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 Heronetta

13F Portfolio OverlapQ2 2026Heronetta portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Heronetta Management, L.P. is an institutional investor managing $109M across 15 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 Heronetta are CHICKASAW, Fractal Investments, KAYNE ANDERSON ADVISORS, with shared positions in $ET, $MPLX, $WES, $WMB, $EPD, $OKE. The full ranking of 25 similar funds is below.

#1CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Highly similar · 12 shared positions

$ET $MPLX $WES $WMB $EPD $OKE

$2.8B

97 positions

#2Fractal Investments LLCActive

Highly similar · 13 shared positions

$ET $MPLX $EPD $WES $WMB $HESM

$867M

80 positions

#3KAYNE ANDERSON CAPITAL ADVISORS LPActive

Highly similar · 15 shared positions

$WMB $EPD $ET $OKE $MPLX $WES

$5.1B

53 positions

#4TORTOISE CAPITAL ADVISORS, L.L.C.Active

Highly similar · 15 shared positions

$WMB $ET $EPD $MPLX $OKE $WES

$9.8B

91 positions

#5Addis & Hill, IncSmart money

Highly similar · 7 shared positions

$ET $WMB $EPD $MPLX $OKE $KMI

$181M

29 positions

#6SL ADVISORS, LLCActive

Highly similar · 13 shared positions

$ET $WMB $OKE $EPD $TRGP $KMI

$57M

32 positions

#7WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Highly similar · 5 shared positions

$WMB $ET $MPLX $EPD $PAGP

$185M

15 positions

#8SeedSafe Financial LLCActive

Highly similar · 3 shared positions

$EPD $ET $OKE

$139M

39 positions

#9CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Substantial overlap · 13 shared positions

$ET $WMB $MPLX $PAGP $OKE $KMI

$2.2B

73 positions

#10RR Advisors, LLCActive

Substantial overlap · 10 shared positions

$WMB $ET $WES $PAGP $EPD $MPLX

$346M

25 positions

#11Recurrent Investment Advisors LLCActive

Substantial overlap · 12 shared positions

$ET $OKE $EPD $WMB $WES $PAGP

$1.6B

71 positions

#12ALPS ADVISORS INCActive

Substantial overlap · 8 shared positions

$ET $MPLX $EPD $WES $HESM $KMI

$21.3B

1,170 positions

#13LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Substantial overlap · 5 shared positions

$ET $WES $EPD $MPLX $HESM

$489M

244 positions

#14Energy Income Partners, LLCActive

Substantial overlap · 9 shared positions

$EPD $ET $MPLX $PAGP $KMI $OKE

$6.4B

88 positions

#15Sovereign Investment Advisors, LLCActive

Substantial overlap · 5 shared positions

$MPLX $EPD $WES $OKE $TRP

$533M

109 positions

#16BERKLEY W R CORPPassive

Substantial overlap · 3 shared positions

$EPD $ET $KMI

$2.1B

342 positions

#17SENTINEL WEALTH MANAGEMENT, INC.Active

Substantial overlap · 3 shared positions

$EPD $OKE $ET

$142M

39 positions

#18Rockwood Wealth Management, LLCSmart money

Substantial overlap · 4 shared positions

$ET $EPD $WES $ENB

$1.6B

132 positions

#19EAGLE GLOBAL ADVISORS LLCActive

Substantial overlap · 11 shared positions

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

$3.0B

277 positions

#20CNA FINANCIAL CORPActive

Substantial overlap · 3 shared positions

$EPD $ET $LNG

$239M

18 positions

#21INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Substantial overlap · 10 shared positions

$ET $EPD $WES $MPLX $HESM $WMB

$1.7B

185 positions

#22Blackstone Inc.Active

Substantial overlap · 11 shared positions

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

$32.9B

518 positions

#23Catalyst Capital Advisors LLCActive

Substantial overlap · 14 shared positions

$ET $TRGP $MPLX $WES $WMB $PAGP

$6.0B

369 positions

#24ELCO Management Co., LLCPassive

Notable overlap · 7 shared positions

$WMB $ET $TRGP $MPLX $WES $EPD

$232M

174 positions

#25MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 10 shared positions

$MPLX $EPD $ET $WES $WMB $TRGP

$3.8B

152 positions

Compare Heronetta’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 Heronetta’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.