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 Magellan Asset Ltd

13F Portfolio OverlapQ2 2026Magellan Asset Ltd portfolio →

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Most similar hedge funds by 13F overlap

Magellan Asset Management Ltd is an institutional investor managing $4.5B across 78 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 Magellan Asset Ltd are Harrison Street Private Wealth, Ausbil Investment Ltd, REAVES W H, with shared positions in $XEL, $SRE, $AMT, $UNP, $AEP, $ETR. The full ranking of 25 similar funds is below.

#1Harrison Street Private Wealth LLCActive

Substantial overlap · 11 shared positions

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

$71M

21 positions

#2Ausbil Investment Management LtdPassive

Notable overlap · 9 shared positions

$XEL $AMT $ES $CCI $D $NSC

$221M

65 positions

#3REAVES W H & CO INCActive

Notable overlap · 11 shared positions

$XEL $LNT $SRE $CMS $WEC $AEP

$6.6B

94 positions

#4Energy Income Partners, LLCActive

Notable overlap · 14 shared positions

$SRE $EVRG $WEC $D $XEL $SO

$6.4B

88 positions

#5DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Notable overlap · 14 shared positions

$XEL $SRE $AMT $LNT $EVRG $ETR

$10.6B

162 positions

#6ANTIPODES PARTNERS LtdActive

Notable overlap · 11 shared positions

$SRE $CCI $D $EVRG $AMT $AEP

$5.5B

130 positions

#7Capital Innovations LLCPassive

Notable overlap · 13 shared positions

$SRE $AMT $UNP $SO $ETR $NEE

$385M

51 positions

#8Socorro Asset Management LPActive

Notable overlap · 6 shared positions

$SRE $XEL $AMT $SPGI $NEE $ICE

$223M

33 positions

#9CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Notable overlap · 8 shared positions

$AMT $XEL $EVRG $WEC $SO $AEP

$7.2B

101 positions

#10HITE Hedge Asset Management LLCActive

Notable overlap · 8 shared positions

$XEL $LNT $EVRG $AEP $ETR $ED

$1.8B

125 positions

#11AEGON USA Investment Management, LLCSmart money

Notable overlap · 5 shared positions

$EVRG $WEC $CMS $SO $NEE

$140M

42 positions

#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$WEC $ES $CCI $UNP $SO $DUK

$233M

122 positions

#13Greenland Capital Management LPPassive

Notable overlap · 9 shared positions

$D $LNT $EVRG $NSC $AEP $SRE

$812M

296 positions

#14INCOME RESEARCH & MANAGEMENTPassive

Notable overlap · 5 shared positions

$LNT $EVRG $WEC $SO $NEE

$184M

30 positions

#15OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$XEL $LNT $CMS $NEE $EXC $PEG

$183M

31 positions

#16Zimmer Partners, LPPassive

Notable overlap · 4 shared positions

$ES $XEL $SRE $ETR

$4.3B

121 positions

#17OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 7 shared positions

$WEC $EVRG $XEL $ES $SO $AEP

$2.7B

54 positions

#18Aventail Capital Group, LPPassive

Notable overlap · 10 shared positions

$LNT $DUK $ETR $SO $XEL $ED

$1.7B

155 positions

#19GW HENSSLER & ASSOCIATES LTDPassive

Notable overlap · 8 shared positions

$SRE $EVRG $D $SO $AEP $ETR

$2.2B

268 positions

#20COHEN & STEERS, INC.Active

Notable overlap · 6 shared positions

$CCI $AMT $NEE $CSX $ETR $UNP

$63.2B

442 positions

#21Partners Group Holding AGActive

Notable overlap · 5 shared positions

$AMT $SRE $CMS $UNP $CSX

$1.5B

52 positions

#22CAMDEN ASSET MANAGEMENT L P /CAActive

Notable overlap · 5 shared positions

$EVRG $WEC $LNT $SO $NEE

$3.4B

73 positions

#23VAUGHAN DAVID INVESTMENTS LLC/ILActive

Notable overlap · 9 shared positions

$AEP $LNT $WEC $ETR $NEE $XEL

$5.0B

245 positions

#24MORTON COMMUNITY BANKPassive

Notable overlap · 9 shared positions

$LNT $WEC $AEP $ETR $XEL $SO

$491M

120 positions

#25Aequim Alternative Investments LPActive

Notable overlap · 5 shared positions

$EVRG $WEC $CMS $NEE $SO

$6.4B

102 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.