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Hedge Funds Similar to Castellan Group

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

Castellan Group is an institutional investor managing $912M across 41 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 Castellan Group are ALPS ADVISORS, TrueMark Investments, Energy Income Partners, with shared positions in $MPLX, $HESM, $DKL, $NEE, $ATO, $BIPC. The full ranking of 25 similar funds is below.

#1ALPS ADVISORS INCActive
Notable overlap · 3 shared positions
$MPLX$HESM$DKL
$21.3B
1,170 positions
#2TrueMark Investments, LLCPassive
Notable overlap · 5 shared positions
$MPLX$NEE$ATO$BIPC$RIO
$798M
187 positions
#3Energy Income Partners, LLCActive
Notable overlap · 5 shared positions
$MPLX$WEC$NEE$CWEN$ATO
$6.4B
88 positions
#4CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Notable overlap · 5 shared positions
$ATO$EGP$VICI$WEC$FR
$7.2B
101 positions
#5OPAL CAPITAL LLCPassive
Notable overlap · 5 shared positions
$MPLX$NEE$ATO$BIPC$RIO
$560M
136 positions
#6Global Trust Wealth Management LLCPassive
Some overlap · 3 shared positions
$WEC$NEE$DELL
$145M
75 positions
#7Ausbil Investment Management LtdPassive
Some overlap · 3 shared positions
$NEE$ATO$EGP
$221M
65 positions
#8Paradiem, LLCPassive
Some overlap · 3 shared positions
$ATO$NEE$EIX
$464M
68 positions
#9Verity & Verity, LLCActive
Some overlap · 5 shared positions
$VICI$NEE$WEC$BIPC$DELL
$1.5B
138 positions
#10AEW CAPITAL MANAGEMENT L PActive
Some overlap · 3 shared positions
$VICI$LXP$EGP
$1.7B
39 positions
#11Barnett & Company, Inc.Passive
Some overlap · 5 shared positions
$VICI$MPLX$BIPC$LXP$GTY
$135M
86 positions
#12INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$MPLX$HESM$DKL
$1.7B
185 positions
#13Pensionfund SabicActive
Some overlap · 4 shared positions
$VICI$LXP$GTY$CTRE
$94M
76 positions
#14TECTONIC ADVISORS LLCPassive
Some overlap · 4 shared positions
$CWEN$MPLX$VICI$DELL
$2.1B
289 positions
#15Arrow Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DKL$MPLX$HESM
$103M
75 positions
#16HEITMAN REAL ESTATE SECURITIES LLCActive
Some overlap · 4 shared positions
$FR$CTRE$VICI$GTY
$1.6B
57 positions
#17EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 3 shared positions
$MPLX$HESM$NEE
$3.0B
277 positions
#18CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$FR$VICI$LXP$CTRE
$11.7B
80 positions
#19DEARBORN PARTNERS LLCPassive
Some overlap · 3 shared positions
$WEC$ATO$NEE
$1.8B
269 positions
#20Timbercreek Asset Management Ltd.Active
Some overlap · 3 shared positions
$EGP$FR$VICI
$722M
83 positions
#21Adelante Capital Management LLCActive
Some overlap · 4 shared positions
$VICI$CTRE$FR$EGP
$1.5B
42 positions
#22CORRADO ADVISORS, LLCPassive
Some overlap · 3 shared positions
$BIPC$VICI$NEE
$217M
120 positions
#23DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 4 shared positions
$NEE$FR$WEC$ATO
$10.6B
162 positions
#24Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$NEE$CTRE$PGR
$135M
57 positions
#25SHIKIAR ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$NEE$LXP$DELL
$396M
113 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.