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Hedge Funds Similar to JRM Investment Counsel,

13F Portfolio OverlapQ1 2026JRM Investment Counsel, portfolio →
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Most similar hedge funds by 13F overlap

JRM Investment Counsel, LLC is an institutional investor managing $375M across 21 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 JRM Investment Counsel, are Heronetta ,, Flagstone Financial, Burk, with shared positions in $EPD, $PAGP, $TRP, $AMN, $WFC, $HUM. The full ranking of 25 similar funds is below.

#1Heronetta Management, L.P.Active
Notable overlap · 3 shared positions
$EPD$PAGP$TRP
$110M
16 positions
#2Flagstone Financial ManagementSmart money
Notable overlap · 5 shared positions
$AMN$WFC$HUM$BAC$UNP
$403M
71 positions
#3Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$AMN$HUM$BAC
$233M
676 positions
#4Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$HUM$BAC
$98M
68 positions
#5Kondo Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$AMN$WFC$BAC
$266M
69 positions
#6Beta Wealth Group, Inc.Passive
Notable overlap · 3 shared positions
$AMN$HUM$BAC
$242M
112 positions
#7BetterWealth, LLCSmart money
Notable overlap · 3 shared positions
$AMN$HUM$WFC
$510M
85 positions
#8KAYNE ANDERSON CAPITAL ADVISORS LPActive
Notable overlap · 3 shared positions
$EPD$TRP$PAGP
$5.2B
48 positions
#9TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 3 shared positions
$EPD$PAGP$TRP
$9.6B
90 positions
#10Alpha Financial Advisors, LLCActive
Some overlap · 3 shared positions
$AMN$HUM$BAC
$326M
62 positions
#11NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AMN$HUM$WFC$UNP
$665M
255 positions
#12Wright Wealth LLCActive
Some overlap · 3 shared positions
$AMN$HUM$EPD
$149M
51 positions
#13Lauterbach Financial Advisors, LLCActive
Some overlap · 3 shared positions
$AMN$WFC$HUM
$205M
79 positions
#14Collaborative Wealth Managment Inc.Passive
Some overlap · 3 shared positions
$AMN$HUM$EPD
$218M
162 positions
#15CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 3 shared positions
$EPD$PAGP$TRP
$2.0B
66 positions
#16SL ADVISORS, LLCActive
Some overlap · 3 shared positions
$EPD$TRP$PAGP
$59M
32 positions
#17Tarbox Group, Inc.Smart money
Some overlap · 3 shared positions
$AMN$HUM$WFC
$616M
95 positions
#18FIRST NATIONAL BANK SIOUX FALLSPassive
Some overlap · 4 shared positions
$AMN$WFC$BAC$UNP
$366M
147 positions
#19Argent Advisors, Inc.Passive
Some overlap · 3 shared positions
$AMN$WFC$EPD
$366M
173 positions
#20Planned Solutions, Inc.Active
Some overlap · 3 shared positions
$AMN$HUM$BAC
$306M
139 positions
#21ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 3 shared positions
$AMN$EPD$BAC
$84M
65 positions
#22R.H. Investment Group, LLCPassive
Some overlap · 3 shared positions
$EPD$WFC$UNP
$130M
45 positions
#23Bridgewealth Advisory Group, LLCActive
Some overlap · 4 shared positions
$AMN$WFC$HUM$BAC
$482M
135 positions
#24ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active
Some overlap · 3 shared positions
$AMN$HUM$TRP
$1.6B
1,529 positions
#25Bravera WealthPassive
Some overlap · 3 shared positions
$AMN$HUM$UNP
$222M
410 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.