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 SPIRIT OF AMERICA

13F Portfolio OverlapQ2 2026SPIRIT OF AMERICA portfolio →

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Most similar hedge funds by 13F overlap

SPIRIT OF AMERICA MANAGEMENT CORP/NY is an institutional investor managing $530M across 308 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 SPIRIT OF AMERICA are TORTOISE ADVISORS, L.L.C., CUSHING ASSET , dba NXG INVESTMENT, Recurrent Investment Advisors, with shared positions in $WMB, $TRGP, $LNG, $KMI, $ENB, $CEG. The full ranking of 25 similar funds is below.

#1TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 15 shared positions

$WMB $TRGP $LNG $KMI $ENB $CEG

$9.8B

91 positions

#2CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 12 shared positions

$WMB $TRGP $KMI $LNG $ENB $VST

$2.2B

73 positions

#3Recurrent Investment Advisors LLCActive

Notable overlap · 11 shared positions

$WMB $TRGP $PSX $KMI $LNG $MPC

$1.6B

71 positions

#4ADAMS NATURAL RESOURCES FUND, INC.Smart money

Notable overlap · 9 shared positions

$VLO $WMB $MPC $TRGP $PSX $KMI

$763M

51 positions

#5KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 10 shared positions

$WMB $TRGP $KMI $LNG $ENB $MPC

$5.1B

53 positions

#6Energy Income Partners, LLCActive

Notable overlap · 10 shared positions

$WMB $KMI $LNG $TRGP $VST $NEE

$6.4B

88 positions

#7CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Notable overlap · 10 shared positions

$WMB $WELL $TRGP $CEG $EQIX $LNG

$7.2B

101 positions

#8DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Notable overlap · 10 shared positions

$WELL $WMB $TRGP $NEE $LNG $EQIX

$10.6B

162 positions

#9MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 9 shared positions

$WMB $TRGP $KMI $PSX $ENB $EPD

$3.8B

152 positions

#10Merewether Investment Management, LPActive

Notable overlap · 8 shared positions

$WMB $TRGP $PSX $MPC $LNG $VST

$5.3B

81 positions

#11Maryland State Retirement & Pension SystemPassive

Notable overlap · 11 shared positions

$WMB $ENB $KMI $TRGP $LNG $EPD

$5.8B

1,423 positions

#12CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 9 shared positions

$WMB $TRGP $PSX $LNG $KMI $EPD

$2.8B

97 positions

#13SL ADVISORS, LLCActive

Notable overlap · 8 shared positions

$WMB $TRGP $KMI $LNG $ENB $EPD

$57M

32 positions

#14Capital Innovations LLCPassive

Notable overlap · 9 shared positions

$WMB $LNG $ENB $VST $NEE $CEG

$385M

51 positions

#15WESTWOOD HOLDINGS GROUP INCPassive

Notable overlap · 8 shared positions

$WMB $TRGP $KMI $LNG $ENB $EPD

$13.3B

626 positions

#16Catalyst Capital Advisors LLCActive

Notable overlap · 8 shared positions

$TRGP $WMB $KMI $LNG $ENB $EPD

$6.0B

369 positions

#17Blackstone Inc.Active

Notable overlap · 8 shared positions

$WMB $TRGP $KMI $ENB $LNG $EPD

$32.9B

518 positions

#18EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 8 shared positions

$WMB $TRGP $KMI $LNG $EPD $ET

$3.0B

277 positions

#19Fractal Investments LLCActive

Notable overlap · 8 shared positions

$WMB $TRGP $KMI $LNG $EPD $ET

$867M

80 positions

#20REAVES W H & CO INCActive

Notable overlap · 9 shared positions

$WMB $VST $NEE $CEG $EQIX $TLN

$6.6B

94 positions

#21Heronetta Management, L.P.Smart money

Notable overlap · 8 shared positions

$WMB $TRGP $KMI $LNG $EPD $ET

$109M

15 positions

#22Addis & Hill, IncSmart money

Notable overlap · 7 shared positions

$WMB $TRGP $KMI $CEG $EPD $ET

$181M

29 positions

#23ONTARIO TEACHERS PENSION PLAN BOARDSmart money

Notable overlap · 6 shared positions

$WMB $TRGP $KMI $LNG $ENB $OKE

$15.8B

60 positions

#24Ausbil Investment Management LtdPassive

Notable overlap · 7 shared positions

$WMB $LNG $ENB $NEE $CEG $OKE

$221M

65 positions

#25RR Advisors, LLCActive

Notable overlap · 6 shared positions

$WMB $TRGP $KMI $LNG $EPD $ET

$346M

25 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.