranking of 25 similar funds is below.

#1Americana Partners, LLCPassive
Some overlap · 7 shared positions
$ET$IBM$TMO$OKE$IRM$HON
$3.9B
510 positions
#2TECTONIC ADVISORS LLCActive
Some overlap · 7 shared positions
$IRM$MO$ET$IBM$OKE$ARCC
$1.9B
267 positions
#3TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 5 shared positions
$PBA$AM$ET$OKE$SUN
$9.6B
90 positions
#4SAM Advisors, LLCSmart money
Some overlap · 3 shared positions
$BRZE$SPG$OKE
$319M
47 positions
#5Barnett & Company, Inc.Passive
Some overlap · 5 shared positions
$AM$TMO$SUN$OKE$PFE
$129M
88 positions
#6Recurrent Investment Advisors LLCActive
Some overlap · 4 shared positions
$PBA$ET$SUN$OKE
$1.7B
67 positions
#7CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$PBA$ET$PWR$OKE
$2.0B
66 positions
#8Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$SPG$IBM$TMO$HON
$353M
78 positions
#9KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 5 shared positions
$PBA$AM$ET$OKE$PWR
$5.2B
48 positions
#10Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SPG$IBM$TMO$HON
$272M
95 positions
#11Shelter Mutual Insurance CoPassive
Some overlap · 3 shared positions
$BRZE$IBM$PFE
$450M
58 positions
#12CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SPG$IRM$OHI$EXR
$9.7B
79 positions
#13HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 4 shared positions
$SPG$IRM$OHI$EXR
$1.4B
57 positions
#14Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$BRZE$TMO$HON$IBM
$118M
73 positions
#15Register Financial Advisors LLCPassive
Some overlap · 3 shared positions
$BRZE$PWR$HON
$271M
387 positions
#16WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDPassive
Some overlap · 5 shared positions
$ET$TMO$PWR$FTNT$FND
$354M
43 positions
#17SFE Investment CounselPassive
Some overlap · 5 shared positions
$IBM$PWR$OKE$HASI$HON
$635M
143 positions
#18Fractal Investments LLCActive
Some overlap · 5 shared positions
$ET$SUN$GLP$OKE$AM
$845M
81 positions
#19Freedom Day Solutions, LLCActive
Some overlap · 3 shared positions
$BRZE$PWR$HEI
$373M
96 positions
#20COHEN & STEERS, INC.Passive
Some overlap · 4 shared positions
$SPG$IRM$OHI$EXR
$58M
442 positions
#21OmniStar Financial Group, Inc.Passive
Some overlap · 4 shared positions
$BRZE$IBM$GLW$HON
$193M
108 positions
#22PARK CIRCLE CoActive
Some overlap · 5 shared positions
$IBM$MO$SUN$PFE$ARCC
$108M
51 positions
#23Bogart Wealth, LLCPassive
Some overlap · 3 shared positions
$BRZE$IBM$PFE
$2.6B
1,825 positions
#24Mallini Complete Financial Planning LLCSmart money
Some overlap · 3 shared positions
$BRZE$ARCC$ET
$126M
61 positions
#25Chung Wu Investment Group, LLCPassive
Some overlap · 4 shared positions
$AM$SPG$TMO$ET
$116M
259 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.