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 Catalyst Advisors

13F Portfolio OverlapQ2 2026Catalyst Advisors portfolio →

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Most similar hedge funds by 13F overlap

Catalyst Capital Advisors LLC is an institutional investor managing $6.0B across 369 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 Catalyst Advisors are SL ADVISORS, CUSHING ASSET , dba NXG INVESTMENT, TORTOISE ADVISORS, L.L.C., with shared positions in $NEXT, $TRGP, $ET, $LNG, $MPLX, $KNTK. The full ranking of 25 similar funds is below.

#1SL ADVISORS, LLCActive

Substantial overlap · 16 shared positions

$NEXT $TRGP $ET $LNG $MPLX $KNTK

$57M

32 positions

#2CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Substantial overlap · 18 shared positions

$TRGP $ET $LNG $MPLX $KNTK $WES

$2.2B

73 positions

#3TORTOISE CAPITAL ADVISORS, L.L.C.Active

Substantial overlap · 17 shared positions

$TRGP $ET $LNG $MPLX $WES $WMB

$9.8B

91 positions

#4Recurrent Investment Advisors LLCActive

Substantial overlap · 15 shared positions

$TRGP $ET $LNG $MPLX $WES $WMB

$1.6B

71 positions

#5KAYNE ANDERSON CAPITAL ADVISORS LPActive

Substantial overlap · 16 shared positions

$TRGP $ET $LNG $MPLX $WES $WMB

$5.1B

53 positions

#6CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Substantial overlap · 13 shared positions

$TRGP $ET $LNG $MPLX $WES $WMB

$2.8B

97 positions

#7Fractal Investments LLCActive

Substantial overlap · 14 shared positions

$TRGP $ET $LNG $MPLX $WES $WMB

$867M

80 positions

#8RR Advisors, LLCActive

Substantial overlap · 11 shared positions

$TRGP $ET $LNG $MPLX $KNTK $WES

$346M

25 positions

#9Heronetta Management, L.P.Smart money

Substantial overlap · 14 shared positions

$ET $TRGP $MPLX $WES $WMB $PAGP

$109M

15 positions

#10Blackstone Inc.Active

Notable overlap · 14 shared positions

$TRGP $ET $MPLX $KNTK $WMB $EPD

$32.9B

518 positions

#11EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 11 shared positions

$TRGP $ET $LNG $MPLX $WMB $WES

$3.0B

277 positions

#12WESTWOOD HOLDINGS GROUP INCPassive

Notable overlap · 12 shared positions

$ET $LNG $WMB $EPD $KMI $ENB

$13.3B

626 positions

#13ELCO Management Co., LLCPassive

Notable overlap · 9 shared positions

$TRGP $ET $LNG $MPLX $WMB $GLW

$232M

174 positions

#14Energy Income Partners, LLCActive

Notable overlap · 10 shared positions

$ET $LNG $MPLX $WMB $PAGP $EPD

$6.4B

88 positions

#15MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 11 shared positions

$ET $TRGP $MPLX $WES $WMB $EPD

$3.8B

152 positions

#16Addis & Hill, IncSmart money

Notable overlap · 7 shared positions

$TRGP $ET $MPLX $WMB $EPD $OKE

$181M

29 positions

#17Pinnacle Holdings, LLCPassive

Notable overlap · 10 shared positions

$TRGP $WMB $OKE $KNTK $MPLX $PAGP

$324M

237 positions

#18INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Notable overlap · 10 shared positions

$ET $MPLX $WES $EPD $LNG $WMB

$1.7B

185 positions

#19ONTARIO TEACHERS PENSION PLAN BOARDSmart money

Notable overlap · 8 shared positions

$WMB $TRGP $KMI $TRP $OKE $ENB

$15.8B

60 positions

#20Maryland State Retirement & Pension SystemPassive

Notable overlap · 9 shared positions

$WMB $TRP $ENB $KMI $TRGP $ET

$5.8B

1,423 positions

#21Arrow Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$ET $MPLX $KNTK $WES $PAGP $EPD

$103M

75 positions

#22SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Notable overlap · 8 shared positions

$TRGP $WMB $KMI $LNG $ENB $EPD

$530M

308 positions

#23ALPS ADVISORS INCActive

Notable overlap · 8 shared positions

$ET $MPLX $WES $EPD $HESM $KMI

$21.3B

1,170 positions

#24Harrison Street Private Wealth LLCActive

Notable overlap · 4 shared positions

$TRGP $LNG $WMB $TRP

$71M

21 positions

#25Capital Innovations LLCPassive

Notable overlap · 6 shared positions

$LNG $WMB $TRP $ENB $DTM $OKE

$385M

51 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.