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Hedge Funds Similar to Excelsior Advisor Network

13F Portfolio OverlapQ2 2026Excelsior Advisor Network portfolio →
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Most similar hedge funds by 13F overlap

Excelsior Advisor Network LLC is an institutional investor managing $759M across 453 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 Excelsior Advisor Network are SL ADVISORS, Catalyst Advisors, GILPIN WEALTH, with shared positions in $TRGP, $ET, $EPD, $LMT, $APH, $WFC. The full ranking of 25 similar funds is below.

#1SL ADVISORS, LLCActive
Some overlap · 4 shared positions
$TRGP$ET$EPD$LMT
$57M
32 positions
#2Catalyst Capital Advisors LLCActive
Some overlap · 4 shared positions
$TRGP$ET$EPD$APH
$6.0B
369 positions
#3GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$WFC$ET$EPD$PLTR
$145M
1,064 positions
#4Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$WFC$ET$EPD$BMY
$882M
88 positions
#5SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$WFC$EPD
$296M
134 positions
#6Smart Money Group LLCSmart money
Some overlap · 3 shared positions
$FFIN$EPD$LMT
$390M
86 positions
#7Kure Advisory, LLCActive
Some overlap · 4 shared positions
$IAU$WFC$PLTR$APH
$211M
62 positions
#8CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 3 shared positions
$TRGP$ET$EPD
$2.2B
73 positions
#9TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 3 shared positions
$TRGP$ET$EPD
$9.8B
91 positions
#10Blackstone Inc.Active
Some overlap · 3 shared positions
$TRGP$ET$EPD
$32.9B
518 positions
#11Addis & Hill, IncSmart money
Some overlap · 3 shared positions
$TRGP$ET$EPD
$181M
29 positions
#12KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 3 shared positions
$TRGP$ET$EPD
$5.1B
53 positions
#13Heronetta Management, L.P.Smart money
Some overlap · 3 shared positions
$TRGP$ET$EPD
$109M
15 positions
#14ELCO Management Co., LLCPassive
Some overlap · 3 shared positions
$TRGP$ET$EPD
$232M
174 positions
#15EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 3 shared positions
$TRGP$ET$EPD
$3.0B
277 positions
#16RR Advisors, LLCActive
Some overlap · 3 shared positions
$TRGP$ET$EPD
$346M
25 positions
#17Fractal Investments LLCActive
Some overlap · 3 shared positions
$TRGP$ET$EPD
$867M
80 positions
#18Recurrent Investment Advisors LLCActive
Some overlap · 3 shared positions
$TRGP$ET$EPD
$1.6B
71 positions
#19CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$TRGP$ET$EPD
$2.8B
97 positions
#20Collaborative Capital Advisors LLCActive
Some overlap · 4 shared positions
$IAU$TRGP$EPD$ET
$158M
83 positions
#21MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 3 shared positions
$TRGP$ET$EPD
$3.8B
152 positions
#22REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$ET$APH
$760M
229 positions
#23CARY STREET PARTNERS INVESTMENT ADVISORY LLCPassive
Some overlap · 4 shared positions
$TRGP$ET$EPD$APH
$494M
758 positions
#24Oxbow Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ET$EPD
$1.2B
265 positions
#25True Vision MN LLC
Some overlap · 3 shared positions
$IAU$WFC$PLTR
$194M
98 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.