13F Pro

Hedge Funds Similar to Kercheville Advisors

13F Portfolio OverlapQ3 2026Kercheville Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Kercheville Advisors, LLC is an institutional investor managing $361M across 119 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 Kercheville Advisors are ALPS ADVISORS, WALNUT PRIVATE EQUITY PARTNERS, Steadtrust, with shared positions in $SUN, $MPLX, $CCJ, $EPD, $ET, $BX. The full ranking of 25 similar funds is below.

#1ALPS ADVISORS INCActive
Notable overlap · 5 shared positions
$SUN$MPLX$CCJ$EPD$ET
$21.3B
1,170 positions
#2WALNUT PRIVATE EQUITY PARTNERS, LLCActive
Notable overlap · 5 shared positions
$SUN$MPLX$EPD$BX$ET
$183M
15 positions
#3Steadtrust LLCPassive
Notable overlap · 5 shared positions
$AEM$DELL$BX$AGI$GLW
$198M
132 positions
#4Progeny 3, Inc.Active
Notable overlap · 5 shared positions
$MPLX$AEM$CCJ$EPD$ET
$1.9B
29 positions
#5INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$SUN$MPLX$EPD$ET$CELH
$1.7B
185 positions
#6Fractal Investments LLCActive
Some overlap · 4 shared positions
$SUN$MPLX$EPD$ET
$867M
80 positions
#7Recurrent Investment Advisors LLCActive
Some overlap · 4 shared positions
$SUN$MPLX$EPD$ET
$1.6B
71 positions
#8Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$SUN$MPLX$EPD$ET
$984M
94 positions
#9Objectivity Squared, LLCActive
Some overlap · 4 shared positions
$MPLX$DELL$EPD$UBER
$178M
56 positions
#10McAlvany Wealth Management LLCActive
Some overlap · 4 shared positions
$AEM$EPD$CCJ$AGI
$134M
48 positions
#11TCFG WEALTH MANAGEMENT, LLC
Some overlap · 4 shared positions
$AEM$EPD$CCJ$PLTR
$267M
274 positions
#12MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$DELL$IBRX$SBUX$PLTR$GLW
$138M
62 positions
#13TCFG Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$AEM$EPD$CCJ$PLTR$GLW$MRVL
$293M
288 positions
#14Geneva Partners, LLCPassive
Some overlap · 6 shared positions
$DELL$BE$GLW$MPLX$EPD$MRVL
$334M
81 positions
#15Energy Income Partners, LLCActive
Some overlap · 4 shared positions
$MPLX$SUN$EPD$ET
$6.4B
88 positions
#16CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$MPLX$BE$EPD$ET
$2.2B
73 positions
#17KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$AEM$CCJ$AGI
$198M
97 positions
#18MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 4 shared positions
$MPLX$SUN$EPD$ET
$3.7B
159 positions
#19Jones Collombin Investment Counsel IncActive
Some overlap · 4 shared positions
$AEM$CCJ$UBER$DE
$326M
113 positions
#20ELCO Management Co., LLCPassive
Some overlap · 6 shared positions
$MPLX$EPD$SUN$ET$GLW$UBER
$213M
171 positions
#21Oxbow Advisors, LLCPassive
Some overlap · 4 shared positions
$MPLX$AEM$EPD$ET
$1.2B
265 positions
#22RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 5 shared positions
$DELL$SBUX$UBER$ET$PLTR
$141M
124 positions
#23Bulltick Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DELL$BX$SBUX$UBER$PLTR
$490M
134 positions
#24Sovereign Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MPLX$SUN$EPD$GLW
$533M
109 positions
#25CHELSEA COUNSEL COPassive
Some overlap · 4 shared positions
$AEM$MPLX$ET$GLW
$236M
232 positions

Compare Kercheville 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 Kercheville 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.