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 Adams Asset Advisors,

13F Portfolio OverlapQ1 2026Adams Asset Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Adams Asset Advisors, LLC is an institutional investor managing $882M across 88 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 Adams Asset Advisors, are MILLER HOWARD INVESTMENTS /NY, Fractal Investments, ALPS ADVISORS, with shared positions in $ET, $EPD, $PAA, $WES, $VZ, $MPLX. The full ranking of 25 similar funds is below.

#1MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 10 shared positions

$ET $EPD $PAA $WES $VZ $MPLX

$3.7B

138 positions

#2Fractal Investments LLCActive

Notable overlap · 8 shared positions

$SUN $ET $PAA $EPD $WES $MPLX

$845M

81 positions

#3ALPS ADVISORS INCActive

Notable overlap · 8 shared positions

$SUN $ET $PAA $EPD $WES $MPLX

$21.3B

1,037 positions

#4INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$SUN $ET $PAA $EPD $WES $MPLX

$1.4B

149 positions

#5Philip James Wealth Mangement, LLCActive

Notable overlap · 6 shared positions

$OXY $MO $PFE $BTI $BAC $AMGN

$870M

157 positions

#6LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Notable overlap · 8 shared positions

$ET $PAA $EPD $VZ $WES $MPLX

$480M

243 positions

#7Chou Associates Management Inc.Smart money

Notable overlap · 5 shared positions

$OXY $C $WFC $BAC $HPQ

$210M

31 positions

#8WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Notable overlap · 5 shared positions

$SUN $ET $PAA $EPD $MPLX

$181M

14 positions

#9EDMP, INC.Passive

Notable overlap · 8 shared positions

$MO $VZ $EPD $CMI $AMGN $T

$124M

71 positions

#10AMERICAN FINANCIAL GROUP INCActive

Notable overlap · 8 shared positions

$ET $PAA $C $EPD $KMB $BMY

$270M

71 positions

#11TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 8 shared positions

$ET $PAA $EPD $WES $MPLX $KMI

$9.6B

90 positions

#12Recurrent Investment Advisors LLCActive

Notable overlap · 6 shared positions

$SUN $ET $EPD $WES $NEM $KMI

$1.7B

67 positions

#13Aldebaran Capital, LLCActive

Notable overlap · 3 shared positions

$OXY $VZ $BAC

$131M

43 positions

#14Royal Palms Capital LLCPassive

Notable overlap · 7 shared positions

$ET $NEM $VLO $EPD $MO $KMI

$101M

50 positions

#15KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 6 shared positions

$ET $PAA $EPD $WES $MPLX $KMI

$5.2B

48 positions

#16VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$VZ $T $MO $BTI $C $BAC

$976M

142 positions

#17EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 6 shared positions

$ET $PAA $EPD $WES $MPLX $KMI

$2.8B

276 positions

#18ELCO Management Co., LLCPassive

Notable overlap · 7 shared positions

$ET $PAA $MPLX $WES $EPD $SUN

$208M

170 positions

#19Catherine Avery Investment Management LLCPassive

Notable overlap · 8 shared positions

$C $VZ $AMGN $BAC $PFE $BMY

$223M

109 positions

#20GraniteShares Advisors LLCPassive

Notable overlap · 6 shared positions

$DMLP $PAA $EPD $WES $MPLX $ARLP

$139M

90 positions

#21Inlet Private Wealth, LLCPassive

Notable overlap · 6 shared positions

$C $BTI $MO $AMGN $BAC $NEM

$392M

128 positions

#22AFFINITY INVESTMENT ADVISORS, LLCPassive

Notable overlap · 7 shared positions

$VLO $VZ $NEM $BAC $MO $T

$160M

137 positions

#23Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$C $MO $AMGN $BAC $WFC $VZ

$170M

82 positions

#24KEYNOTE FINANCIAL SERVICES LLCPassive

Notable overlap · 8 shared positions

$OXY $T $VZ $AMGN $PFE $DINO

$188M

174 positions

#25SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$C $WFC $AMGN $T $VZ $PFE

$728M

79 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.