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Hedge Funds Similar to R.M.SINCERBEAUX

13F Portfolio OverlapQ1 2026R.M.SINCERBEAUX portfolio →
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Most similar hedge funds by 13F overlap

R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC is an institutional investor managing $172M across 38 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 R.M.SINCERBEAUX are KAYNE ANDERSON ADVISORS, Heronetta ,, HOERTKORN RICHARD CHARLES, with shared positions in $WMB, $KMI, $OKE, $BAC, $BA, $PYPL. The full ranking of 25 similar funds is below.

#1KAYNE ANDERSON CAPITAL ADVISORS LPActive
Notable overlap · 3 shared positions
$WMB$KMI$OKE
$5.2B
48 positions
#2Heronetta Management, L.P.Active
Notable overlap · 3 shared positions
$WMB$KMI$OKE
$110M
16 positions
#3HOERTKORN RICHARD CHARLESActive
Notable overlap · 6 shared positions
$KMI$BAC$BA$PYPL$KO$PFE
$122M
75 positions
#4Robertson Opportunity Capital, LLCActive
Notable overlap · 3 shared positions
$WMB$PYPL$OKE
$260M
30 positions
#5SL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$WMB$KMI$OKE$KO$ADP
$59M
32 positions
#6Cambridge Financial Group, Inc.Active
Notable overlap · 6 shared positions
$WMB$BAC$BA$FDX$C$OKE
$267M
33 positions
#7TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 3 shared positions
$WMB$KMI$OKE
$9.6B
90 positions
#8Fractal Investments LLCActive
Notable overlap · 3 shared positions
$WMB$KMI$OKE
$845M
81 positions
#9CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Notable overlap · 3 shared positions
$WMB$KMI$OKE
$2.0B
66 positions
#10Phraction Management LLCActive
Notable overlap · 5 shared positions
$BAC$ADI$WMB$PM$LIN
$483M
65 positions
#11ABSHER WEALTH MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$ADP$ADI$BA$ABT$LOW
$853M
70 positions
#12SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 5 shared positions
$BAC$BA$KMI$PFE$C
$3.0B
40 positions
#13Xcel Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$BAC$BA$PFE$FDX$ABT
$362M
133 positions
#14NICHOLS & PRATT ADVISERS LLP /MAActive
Notable overlap · 4 shared positions
$ADP$KMI$KO$LIN
$1.5B
105 positions
#15PENN DAVIS MCFARLAND INCActive
Notable overlap · 5 shared positions
$KMI$PYPL$KO$PFE$ABT
$1.0B
75 positions
#16CapWealth Advisors, LLCActive
Notable overlap · 4 shared positions
$WMB$BAC$KO$IBM
$1.3B
118 positions
#17Marble Harbor Investment Counsel, LLCActive
Notable overlap · 6 shared positions
$ADP$EBAY$KO$PFE$PYPL$ABT
$923M
192 positions
#18Tribune Investment Group LPActive
Notable overlap · 4 shared positions
$WMB$ADI$FDX$LIN
$261M
30 positions
#19Recurrent Investment Advisors LLCActive
Notable overlap · 4 shared positions
$KMI$WMB$OKE$COP
$1.7B
67 positions
#20SHRIER WEALTH MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$BAC$WMB$KO$PM$BA$OKE
$274M
131 positions
#21Griffith & Werner, Inc.Active
Notable overlap · 6 shared positions
$BAC$KO$PFE$C$IBM$PM
$202M
72 positions
#22Dilation Capital Management LPActive
Notable overlap · 3 shared positions
$WMB$BA$LIN
$199M
20 positions
#23Barnett & Company, Inc.Passive
Notable overlap · 4 shared positions
$WMB$PFE$OKE$COP
$129M
88 positions
#24DMKC Advisory Services, LLCPassive
Notable overlap · 6 shared positions
$BAC$FDX$PFE$C$ABT$LOW
$240M
84 positions
#25Blackstone Inc.Active
Notable overlap · 3 shared positions
$WMB$KMI$OKE
$25.6B
417 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.