13F Pro

Hedge Funds Similar to Texas Yale

13F Portfolio OverlapQ2 2026Texas Yale portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Texas Yale Capital Corp. is an institutional investor managing $4.6B across 512 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 Texas Yale are EAGLE GLOBAL ADVISORS, LONGFELLOW INVESTMENT, DIVIDEND ASSETS, with shared positions in $EPD, $WES, $ET, $MPLX, $PAA, $NEE. The full ranking of 25 similar funds is below.

#1EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 7 shared positions
$EPD$WES$ET$MPLX$PAA$NEE
$3.0B
277 positions
#2LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 6 shared positions
$EPD$WES$ET$MPLX$BX$PAA
$489M
244 positions
#3DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$EPD$CTAS$ET$NKE$NEE
$517M
137 positions
#4TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 6 shared positions
$EPD$WES$ET$MPLX$PAA$VLO
$9.8B
91 positions
#5Adams Asset Advisors, LLCActive
Some overlap · 6 shared positions
$EPD$WES$ET$MPLX$PAA$VLO
$882M
88 positions
#6Fractal Investments LLCActive
Some overlap · 6 shared positions
$EPD$WES$ET$MPLX$PAA$KEYS
$867M
80 positions
#7WESTWOOD HOLDINGS GROUP INCPassive
Some overlap · 5 shared positions
$EPD$WES$ET$MPLX$DELL
$13.3B
626 positions
#8MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 5 shared positions
$EPD$WES$ET$MPLX$PAA
$3.8B
152 positions
#9INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$EPD$WES$ET$MPLX$PAA
$1.7B
185 positions
#10ALPS ADVISORS INCActive
Some overlap · 5 shared positions
$EPD$WES$ET$MPLX$PAA
$21.3B
1,170 positions
#11Blackstone Inc.Active
Some overlap · 5 shared positions
$EPD$WES$ET$MPLX$PAA
$32.9B
518 positions
#12RR Advisors, LLCActive
Some overlap · 5 shared positions
$EPD$WES$ET$MPLX$PAA
$346M
25 positions
#13CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Some overlap · 5 shared positions
$EPD$WES$ET$MPLX$PAA
$2.8B
97 positions
#14KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 5 shared positions
$EPD$WES$ET$MPLX$PAA
$5.1B
53 positions
#15Arrow Investment Advisors, LLCActive
Some overlap · 5 shared positions
$EPD$WES$ET$MPLX$PAA
$103M
75 positions
#16CHAPIN DAVIS, INC.Passive
Some overlap · 6 shared positions
$JBL$DELL$KEYS$VLO$NEE$MRVL
$569M
256 positions
#17Catalyst Capital Advisors LLCActive
Some overlap · 5 shared positions
$EPD$WES$ET$MPLX$APH
$6.0B
369 positions
#18WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money
Some overlap · 5 shared positions
$EPD$ET$MPLX$BX$PAA
$185M
15 positions
#19CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$EPD$WES$ET$MPLX
$2.2B
73 positions
#20Recurrent Investment Advisors LLCActive
Some overlap · 4 shared positions
$EPD$WES$ET$MPLX
$1.6B
71 positions
#21Heronetta Management, L.P.Smart money
Some overlap · 4 shared positions
$EPD$WES$ET$MPLX
$109M
15 positions
#22SL ADVISORS, LLCActive
Some overlap · 4 shared positions
$EPD$WES$ET$MPLX
$57M
32 positions
#23Kercheville Advisors, LLCPassive
Some overlap · 6 shared positions
$EPD$ET$MPLX$DELL$BX$MRVL
$328M
108 positions
#24AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$JBL$DELL$VLO
$197M
140 positions
#25Bollard Group LLCActive
Some overlap · 5 shared positions
$EPD$ET$MPLX$PAA$VLO
$3.3B
309 positions

Compare Texas Yale’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Texas Yale’s holdings

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.