Hedge Funds Similar to HOWARD FINANCIAL SERVICES, LTD.

13F Portfolio OverlapQ3 2026HOWARD FINANCIAL SERVICES, LTD. portfolio →

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Most similar hedge funds by 13F overlap

HOWARD FINANCIAL SERVICES, LTD. is an institutional investor managing $954M across 234 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to HOWARD FINANCIAL SERVICES, LTD. are Kercheville Advisors, Americana Partners, TECTONIC ADVISORS, with shared positions in $EPD, $MPLX, $ET, $MRVL, $PLTR, $SBR. The full ranking of 25 similar funds is below.

#1Kercheville Advisors, LLCPassive

Some overlap · 5 shared positions

$EPD $MPLX $ET $MRVL $PLTR

$361M

119 positions

#2Americana Partners, LLCPassive

Some overlap · 4 shared positions

$EPD $ET $MPLX $SBR

$4.4B

596 positions

#3TECTONIC ADVISORS LLCPassive

Some overlap · 4 shared positions

$EPD $ET $MPLX $PEP

$2.2B

277 positions

#4Jackson Hole Capital Partners, LLC

Some overlap · 4 shared positions

$EPD $ET $MPLX $PEP

$605M

313 positions

#5Adams Asset Advisors, LLCActive

Some overlap · 4 shared positions

$EPD $ET $MPLX $PEP

$984M

94 positions

#6OUTFITTERS FINANCIAL LLCPassive

Some overlap · 4 shared positions

$EPD $ET $MPLX $PEP

$137M

74 positions

#7Gilman Hill Asset Management, LLCPassive

Some overlap · 4 shared positions

$EPD $ET $MPLX $SCHW

$718M

222 positions

#8U.S. Capital Wealth Advisors, LLC

Some overlap · 4 shared positions

$EPD $ET $MPLX $PLTR

$4.0B

1,008 positions

#9CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Some overlap · 4 shared positions

$EPD $ET $MPLX $CRWD

$2.2B

73 positions

#10Argyle Capital Partners, LLCPassive

Some overlap · 4 shared positions

$EPD $ET $MPLX $CRWD

$162M

175 positions

#11Recurrent Investment Advisors LLCActive

Some overlap · 4 shared positions

$EPD $ET $MPLX $VNOM

$1.6B

71 positions

#12RR Advisors, LLCActive

Some overlap · 4 shared positions

$EPD $ET $MPLX $VNOM

$346M

25 positions

#13Royal Palms Capital LLCPassive

Some overlap · 4 shared positions

$EPD $ET $SCHW $PLTR

$113M

55 positions

#14Cohen Capital Management, Inc.Active

Some overlap · 4 shared positions

$EPD $ET $SCHW $PEP

$717M

154 positions

#15Fund Advisors of America Inc/FLPassive

Some overlap · 4 shared positions

$EPD $ET $MRVL $PLTR

$110M

120 positions

#16Corps Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$EPD $ET $PLTR $CRWD

$124M

99 positions

#17One Charles Private Wealth Services, LLCPassive

Slight overlap · 4 shared positions

$EPD $ET $MPLX $TPL

$434M

176 positions

#18MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Slight overlap · 4 shared positions

$EPD $MPLX $PEP $MRVL

$167M

84 positions

#19Catalyst Capital Advisors LLCActive

Slight overlap · 3 shared positions

$6.0B

369 positions

#20Progeny 3, Inc.Active

Slight overlap · 3 shared positions

$1.9B

29 positions

#21WALNUT PRIVATE EQUITY PARTNERS, LLCActive

Slight overlap · 3 shared positions

$183M

15 positions

#22Heronetta Management, L.P.Active

Slight overlap · 3 shared positions

$109M

15 positions

#23Oxbow Advisors, LLCPassive

Slight overlap · 3 shared positions

$1.2B

265 positions

#24EAGLE GLOBAL ADVISORS LLCActive

Slight overlap · 3 shared positions

$3.0B

277 positions

#25WESTWOOD HOLDINGS GROUP INCPassive

Slight overlap · 3 shared positions

$13.3B

626 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.