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Hedge Funds Similar to Delta Investment ,

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

Delta Investment Management, LLC is an institutional investor managing $559M across 273 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 Delta Investment , are ArchPoint Investors, WINDACRE PARTNERSHIP, PYA Waltman ,, with shared positions in $DMLP, $EPD, $TMO, $MPLX, $ALPS, $TDG. The full ranking of 25 similar funds is below.

#1ArchPoint InvestorsActive
Some overlap · 5 shared positions
$DMLP$EPD$TMO$MPLX$ALPS
$420M
78 positions
#2WINDACRE PARTNERSHIP LLCSmart money
Some overlap · 3 shared positions
$TDG$ROP$SAP
$9.3B
11 positions
#3PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$TDG$ROP$CEF
$361M
67 positions
#4Hollow Brook Wealth Management LLCActive
Some overlap · 4 shared positions
$DMLP$EPD$SAP$VRT
$392M
70 positions
#5Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$EPD$UL$ALPS
$101M
50 positions
#6CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$EPD$MPLX$AGX$GEV
$2.0B
66 positions
#7Northside Capital Management, LLCActive
Some overlap · 3 shared positions
$EPD$TMO$MPLX
$1.1B
193 positions
#8Oxbow Advisors, LLCActive
Some overlap · 3 shared positions
$EPD$ALPS$MPLX
$1.2B
245 positions
#9Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$DMLP$EPD$MPLX
$891M
88 positions
#10GraniteShares Advisors LLCPassive
Some overlap · 3 shared positions
$DMLP$EPD$MPLX
$139M
90 positions
#11Corps Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$EPD$TMO$GEV
$115M
96 positions
#12CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$EPD$SAP$TMO
$98M
117 positions
#13Hurley Capital, LLCPassive
Some overlap · 3 shared positions
$EPD$UL$ALPS
$187M
673 positions
#14Sovereign Investment Advisors, LLCActive
Some overlap · 3 shared positions
$EPD$ALPS$MPLX
$472M
106 positions
#15MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 4 shared positions
$TDG$UL$GEV$SAP
$1000M
35 positions
#16LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 3 shared positions
$EPD$MPLX$SAP
$480M
243 positions
#17Private Capital Advisors, Inc.Smart money
Some overlap · 3 shared positions
$EPD$TMO$MPLX
$872M
73 positions
#18EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 3 shared positions
$EPD$MPLX$GEV
$2.8B
276 positions
#19Fractal Investments LLCActive
Some overlap · 3 shared positions
$EPD$MPLX$GEV
$845M
81 positions
#20Americana Partners, LLCPassive
Some overlap · 3 shared positions
$EPD$TMO$MPLX
$3.9B
510 positions
#21Titiun YejielPassive
Some overlap · 4 shared positions
$TMO$CEF$AGX$VRT
$99M
57 positions
#22KP Management LLCPassive
Some overlap · 3 shared positions
$TDG$TMO$GEV
$409M
83 positions
#23Dash Acquisitions Inc.Active
Some overlap · 3 shared positions
$SAP$TMO$ROP
$480M
68 positions
#24KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 3 shared positions
$EPD$MPLX$GEV
$5.2B
48 positions
#25Renaissance Investment Group LLCPassive
Some overlap · 3 shared positions
$EPD$TMO$GEV
$465M
81 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.