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Hedge Funds Similar to Jackson Hole Partners,

13F Portfolio OverlapQ1 2026Jackson Hole Partners, portfolio →
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Most similar hedge funds by 13F overlap

Jackson Hole Capital Partners, LLC is an institutional investor managing $605M across 313 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 Jackson Hole Partners, are MORGAN DEMPSEY, Energy Income Partners,, Atlanta Consulting Group Advisors,, with shared positions in $OKE, $C, $SO, $LMT, $KO, $IBM. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 10 shared positions
$OKE$C$SO$LMT$KO$IBM
$220M
148 positions
#2Energy Income Partners, LLCActive
Notable overlap · 8 shared positions
$OKE$WMB$EPD$KMI$SO$DUK
$6.2B
87 positions
#3Atlanta Consulting Group Advisors, LLCActive
Notable overlap · 4 shared positions
$ARLP$KO$VZ$DUK
$465M
143 positions
#4SL ADVISORS, LLCActive
Notable overlap · 7 shared positions
$WMB$OKE$EPD$KMI$ET$LMT
$59M
32 positions
#5Pinnacle Holdings, LLCPassive
Notable overlap · 7 shared positions
$WMB$OKE$ARLP$EPD$C$IBM
$309M
233 positions
#6MILLER HOWARD INVESTMENTS INC /NYActive
Notable overlap · 8 shared positions
$WMB$EPD$KMI$C$ET$NTR
$3.7B
138 positions
#7Griffith & Werner, Inc.Active
Notable overlap · 10 shared positions
$C$SO$LMT$KO$DUK$GILD
$202M
72 positions
#8INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Notable overlap · 7 shared positions
$WMB$EPD$APO$KMI$OKE$ET
$1.4B
149 positions
#9Recurrent Investment Advisors LLCActive
Notable overlap · 6 shared positions
$WMB$OKE$EPD$KMI$ET$NTR
$1.7B
67 positions
#10FUKOKU MUTUAL LIFE INSURANCE CoPassive
Notable overlap · 9 shared positions
$WMB$SO$KO$IBM$DUK$C
$1.5B
235 positions
#11Blackstone Inc.Active
Notable overlap · 6 shared positions
$WMB$EPD$KMI$OKE$ET$FE
$25.6B
417 positions
#12Heronetta Management, L.P.Active
Some overlap · 5 shared positions
$WMB$OKE$EPD$KMI$ET
$110M
16 positions
#13KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 5 shared positions
$WMB$OKE$EPD$KMI$ET
$5.2B
48 positions
#14TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 5 shared positions
$WMB$OKE$EPD$KMI$ET
$9.6B
90 positions
#15CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$WMB$OKE$EPD$KMI$ET
$2.0B
66 positions
#16Adams Asset Advisors, LLCActive
Some overlap · 9 shared positions
$EPD$C$ARLP$ET$WFC$VZ
$891M
88 positions
#17Pathway Financial Advisers, LLCPassive
Some overlap · 7 shared positions
$EPD$OKE$SO$LMT$IBM$DUK
$354M
164 positions
#18Fractal Investments LLCActive
Some overlap · 5 shared positions
$WMB$OKE$EPD$KMI$ET
$845M
81 positions
#19Autumn Glory Partners, LLCPassive
Some overlap · 8 shared positions
$OKE$WMB$BP$ET$VZ$KO
$272M
204 positions
#20Richard C. Young & CO., LTD.Active
Some overlap · 7 shared positions
$WMB$KMI$SO$IBM$VRT$VZ
$1.2B
93 positions
#21L & S Advisors IncPassive
Some overlap · 7 shared positions
$WMB$C$OKE$LMT$DUK$GILD
$795M
233 positions
#22SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$WMB$EPD$KO$OKE$GILD$WFC
$274M
131 positions
#23IBEX WEALTH ADVISORSPassive
Some overlap · 6 shared positions
$WMB$OKE$KMI$VRT$VZ$T
$1.1B
203 positions
#24EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 5 shared positions
$WMB$EPD$OKE$KMI$ET
$2.8B
276 positions
#25Slocum, Gordon & Co LLPPassive
Some overlap · 7 shared positions
$WMB$LMT$KMI$IBM$DUK$VZ
$147M
64 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.