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Hedge Funds Similar to Rollins Financial Advisors

13F Portfolio OverlapQ2 2026Rollins Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Rollins Financial Advisors, LLC is an institutional investor managing $759M across 168 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Rollins Financial Advisors are Jackson Hole Partners, Energy Income Partners, Americana Partners, with shared positions in $KMI, $EPD, $SO, $ET, $DUK, $T. The full ranking of 25 similar funds is below.

#1Jackson Hole Capital Partners, LLC
Some overlap · 7 shared positions
$KMI$EPD$SO$ET$DUK$T
$605M
313 positions
#2Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$KMI$EPD$SO$ET$DUK
$6.4B
88 positions
#3Americana Partners, LLCPassive
Slight overlap · 6 shared positions
$KMI$EPD$ET$SNDK$MCD$BA
$4.4B
596 positions
#4Bollard Group LLCActive
Slight overlap · 5 shared positions
$EPD$KMI$SO$ET$DUK
$3.3B
309 positions
#5SHEPHERD KAPLAN KROCHUK, LLCActive
Slight overlap · 4 shared positions
$KMI$EPD$ET$DUK
$126M
62 positions
#6BERKLEY W R CORPPassive
Slight overlap · 4 shared positions
$KMI$EPD$ET$ON
$2.1B
342 positions
#7SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Slight overlap · 5 shared positions
$KMI$EPD$ET$VRT$CRWD
$530M
308 positions
#8Fractal Investments LLCActive
Slight overlap · 4 shared positions
$KMI$EPD$ET$SNDK
$867M
80 positions
#9BEAM WEALTH ADVISORS, INC.Active
Slight overlap · 4 shared positions
$KMI$EPD$ET$T
$453M
117 positions
#10TORTOISE CAPITAL ADVISORS, L.L.C.Active
Slight overlap · 4 shared positions
$KMI$EPD$ET$VRT
$9.8B
91 positions
#11ALBERT D MASON INCPassive
Slight overlap · 4 shared positions
$KMI$EPD$ET$MCD
$176M
139 positions
#12SL ADVISORS, LLCActive
Slight overlap · 4 shared positions
$KMI$EPD$ET$MCD
$57M
32 positions
#13MILLER HOWARD INVESTMENTS INC /NYActive
Slight overlap · 4 shared positions
$KMI$EPD$ET$MCD
$3.8B
152 positions
#14CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Slight overlap · 4 shared positions
$KMI$EPD$ET$CRWD
$2.2B
73 positions
#15EAGLE GLOBAL ADVISORS LLCActive
Slight overlap · 4 shared positions
$KMI$EPD$ET$BA
$3.0B
277 positions
#16Avion WealthActive
Slight overlap · 4 shared positions
$KMI$EPD$ET$BA
$537M
1,750 positions
#17U.S. Capital Wealth Advisors, LLC
Slight overlap · 5 shared positions
$EPD$KMI$ET$T$MCD
$4.0B
1,008 positions
#18INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Slight overlap · 4 shared positions
$KMI$EPD$ET$BA
$1.7B
185 positions
#19Meixler Investment Management, Ltd.Passive
Slight overlap · 3 shared positions
$KMI$EPD$ET
$181M
90 positions
#20WESTWOOD HOLDINGS GROUP INCPassive
Slight overlap · 3 shared positions
$KMI$EPD$ET
$13.3B
626 positions
#21RR Advisors, LLCActive
Slight overlap · 3 shared positions
$KMI$EPD$ET
$346M
25 positions
#22AR ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$KMI$EPD$ET
$546M
122 positions
#23Heronetta Management, L.P.Smart money
Slight overlap · 3 shared positions
$KMI$EPD$ET
$109M
15 positions
#24Catalyst Capital Advisors LLCActive
Slight overlap · 3 shared positions
$KMI$EPD$ET
$6.0B
369 positions
#25Addis & Hill, IncSmart money
Slight overlap · 3 shared positions
$KMI$EPD$ET
$181M
29 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.