What hedge funds are most similar to Harrison Street Private Wealth LLC?

The funds with the most similar 13F portfolios to Harrison Street Private Wealth LLC are Ausbil Investment Ltd, Innovations, REAVES W H, based on overlapping conviction holdings in the latest SEC filings.

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 Harrison Street Private Wealth

13F Portfolio OverlapQ2 2026Harrison Street Private Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Harrison Street Private Wealth LLC is an institutional investor managing $71M across 21 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 Harrison Street Private Wealth are Ausbil Investment Ltd, Innovations, REAVES W H, with shared positions in $ETR, $NEE, $CSX, $WMB, $LNG, $XEL. The full ranking of 25 similar funds is below.

#1Ausbil Investment Management LtdPassive

Highly similar · 12 shared positions

$ETR $NEE $CSX $WMB $LNG $XEL

$221M

65 positions

#2Capital Innovations LLCPassive

Substantial overlap · 12 shared positions

$WMB $NEE $LNG $UNP $TRP $SRE

$385M

51 positions

#3REAVES W H & CO INCActive

Substantial overlap · 10 shared positions

$ETR $CNP $XEL $SRE $WMB $AEP

$6.6B

94 positions

#4Electron Capital Partners, LLCActive

Substantial overlap · 6 shared positions

$XEL $NEE $ETR $WMB $PCG $FE

$2.5B

46 positions

#5KAYNE ANDERSON CAPITAL ADVISORS LPActive

Substantial overlap · 9 shared positions

$WMB $TRGP $TRP $LNG $SRE $CNP

$5.1B

53 positions

#6TORTOISE CAPITAL ADVISORS, L.L.C.Active

Substantial overlap · 8 shared positions

$WMB $TRGP $TRP $LNG $ETR $SRE

$9.8B

91 positions

#7Magellan Asset Management LtdActive

Substantial overlap · 11 shared positions

$XEL $SRE $AMT $UNP $AEP $ETR

$4.5B

78 positions

#8Partners Group Holding AGActive

Substantial overlap · 8 shared positions

$AMT $UNP $WMB $ATO $SRE $FER

$1.5B

52 positions

#9Energy Income Partners, LLCActive

Notable overlap · 13 shared positions

$ETR $SRE $AEP $LNG $WMB $CNP

$6.4B

88 positions

#10SL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$WMB $TRGP $LNG $TRP

$57M

32 positions

#11ANTIPODES PARTNERS LtdActive

Notable overlap · 8 shared positions

$AEP $FER $SRE $AEE $ETR $LNG

$5.5B

130 positions

#12Fractal Investments LLCActive

Notable overlap · 4 shared positions

$WMB $TRGP $TRP $LNG

$867M

80 positions

#13CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 4 shared positions

$WMB $TRGP $TRP $LNG

$2.2B

73 positions

#14DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Notable overlap · 14 shared positions

$XEL $SRE $ETR $CNP $AMT $NEE

$10.6B

162 positions

#15Zimmer Partners, LPPassive

Notable overlap · 6 shared positions

$PCG $XEL $TRGP $LNG $SRE $ETR

$4.3B

121 positions

#16HITE Hedge Asset Management LLCActive

Notable overlap · 6 shared positions

$ETR $XEL $AEP $AEE $ED $WMB

$1.8B

125 positions

#17CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Notable overlap · 9 shared positions

$AMT $XEL $AEP $ATO $WMB $PCG

$7.2B

101 positions

#18ELCO Management Co., LLCPassive

Notable overlap · 4 shared positions

$WMB $TRGP $LNG $NEE

$232M

174 positions

#19Vennlight Capital Management, LPPassive

Notable overlap · 5 shared positions

$AEP $FER $ETR $PCG $XEL

$149M

32 positions

#20CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$WMB $TRGP $LNG

$2.8B

97 positions

#21Covalis Capital LLPActive

Notable overlap · 7 shared positions

$PCG $AEE $AEP $LNG $TRP $WMB

$1.8B

101 positions

#22Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$NEE $AEP $FE $WMB $UNP $D

$151M

70 positions

#23Socorro Asset Management LPActive

Notable overlap · 4 shared positions

$NEE $SRE $XEL $AMT

$223M

33 positions

#24RR Advisors, LLCActive

Notable overlap · 3 shared positions

$WMB $TRGP $LNG

$346M

25 positions

#25ONTARIO TEACHERS PENSION PLAN BOARDSmart money

Notable overlap · 10 shared positions

$WMB $AMT $TRP $TRGP $SRE $LNG

$15.8B

60 positions

Compare Harrison Street Private Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Harrison Street Private Wealth’s holdings

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.