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Hedge Funds Similar to Artesa Financial Group

13F Portfolio OverlapQ2 2026Artesa Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Artesa Financial Group, LLC is an institutional investor managing $117M across 62 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 Artesa Financial Group are Energy Income Partners, Royal Palms, MILLER HOWARD INVESTMENTS, with shared positions in $EPD, $ET, $TRGP, $KMI, $ETR, $OKE. The full ranking of 25 similar funds is below.

#1Energy Income Partners, LLCActive
Some overlap · 8 shared positions
$EPD$ET$TRGP$KMI$ETR$OKE
$6.4B
88 positions
#2Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$SLV$EPD$ET$KMI
$114M
57 positions
#3MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 6 shared positions
$EPD$ET$TRGP$VZ$KMI$ETR
$3.8B
152 positions
#4RiverGlades Family Offices LLCActive
Some overlap · 4 shared positions
$SLV$EPD$ET$OKE
$218M
108 positions
#5KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 6 shared positions
$EPD$ET$TRGP$KMI$ETR$OKE
$5.1B
53 positions
#6TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 6 shared positions
$EPD$ET$TRGP$KMI$ETR$OKE
$9.8B
91 positions
#7Gould Capital, LLCPassive
Some overlap · 3 shared positions
$NVG$VZ$KMI
$179M
217 positions
#8Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$NVG$EPD$ET
$149M
636 positions
#9SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 6 shared positions
$EPD$ET$TRGP$KMI$ETR$OKE
$530M
308 positions
#10Chicago Partners Investment Group LLCPassive
Some overlap · 6 shared positions
$EPD$ET$TRGP$KMI$ETR$OKE
$5.0B
1,588 positions
#11PENN DAVIS MCFARLAND INCActive
Some overlap · 5 shared positions
$SHEL$EPD$VZ$KMI$PFE
$1.1B
79 positions
#12Jackson Hole Capital Partners, LLC
Some overlap · 6 shared positions
$EPD$ET$VZ$KMI$OKE$SO
$605M
313 positions
#13Fractal Investments LLCActive
Some overlap · 6 shared positions
$EPD$ET$TRGP$KMI$OKE$SHEL
$867M
80 positions
#14CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Slight overlap · 5 shared positions
$EPD$ET$TRGP$KMI$OKE
$2.2B
73 positions
#15INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Slight overlap · 5 shared positions
$EPD$ET$TRGP$KMI$OKE
$1.7B
185 positions
#16SL ADVISORS, LLCActive
Slight overlap · 5 shared positions
$EPD$ET$TRGP$KMI$OKE
$57M
32 positions
#17Catalyst Capital Advisors LLCActive
Slight overlap · 5 shared positions
$EPD$ET$TRGP$KMI$OKE
$6.0B
369 positions
#18Addis & Hill, IncSmart money
Slight overlap · 5 shared positions
$EPD$ET$TRGP$KMI$OKE
$181M
29 positions
#19CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Slight overlap · 5 shared positions
$EPD$ET$TRGP$KMI$OKE
$2.8B
97 positions
#20EAGLE GLOBAL ADVISORS LLCActive
Slight overlap · 5 shared positions
$EPD$ET$TRGP$KMI$OKE
$3.0B
277 positions
#21WESTWOOD HOLDINGS GROUP INCPassive
Slight overlap · 5 shared positions
$EPD$ET$TRGP$KMI$OKE
$13.3B
626 positions
#22Recurrent Investment Advisors LLCActive
Slight overlap · 5 shared positions
$EPD$ET$TRGP$KMI$OKE
$1.6B
71 positions
#23Heronetta Management, L.P.Smart money
Slight overlap · 5 shared positions
$EPD$ET$TRGP$KMI$OKE
$109M
15 positions
#24Retirement Investment Advisors, Inc.Smart money
Slight overlap · 4 shared positions
$SHEL$EPD$ET$OKE
$1.4B
66 positions
#25RAHLFS CAPITAL, LLCPassive
Slight overlap · 6 shared positions
$SLV$ET$VZ$PFE$SBR$SO
$136M
86 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.