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 Icon Wealth Advisors

13F Portfolio OverlapQ2 2026Icon Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Icon Wealth Advisors, LLC is an institutional investor managing $1.7B across 420 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 Icon Wealth Advisors are EAGLE GLOBAL ADVISORS, Americana Partners, CUSHING ASSET , dba NXG INVESTMENT, with shared positions in $EPD, $WMB, $OKE, $PM, $PNC, $TRGP. The full ranking of 25 similar funds is below.

#1EAGLE GLOBAL ADVISORS LLCActive

Some overlap · 8 shared positions

$EPD $WMB $OKE $PM $PNC $TRGP

$3.0B

277 positions

#2Americana Partners, LLCPassive

Some overlap · 8 shared positions

$EPD $WMB $ETN $PM $OKE $ASML

$4.4B

596 positions

#3CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Some overlap · 7 shared positions

$EPD $WMB $WTTR $OKE $TRGP $ET

$2.2B

73 positions

#4Addis & Hill, IncSmart money

Some overlap · 7 shared positions

$EPD $WMB $OKE $TRGP $TXN $ET

$181M

29 positions

#5PENN DAVIS MCFARLAND INCActive

Some overlap · 4 shared positions

$ACN $EPD $TXN $KMI

$1.1B

79 positions

#6CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Some overlap · 7 shared positions

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

$2.8B

97 positions

#7RiverGlades Family Offices LLCActive

Some overlap · 6 shared positions

$EPD $OKE $IAU $ETN $PM $ET

$218M

108 positions

#8SL ADVISORS, LLCActive

Some overlap · 6 shared positions

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

$57M

32 positions

#9WESTWOOD HOLDINGS GROUP INCPassive

Some overlap · 6 shared positions

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

$13.3B

626 positions

#10Heronetta Management, L.P.Smart money

Some overlap · 6 shared positions

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

$109M

15 positions

#11KAYNE ANDERSON CAPITAL ADVISORS LPActive

Some overlap · 6 shared positions

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

$5.1B

53 positions

#12Recurrent Investment Advisors LLCActive

Some overlap · 6 shared positions

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

$1.6B

71 positions

#13Energy Income Partners, LLCActive

Some overlap · 6 shared positions

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

$6.4B

88 positions

#14Fractal Investments LLCActive

Some overlap · 6 shared positions

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

$867M

80 positions

#15TORTOISE CAPITAL ADVISORS, L.L.C.Active

Some overlap · 6 shared positions

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

$9.8B

91 positions

#16INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Some overlap · 7 shared positions

$EPD $WMB $TRGP $ET $KMI $APO

$1.7B

185 positions

#17GRANVILLE CAPITAL, INC.Active

Some overlap · 8 shared positions

$EPD $ETN $WMB $KMI $ET $APO

$224M

86 positions

#18Catalyst Capital Advisors LLCActive

Some overlap · 6 shared positions

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

$6.0B

369 positions

#19Jackson Hole Capital Partners, LLC

Some overlap · 6 shared positions

$EPD $WMB $OKE $ET $KMI $APO

$605M

313 positions

#20MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 6 shared positions

$EPD $WMB $TRGP $TXN $ET $KMI

$3.8B

152 positions

#21SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$EPD $WMB $OKE $IAU $PM

$296M

134 positions

#22BAHL & GAYNOR INCActive

Some overlap · 7 shared positions

$WMB $ETN $CMI $PNC $TRGP $TXN

$21.7B

341 positions

#23Birch Capital Management, LLCPassive

Some overlap · 4 shared positions

$ACN $EPD $OKE $WMB

$205M

79 positions

#24Pinnacle West Asset Management, Inc.Passive

Some overlap · 6 shared positions

$EPD $WMB $OKE $TXN $DIS $KMI

$145M

104 positions

#25Chicago Partners Investment Group LLCPassive

Some overlap · 6 shared positions

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

$5.0B

1,588 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.