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Hedge Funds Similar to Robertson Opportunity ,

13F Portfolio OverlapQ1 2026Robertson Opportunity , portfolio →
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Most similar hedge funds by 13F overlap

Robertson Opportunity Capital, LLC is an institutional investor managing $260M across 30 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Robertson Opportunity , are M.D. Sass,, Ripple Effect Asset, KAYNE ANDERSON ADVISORS, with shared positions in $WMB, $SGI, $CBRE, $SNPS, $CCJ, $CF. The full ranking of 25 similar funds is below.

#1M.D. Sass, LLCActive
Notable overlap · 4 shared positions
$WMB$SGI$CBRE$SNPS
$1.3B
36 positions
#2Ripple Effect Asset Management LPSmart money
Notable overlap · 3 shared positions
$WMB$CCJ$CF
$679M
24 positions
#3KAYNE ANDERSON CAPITAL ADVISORS LPActive
Notable overlap · 3 shared positions
$WMB$OKE$CCJ
$5.2B
48 positions
#4R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$WMB$PYPL$OKE
$172M
38 positions
#5FFT WEALTH MANAGEMENT LLCActive
Notable overlap · 11 shared positions
$CPRT$CCJ$WMB$SGI$ACGL$SNPS
$552M
99 positions
#6Fractal Investments LLCActive
Notable overlap · 3 shared positions
$WMB$OKE$CF
$845M
81 positions
#7Recurrent Investment Advisors LLCActive
Some overlap · 3 shared positions
$OKE$WMB$NTR
$1.7B
67 positions
#8EMINENCE CAPITAL, LPActive
Some overlap · 3 shared positions
$SNPS$SGI$FLUT
$4.4B
33 positions
#9SailingStone Capital Partners LLCActive
Some overlap · 3 shared positions
$WMB$CCJ$NTR
$440M
17 positions
#10Columbus Macro, LLCPassive
Some overlap · 3 shared positions
$OKE$SNPS$WMB
$936M
200 positions
#11Summit Street Capital Management, LLCActive
Some overlap · 3 shared positions
$DINO$CF$ELV
$707M
31 positions
#12O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$CCJ$WMB$OKE
$124M
55 positions
#13Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$WMB$ACGL$SNPS$CPRT
$624M
41 positions
#14Stanley Capital Management, LLCActive
Some overlap · 3 shared positions
$RTO$ELV$FISV
$598M
40 positions
#15Artisan Partners Limited PartnershipActive
Some overlap · 3 shared positions
$ACGL$ELV$CBRE
$62.3B
334 positions
#16ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 3 shared positions
$WMB$OKE$CF
$863M
54 positions
#17MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$CCJ$WMB$NTR
$115M
98 positions
#18Arkfeld Wealth Strategies, L.L.C.Active
Some overlap · 3 shared positions
$DINO$PYPL$OKE
$316M
115 positions
#19WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$WMB$FISV$CPRT
$698M
119 positions
#20Jackson Hole Capital Partners, LLCPassive
Some overlap · 4 shared positions
$WMB$OKE$NTR$DINO
$605M
313 positions
#21VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$OKE$SGI$NDAQ
$378M
169 positions
#22IFS Group,LLCPassive
Some overlap · 3 shared positions
$OKE$IRDM$CCJ
$112M
144 positions
#23Hara Capital LLCPassive
Some overlap · 3 shared positions
$PYPL$DINO$ELV
$200M
311 positions
#24Old West Investment Management, LLCPassive
Some overlap · 3 shared positions
$CCJ$CF$NTR
$923M
123 positions
#25COOKE & BIELER LPActive
Some overlap · 3 shared positions
$ACGL$FISV$CBRE
$8.8B
103 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.