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 Adams Asset Advisors

13F Portfolio OverlapQ2 2026Adams Asset Advisors portfolio →

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Most similar hedge funds by 13F overlap

Adams Asset Advisors, LLC is an institutional investor managing $882M across 88 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 Adams Asset Advisors are ALPS ADVISORS, Fractal Investments, LONGFELLOW INVESTMENT, with shared positions in $SUN, $ET, $PAA, $WES, $EPD, $MPLX. The full ranking of 25 similar funds is below.

#1ALPS ADVISORS INCActive

Notable overlap · 7 shared positions

$SUN $ET $PAA $WES $EPD $MPLX

$21.3B

1,170 positions

#2Fractal Investments LLCActive

Notable overlap · 7 shared positions

$SUN $ET $PAA $WES $EPD $MPLX

$867M

80 positions

#3LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Notable overlap · 10 shared positions

$ET $PAA $WES $EPD $MPLX $VZ

$489M

244 positions

#4INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$SUN $ET $PAA $WES $EPD $MPLX

$1.7B

185 positions

#5MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 8 shared positions

$ET $WES $EPD $PAA $C $SUN

$3.8B

152 positions

#6Recurrent Investment Advisors LLCActive

Notable overlap · 6 shared positions

$SUN $ET $WES $EPD $MPLX $NEM

$1.6B

71 positions

#7WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Notable overlap · 5 shared positions

$SUN $ET $PAA $EPD $MPLX

$185M

15 positions

#8AMERICAN FINANCIAL GROUP INCActive

Notable overlap · 8 shared positions

$ET $C $PAA $EPD $KMB $BMY

$284M

73 positions

#9TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 7 shared positions

$ET $PAA $WES $EPD $MPLX $SUN

$9.8B

91 positions

#10TECTONIC ADVISORS LLCPassive

Notable overlap · 9 shared positions

$MO $EPD $ET $MPLX $VZ $T

$2.1B

289 positions

#11KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 6 shared positions

$ET $PAA $WES $EPD $MPLX $OXY

$5.1B

53 positions

#12CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 6 shared positions

$ET $PAA $WES $EPD $MPLX $SUN

$2.8B

97 positions

#13EDMP, INC.Passive

Notable overlap · 8 shared positions

$MO $EPD $AMGN $VZ $C $T

$124M

70 positions

#14Ranch Capital Advisors Inc.Passive

Notable overlap · 8 shared positions

$C $CMI $AMGN $VZ $T $PFE

$316M

157 positions

#15Chou Associates Management Inc.Smart money

Notable overlap · 4 shared positions

$OXY $C $WFC $HPQ

$217M

31 positions

#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$C $CMI $WFC $VZ $T $PEP

$233M

122 positions

#17Philip James Wealth Mangement, LLCActive

Notable overlap · 6 shared positions

$OXY $MO $PFE $BTI $PEP $AMGN

$888M

151 positions

#18ELCO Management Co., LLCPassive

Notable overlap · 7 shared positions

$ET $PAA $MPLX $WES $EPD $SUN

$232M

174 positions

#19Optimist Retirement Group LLCActive

Notable overlap · 9 shared positions

$BTI $MO $VZ $EPD $KMB $PFE

$259M

118 positions

#20GraniteShares Advisors LLCPassive

Notable overlap · 6 shared positions

$PAA $DMLP $WES $EPD $MPLX $ARLP

$156M

90 positions

#21Arrow Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$WES $PAA $SUN $ET $EPD $MPLX

$103M

75 positions

#22EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 5 shared positions

$ET $EPD $PAA $MPLX $WES

$3.0B

277 positions

#23CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 5 shared positions

$ET $WES $EPD $MPLX $WTTR

$2.2B

73 positions

#24Royal Palms Capital LLCPassive

Notable overlap · 5 shared positions

$ET $NEM $VLO $EPD $MO

$114M

57 positions

#25SHEPHERD KAPLAN KROCHUK, LLCActive

Notable overlap · 5 shared positions

$ET $NEM $EPD $VZ $PFE

$126M

62 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.