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Hedge Funds Similar to Mallini Complete Financial Planning

13F Portfolio OverlapQ2 2026Mallini Complete Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

Mallini Complete Financial Planning LLC is an institutional investor managing $140M across 70 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 Mallini Complete Financial Planning are Objectivity Squared, Whipplewood Advisors, Estate Planners Group, with shared positions in $USAC, $EPD, $DUK, $ARCC, $DOV, $PFN. The full ranking of 25 similar funds is below.

#1Objectivity Squared, LLCActive
Notable overlap · 3 shared positions
$USAC$EPD$DUK
$178M
56 positions
#2Whipplewood Advisors, LLCPassive
Notable overlap · 6 shared positions
$ARCC$EPD$DOV$PFN$TSLX$ET
$149M
636 positions
#3Estate Planners Group, LLCActive
Notable overlap · 4 shared positions
$ARCC$GOF$PDI$DOV
$221M
70 positions
#4Smith Asset Management Co., LLCActive
Notable overlap · 4 shared positions
$ARCC$PDI$FLC$GOF
$127M
70 positions
#5Energy Income Partners, LLCActive
Notable overlap · 4 shared positions
$ET$SO$EPD$DUK
$6.4B
88 positions
#6Rockwood Wealth Management, LLCSmart money
Notable overlap · 4 shared positions
$ET$EPD$RY$ENB
$1.6B
132 positions
#7TECTONIC ADVISORS LLCPassive
Notable overlap · 6 shared positions
$ARCC$EPD$ET$TSLX$ENB$DUK
$2.1B
289 positions
#8DELPHI FINANCIAL GROUP, INC.Active
Notable overlap · 6 shared positions
$ET$TSLX$ARCC$EFC$RITM$GSBD
$202M
26 positions
#9ALPS ADVISORS INCActive
Notable overlap · 3 shared positions
$ET$USAC$EPD
$21.3B
1,170 positions
#10Progeny 3, Inc.Active
Notable overlap · 4 shared positions
$ET$ARCC$EPD$TSLX
$1.9B
29 positions
#11KAYNE ANDERSON CAPITAL ADVISORS LPActive
Notable overlap · 4 shared positions
$ET$EPD$ENB$USAC
$5.1B
53 positions
#12Advisory Solutions Group, LLCPassive
Notable overlap · 4 shared positions
$GOF$CRF$PDI$PFN
$295M
206 positions
#13Addis & Hill, IncSmart money
Notable overlap · 3 shared positions
$ET$EPD$DOV
$181M
29 positions
#14Recurrent Investment Advisors LLCActive
Notable overlap · 3 shared positions
$ET$EPD$ENB
$1.6B
71 positions
#15SL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$ET$EPD$ENB
$57M
32 positions
#16CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Notable overlap · 3 shared positions
$ET$EPD$ENB
$2.2B
73 positions
#17TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 3 shared positions
$ET$EPD$ENB
$9.8B
91 positions
#18SHEPHERD KAPLAN KROCHUK, LLCActive
Notable overlap · 3 shared positions
$ET$EPD$DUK
$126M
62 positions
#19Muzinich & Co., Inc.Active
Some overlap · 4 shared positions
$ARCC$TSLX$GSBD$TCPC
$293M
38 positions
#20Thomas J. Herzfeld Advisors, Inc.Active
Some overlap · 3 shared positions
$GOF$PDI$RA
$326M
129 positions
#21Heronetta Management, L.P.Smart money
Some overlap · 3 shared positions
$ET$EPD$ENB
$109M
15 positions
#22Melia Wealth LLCSmart money
Some overlap · 3 shared positions
$ARCC$TSLX$RITM
$174M
23 positions
#23INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$ET$EPD$USAC
$1.7B
185 positions
#24CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$ET$EPD$ENB$USAC
$2.8B
97 positions
#25Fractal Investments LLCActive
Some overlap · 3 shared positions
$ET$EPD$ENB
$867M
80 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.