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Hedge Funds Similar to CASCADE INVESTMENT GROUP

13F Portfolio OverlapQ2 2026CASCADE INVESTMENT GROUP portfolio →
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Most similar hedge funds by 13F overlap

CASCADE INVESTMENT GROUP, INC. is an institutional investor managing $178M across 156 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 CASCADE INVESTMENT GROUP are TORTOISE ADVISORS, L.L.C., TECTONIC ADVISORS, Pensionfund Sabic, with shared positions in $PBA, $AM, $ET, $OKE, $PWR, $SUN. The full ranking of 25 similar funds is below.

#1TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 7 shared positions
$PBA$AM$ET$OKE$PWR$SUN
$9.8B
91 positions
#2TECTONIC ADVISORS LLCActive
Notable overlap · 5 shared positions
$IRM$MO$ET$OKE$ARCC
$2.1B
289 positions
#3Pensionfund SabicActive
Notable overlap · 5 shared positions
$SPG$IRM$OHI$EXR$DLR
$94M
76 positions
#4Pensionfund PDNActive
Notable overlap · 5 shared positions
$SPG$IRM$OHI$EXR$DLR
$194M
76 positions
#5Columbus Macro, LLCPassive
Some overlap · 5 shared positions
$AM$OHI$MO$OKE$ARCC
$1.0B
207 positions
#6COHEN & STEERS, INC.Active
Some overlap · 5 shared positions
$IRM$SPG$OHI$EXR$DLR
$63.2B
442 positions
#7Plan Group Financial, LLCPassive
Some overlap · 6 shared positions
$MO$OHI$ARCC$OUNZ$DLR$AEP
$486M
249 positions
#8Recurrent Investment Advisors LLCActive
Some overlap · 4 shared positions
$PBA$ET$SUN$OKE
$1.6B
71 positions
#9Uniplan Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$SPG$IRM$OHI$EXR$DLR
$1.1B
175 positions
#10Vert Asset Management LLCActive
Some overlap · 4 shared positions
$SPG$IRM$EXR$DLR
$365M
44 positions
#11HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 4 shared positions
$SPG$IRM$EXR$DLR
$1.6B
57 positions
#12Adelante Capital Management LLC
Some overlap · 4 shared positions
$SPG$IRM$EXR$DLR
$1.5B
42 positions
#13CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SPG$IRM$EXR$DLR
$11.7B
80 positions
#14CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$PBA$ET$PWR$OKE
$2.2B
73 positions
#15KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 7 shared positions
$PBA$ET$OKE$AM$GLP$AEP
$5.1B
53 positions
#16Fractal Investments LLCActive
Some overlap · 7 shared positions
$ET$SUN$OKE$GLP$AM$ECG
$867M
80 positions
#17Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$ET$SUN$OKE$PWR$AEP
$6.4B
88 positions
#18CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 5 shared positions
$IRM$SPG$OKE$AEP$DLR
$7.2B
101 positions
#19AR ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$IRM$MO$ET$DLR
$546M
122 positions
#20Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$GLW$MO$OUNZ$KEYS
$955M
337 positions
#21Catalyst Capital Advisors LLCActive
Some overlap · 4 shared positions
$ET$PBA$OKE$GLW
$6.0B
369 positions
#22Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$GLW$MO$PWR$FTNT
$198M
912 positions
#23DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 4 shared positions
$SPG$IRM$DLR$AEP
$10.6B
162 positions
#24LDR Capital Management LLCActive
Some overlap · 3 shared positions
$SPG$IRM$DLR
$87M
45 positions
#25Gladstone Capital Management LLPActive
Some overlap · 3 shared positions
$PWR$GLW$FTNT
$1.0B
40 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.