What hedge funds are most similar to Sovereign Investment Advisors, LLC?

The funds with the most similar 13F portfolios to Sovereign Investment Advisors, LLC are Fractal Investments, CHICKASAW, Heronetta, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Sovereign Investment Advisors

13F Portfolio OverlapQ2 2026Sovereign Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Sovereign Investment Advisors, LLC is an institutional investor managing $533M across 109 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 Sovereign Investment Advisors are Fractal Investments, CHICKASAW, Heronetta, with shared positions in $MPLX, $EPD, $WES, $PAA, $TRP, $OKE. The full ranking of 25 similar funds is below.

#1Fractal Investments LLCActive

Substantial overlap · 7 shared positions

$MPLX $EPD $WES $PAA $TRP $OKE

$867M

80 positions

#2CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Substantial overlap · 7 shared positions

$MPLX $EPD $WES $OKE $PAA $PSX

$2.8B

97 positions

#3Heronetta Management, L.P.Smart money

Substantial overlap · 5 shared positions

$MPLX $EPD $WES $OKE $TRP

$109M

15 positions

#4ALPS ADVISORS INCActive

Substantial overlap · 6 shared positions

$MPLX $EPD $WES $PAA $SUN $OKE

$21.3B

1,170 positions

#5TORTOISE CAPITAL ADVISORS, L.L.C.Active

Substantial overlap · 9 shared positions

$EPD $MPLX $OKE $PAA $WES $TRP

$9.8B

91 positions

#6KAYNE ANDERSON CAPITAL ADVISORS LPActive

Substantial overlap · 7 shared positions

$MPLX $EPD $OKE $WES $PAA $TRP

$5.1B

53 positions

#7LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Substantial overlap · 4 shared positions

$MPLX $EPD $WES $PAA

$489M

244 positions

#8WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Substantial overlap · 4 shared positions

$MPLX $PAA $EPD $SUN

$185M

15 positions

#9Recurrent Investment Advisors LLCActive

Notable overlap · 7 shared positions

$EPD $OKE $PSX $WES $MPLX $SUN

$1.6B

71 positions

#10Addis & Hill, IncSmart money

Notable overlap · 3 shared positions

$MPLX $EPD $OKE

$181M

29 positions

#11INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$PAA $EPD $WES $MPLX $SUN $OKE

$1.7B

185 positions

#12SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$EPD $PAA $OKE

$142M

39 positions

#13Energy Income Partners, LLCActive

Notable overlap · 6 shared positions

$EPD $MPLX $OKE $SUN $AEP $NEE

$6.4B

88 positions

#14SL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$EPD $OKE $WES $TRP $MPLX $SOBO

$57M

32 positions

#15MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 7 shared positions

$MPLX $EPD $WES $TRP $PAA $SUN

$3.8B

152 positions

#16CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 6 shared positions

$MPLX $OKE $EPD $WES $TRP $SOBO

$2.2B

73 positions

#17EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 6 shared positions

$EPD $MPLX $PAA $WES $OKE $NEE

$3.0B

277 positions

#18RR Advisors, LLCActive

Notable overlap · 4 shared positions

$WES $EPD $MPLX $PAA

$346M

25 positions

#19BITTERROOT CAPITAL ADVISORS LLCSmart money

Notable overlap · 3 shared positions

$EPD $WES $MPLX

$166M

53 positions

#20Adams Asset Advisors, LLCActive

Notable overlap · 5 shared positions

$PAA $WES $EPD $MPLX $SUN

$882M

88 positions

#21Retirement Investment Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$OKE $PSX $EPD

$1.4B

66 positions

#22Disciplined Investments, LLCPassive

Notable overlap · 4 shared positions

$PSX $OKE $TRP $EPD

$310M

144 positions

#23Blackstone Inc.Active

Notable overlap · 5 shared positions

$EPD $MPLX $WES $PAA $TRP

$32.9B

518 positions

#24Arrow Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$WES $MPLX $PAA $EPD $SUN

$103M

75 positions

#25AMERICAN FINANCIAL GROUP INCActive

Notable overlap · 5 shared positions

$EPD $PAA $OKE $MPLX $SUN

$284M

73 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.