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Hedge Funds Similar to McGowan Group Asset

13F Portfolio OverlapQ2 2026McGowan Group Asset portfolio →
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Most similar hedge funds by 13F overlap

McGowan Group Asset Management, Inc. is an institutional investor managing $823M across 154 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 McGowan Group Asset are RR Advisors, CUSHING ASSET , dba NXG INVESTMENT, Energy Income Partners, with shared positions in $PAGP, $ET, $EPD, $EQT, $CQP, $UTF. The full ranking of 25 similar funds is below.

#1RR Advisors, LLCActive
Notable overlap · 4 shared positions
$PAGP$ET$EPD$EQT
$346M
25 positions
#2CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Notable overlap · 4 shared positions
$PAGP$ET$EPD$EQT
$2.2B
73 positions
#3Energy Income Partners, LLCActive
Notable overlap · 4 shared positions
$PAGP$ET$EPD$CQP
$6.4B
88 positions
#4C2C Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$UTF$EPD$OHI$ET
$128M
90 positions
#5CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$PAGP$ET$EPD
$2.8B
95 positions
#6Heronetta Management, L.P.Active
Notable overlap · 3 shared positions
$PAGP$ET$EPD
$109M
15 positions
#7TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 5 shared positions
$PAGP$ET$EPD$CQP$EQT
$9.8B
91 positions
#8Lifetime Wealth Management P.C.Passive
Some overlap · 5 shared positions
$BTI$EPD$OHI$CPA$TXN
$171M
90 positions
#9KIECKHEFER GROUP LLCSmart money
Some overlap · 3 shared positions
$DELL$BWXT$UAMY
$252M
62 positions
#10MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 3 shared positions
$UTF$DSL$MMM
$230M
143 positions
#11EDMP, INC.Passive
Some overlap · 4 shared positions
$SON$OHI$EPD$MMM
$130M
74 positions
#12Recurrent Investment Advisors LLCActive
Some overlap · 3 shared positions
$PAGP$ET$EPD
$1.6B
71 positions
#13Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$BTI$ET$EPD
$984M
94 positions
#14Callodine Capital Management, LPActive
Some overlap · 3 shared positions
$BTI$ET$PAGP
$1.5B
63 positions
#15Arrow Investment Advisors, LLCActive
Some overlap · 4 shared positions
$PAGP$ET$CQP$EPD
$103M
75 positions
#16ALPS ADVISORS INCActive
Some overlap · 4 shared positions
$ET$CQP$EPD$TXN
$21.3B
1,170 positions
#17PIN OAK INVESTMENT ADVISORS INCPassive
Some overlap · 4 shared positions
$ET$EPD$PAGP$TXN
$138M
479 positions
#18Whipplewood Advisors, LLCPassive
Some overlap · 5 shared positions
$HYT$EPD$ET$NVG$NZF
$148M
200 positions
#19KTF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$DELL$EQT$KLAC
$932M
89 positions
#20GFG Capital, LLCPassive
Some overlap · 3 shared positions
$DELL$EQT$ET
$381M
89 positions
#21Uptown Financial Advisors LLCActive
Some overlap · 4 shared positions
$ET$EPD$TXN$NAD
$140M
77 positions
#22Galilei Investment Office LLPActive
Some overlap · 3 shared positions
$BTI$FDX$FDXF
$218M
28 positions
#23JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$FLS$FDX$TXN$FDXF
$612M
81 positions
#24Smith Asset Management Co., LLCActive
Some overlap · 4 shared positions
$UTF$CSQ$NVG$OHI
$123M
73 positions
#25Kendall Capital ManagementPassive
Some overlap · 3 shared positions
$DELL$UNM$KLAC
$605M
233 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.