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 Palo Duro Investment Partners

13F Portfolio OverlapQ2 2026Palo Duro Investment Partners portfolio →

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Most similar hedge funds by 13F overlap

Palo Duro Investment Partners, LP is an institutional investor managing $518M across 32 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 Palo Duro Investment Partners are Sourcerock Group, Oceanic Investment LTD, Corigliano Investment Advisers, with shared positions in $AR, $CHRD, $CRC, $PBF, $CNR, $BTU. The full ranking of 25 similar funds is below.

#1Sourcerock Group LLCActive

Substantial overlap · 7 shared positions

$AR $CHRD $CRC $PBF $CNR $BTU

$1.9B

36 positions

#2Oceanic Investment Management LTDActive

Substantial overlap · 4 shared positions

$AR $BKR $EXE $PBF

$78M

26 positions

#3Corigliano Investment Advisers, LLC

Substantial overlap · 8 shared positions

$AR $GPOR $CRC $BKR $TRGP $FANG

$256M

37 positions

#4SIR Capital Management, L.P.Active

Substantial overlap · 11 shared positions

$PR $DVN $AR $EXE $CRC $ENPH

$870M

79 positions

#5Webs Creek Capital Management LPActive

Substantial overlap · 3 shared positions

$AR $PR $AESI

$528M

13 positions

#6OnyxPoint Global Management LPActive

Notable overlap · 4 shared positions

$PR $DVN $CHRD $EXE

$439M

34 positions

#7FEARNLEY ASSET MANAGEMENT ASActive

Notable overlap · 3 shared positions

$AR $EXE $PR

$278M

16 positions

#8Brooklands Fund Management LtdPassive

Notable overlap · 4 shared positions

$EXE $DAR $NXT $PBF

$128M

43 positions

#9HITE Hedge Asset Management LLCActive

Notable overlap · 5 shared positions

$DVN $GPOR $CHRD $EXE $ENPH

$1.8B

125 positions

#10Sagefield Capital LPPassive

Notable overlap · 4 shared positions

$EXE $PR $DAR $FANG

$1.3B

107 positions

#11THOMIST CAPITAL MANAGEMENT, LPActive

Notable overlap · 6 shared positions

$DAR $DINO $CNR $DK $BTU $PARR

$315M

45 positions

#12Merewether Investment Management, LPActive

Notable overlap · 6 shared positions

$DVN $DAR $PR $TRGP $DTM $CNR

$5.3B

81 positions

#13Goehring & Rozencwajg Associates, LLCActive

Notable overlap · 8 shared positions

$AR $PR $CHRD $EXE $FANG $UEC

$1.7B

41 positions

#14Arosa Capital Management LPActive

Notable overlap · 3 shared positions

$ENPH $NXT $SHLS

$561M

52 positions

#15Encompass Capital Advisors LLCActive

Notable overlap · 4 shared positions

$AESI $BKR $NXT $CNR

$2.8B

54 positions

#16Carlson Capital, L.P.Passive

Notable overlap · 4 shared positions

$DVN $EXE $AR $CRC

$494M

74 positions

#17RR Advisors, LLCActive

Notable overlap · 9 shared positions

$AR $EXE $PR $TRGP $GPOR $DTM

$346M

25 positions

#18Tejara Capital LtdPassive

Notable overlap · 4 shared positions

$AR $EXE $AESI $CNR

$243M

66 positions

#19Hartree Partners, LPPassive

Some overlap · 4 shared positions

$DVN $DAR $CNR $DK

$469M

118 positions

#20Yaupon Capital Management LPActive

Some overlap · 7 shared positions

$DVN $PR $AR $TRGP $DTM $DINO

$5.1B

124 positions

#21PARAGON CAPITAL MANAGEMENT INCPassive

Some overlap · 3 shared positions

$CHRD $DVN $AR

$135M

80 positions

#22CoreCommodity Management, LLCSmart money

Some overlap · 4 shared positions

$ENPH $PR $CHRD $DAR

$502M

124 positions

#23DC Investments Management, LLCActive

Some overlap · 5 shared positions

$GPOR $AR $DVN $EXE $PR

$293M

55 positions

#24Fulcrum Asset Management LLP

Some overlap · 5 shared positions

$DAR $DVN $BKR $DINO $PBF

$1.0B

1,027 positions

#25Ninepoint Partners LPActive

Some overlap · 4 shared positions

$DVN $PR $CHRD $FANG

$1.3B

165 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.