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Hedge Funds Similar to C2C Wealth

13F Portfolio OverlapQ2 2026C2C Wealth portfolio →
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Most similar hedge funds by 13F overlap

C2C Wealth Management, LLC is an institutional investor managing $128M across 95 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 C2C Wealth are MATRIX PRIVATE GROUP, EAGLE GLOBAL ADVISORS, McGowan Group Asset, with shared positions in $UTF, $PM, $WFC, $OKE, $LIN, $VZ. The full ranking of 25 similar funds is below.

#1MATRIX PRIVATE CAPITAL GROUP LLCActive
Notable overlap · 6 shared positions
$UTF$PM$WFC$OKE$LIN$VZ
$230M
143 positions
#2EAGLE GLOBAL ADVISORS LLCActive
Notable overlap · 7 shared positions
$EPD$MPLX$PM$OKE$TRGP$BA
$3.0B
277 positions
#3McGowan Group Asset Management, Inc.Active
Notable overlap · 4 shared positions
$UTF$EPD$OHI$ET
$823M
154 positions
#4Energy Income Partners, LLCActive
Notable overlap · 7 shared positions
$EPD$MPLX$OKE$TRGP$DTB$NJR
$6.4B
88 positions
#5R.H. Investment Group, LLCActive
Notable overlap · 5 shared positions
$EPD$PM$WFC$AMGN$VZ
$133M
47 positions
#6TECTONIC ADVISORS LLCActive
Notable overlap · 7 shared positions
$MPLX$EPD$ARCC$WPC$OKE$VZ
$2.1B
289 positions
#7Adams Asset Advisors, LLCActive
Notable overlap · 7 shared positions
$EPD$WFC$MPLX$VZ$WPC$AMGN
$882M
88 positions
#8SHRIER WEALTH MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$PM$EPD$WFC$OKE$VZ$BA
$296M
134 positions
#9Pathway Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$EPD$OHI$PM$OKE$VZ$AMGN
$397M
167 positions
#10LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 6 shared positions
$EPD$MPLX$VZ$BA$ET$WFC
$489M
244 positions
#11Oxbow Advisors, LLCPassive
Some overlap · 5 shared positions
$EPD$MPLX$OHI$BA$ET
$1.2B
265 positions
#12CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Some overlap · 6 shared positions
$EPD$MPLX$OKE$TRGP$ET$PM
$2.8B
97 positions
#13INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$EPD$MPLX$TRGP$BA$ET$OKE
$1.7B
185 positions
#14Addis & Hill, IncSmart money
Some overlap · 5 shared positions
$EPD$MPLX$OKE$TRGP$ET
$181M
29 positions
#15Recurrent Investment Advisors LLCActive
Some overlap · 5 shared positions
$EPD$MPLX$OKE$TRGP$ET
$1.6B
71 positions
#16Heronetta Management, L.P.Smart money
Some overlap · 5 shared positions
$EPD$MPLX$OKE$TRGP$ET
$109M
15 positions
#17Fractal Investments LLCActive
Some overlap · 5 shared positions
$EPD$MPLX$OKE$TRGP$ET
$867M
80 positions
#18SL ADVISORS, LLCActive
Some overlap · 5 shared positions
$EPD$MPLX$OKE$TRGP$ET
$57M
32 positions
#19KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 5 shared positions
$EPD$MPLX$OKE$TRGP$ET
$5.1B
53 positions
#20TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 5 shared positions
$EPD$MPLX$OKE$TRGP$ET
$9.8B
91 positions
#21Americana Partners, LLCPassive
Some overlap · 7 shared positions
$EPD$MPLX$PM$OKE$BA$LIN
$4.4B
596 positions
#22Progeny 3, Inc.Active
Some overlap · 4 shared positions
$EPD$MPLX$ARCC$ET
$1.9B
29 positions
#23MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 5 shared positions
$EPD$MPLX$VZ$TRGP$ET
$3.8B
152 positions
#24InvesTrustPassive
Some overlap · 6 shared positions
$PM$WFC$OKE$VZ$BA$TGT
$260M
95 positions
#25Chicago Partners Investment Group LLCPassive
Some overlap · 6 shared positions
$EPD$MPLX$OKE$ET$TRGP$ARCC
$5.0B
1,588 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.