What hedge funds are most similar to Pinnacle Holdings, LLC?

The funds with the most similar 13F portfolios to Pinnacle Holdings, LLC are TORTOISE ADVISORS, L.L.C., RR Advisors, CHICKASAW, based on overlapping conviction holdings in the latest SEC filings.

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 Pinnacle

13F Portfolio OverlapQ2 2026Pinnacle portfolio →

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Most similar hedge funds by 13F overlap

Pinnacle Holdings, LLC is an institutional investor managing $324M across 237 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 Pinnacle are TORTOISE ADVISORS, L.L.C., RR Advisors, CHICKASAW, with shared positions in $TRGP, $WMB, $AM, $OKE, $MPLX, $PAGP. The full ranking of 25 similar funds is below.

#1TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 10 shared positions

$TRGP $WMB $AM $OKE $MPLX $PAGP

$9.8B

91 positions

#2RR Advisors, LLCActive

Notable overlap · 10 shared positions

$TRGP $WMB $AM $KNTK $MPLX $PAGP

$346M

25 positions

#3CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 11 shared positions

$TRGP $WMB $OKE $MPLX $PAGP $ET

$2.8B

97 positions

#4Catalyst Capital Advisors LLCActive

Notable overlap · 10 shared positions

$TRGP $WMB $OKE $KNTK $MPLX $PAGP

$6.0B

369 positions

#5EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 10 shared positions

$TRGP $WMB $MPLX $AM $OKE $ET

$3.0B

277 positions

#6SL ADVISORS, LLCActive

Notable overlap · 10 shared positions

$TRGP $WMB $OKE $KNTK $MPLX $ET

$57M

32 positions

#7CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 9 shared positions

$TRGP $WMB $OKE $KNTK $MPLX $PAGP

$2.2B

73 positions

#8Heronetta Management, L.P.Smart money

Notable overlap · 10 shared positions

$TRGP $WMB $OKE $MPLX $PAGP $ET

$109M

15 positions

#9Fractal Investments LLCActive

Notable overlap · 11 shared positions

$TRGP $WMB $OKE $MPLX $ET $HESM

$867M

80 positions

#10MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 9 shared positions

$WMB $TRGP $MPLX $C $ET $HESM

$3.8B

152 positions

#11KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 10 shared positions

$TRGP $WMB $OKE $MPLX $ET $EPD

$5.1B

53 positions

#12Recurrent Investment Advisors LLCActive

Notable overlap · 8 shared positions

$TRGP $WMB $OKE $MPLX $PAGP $ET

$1.6B

71 positions

#13Blackstone Inc.Active

Notable overlap · 8 shared positions

$TRGP $WMB $KNTK $MPLX $ET $EPD

$32.9B

518 positions

#14Arrow Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$AM $KNTK $MPLX $PAGP $ET $HESM

$103M

75 positions

#15Argyle Capital Partners, LLCPassive

Notable overlap · 7 shared positions

$WMB $AMGN $OKE $MPLX $ET $EPD

$159M

177 positions

#16Energy Income Partners, LLCActive

Notable overlap · 7 shared positions

$WMB $OKE $MPLX $TRGP $PAGP $ET

$6.4B

88 positions

#17ELCO Management Co., LLCPassive

Notable overlap · 7 shared positions

$TRGP $WMB $MPLX $ET $GEL $EPD

$232M

174 positions

#18Addis & Hill, IncSmart money

Notable overlap · 6 shared positions

$TRGP $WMB $OKE $MPLX $ET $EPD

$181M

29 positions

#19Jackson Hole Capital Partners, LLC

Notable overlap · 7 shared positions

$WMB $OKE $C $EPD $ARLP $ET

$605M

313 positions

#20INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Notable overlap · 9 shared positions

$MPLX $ET $HESM $EPD $WMB $WES

$1.7B

185 positions

#21Adams Asset Advisors, LLCActive

Notable overlap · 7 shared positions

$AMGN $MPLX $C $ET $EPD $WES

$882M

88 positions

#22WESTWOOD HOLDINGS GROUP INCPassive

Notable overlap · 7 shared positions

$WMB $TRGP $ET $OKE $EPD $MPLX

$13.3B

626 positions

#23DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$AMGN $OKE $WMB $ET $SHW $EPD

$517M

137 positions

#24Cambridge Financial Group, Inc.Active

Some overlap · 5 shared positions

$TRGP $WMB $OKE $C $MCD

$287M

33 positions

#25ALPS ADVISORS INCActive

Some overlap · 8 shared positions

$MPLX $ET $HESM $GEL $EPD $WES

$21.3B

1,170 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.