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Hedge Funds Similar to BITTERROOT ADVISORS

13F Portfolio OverlapQ2 2026BITTERROOT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

BITTERROOT CAPITAL ADVISORS LLC is an institutional investor managing $166M across 53 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 BITTERROOT ADVISORS are CHICKASAW, RR Advisors, Heronetta, with shared positions in $PAGP, $EPD, $WES, $MPLX, $MDY, $FBTC. The full ranking of 25 similar funds is below.

#1CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$PAGP$EPD$WES$MPLX
$2.8B
97 positions
#2RR Advisors, LLCActive
Notable overlap · 4 shared positions
$PAGP$EPD$WES$MPLX
$346M
25 positions
#3Heronetta Management, L.P.Smart money
Notable overlap · 4 shared positions
$EPD$PAGP$WES$MPLX
$109M
15 positions
#4TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 4 shared positions
$EPD$WES$PAGP$MPLX
$9.8B
91 positions
#5Madison Park Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$MDY$FBTC$MPLX
$140M
65 positions
#6Recurrent Investment Advisors LLCActive
Notable overlap · 4 shared positions
$EPD$WES$PAGP$MPLX
$1.6B
71 positions
#7CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Notable overlap · 4 shared positions
$PAGP$MPLX$EPD$WES
$2.2B
73 positions
#8Energy Income Partners, LLCActive
Notable overlap · 3 shared positions
$EPD$PAGP$MPLX
$6.4B
88 positions
#9KAYNE ANDERSON CAPITAL ADVISORS LPActive
Notable overlap · 4 shared positions
$EPD$WES$MPLX$PAGP
$5.1B
53 positions
#10Fractal Investments LLCActive
Notable overlap · 4 shared positions
$EPD$WES$MPLX$SOLS
$867M
80 positions
#11Sovereign Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$EPD$WES$MPLX
$533M
109 positions
#12ALPS ADVISORS INCActive
Notable overlap · 3 shared positions
$EPD$WES$MPLX
$21.3B
1,170 positions
#13LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Notable overlap · 3 shared positions
$EPD$WES$MPLX
$489M
244 positions
#14IFG Advisors, LLCActive
Notable overlap · 3 shared positions
$MDY$MO$C
$725M
165 positions
#15INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$EPD$WES$MPLX
$1.7B
185 positions
#16Rockwood Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$EPD$WES$MDY
$1.6B
132 positions
#17ARK & TLK INVESTMENTS, LLCSmart money
Notable overlap · 3 shared positions
$MDY$EPD$MPLX
$406M
127 positions
#18SL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$EPD$WES$MPLX$PAGP
$57M
32 positions
#19Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$MDY$MO$C
$418M
232 positions
#20EAGLE GLOBAL ADVISORS LLCActive
Notable overlap · 3 shared positions
$EPD$MPLX$WES
$3.0B
277 positions
#21Oxbow Advisors, LLCPassive
Some overlap · 3 shared positions
$EPD$MPLX$PAGP
$1.2B
265 positions
#22MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 4 shared positions
$EPD$MPLX$WES$C
$3.8B
152 positions
#23Audent Global Asset Management, LLCPassive
Some overlap · 3 shared positions
$MDY$IBIT$C
$90M
46 positions
#24WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money
Some overlap · 3 shared positions
$EPD$MPLX$PAGP
$185M
15 positions
#25SONATA CAPITAL GROUP INCActive
Some overlap · 3 shared positions
$MDY$MO$C
$310M
128 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.