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 A. D. Beadell Investment Counsel

13F Portfolio OverlapQ2 2026A. D. Beadell Investment Counsel portfolio →

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Most similar hedge funds by 13F overlap

A. D. Beadell Investment Counsel, Inc. is an institutional investor managing $156M across 104 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 A. D. Beadell Investment Counsel are Recurrent Investment Advisors, KAYNE ANDERSON ADVISORS, Energy Income Partners, with shared positions in $EPD, $KMI, $PBA, $ENB, $B, $SRE. The full ranking of 25 similar funds is below.

#1Recurrent Investment Advisors LLCActive

Notable overlap · 5 shared positions

$EPD $KMI $PBA $ENB $B

$1.6B

71 positions

#2KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 6 shared positions

$EPD $KMI $PBA $ENB $SRE $PWR

$5.1B

53 positions

#3Energy Income Partners, LLCActive

Notable overlap · 6 shared positions

$EPD $KMI $SRE $PWR $NFG $VST

$6.4B

88 positions

#4CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 6 shared positions

$KMI $EPD $PBA $ENB $PWR $VST

$2.2B

73 positions

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

Notable overlap · 7 shared positions

$EPD $PBA $ENB $KMI $SRE $VST

$9.8B

91 positions

#6FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 7 shared positions

$SRE $MDT $CB $MS $LMT $PEP

$383M

74 positions

#7Meixler Investment Management, Ltd.Passive

Notable overlap · 6 shared positions

$EPD $PHYS $KMI $LMT $RGLD $ENB

$181M

90 positions

#8SL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$EPD $KMI $PBA $ENB $LMT

$57M

32 positions

#9RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$APD $SRE $MDT $ENB $LMT $PEP

$2.4B

181 positions

#10Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$CB $MS $LMT $PEP $ENB $ABT

$467M

118 positions

#11WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ABT $SRE $CB $LMT $AZN $SYK

$2.1B

131 positions

#12DB Fitzpatrick & Co, IncActive

Notable overlap · 5 shared positions

$APD $PWR $CB $LMT $SYK

$124M

100 positions

#13PENN DAVIS MCFARLAND INCActive

Notable overlap · 4 shared positions

$EPD $KMI $LMT $PEP

$1.1B

79 positions

#14FourThought Financial Partners, LLCPassive

Notable overlap · 7 shared positions

$CB $LMT $MDT $APD $ABT $PEP

$1.3B

393 positions

#15Comprehensive Money Management Services LLCPassive

Notable overlap · 4 shared positions

$KMI $B $BEPC $ENB

$159M

200 positions

#16Washington Trust Advisors, Inc.Passive

Notable overlap · 7 shared positions

$PWR $J $BDX $BEPC $PEP $APD

$1.3B

724 positions

#17Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$ABT $MDT $MS $LMT $PEP

$159M

62 positions

#18Royal Palms Capital LLCPassive

Notable overlap · 4 shared positions

$KMI $EPD $ENB $B

$114M

57 positions

#19Hurley Capital, LLCPassive

Notable overlap · 4 shared positions

$EPD $PHYS $MS $LMT

$193M

678 positions

#20NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$KMI $ABT $CB $MDT $PEP

$381M

144 positions

#21SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$KMI $APD $MDT $BDX

$606M

79 positions

#22SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 5 shared positions

$APD $CB $LMT $NVO $PEP

$1.8B

176 positions

#23Heronetta Management, L.P.Smart money

Notable overlap · 4 shared positions

$EPD $KMI $ENB $PBA

$109M

15 positions

#24ANTIPODES PARTNERS LtdActive

Notable overlap · 4 shared positions

$B $WTRG $SRE $ENB

$5.5B

130 positions

#25NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 6 shared positions

$KMI $NVO $APD $PEP $SYK $MDT

$1.6B

109 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.