What hedge funds are most similar to Addis & Hill, Inc?

The funds with the most similar 13F portfolios to Addis & Hill, Inc are CHICKASAW, KAYNE ANDERSON ADVISORS, Heronetta, based on overlapping conviction holdings in the latest SEC filings.

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 Addis & Hill

13F Portfolio OverlapQ2 2026Addis & Hill portfolio →

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Most similar hedge funds by 13F overlap

Addis & Hill, Inc is an institutional investor managing $181M across 29 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 Addis & Hill are CHICKASAW, KAYNE ANDERSON ADVISORS, Heronetta, with shared positions in $TRGP, $ET, $WMB, $MPLX, $EPD, $OKE. The full ranking of 25 similar funds is below.

#1CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Highly similar · 7 shared positions

$TRGP $ET $WMB $MPLX $EPD $OKE

$2.8B

97 positions

#2KAYNE ANDERSON CAPITAL ADVISORS LPActive

Highly similar · 8 shared positions

$ET $WMB $EPD $MPLX $OKE $KMI

$5.1B

53 positions

#3Heronetta Management, L.P.Smart money

Highly similar · 7 shared positions

$ET $WMB $EPD $MPLX $OKE $KMI

$109M

15 positions

#4TORTOISE CAPITAL ADVISORS, L.L.C.Active

Highly similar · 8 shared positions

$TRGP $WMB $ET $EPD $MPLX $OKE

$9.8B

91 positions

#5SL ADVISORS, LLCActive

Highly similar · 7 shared positions

$ET $TRGP $WMB $OKE $EPD $KMI

$57M

32 positions

#6Fractal Investments LLCActive

Highly similar · 7 shared positions

$ET $WMB $EPD $MPLX $TRGP $KMI

$867M

80 positions

#7Recurrent Investment Advisors LLCActive

Substantial overlap · 7 shared positions

$TRGP $ET $OKE $KMI $EPD $WMB

$1.6B

71 positions

#8CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Substantial overlap · 8 shared positions

$TRGP $ET $WMB $MPLX $OKE $KMI

$2.2B

73 positions

#9WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Substantial overlap · 4 shared positions

$ET $WMB $MPLX $EPD

$185M

15 positions

#10RR Advisors, LLCActive

Substantial overlap · 6 shared positions

$WMB $ET $KMI $TRGP $EPD $MPLX

$346M

25 positions

#11Energy Income Partners, LLCActive

Substantial overlap · 7 shared positions

$ET $EPD $MPLX $KMI $OKE $WMB

$6.4B

88 positions

#12SeedSafe Financial LLCActive

Substantial overlap · 3 shared positions

$ET $EPD $OKE

$139M

39 positions

#13Kamunting Street Capital Management, L.P.Active

Substantial overlap · 3 shared positions

$ET $EPD $CEG

$179M

25 positions

#14ALPS ADVISORS INCActive

Substantial overlap · 7 shared positions

$ET $EPD $MPLX $KMI $OKE $TXN

$21.3B

1,170 positions

#15LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Substantial overlap · 3 shared positions

$ET $EPD $MPLX

$489M

244 positions

#16ELCO Management Co., LLCPassive

Substantial overlap · 5 shared positions

$WMB $TRGP $ET $MPLX $EPD

$232M

174 positions

#17BERKLEY W R CORPPassive

Substantial overlap · 3 shared positions

$ET $EPD $KMI

$2.1B

342 positions

#18EAGLE GLOBAL ADVISORS LLCActive

Substantial overlap · 7 shared positions

$TRGP $ET $EPD $MPLX $WMB $KMI

$3.0B

277 positions

#19SHEPHERD KAPLAN KROCHUK, LLCActive

Notable overlap · 3 shared positions

$ET $KMI $EPD

$126M

62 positions

#20Uptown Financial Advisors LLCActive

Notable overlap · 4 shared positions

$ET $EPD $TXN $KMI

$152M

88 positions

#21MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 8 shared positions

$MPLX $EPD $ET $EXC $WMB $TRGP

$3.8B

152 positions

#22SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$EPD $OKE $ET

$142M

39 positions

#23Blackstone Inc.Active

Notable overlap · 6 shared positions

$WMB $TRGP $EPD $KMI $MPLX $ET

$32.9B

518 positions

#24Sovereign Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$MPLX $EPD $OKE

$533M

109 positions

#25R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$WMB $KMI $OKE

$188M

39 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.