13F Pro

Hedge Funds Similar to U.S. Wealth Advisors

13F Portfolio OverlapQ1 2026U.S. Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

U.S. Capital Wealth Advisors, LLC is an institutional investor managing $4.0B across 1,008 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 U.S. Wealth Advisors are MILLER HOWARD INVESTMENTS, Recurrent Investment Advisors, Royal Palms, with shared positions in $EPD, $MPLX, $ET, $CNQ, $KMI, $COP. The full ranking of 25 similar funds is below.

#1MILLER HOWARD INVESTMENTS INC /NYActive
Notable overlap · 7 shared positions
$EPD$MPLX$ET$CNQ$KMI$COP
$3.8B
152 positions
#2Recurrent Investment Advisors LLCActive
Some overlap · 8 shared positions
$EPD$MPLX$ET$KMI$CVE$NEM
$1.6B
71 positions
#3Royal Palms Capital LLCPassive
Some overlap · 6 shared positions
$EPD$ET$FCX$NEM$KMI$PLTR
$114M
57 positions
#4Oxbow Advisors, LLCPassive
Some overlap · 5 shared positions
$EPD$MPLX$ET$COP$MCD
$1.2B
265 positions
#5SL ADVISORS, LLCActive
Some overlap · 5 shared positions
$EPD$MPLX$ET$KMI$MCD
$57M
32 positions
#6Adams Asset Advisors, LLCActive
Some overlap · 6 shared positions
$EPD$MPLX$ET$T$NEM$BTI
$882M
88 positions
#7ALPS ADVISORS INCActive
Some overlap · 6 shared positions
$EPD$MPLX$ET$FCX$KMI$NEM
$21.3B
1,170 positions
#8Fractal Investments LLCActive
Some overlap · 6 shared positions
$EPD$MPLX$ET$KMI$NEM$FCX
$867M
80 positions
#9Americana Partners, LLCPassive
Some overlap · 5 shared positions
$EPD$MPLX$ET$KMI$MCD
$4.4B
596 positions
#10Addis & Hill, IncSmart money
Some overlap · 4 shared positions
$EPD$MPLX$ET$KMI
$181M
29 positions
#11TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 4 shared positions
$EPD$MPLX$ET$KMI
$9.8B
91 positions
#12Energy Income Partners, LLCActive
Some overlap · 4 shared positions
$EPD$MPLX$ET$KMI
$6.4B
88 positions
#13EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 4 shared positions
$EPD$MPLX$ET$KMI
$3.0B
277 positions
#14CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$EPD$MPLX$ET$KMI
$2.8B
97 positions
#15RR Advisors, LLCActive
Some overlap · 4 shared positions
$EPD$MPLX$ET$KMI
$346M
25 positions
#16INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$EPD$MPLX$ET$KMI
$1.7B
185 positions
#17Heronetta Management, L.P.Smart money
Some overlap · 4 shared positions
$EPD$MPLX$ET$KMI
$109M
15 positions
#18KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 4 shared positions
$EPD$MPLX$ET$KMI
$5.1B
53 positions
#19PIN OAK INVESTMENT ADVISORS INCPassive
Some overlap · 4 shared positions
$EPD$PLTR$ET$KMI
$138M
479 positions
#20OUTFITTERS FINANCIAL LLCPassive
Some overlap · 4 shared positions
$EPD$MPLX$ET$MCD
$143M
80 positions
#21Chicago Partners Investment Group LLCPassive
Some overlap · 4 shared positions
$EPD$MPLX$ET$KMI
$5.0B
1,588 positions
#22GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$EPD$ET$PLTR$EMR$COP
$145M
1,064 positions
#23Blackstone Inc.Active
Some overlap · 4 shared positions
$EPD$MPLX$ET$KMI
$32.9B
518 positions
#24Pingora Partners LLCActive
Some overlap · 7 shared positions
$ET$MPLX$FCX$T$KMI$BABA
$171M
182 positions
#25Meixler Investment Management, Ltd.Passive
Some overlap · 4 shared positions
$EPD$ET$CNQ$KMI
$181M
90 positions

Compare U.S. Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View U.S. Wealth Advisors’s holdings

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.