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Hedge Funds Similar to Tortoise Investment

13F Portfolio OverlapQ2 2026Tortoise Investment portfolio →
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Most similar hedge funds by 13F overlap

Tortoise Investment Management, LLC is an institutional investor managing $1.3B across 255 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 Tortoise Investment are SENTINEL LBA, Van Cleef Asset, Maltin Wealth, with shared positions in $BTT, $UNP, $PEP, $PGR, $DOV, $PH. The full ranking of 25 similar funds is below.

#1SENTINEL TRUST CO LBASmart money
Notable overlap · 3 shared positions
$BTT$UNP$PEP
$1.1B
136 positions
#2Van Cleef Asset Management,IncActive
Some overlap · 3 shared positions
$PGR$DOV$PEP
$981M
119 positions
#3Maltin Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$BTT$DOV$PH
$299M
146 positions
#4Lafayette Investments, Inc.Active
Some overlap · 3 shared positions
$PGR$PH$PEP
$542M
162 positions
#5DIAMANT ASSET MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$PGR$HEI$UNP$PEP
$147M
81 positions
#6Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$NIM$DOV$UNP
$149M
636 positions
#7Heritage Wealth AdvisorsActive
Some overlap · 4 shared positions
$PGR$DOV$UNP$MUFG
$2.9B
703 positions
#81607 Capital Partners, LLCActive
Some overlap · 3 shared positions
$NUW$BTT$NIM
$1.1B
141 positions
#9James Hambro & Partners LLPActive
Some overlap · 3 shared positions
$PGR$EMR$PEP
$2.8B
68 positions
#10TAGStone Capital, Inc.Passive
Some overlap · 3 shared positions
$PGR$UNP$PEP
$315M
139 positions
#11Port Capital LLCActive
Slight overlap · 3 shared positions
$PGR$HEI$PH
$2.5B
108 positions
#12SOROS CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$WULF$UNP$NBIS
$559M
58 positions
#13Wilkinson Global Asset Management LLCActive
Slight overlap · 3 shared positions
$PGR$UNP$PH
$1.3B
62 positions
#14WealthBridge Capital Management, LLCPassive
Slight overlap · 3 shared positions
$BTT$PGR$EMR
$503M
235 positions
#15Baird Financial Group, Inc.Passive
Slight overlap · 3 shared positions
$PGR$UNP$PH
$72.7B
1,924 positions
#16SWP Investment Management LLCPassive
Slight overlap · 3 shared positions
$PGR$UNP$EMR
$145M
43 positions
#17Ackerman Capital Advisors, LLCActive
Slight overlap · 3 shared positions
$NUW$DOV$UNP
$497M
120 positions
#18Marble Harbor Investment Counsel, LLCActive
Slight overlap · 3 shared positions
$PGR$PH$PEP
$984M
200 positions
#19Aster Capital Management (DIFC) LtdPassive
Slight overlap · 3 shared positions
$PGR$UNP$PEP
$427M
936 positions
#20BLALOCK WILLIAMS, LLCPassive
Slight overlap · 3 shared positions
$PGR$HEI$UNP
$154M
154 positions
#21INVESTMENT HOUSE LLCPassive
Slight overlap · 3 shared positions
$PGR$UNP$NBIS
$2.2B
220 positions
#22BRIDGES INVESTMENT MANAGEMENT INCActive
Slight overlap · 3 shared positions
$PGR$UNP$PH
$8.2B
401 positions
#23FORBES J M & CO LLPActive
Slight overlap · 4 shared positions
$PGR$UNP$EMR$PEP
$1.3B
159 positions
#24BRIAN LOW FINANCIAL GROUP, LLCPassive
Slight overlap · 3 shared positions
$PGR$UNP$EMR
$171M
116 positions
#25Avise Financial Cooperative, Inc.Passive
Slight overlap · 3 shared positions
$BTT$MUFG$PEP
$141M
114 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.