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Hedge Funds Similar to Vectors Research

13F Portfolio OverlapQ2 2026Vectors Research portfolio →
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Most similar hedge funds by 13F overlap

Vectors Research Management, LLC is an institutional investor managing $383M across 148 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 Vectors Research are Energy Income Partners, SPIRIT OF AMERICA, LEGACY FINANCIAL INDEPENDENT ADVISORS, with shared positions in $WMB, $KMI, $LNG, $AEP, $SO, $DUK. The full ranking of 25 similar funds is below.

#1Energy Income Partners, LLCActive
Notable overlap · 7 shared positions
$WMB$KMI$LNG$AEP$SO$DUK
$6.4B
88 positions
#2SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 6 shared positions
$WMB$KMI$LNG$IRM$EQIX$CRWD
$530M
308 positions
#3LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 7 shared positions
$ROK$AEP$CRWD$GLW$SO$DUK
$213M
124 positions
#4DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 7 shared positions
$WMB$AEP$LNG$DUK$IRM$EQIX
$10.6B
162 positions
#5Canal Insurance COActive
Some overlap · 6 shared positions
$DELL$KMI$GD$DUK$WMB$D
$456M
76 positions
#6Capital Innovations LLCPassive
Some overlap · 6 shared positions
$WMB$LNG$SO$AEP$D$DUK
$385M
51 positions
#7Yaupon Capital Management LPActive
Some overlap · 5 shared positions
$WMB$FSLR$LNG$AEP$DUK
$5.1B
124 positions
#8CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 6 shared positions
$WMB$AEP$SO$LNG$IRM$EQIX
$7.2B
101 positions
#9Randolph Co IncActive
Some overlap · 6 shared positions
$KMI$GD$AEP$GLW$DUK$MDT
$1.2B
47 positions
#10Alaethes Wealth, LLCPassive
Some overlap · 6 shared positions
$WMB$KMI$ROK$CRWD$LNG$SO
$345M
111 positions
#11Richard C. Young & CO., LTD.Passive
Some overlap · 4 shared positions
$DELL$WMB$KMI$SO
$1.4B
101 positions
#12Jackson Hole Capital Partners, LLC
Some overlap · 5 shared positions
$WMB$KMI$SO$DUK$D
$605M
313 positions
#13Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$DELL$TJX$ROK$GLW$EQIX
$345M
576 positions
#14CGN Advisors LLCPassive
Some overlap · 6 shared positions
$TJX$CRWD$GLW$DUK$COF$MDT
$1.4B
322 positions
#15Robbins FarleyPassive
Some overlap · 5 shared positions
$DELL$TJX$CRWD$SO$D
$260M
157 positions
#16Verus Financial Partners, Inc.Smart money
Some overlap · 7 shared positions
$GWW$SO$TJX$D$GLW$COF
$1.2B
127 positions
#17CAPITAL ADVISORS INC/OKActive
Some overlap · 5 shared positions
$WMB$ROK$GLW$SO$MDT
$6.8B
374 positions
#18ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 6 shared positions
$WMB$SO$TJX$LNG$EQIX$MDT
$460M
220 positions
#19CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$WMB$KMI$LNG$CRWD
$2.2B
73 positions
#20PeakShares LLCActive
Some overlap · 5 shared positions
$DELL$TJX$CRWD$GLW$DUK
$134.4B
122 positions
#21VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 5 shared positions
$WMB$AEP$LNG$SO$DUK
$5.0B
245 positions
#22NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$KMI$GD$ROK$DUK$MDT
$381M
144 positions
#23ADELL HARRIMAN & CARPENTER INCActive
Some overlap · 5 shared positions
$WMB$CRWD$DELL$IRM$EQIX
$2.0B
158 positions
#24VIKING FUND MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$WMB$DELL$LNG$GLW
$1.1B
146 positions
#25REAVES W H & CO INCActive
Some overlap · 5 shared positions
$WMB$AEP$GLW$EQIX$LNG
$6.6B
94 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.