Hedge Funds Similar to AlphaCore

13F Portfolio OverlapQ2 2026AlphaCore portfolio →

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Most similar hedge funds by 13F overlap

AlphaCore Capital LLC is an institutional investor managing $5.4B across 1,478 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 AlphaCore are Objectivity Squared, KAYNE ANDERSON ADVISORS, Addis & Hill, with shared positions in $MPLX, $EPD, $DELL, $APH, $MPC, $TXN. The full ranking of 25 similar funds is below.

#1Objectivity Squared, LLCActive

Some overlap · 4 shared positions

$MPLX $EPD $DELL $APH

$178M

56 positions

#2KAYNE ANDERSON CAPITAL ADVISORS LPActive

Some overlap · 3 shared positions

$MPLX $EPD $MPC

$5.1B

53 positions

#3Addis & Hill, IncSmart money

Some overlap · 3 shared positions

$MPLX $EPD $TXN

$181M

29 positions

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

Some overlap · 3 shared positions

$MPLX $EPD $MPC

$9.8B

91 positions

#5Sovereign Investment Advisors, LLCActive

Some overlap · 3 shared positions

$533M

109 positions

#6ALPS ADVISORS INCActive

Some overlap · 3 shared positions

$MPLX $EPD $TXN

$21.3B

1,170 positions

#7MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 3 shared positions

$MPLX $EPD $TXN

$3.8B

152 positions

#8Kercheville Advisors, LLCPassive

Some overlap · 3 shared positions

$MPLX $EPD $DELL

$328M

108 positions

#9Argyle Capital Partners, LLCPassive

Some overlap · 3 shared positions

$MPLX $EPD $QCOM

$159M

177 positions

#10Recurrent Investment Advisors LLCActive

Some overlap · 3 shared positions

$MPLX $EPD $MPC

$1.6B

71 positions

#11BOK Financial Private Wealth, Inc.Active

Some overlap · 3 shared positions

$1.9B

792 positions

#12Raub Brock Capital Management LPActive

Some overlap · 3 shared positions

$IAUM $APH $TXN

$363M

45 positions

#13Northside Capital Management, LLCActive

Some overlap · 3 shared positions

$MPLX $EPD $TXN

$1.2B

187 positions

#14Catalyst Capital Advisors LLCActive

Some overlap · 3 shared positions

$MPLX $APH $EPD

$6.0B

369 positions

#15Arrow Investment Advisors, LLCActive

Some overlap · 3 shared positions

$MPLX $EPD $IIPR

$103M

75 positions

#16TECTONIC ADVISORS LLCActive

Some overlap · 3 shared positions

$MPLX $EPD $DELL

$2.1B

289 positions

#17BSN Capital Partners LtdActive

Slight overlap · 5 shared positions

$APH $QCOM $DELL $MS $TXN

$2.2B

26 positions

#18Firestone Capital ManagementActive

Slight overlap · 3 shared positions

$537M

168 positions

#19McKinley Carter Wealth Services, Inc.Active

Slight overlap · 5 shared positions

$APH $DELL $MS $TXN $ORLY

$1.9B

322 positions

#20MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Slight overlap · 4 shared positions

$MPLX $EPD $MPC $TXN

$167M

84 positions

#21Turtle Creek Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$APH $EPD $MPC $TXN

$1.9B

515 positions

#22Renasant BankPassive

Slight overlap · 4 shared positions

$APH $EPD $QCOM $TXN

$156M

141 positions

#23Owl Creek Wealth Partners LLCPassive

Slight overlap · 3 shared positions

$IAUM $DELL $MS

$342M

1,289 positions

#24Axecap Investments, LLCPassive

Slight overlap · 5 shared positions

$MPC $QCOM $DELL $MS $TXN

$181M

73 positions

#25NFJ INVESTMENT GROUP, LLCPassive

Slight overlap · 4 shared positions

$APH $MPC $DELL $MS

$3.0B

208 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.