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 Oxbow Advisors

13F Portfolio OverlapQ2 2026Oxbow Advisors portfolio →

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Most similar hedge funds by 13F overlap

Oxbow Advisors, LLC is an institutional investor managing $1.2B across 265 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 Oxbow Advisors are CHICKASAW, TORTOISE ADVISORS, L.L.C., Energy Income Partners, with shared positions in $EPD, $MPLX, $LNG, $ET, $PAGP, $MCD. The full ranking of 25 similar funds is below.

#1CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 5 shared positions

$EPD $MPLX $LNG $ET $PAGP

$2.8B

97 positions

#2TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 5 shared positions

$EPD $MPLX $LNG $ET $PAGP

$9.8B

91 positions

#3Energy Income Partners, LLCActive

Notable overlap · 5 shared positions

$EPD $MPLX $LNG $ET $PAGP

$6.4B

88 positions

#4Heronetta Management, L.P.Smart money

Notable overlap · 5 shared positions

$EPD $MPLX $ET $PAGP $LNG

$109M

15 positions

#5SL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$EPD $MPLX $LNG $ET $PAGP $MCD

$57M

32 positions

#6INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$EPD $MPLX $BA $LNG $ET

$1.7B

185 positions

#7Recurrent Investment Advisors LLCActive

Notable overlap · 7 shared positions

$EPD $MPLX $LNG $ET $PAGP $MTDR

$1.6B

71 positions

#8KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 5 shared positions

$EPD $MPLX $LNG $ET $PAGP

$5.1B

53 positions

#9Fractal Investments LLCActive

Notable overlap · 4 shared positions

$EPD $MPLX $LNG $ET

$867M

80 positions

#10Intellus Advisors LLCActive

Notable overlap · 5 shared positions

$IAU $FNV $WPM $EPD $ET

$823M

134 positions

#11LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Notable overlap · 4 shared positions

$EPD $MPLX $ET $BA

$489M

244 positions

#12RR Advisors, LLCActive

Notable overlap · 5 shared positions

$EPD $MPLX $LNG $ET $PAGP

$346M

25 positions

#13EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 5 shared positions

$EPD $MPLX $LNG $ET $BA

$3.0B

277 positions

#14WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Notable overlap · 4 shared positions

$EPD $MPLX $ET $PAGP

$185M

15 positions

#15RiverGlades Family Offices LLCActive

Notable overlap · 4 shared positions

$IAU $EPD $AEM $ET

$218M

108 positions

#16McAlvany Wealth Management LLCPassive

Notable overlap · 7 shared positions

$EPD $AEM $FNV $RGLD $WPM $COP

$134M

48 positions

#17ALPS ADVISORS INCActive

Notable overlap · 3 shared positions

$EPD $MPLX $ET

$21.3B

1,170 positions

#18Addis & Hill, IncSmart money

Notable overlap · 3 shared positions

$EPD $MPLX $ET

$181M

29 positions

#19Fogel Capital Management, Inc.Active

Notable overlap · 4 shared positions

$EPD $MCO $ET $ACGL

$249M

57 positions

#20CADINHA & CO LLCActive

Notable overlap · 5 shared positions

$IAU $BA $MCD $AEM $WPM

$675M

107 positions

#21Progeny 3, Inc.Active

Notable overlap · 4 shared positions

$EPD $MPLX $AEM $ET

$1.9B

29 positions

#22LifePlan Financial, LLCPassive

Notable overlap · 4 shared positions

$IAU $EXPE $CTVA $SLB

$143M

89 positions

#23ARRIEN INVESTMENTS, INC.Active

Notable overlap · 3 shared positions

$IAU $BA $MCD

$198M

44 positions

#24Sage Investment Advisers LLCPassive

Notable overlap · 3 shared positions

$IAU $BA $MCD

$149M

98 positions

#25Ackerman Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$IAU $ET $MCD $COP

$497M

120 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.