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Hedge Funds Similar to Alternative Investment Advisors

13F Portfolio OverlapQ2 2026Alternative Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Alternative Investment Advisors, LLC. is an institutional investor managing $263M across 78 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 Alternative Investment Advisors are Recurrent Investment Advisors, Paradigm, Disciplined Equity, with shared positions in $KMI, $OKE, $NEM, $KGC, $WFC, $T. The full ranking of 25 similar funds is below.

#1Recurrent Investment Advisors LLCActive
Notable overlap · 4 shared positions
$KMI$OKE$NEM$KGC
$1.6B
71 positions
#2Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$KMI$OKE$WFC$T$DUK
$116M
65 positions
#3Disciplined Equity Management, Inc.Smart money
Some overlap · 3 shared positions
$KMI$OKE$T
$226M
45 positions
#4ATLAS CAPITAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$PLMR$DE$T
$914M
1,049 positions
#5Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$KMI$SLV$NEM$PAAS
$114M
57 positions
#6Energy Income Partners, LLCActive
Some overlap · 3 shared positions
$KMI$OKE$DUK
$6.4B
88 positions
#7SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 3 shared positions
$KMI$DUK$NEM
$126M
62 positions
#8Jackson Hole Capital Partners, LLC
Some overlap · 5 shared positions
$OKE$KMI$WFC$T$DUK
$605M
313 positions
#9Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$KMI$DE$WFC$T
$1.0B
765 positions
#10KETTLE HILL CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KMI$ED$DUK
$406M
35 positions
#11Fractal Investments LLCActive
Some overlap · 3 shared positions
$KMI$OKE$NEM
$867M
80 positions
#12WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 4 shared positions
$SLV$DE$WFC$OKE
$317M
129 positions
#13Meixler Investment Management, Ltd.Passive
Some overlap · 3 shared positions
$OKE$KMI$PHYS
$181M
90 positions
#14Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$OKE$DE$DUK
$135M
57 positions
#15NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KMI$DE$DUK
$381M
144 positions
#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$OKE$WFC$T$DUK
$233M
122 positions
#17Pinnacle West Asset Management, Inc.Passive
Some overlap · 3 shared positions
$KMI$DE$OKE
$145M
104 positions
#18Genesis Financial Group, LLCPassive
Some overlap · 3 shared positions
$KMI$WFC$DE
$154M
100 positions
#19SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$KMI$WFC$T
$606M
79 positions
#20apricus wealth, LLCPassive
Some overlap · 4 shared positions
$OKE$KMI$DUK$NEM
$210M
129 positions
#21Avion WealthActive
Some overlap · 3 shared positions
$KMI$WFC$ED
$537M
1,750 positions
#22Randolph Co IncActive
Some overlap · 3 shared positions
$KMI$DUK$NEM
$1.2B
47 positions
#23BCWM, LLCPassive
Some overlap · 3 shared positions
$KMI$T$DUK
$342M
57 positions
#24Fulcrum Equity ManagementPassive
Some overlap · 3 shared positions
$OKE$SLV$DUK
$136M
144 positions
#25Richard C. Young & CO., LTD.Passive
Some overlap · 3 shared positions
$SLV$KMI$T
$1.4B
101 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.