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Hedge Funds Similar to Bollard Group

13F Portfolio OverlapQ2 2026Bollard Group portfolio →
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Most similar hedge funds by 13F overlap

Bollard Group LLC is an institutional investor managing $3.3B across 309 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 Bollard Group are Energy Income Partners, Jackson Hole Partners, CHICKASAW, with shared positions in $OKE, $AEP, $EPD, $SO, $PEG, $MPLX. The full ranking of 25 similar funds is below.

#1Energy Income Partners, LLCActive
Notable overlap · 10 shared positions
$OKE$AEP$EPD$SO$PEG$MPLX
$6.4B
88 positions
#2Jackson Hole Capital Partners, LLC
Notable overlap · 9 shared positions
$OKE$EPD$SO$MPLX$KMI$DUK
$605M
313 positions
#3CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 9 shared positions
$OKE$EPD$PAA$MPLX$KMI$ET
$2.8B
97 positions
#4TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 9 shared positions
$OKE$EPD$PAA$MPLX$KMI$ET
$9.8B
91 positions
#5OUTFITTERS FINANCIAL LLCPassive
Some overlap · 8 shared positions
$EPD$OKE$DE$BSX$SO$MPLX
$143M
80 positions
#6KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 9 shared positions
$OKE$EPD$PAA$MPLX$KMI$ET
$5.1B
53 positions
#7Randolph Co IncActive
Some overlap · 4 shared positions
$SCCO$AEP$KMI$DUK
$1.2B
47 positions
#8Recurrent Investment Advisors LLCActive
Some overlap · 8 shared positions
$OKE$EPD$MPLX$KMI$ET$PSX
$1.6B
71 positions
#9Corps Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$OKE$EPD$PAA$TMO$ET$PSX
$124M
99 positions
#10Sovereign Investment Advisors, LLCActive
Some overlap · 8 shared positions
$OKE$EPD$PAA$MPLX$PSX$AEP
$533M
109 positions
#11Fractal Investments LLCActive
Some overlap · 7 shared positions
$EPD$OKE$PAA$MPLX$KMI$ET
$867M
80 positions
#12Argyle Capital Partners, LLCPassive
Some overlap · 6 shared positions
$OKE$EPD$DE$MPLX$ET$PSX
$159M
177 positions
#13Pathway Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$EPD$OKE$AEP$SO$DUK$ENB
$397M
167 positions
#14Cherokee Insurance CoPassive
Some overlap · 6 shared positions
$OKE$EPD$MS$VLO$PSX$COP
$259M
124 positions
#15CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$OKE$EPD$MPLX$KMI$ET$ENB
$2.2B
73 positions
#16Heronetta Management, L.P.Smart money
Some overlap · 6 shared positions
$OKE$EPD$MPLX$KMI$ET$ENB
$109M
15 positions
#17SL ADVISORS, LLCActive
Some overlap · 6 shared positions
$OKE$EPD$MPLX$KMI$ET$ENB
$57M
32 positions
#18ARK & TLK INVESTMENTS, LLCSmart money
Some overlap · 7 shared positions
$OKE$EPD$TMO$MPLX$ET$COP
$406M
127 positions
#19MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 8 shared positions
$EPD$PAA$MPLX$KMI$ET$PSX
$3.8B
152 positions
#20TECTONIC ADVISORS LLCActive
Some overlap · 6 shared positions
$OKE$EPD$MPLX$DUK$ET$ENB
$2.1B
289 positions
#21EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 6 shared positions
$EPD$OKE$PAA$MPLX$KMI$ET
$3.0B
277 positions
#22Capital Investment Counsel, LLCPassive
Some overlap · 6 shared positions
$MS$SO$DE$EMR$PEG$DUK
$808M
156 positions
#23INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 7 shared positions
$EPD$PAA$KKR$MPLX$KMI$ET
$1.7B
185 positions
#24BCM ADVISORS, LLCSmart money
Some overlap · 7 shared positions
$EPD$DE$KMI$DUK$GIS$VLO
$514M
80 positions
#25Addis & Hill, IncSmart money
Some overlap · 5 shared positions
$OKE$EPD$MPLX$KMI$ET
$181M
29 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.