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Hedge Funds Similar to CARY STREET PARTNERS INVESTMENT ADVISORY

13F Portfolio OverlapQ2 2026CARY STREET PARTNERS INVESTMENT ADVISORY portfolio →
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Most similar hedge funds by 13F overlap

CARY STREET PARTNERS INVESTMENT ADVISORY LLC is an institutional investor managing $494M across 758 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 CARY STREET PARTNERS INVESTMENT ADVISORY are Catalyst Advisors, MILLER HOWARD INVESTMENTS, EAGLE GLOBAL ADVISORS, with shared positions in $TRGP, $ET, $EPD, $WMB, $APH, $WES. The full ranking of 25 similar funds is below.

#1Catalyst Capital Advisors LLCActive
Some overlap · 7 shared positions
$TRGP$ET$EPD$WMB$APH$WES
$6.0B
369 positions
#2MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 6 shared positions
$TRGP$ET$EPD$WMB$WES$STT
$3.8B
152 positions
#3EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 6 shared positions
$TRGP$ET$EPD$WMB$WES$PM
$3.0B
277 positions
#4CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Some overlap · 6 shared positions
$TRGP$ET$EPD$WMB$WES$PM
$2.8B
97 positions
#5TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$9.8B
91 positions
#6Heronetta Management, L.P.Smart money
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$109M
15 positions
#7CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$2.2B
73 positions
#8Pinnacle Holdings, LLCPassive
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$324M
237 positions
#9RR Advisors, LLCActive
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$346M
25 positions
#10Recurrent Investment Advisors LLCActive
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$1.6B
71 positions
#11Fractal Investments LLCActive
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$867M
80 positions
#12SL ADVISORS, LLCActive
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$57M
32 positions
#13ELCO Management Co., LLCPassive
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$232M
174 positions
#14KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$5.1B
53 positions
#15Blackstone Inc.Active
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$32.9B
518 positions
#16WESTWOOD HOLDINGS GROUP INCPassive
Some overlap · 5 shared positions
$TRGP$ET$EPD$WMB$WES
$13.3B
626 positions
#17Icon Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$EPD$WMB$ASML$TRGP$PM$ET
$1.7B
420 positions
#18Fund Advisors of America Inc/FLPassive
Some overlap · 5 shared positions
$ET$EPD$WMB$ASML$PM
$110M
120 positions
#19INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$ET$EPD$WMB$WES$TRGP
$1.7B
185 positions
#20Addis & Hill, IncSmart money
Some overlap · 4 shared positions
$TRGP$ET$EPD$WMB
$181M
29 positions
#21Americana Partners, LLCPassive
Some overlap · 5 shared positions
$ET$EPD$WMB$ASML$PM
$4.4B
596 positions
#22Knollwood Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$TRGP$APH$WES$KLAC$EPD
$1.1B
270 positions
#23Energy Income Partners, LLCActive
Some overlap · 4 shared positions
$TRGP$ET$EPD$WMB
$6.4B
88 positions
#24Excelsior Advisor Network LLCPassive
Some overlap · 4 shared positions
$TRGP$ET$EPD$APH
$759M
453 positions
#25Turtle Creek Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$EPD$ET$APH$KLAC$PM
$1.9B
515 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.