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 TECTONIC ADVISORS

13F Portfolio OverlapQ2 2026TECTONIC ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

TECTONIC ADVISORS LLC is an institutional investor managing $2.1B across 289 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 TECTONIC ADVISORS are Verity & Verity, Gilman Hill Asset, Adams Asset Advisors, with shared positions in $ENB, $OKE, $MO, $VZ, $NNN, $GILD. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive

Notable overlap · 10 shared positions

$ENB $OKE $MO $VZ $NNN $GILD

$1.5B

138 positions

#2Gilman Hill Asset Management, LLCPassive

Notable overlap · 11 shared positions

$VZ $O $HCXY $CWEN $VICI $MPLX

$731M

236 positions

#3Adams Asset Advisors, LLCActive

Notable overlap · 9 shared positions

$MO $EPD $ET $MPLX $VZ $T

$882M

88 positions

#4Sound Income Strategies, LLCPassive

Notable overlap · 8 shared positions

$HCXY $ARCC $TSLX $NNN $O $ENB

$2.2B

483 positions

#5MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 7 shared positions

$MPLX $EPD $ET $ENB $VZ $GILD

$3.8B

152 positions

#6Baugh & Associates, LLCActive

Notable overlap · 7 shared positions

$MO $ARCC $VZ $O $ET $PFE

$226M

42 positions

#7Jackson Hole Capital Partners, LLC

Notable overlap · 9 shared positions

$OKE $EPD $PEP $DUK $ET $GILD

$605M

313 positions

#8Plan Group Financial, LLCPassive

Notable overlap · 8 shared positions

$MO $DUK $VICI $VZ $ARCC $PFE

$486M

249 positions

#9TT Capital Management LLCActive

Notable overlap · 8 shared positions

$NNN $VZ $WPC $VICI $EPD $OKE

$128M

77 positions

#10Pathway Financial Advisers, LLCPassive

Notable overlap · 7 shared positions

$ENB $EPD $O $DUK $OKE $VZ

$397M

167 positions

#11Ranch Capital Advisors Inc.Passive

Notable overlap · 7 shared positions

$IRM $VZ $GILD $T $DUK $PFE

$316M

157 positions

#12Energy Income Partners, LLCActive

Notable overlap · 6 shared positions

$OKE $MPLX $EPD $ET $DUK $CWEN

$6.4B

88 positions

#13Mallini Complete Financial Planning LLCSmart money

Notable overlap · 6 shared positions

$ARCC $EPD $ET $TSLX $ENB $DUK

$140M

70 positions

#14Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

$CWEN $MO $VZ $O $DUK $PAYX

$112M

63 positions

#15SHRIER WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$ENB $EPD $OKE $VZ $PEP $GILD

$296M

134 positions

#16Disciplined Equity Management, Inc.Smart money

Notable overlap · 6 shared positions

$OKE $MO $VZ $T $PFE $IRM

$226M

45 positions

#17KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 5 shared positions

$OKE $ENB $MPLX $EPD $ET

$5.1B

53 positions

#18CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 5 shared positions

$OKE $ENB $MPLX $EPD $ET

$2.2B

73 positions

#19TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 5 shared positions

$OKE $ENB $MPLX $EPD $ET

$9.8B

91 positions

#20SL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$OKE $ENB $MPLX $EPD $ET

$57M

32 positions

#21Recurrent Investment Advisors LLCActive

Notable overlap · 5 shared positions

$OKE $ENB $MPLX $EPD $ET

$1.6B

71 positions

#22GQG Partners LLCActive

Notable overlap · 6 shared positions

$ENB $MO $VZ $T $DUK $DELL

$53.8B

102 positions

#23EDMP, INC.Passive

Notable overlap · 6 shared positions

$MO $EPD $VZ $O $T $PEP

$124M

70 positions

#24Brindle & Bay Financial Advisors, LLCActive

Notable overlap · 7 shared positions

$MO $VZ $GILD $VICI $PAYX $PEP

$200M

86 positions

#25RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$ENB $MO $GILD $T $CRH $PEP

$2.4B

181 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.