Hedge Funds Similar to Samalin Investment Counsel

13F Portfolio OverlapQ2 2026Samalin Investment Counsel portfolio →

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Most similar hedge funds by 13F overlap

Samalin Investment Counsel, LLC is an institutional investor managing $320M across 336 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 Samalin Investment Counsel are C2C Wealth, PMG Family Office, My Portfolio Guide, with shared positions in $MPLX, $EPD, $OHI, $ARCC, $WPC, $CHI. The full ranking of 25 similar funds is below.

#1C2C Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MPLX $EPD $OHI $ARCC $WPC

$128M

95 positions

#2PMG Family Office LLCPassive

Some overlap · 5 shared positions

$CHI $UTG $RVT $ADX $HTD

$109M

114 positions

#3My Portfolio Guide, LLC

Some overlap · 3 shared positions

$OUNZ $CVS $WPC

$181M

166 positions

#4INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Some overlap · 4 shared positions

$MPLX $EPD $WES $APO

$1.7B

185 positions

#5Adams Asset Advisors, LLCActive

Some overlap · 4 shared positions

$MPLX $EPD $WES $WPC

$882M

88 positions

#6Americana Partners, LLCPassive

Some overlap · 3 shared positions

$ETN $MPLX $EPD

$4.4B

596 positions

#7TECTONIC ADVISORS LLCPassive

Some overlap · 4 shared positions

$MPLX $EPD $ARCC $WPC

$2.1B

289 positions

#8DOLIVER ADVISORS, LPActive

Some overlap · 4 shared positions

$ETN $EPD $MPLX $APO

$442M

191 positions

#9Smith Asset Management Co., LLCActive

Some overlap · 4 shared positions

$HQH $UTG $OHI $ARCC

$127M

70 positions

#10MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 3 shared positions

$MPLX $EPD $WES

$3.8B

152 positions

#11ALPS ADVISORS INCActive

Some overlap · 3 shared positions

$MPLX $EPD $WES

$21.3B

1,170 positions

#12Heronetta Management, L.P.Smart money

Some overlap · 3 shared positions

$MPLX $EPD $WES

$109M

15 positions

#13SL ADVISORS, LLCActive

Some overlap · 3 shared positions

$MPLX $EPD $WES

$57M

32 positions

#14BITTERROOT CAPITAL ADVISORS LLCSmart money

Some overlap · 3 shared positions

$MPLX $EPD $WES

$166M

53 positions

#15EAGLE GLOBAL ADVISORS LLCActive

Some overlap · 3 shared positions

$MPLX $EPD $WES

$3.0B

277 positions

#16Recurrent Investment Advisors LLCActive

Some overlap · 3 shared positions

$MPLX $EPD $WES

$1.6B

71 positions

#17Fractal Investments LLCActive

Some overlap · 3 shared positions

$MPLX $EPD $WES

$867M

80 positions

#18Sovereign Investment Advisors, LLCActive

Some overlap · 3 shared positions

$MPLX $EPD $WES

$533M

109 positions

#19KAYNE ANDERSON CAPITAL ADVISORS LPActive

Some overlap · 3 shared positions

$MPLX $EPD $WES

$5.1B

53 positions

#20Arrow Investment Advisors, LLCActive

Some overlap · 3 shared positions

$MPLX $EPD $WES

$103M

75 positions

#21Blackstone Inc.Active

Some overlap · 3 shared positions

$MPLX $EPD $WES

$32.9B

518 positions

#22GraniteShares Advisors LLCPassive

Some overlap · 3 shared positions

$MPLX $EPD $WES

$156M

90 positions

#23LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Some overlap · 3 shared positions

$MPLX $EPD $WES

$489M

244 positions

#24CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Some overlap · 3 shared positions

$MPLX $EPD $WES

$2.8B

97 positions

#25TORTOISE CAPITAL ADVISORS, L.L.C.Active

Some overlap · 3 shared positions

$MPLX $EPD $WES

$9.8B

91 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.