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 EAGLE GLOBAL ADVISORS

13F Portfolio OverlapQ2 2026EAGLE GLOBAL ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

EAGLE GLOBAL ADVISORS LLC is an institutional investor managing $3.0B across 277 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 EAGLE GLOBAL ADVISORS are TORTOISE ADVISORS, L.L.C., KAYNE ANDERSON ADVISORS, Fractal Investments, with shared positions in $TRGP, $ET, $EPD, $MPLX, $DTM, $WMB. The full ranking of 25 similar funds is below.

#1TORTOISE CAPITAL ADVISORS, L.L.C.Active

Substantial overlap · 14 shared positions

$TRGP $ET $EPD $MPLX $DTM $WMB

$9.8B

91 positions

#2KAYNE ANDERSON CAPITAL ADVISORS LPActive

Substantial overlap · 14 shared positions

$TRGP $ET $EPD $MPLX $WMB $DTM

$5.1B

53 positions

#3Fractal Investments LLCActive

Substantial overlap · 13 shared positions

$TRGP $ET $EPD $MPLX $DTM $WMB

$867M

80 positions

#4CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Substantial overlap · 14 shared positions

$TRGP $ET $EPD $MPLX $WMB $DTM

$2.8B

97 positions

#5CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Substantial overlap · 11 shared positions

$TRGP $ET $MPLX $DTM $EPD $WMB

$2.2B

73 positions

#6RR Advisors, LLCActive

Substantial overlap · 11 shared positions

$ET $TRGP $EPD $MPLX $DTM $WMB

$346M

25 positions

#7Recurrent Investment Advisors LLCActive

Substantial overlap · 10 shared positions

$TRGP $ET $EPD $DTM $WMB $MPLX

$1.6B

71 positions

#8Heronetta Management, L.P.Smart money

Substantial overlap · 11 shared positions

$ET $EPD $MPLX $TRGP $WMB $KMI

$109M

15 positions

#9SL ADVISORS, LLCActive

Substantial overlap · 9 shared positions

$TRGP $ET $EPD $WMB $MPLX $LNG

$57M

32 positions

#10Addis & Hill, IncSmart money

Substantial overlap · 7 shared positions

$TRGP $ET $EPD $MPLX $WMB $KMI

$181M

29 positions

#11Energy Income Partners, LLCActive

Substantial overlap · 10 shared positions

$ET $EPD $MPLX $LNG $WMB $KMI

$6.4B

88 positions

#12Blackstone Inc.Active

Substantial overlap · 11 shared positions

$TRGP $EPD $WMB $MPLX $ET $KMI

$32.9B

518 positions

#13INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Substantial overlap · 12 shared positions

$ET $EPD $MPLX $PAA $WES $LNG

$1.7B

185 positions

#14ELCO Management Co., LLCPassive

Notable overlap · 9 shared positions

$TRGP $ET $WMB $MPLX $LNG $PAA

$232M

174 positions

#15Catalyst Capital Advisors LLCActive

Notable overlap · 11 shared positions

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

$6.0B

369 positions

#16MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 9 shared positions

$MPLX $EPD $ET $WMB $TRGP $PAA

$3.8B

152 positions

#17ALPS ADVISORS INCActive

Notable overlap · 9 shared positions

$ET $EPD $MPLX $PAA $WES $HESM

$21.3B

1,170 positions

#18LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Notable overlap · 7 shared positions

$ET $EPD $MPLX $PAA $WES $HESM

$489M

244 positions

#19WESTWOOD HOLDINGS GROUP INCPassive

Notable overlap · 10 shared positions

$ET $WMB $EPD $LNG $KMI $TRGP

$13.3B

626 positions

#20WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Notable overlap · 5 shared positions

$ET $EPD $MPLX $WMB $PAA

$185M

15 positions

#21Pinnacle Holdings, LLCPassive

Notable overlap · 10 shared positions

$TRGP $WMB $MPLX $AM $OKE $ET

$324M

237 positions

#22Northside Capital Management, LLCActive

Notable overlap · 6 shared positions

$EPD $ET $MPLX $LNG $PNC $NEE

$1.2B

187 positions

#23Sovereign Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$EPD $MPLX $PAA $WES $OKE $NEE

$533M

109 positions

#24BERKLEY W R CORPPassive

Notable overlap · 4 shared positions

$ET $EPD $PAA $KMI

$2.1B

342 positions

#25SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$ET $EPD $PAA $OKE

$142M

39 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.