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 REAVES W H

13F Portfolio OverlapQ2 2026REAVES W H portfolio →

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Most similar hedge funds by 13F overlap

REAVES W H & CO INC is an institutional investor managing $6.6B across 94 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 REAVES W H are Innovations, Energy Income Partners, Harrison Street Private Wealth, with shared positions in $VST, $CEG, $SRE, $WMB, $DTM, $NEE. The full ranking of 25 similar funds is below.

#1Capital Innovations LLCPassive

Substantial overlap · 16 shared positions

$VST $CEG $SRE $WMB $DTM $NEE

$385M

51 positions

#2Energy Income Partners, LLCActive

Substantial overlap · 19 shared positions

$ETR $SRE $AEP $EPD $WMB $CNP

$6.4B

88 positions

#3Harrison Street Private Wealth LLCActive

Substantial overlap · 10 shared positions

$ETR $CNP $XEL $SRE $WMB $AEP

$71M

21 positions

#4HITE Hedge Asset Management LLCActive

Substantial overlap · 10 shared positions

$ETR $XEL $LNT $NI $AEP $PNW

$1.8B

125 positions

#5DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Substantial overlap · 16 shared positions

$EQIX $XEL $SRE $ETR $CNP $NEE

$10.6B

162 positions

#6Electron Capital Partners, LLCActive

Substantial overlap · 9 shared positions

$ETR $XEL $CEG $WMB $NEE $GLW

$2.5B

46 positions

#7Ausbil Investment Management LtdPassive

Notable overlap · 9 shared positions

$ETR $XEL $NI $WMB $NEE $CEG

$221M

65 positions

#8Magellan Asset Management LtdActive

Notable overlap · 11 shared positions

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

$4.5B

78 positions

#9Merewether Investment Management, LPActive

Notable overlap · 9 shared positions

$ETR $VST $CNP $DTM $WMB $LNT

$5.3B

81 positions

#10Yaupon Capital Management LPActive

Notable overlap · 10 shared positions

$NI $VST $TLN $WMB $ETR $AEP

$5.1B

124 positions

#11Bornite Capital Management LPActive

Notable overlap · 6 shared positions

$TLN $ETR $DY $EQT $LNG $PWR

$795M

20 positions

#12CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 12 shared positions

$DTM $WMB $EPD $PWR $VST $NRG

$2.2B

73 positions

#13CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Notable overlap · 9 shared positions

$XEL $EQIX $AEP $WMB $CEG $WEC

$7.2B

101 positions

#14TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 16 shared positions

$DTM $WMB $EPD $ETR $CEG $SRE

$9.8B

91 positions

#15Beck Bode, LLCPassive

Notable overlap · 6 shared positions

$XEL $NI $VST $CEG $NEE $ANET

$660M

108 positions

#16Ripple Effect Asset Management LPActive

Notable overlap · 3 shared positions

$TLN $VST $WMB

$431M

24 positions

#17Aventail Capital Group, LPPassive

Notable overlap · 9 shared positions

$LNT $ETR $AEE $NRG $CNP $NI

$1.7B

155 positions

#18Zimmer Partners, LPPassive

Notable overlap · 6 shared positions

$XEL $NI $SRE $IDA $ETR $LNG

$4.3B

121 positions

#19Partners Group Holding AGActive

Notable overlap · 7 shared positions

$EQIX $SRE $WMB $CMS $CP $SBAC

$1.5B

52 positions

#20VAUGHAN DAVID INVESTMENTS LLC/ILActive

Notable overlap · 10 shared positions

$ETR $WMB $AEP $NEE $NI $LNT

$5.0B

245 positions

#21Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$PWR $CNP $AEP $NEE $AEE $DTB

$1.3B

54 positions

#22MORTON COMMUNITY BANKPassive

Notable overlap · 9 shared positions

$ETR $WMB $NI $AEP $LNT $WEC

$491M

120 positions

#23VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$GLW $WMB $ETR $NEE $XEL $LNG

$1.1B

146 positions

#24ANTIPODES PARTNERS LtdActive

Notable overlap · 7 shared positions

$SRE $ETR $AEP $NI $AEE $LNG

$5.5B

130 positions

#25Rithm Capital Corp.Active

Notable overlap · 6 shared positions

$PWR $DY $AEP $CEG $NEE $ETR

$81M

38 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.