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 WESTWOOD GROUP

13F Portfolio OverlapQ2 2026WESTWOOD GROUP portfolio →

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Most similar hedge funds by 13F overlap

WESTWOOD HOLDINGS GROUP INC is an institutional investor managing $13.3B across 626 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 WESTWOOD GROUP are KAYNE ANDERSON ADVISORS, CUSHING ASSET , dba NXG INVESTMENT, TORTOISE ADVISORS, L.L.C., with shared positions in $WMB, $ET, $KMI, $EPD, $LNG, $ENB. The full ranking of 25 similar funds is below.

#1KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 12 shared positions

$WMB $ET $KMI $EPD $LNG $ENB

$5.1B

53 positions

#2CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 12 shared positions

$WMB $ET $KMI $EPD $LNG $ENB

$2.2B

73 positions

#3TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 12 shared positions

$WMB $ET $EPD $LNG $ENB $TRGP

$9.8B

91 positions

#4Fractal Investments LLCActive

Notable overlap · 12 shared positions

$WMB $ET $KMI $EPD $LNG $TRGP

$867M

80 positions

#5Recurrent Investment Advisors LLCActive

Notable overlap · 11 shared positions

$WMB $ET $KMI $EPD $LNG $ENB

$1.6B

71 positions

#6SL ADVISORS, LLCActive

Notable overlap · 11 shared positions

$WMB $ET $KMI $EPD $LNG $ENB

$57M

32 positions

#7Catalyst Capital Advisors LLCActive

Notable overlap · 12 shared positions

$ET $LNG $WMB $EPD $KMI $ENB

$6.0B

369 positions

#8Blackstone Inc.Active

Notable overlap · 11 shared positions

$WMB $ET $KMI $EPD $ENB $TRGP

$32.9B

518 positions

#9Heronetta Management, L.P.Smart money

Notable overlap · 11 shared positions

$WMB $ET $KMI $EPD $TRGP $OKE

$109M

15 positions

#10CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 11 shared positions

$WMB $ET $EPD $LNG $TRGP $DTM

$2.8B

97 positions

#11RR Advisors, LLCActive

Notable overlap · 9 shared positions

$WMB $ET $KMI $EPD $LNG $TRGP

$346M

25 positions

#12EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 10 shared positions

$ET $WMB $EPD $LNG $KMI $TRGP

$3.0B

277 positions

#13Energy Income Partners, LLCActive

Notable overlap · 9 shared positions

$ET $KMI $EPD $LNG $WMB $TRGP

$6.4B

88 positions

#14MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 9 shared positions

$ET $EPD $WMB $KMI $ENB $TRGP

$3.8B

152 positions

#15Addis & Hill, IncSmart money

Notable overlap · 7 shared positions

$WMB $ET $KMI $EPD $TRGP $OKE

$181M

29 positions

#16ELCO Management Co., LLCPassive

Notable overlap · 8 shared positions

$WMB $ET $LNG $TRGP $EPD $MPLX

$232M

174 positions

#17INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Notable overlap · 9 shared positions

$ET $EPD $LNG $WMB $MPLX $KMI

$1.7B

185 positions

#18ONTARIO TEACHERS PENSION PLAN BOARDSmart money

Notable overlap · 7 shared positions

$WMB $KMI $ENB $TRGP $LNG $OKE

$15.8B

60 positions

#19Maryland State Retirement & Pension SystemPassive

Notable overlap · 9 shared positions

$WMB $ENB $TRP $KMI $TRGP $ET

$5.8B

1,423 positions

#20SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Notable overlap · 8 shared positions

$WMB $TRGP $KMI $LNG $ENB $EPD

$530M

308 positions

#21Capital Innovations LLCPassive

Notable overlap · 6 shared positions

$WMB $LNG $ENB $DTM $TRP $OKE

$385M

51 positions

#22Jackson Hole Capital Partners, LLC

Notable overlap · 6 shared positions

$WMB $EPD $KMI $OKE $ET $MPLX

$605M

313 positions

#23Ausbil Investment Management LtdPassive

Notable overlap · 5 shared positions

$WMB $LNG $ENB $DTM $OKE

$221M

65 positions

#24WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Notable overlap · 4 shared positions

$WMB $ET $EPD $MPLX

$185M

15 positions

#25Chicago Partners Investment Group LLCPassive

Notable overlap · 7 shared positions

$ET $EPD $MPLX $OKE $WMB $KMI

$5.0B

1,588 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.