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 BERKLEY W R

13F Portfolio OverlapQ2 2026BERKLEY W R portfolio →

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Most similar hedge funds by 13F overlap

BERKLEY W R CORP is an institutional investor managing $2.1B across 342 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 BERKLEY W R are KAYNE ANDERSON ADVISORS, Heronetta, Fractal Investments, with shared positions in $EPD, $ET, $KMI, $PAA, $PFE, $PGR. The full ranking of 25 similar funds is below.

#1KAYNE ANDERSON CAPITAL ADVISORS LPActive

Substantial overlap · 4 shared positions

$EPD $ET $KMI $PAA

$5.1B

53 positions

#2Heronetta Management, L.P.Smart money

Substantial overlap · 3 shared positions

$EPD $ET $KMI

$109M

15 positions

#3Fractal Investments LLCActive

Substantial overlap · 4 shared positions

$ET $EPD $PAA $KMI

$867M

80 positions

#4LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Substantial overlap · 4 shared positions

$ET $EPD $PAA $PFE

$489M

244 positions

#5Addis & Hill, IncSmart money

Substantial overlap · 3 shared positions

$ET $EPD $KMI

$181M

29 positions

#6ALPS ADVISORS INCActive

Substantial overlap · 4 shared positions

$ET $EPD $PAA $KMI

$21.3B

1,170 positions

#7Energy Income Partners, LLCActive

Notable overlap · 3 shared positions

$EPD $ET $KMI

$6.4B

88 positions

#8SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$EPD $ET $PAA

$142M

39 positions

#9TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 4 shared positions

$ET $EPD $PAA $KMI

$9.8B

91 positions

#10CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 4 shared positions

$ET $EPD $PAA $KMI

$2.8B

97 positions

#11WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Notable overlap · 3 shared positions

$ET $EPD $PAA

$185M

15 positions

#12SHEPHERD KAPLAN KROCHUK, LLCActive

Notable overlap · 4 shared positions

$ET $KMI $EPD $PFE

$126M

62 positions

#13Recurrent Investment Advisors LLCActive

Notable overlap · 3 shared positions

$ET $KMI $EPD

$1.6B

71 positions

#14Uptown Financial Advisors LLCActive

Notable overlap · 3 shared positions

$ET $EPD $KMI

$152M

88 positions

#15SL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$ET $EPD $KMI

$57M

32 positions

#16RR Advisors, LLCActive

Notable overlap · 4 shared positions

$ET $KMI $EPD $PAA

$346M

25 positions

#17FAIRHOLME CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 4 shared positions

$EPD $PGR $JOE $PFE

$1.5B

13 positions

#18INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$ET $PAA $EPD $KMI

$1.7B

185 positions

#19Crossingbridge Advisors, LLCPassive

Notable overlap · 13 shared positions

$ANSC $DRDB $IPCX $SBXD $LPAA $KCHV

$567M

152 positions

#20RLH Capital LLCPassive

Notable overlap · 13 shared positions

$ANSC $DRDB $IPCX $SBXD $EVAC $MCGA

$209M

130 positions

#21CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 3 shared positions

$ET $KMI $EPD

$2.2B

73 positions

#22EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 4 shared positions

$ET $EPD $PAA $KMI

$3.0B

277 positions

#23RiverPark Advisors, LLCPassive

Notable overlap · 9 shared positions

$ANSC $DRDB $IPCX $SBXD $LPAA $KCHV

$219M

141 positions

#24Royal Palms Capital LLCPassive

Notable overlap · 3 shared positions

$KMI $EPD $ET

$114M

57 positions

#25AMERICAN FINANCIAL GROUP INCActive

Notable overlap · 3 shared positions

$EPD $PAA $ET

$284M

73 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.