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Hedge Funds Similar to MLP3

13F Portfolio OverlapQ1 2026MLP3 portfolio →
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Most similar hedge funds by 13F overlap

MLP3, LLC is an institutional investor managing $91M across 86 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MLP3 are DAVIS SELECTED ADVISERS, ANTIPODES PARTNERS Ltd, Stolper, with shared positions in $COF, $MKL, $PNC, $AEP, $NU, $AFL. The full ranking of 25 similar funds is below.

#1DAVIS SELECTED ADVISERSActive
Notable overlap · 3 shared positions
$COF$MKL$PNC
$23.3B
112 positions
#2ANTIPODES PARTNERS LtdActive
Some overlap · 3 shared positions
$COF$AEP$NU
$5.5B
130 positions
#3Stolper CoPassive
Some overlap · 4 shared positions
$COF$AEP$AFL$PM
$387M
91 positions
#4Unison Advisors LLCActive
Some overlap · 4 shared positions
$COF$SYF$ADBE$VZ
$1.4B
173 positions
#5Financial Strategies Group, Inc.Active
Some overlap · 3 shared positions
$COF$VZ$PM
$628M
100 positions
#6Delta Global Management LPPassive
Some overlap · 3 shared positions
$COF$C$PNC
$922M
149 positions
#7SALZHAUER MICHAELSmart money
Some overlap · 3 shared positions
$COF$C$PNC
$292M
89 positions
#8Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 4 shared positions
$AEP$C$AFL$ADBE
$658M
152 positions
#9LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$AEP$COF$PNC$PPL
$213M
124 positions
#10Kennondale Capital Management LLCPassive
Some overlap · 4 shared positions
$COF$C$MKL$HII
$150M
80 positions
#11William B. Walkup & Associates, Inc.Passive
Some overlap · 3 shared positions
$COF$FDX$VZ
$208M
258 positions
#12Blume Capital Management, Inc.Passive
Some overlap · 3 shared positions
$COF$C$FDX
$684M
359 positions
#13Oliver Luxxe Assets LLCPassive
Some overlap · 4 shared positions
$C$COF$PNC$PM
$680M
199 positions
#14Alpha Omega Wealth Management LLCPassive
Some overlap · 4 shared positions
$COF$MKL$AEP$VZ
$657M
208 positions
#15Xcel Wealth Management, LLCPassive
Some overlap · 3 shared positions
$COF$SOFI$FDX
$419M
140 positions
#16STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 5 shared positions
$C$PNC$MDY$PM$VZ
$395M
283 positions
#17Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$COF$PNC$VZ
$47.7B
212 positions
#18Provident Living Financial Services, Inc.Active
Some overlap · 3 shared positions
$SOFI$C$VZ
$101M
50 positions
#19Measured Risk Portfolios, Inc.Active
Some overlap · 4 shared positions
$AEP$PM$MDY$VZ
$112M
63 positions
#20MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 5 shared positions
$COF$C$MDY$FDX$ADBE
$466M
250 positions
#21Athena Wealth Management, LLCActive
Some overlap · 4 shared positions
$C$COF$PM$FDX
$134M
104 positions
#22Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$ITW$AFL$PNC$PM
$394M
99 positions
#23Eastover Investment Advisors LLCActive
Some overlap · 3 shared positions
$AEP$C$PM
$254M
49 positions
#24Nexus Investment Management ULCActive
Some overlap · 3 shared positions
$AEP$C$VZ
$767M
72 positions
#25Aspen Wealth Strategies, LLCActive
Some overlap · 4 shared positions
$COF$PNC$C$VZ
$207M
89 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.