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Hedge Funds Similar to E&G Advisors

13F Portfolio OverlapQ3 2026E&G Advisors portfolio →
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Most similar hedge funds by 13F overlap

E&G Advisors, LP is an institutional investor managing $519M across 252 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to E&G Advisors are TOWER & INVESTMENT, Shoker Investment Counsel, River Street Advisors, with shared positions in $KLAC, $C, $NEE, $BX, $EMR, $DE. The full ranking of 25 similar funds is below.

#1TOWER TRUST & INVESTMENT CoPassive
Some overlap · 6 shared positions
$KLAC$C$NEE$BX$EMR$DE
$165M
247 positions
#2Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$KLAC$GILD$EPD$EMR$MDY
$398M
113 positions
#3River Street Advisors LLCPassive
Some overlap · 5 shared positions
$KLAC$BX$NEE$MS$VLO
$324M
176 positions
#4OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$KLAC$BX$NEE$MS$VLO
$501M
276 positions
#5Fjell Capital, LLCPassive
Some overlap · 5 shared positions
$KLAC$BX$NEE$DE$EPD
$178M
84 positions
#6GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$C$KLAC$GILD$MS$EMR$SLV
$2.9B
212 positions
#7Providence First Trust CoPassive
Some overlap · 5 shared positions
$KLAC$NEE$SLV$MDY$VLO
$358M
196 positions
#8Beta Wealth Group, Inc.Active
Some overlap · 6 shared positions
$C$GILD$BX$MS$EMR$DAL
$267M
114 positions
#9MARVIN & PALMER ASSOCIATES INCActive
Some overlap · 4 shared positions
$KLAC$C$MS$DE
$159M
28 positions
#10Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$KLAC$C$MS$VLO
$169M
77 positions
#11Menard Financial Group LLCActive
Some overlap · 4 shared positions
$KLAC$C$GILD$DE
$184M
80 positions
#12TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$KLAC$GILD$NEE$VLO
$217M
114 positions
#13Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$GILD$EPD$VLO
$238M
149 positions
#14Henrickson Nauta Wealth Advisors, Inc.Smart money
Some overlap · 4 shared positions
$KLAC$GILD$EPD$VLO
$410M
118 positions
#15DMC Group, LLCPassive
Some overlap · 4 shared positions
$KLAC$GILD$EMR$VLO
$143M
122 positions
#16Texas Capital Bank Wealth Management Services IncActive
Some overlap · 4 shared positions
$KLAC$NEE$MS$DE
$1.9B
349 positions
#17Petros Family Wealth, LLCPassive
Some overlap · 4 shared positions
$KLAC$NEE$EMR$DE
$164M
134 positions
#18Great Diamond Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$NEE$MS$VLO
$596M
238 positions
#19Fidelis Capital Partners, LLCPassive
Some overlap · 5 shared positions
$PHYS$KLAC$MS$DAL$MDY
$1.7B
538 positions
#20CHAPIN DAVIS, INC.Passive
Some overlap · 4 shared positions
$KLAC$NEE$EMR$VLO
$520M
258 positions
#21PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$KLAC$GILD$MDY$VLO
$514M
167 positions
#22Mirador Capital Partners LPPassive
Some overlap · 3 shared positions
$KLAC$C$BX
$859M
224 positions
#23Powell Investment Advisors, LLCActive
Some overlap · 5 shared positions
$C$GILD$BX$MS$NEE
$313M
171 positions
#24Hartford Funds Management Co LLCSmart money
Some overlap · 4 shared positions
$KLAC$GILD$MS$DAL
$1.3B
98 positions
#25NewEdge Wealth, LLCPassive
Some overlap · 3 shared positions
$KLAC$GILD$BX
$10.0B
1,232 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.