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Hedge Funds Similar to Verbena Value

13F Portfolio OverlapQ2 2026Verbena Value portfolio →
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Most similar hedge funds by 13F overlap

Verbena Value LP is an institutional investor managing $605M across 31 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 Verbena Value are HITE Hedge Asset, Heights Point, Vennlight, with shared positions in $ETR, $AEP, $PPL, $EVRG, $GLNG, $CTRI. The full ranking of 25 similar funds is below.

#1HITE Hedge Asset Management LLCActive
Notable overlap · 5 shared positions
$ETR$AEP$PPL$EVRG$GLNG
$1.8B
125 positions
#2Heights Point Management, LPActive
Notable overlap · 3 shared positions
$CTRI$GLNG$SW
$126M
21 positions
#3Vennlight Capital Management, LPPassive
Notable overlap · 3 shared positions
$PPL$AEP$ETR
$149M
32 positions
#4Covalis Capital LLPActive
Notable overlap · 3 shared positions
$PPL$AEP$BKH
$1.8B
101 positions
#5Energy Income Partners, LLCActive
Notable overlap · 4 shared positions
$ETR$PPL$AEP$EVRG
$6.4B
88 positions
#6ANTIPODES PARTNERS LtdActive
Notable overlap · 3 shared positions
$AEP$ETR$EVRG
$5.5B
130 positions
#7CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 3 shared positions
$AEP$PPL$EVRG
$7.2B
101 positions
#8Greenland Capital Management LPPassive
Some overlap · 4 shared positions
$ETR$AEP$PPL$EVRG
$812M
296 positions
#9ZAZOVE ASSOCIATES LLCPassive
Some overlap · 3 shared positions
$PPL$EVRG$GLNG
$1.2B
151 positions
#10AYAL Capital Advisors LtdActive
Some overlap · 3 shared positions
$GLNG$CTRI$GFL
$370M
44 positions
#11GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$AEP$EVRG$ETR
$2.2B
268 positions
#12Aventail Capital Group, LPPassive
Some overlap · 4 shared positions
$ETR$SWX$PPL$AEP
$1.7B
155 positions
#13Zimmer Partners, LPActive
Some overlap · 3 shared positions
$PPL$ETR$SARO
$4.3B
121 positions
#14DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 4 shared positions
$ETR$EVRG$PPL$AEP
$10.6B
162 positions
#15Yaupon Capital Management LPActive
Some overlap · 3 shared positions
$ETR$AEP$BKH
$5.1B
124 positions
#16SEVEN GRAND MANAGERS, LLCActive
Some overlap · 3 shared positions
$AEP$ETR$SARO
$2.5B
176 positions
#17Crossingbridge Advisors, LLCPassive
Some overlap · 4 shared positions
$HVII$TACO$CCIX$ANSC
$567M
152 positions
#18Magellan Asset Management LtdActive
Some overlap · 3 shared positions
$EVRG$AEP$ETR
$4.5B
78 positions
#19Burkehill Global Management, LPActive
Some overlap · 3 shared positions
$AEP$SARO$EVRG
$2.8B
173 positions
#20THOMPSON SIEGEL & WALMSLEY LLCPassive
Some overlap · 3 shared positions
$SW$EVRG$AMTM
$5.6B
435 positions
#21GRITSTONE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$HVII$TACO$IACQ
$104M
174 positions
#22SOROS FUND MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$AEP$ETR$SW
$8.1B
266 positions
#23Capital Innovations LLCPassive
Some overlap · 3 shared positions
$ETR$GFL$AEP
$385M
51 positions
#24KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$AGI$JBL$AEP
$192M
89 positions
#25High Point Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AEP$ETR$EVRG
$122M
250 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.