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Hedge Funds Similar to HENNESSY ADVISORS

13F Portfolio OverlapQ2 2026HENNESSY ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

HENNESSY ADVISORS INC is an institutional investor managing $3.1B across 325 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 HENNESSY ADVISORS are CUSHING ASSET , dba NXG INVESTMENT, TORTOISE ADVISORS, L.L.C., DELPHI, with shared positions in $MTZ, $DY, $WMB, $LNG, $OKE, $KMI. The full ranking of 25 similar funds is below.

#1CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Notable overlap · 9 shared positions
$MTZ$DY$WMB$LNG$OKE$KMI
$2.2B
73 positions
#2TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 9 shared positions
$WMB$LNG$OKE$KMI$TRP$ENB
$9.8B
91 positions
#3DELPHI MANAGEMENT INC /MA/Passive
Some overlap · 6 shared positions
$SANM$CAKE$SNX$JLL$NXST$DELL
$102M
83 positions
#4Rithm Capital Corp.Active
Some overlap · 5 shared positions
$DY$MTZ$PRIM$OKE$SO
$81M
38 positions
#5KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 8 shared positions
$WMB$LNG$OKE$KMI$TRP$SRE
$5.1B
53 positions
#6ONTARIO TEACHERS PENSION PLAN BOARDSmart money
Some overlap · 8 shared positions
$WMB$LNG$OKE$KMI$TRP$SRE
$15.8B
60 positions
#7Energy Income Partners, LLCActive
Some overlap · 8 shared positions
$WMB$LNG$OKE$KMI$SRE$ATO
$6.4B
88 positions
#8WESTWOOD HOLDINGS GROUP INCPassive
Some overlap · 8 shared positions
$WMB$LNG$OKE$KMI$TRP$ENB
$13.3B
626 positions
#912th Street Asset Management Company, LLCActive
Some overlap · 4 shared positions
$DY$SNEX$GVA$DELL
$702M
32 positions
#10Electron Capital Partners, LLCActive
Some overlap · 4 shared positions
$MTZ$CHRW$PRIM$WMB
$2.5B
46 positions
#11Capital Innovations LLCPassive
Some overlap · 8 shared positions
$WMB$LNG$TRP$SRE$SO$ENB
$385M
51 positions
#12First Washington CORPActive
Some overlap · 3 shared positions
$MTZ$DY$GVA
$418M
51 positions
#13Hill City Capital, LPSmart money
Some overlap · 3 shared positions
$MTZ$DY$GVA
$3.9B
28 positions
#14Harvest Investment Services, LLCPassive
Some overlap · 3 shared positions
$VSAT$CASY$SNEX
$647M
383 positions
#15Catalyst Capital Advisors LLCActive
Some overlap · 7 shared positions
$WMB$LNG$OKE$KMI$TRP$ENB
$6.0B
369 positions
#16Maryland State Retirement & Pension SystemPassive
Some overlap · 7 shared positions
$WMB$OKE$KMI$TRP$LNG$SRE
$5.8B
1,423 positions
#17Ausbil Investment Management LtdPassive
Some overlap · 7 shared positions
$WMB$LNG$OKE$SANM$ATO$ENB
$221M
65 positions
#18Fractal Investments LLCActive
Some overlap · 7 shared positions
$WMB$LNG$OKE$KMI$TRP$DTM
$867M
80 positions
#19CARRONADE CAPITAL MANAGEMENT, LPSmart money
Some overlap · 3 shared positions
$VSAT$ECHO$VISN
$5.8B
23 positions
#20Nut Tree Capital Management, LPActive
Some overlap · 3 shared positions
$VSAT$ECHO$VISN
$419M
8 positions
#21SL ADVISORS, LLCActive
Some overlap · 6 shared positions
$WMB$LNG$OKE$KMI$TRP$ENB
$57M
32 positions
#22Recurrent Investment Advisors LLCActive
Some overlap · 6 shared positions
$WMB$LNG$OKE$KMI$ENB$DTM
$1.6B
71 positions
#23Somerset Group LLCActive
Some overlap · 3 shared positions
$SANM$CHRW$LNG
$142M
58 positions
#24M.D. Sass, LLCActive
Some overlap · 3 shared positions
$SNX$CHRW$WMB
$1.5B
39 positions
#25Heronetta Management, L.P.Smart money
Some overlap · 6 shared positions
$WMB$OKE$KMI$LNG$ENB$TRP
$109M
15 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.