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Hedge Funds Similar to Disciplined Investments

13F Portfolio OverlapQ2 2026Disciplined Investments portfolio →
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Most similar hedge funds by 13F overlap

Disciplined Investments, LLC is an institutional investor managing $310M across 144 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 Disciplined Investments are Hexagon Partners, Retirement Investment Advisors, ADAMS NATURAL RESOURCES FUND, with shared positions in $JBHT, $EPD, $VZ, $PSX, $OKE, $COP. The full ranking of 25 similar funds is below.

#1Hexagon Capital Partners LLCActive
Notable overlap · 3 shared positions
$JBHT$EPD$VZ
$711M
268 positions
#2Retirement Investment Advisors, Inc.Smart money
Notable overlap · 6 shared positions
$PSX$OKE$COP$ET$WMB$EPD
$1.4B
66 positions
#3ADAMS NATURAL RESOURCES FUND, INC.Smart money
Notable overlap · 4 shared positions
$COP$PSX$OKE$WMB
$763M
51 positions
#4Eldred Rock Partners, LLCActive
Notable overlap · 3 shared positions
$JBHT$PSX$TXN
$465M
29 positions
#5Recurrent Investment Advisors LLCActive
Notable overlap · 6 shared positions
$PSX$OKE$ET$WMB$EPD$COP
$1.6B
71 positions
#6Sovereign Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$PSX$OKE$TRP$EPD
$533M
109 positions
#7TORRAY LLCActive
Notable overlap · 4 shared positions
$OKE$PSX$TXN$AJG
$741M
91 positions
#8MILLER HOWARD INVESTMENTS INC /NYActive
Notable overlap · 8 shared positions
$COP$TXN$PSX$TRP$ET$WMB
$3.8B
152 positions
#9MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$PSX$COP$WMB
$112M
100 positions
#10SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$OKE$MDY$ET$EPD
$142M
39 positions
#11Scissortail Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PSX$SNPS$COP$OKE$VZ$WMB
$520M
106 positions
#12Addis & Hill, IncSmart money
Some overlap · 5 shared positions
$OKE$TXN$ET$WMB$EPD
$181M
29 positions
#13CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Some overlap · 5 shared positions
$OKE$PSX$ET$WMB$EPD
$2.8B
97 positions
#14ARK & TLK INVESTMENTS, LLCSmart money
Some overlap · 5 shared positions
$MDY$OKE$COP$ET$EPD
$406M
127 positions
#15Stegent Equity Advisors, Inc.Passive
Some overlap · 3 shared positions
$COP$PSX$TXN
$140M
112 positions
#16Columbus Macro, LLCPassive
Some overlap · 3 shared positions
$OKE$SNPS$WMB
$1.0B
207 positions
#17PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$COP$PSX$TXN$VZ
$1.2B
103 positions
#18SL ADVISORS, LLCActive
Some overlap · 5 shared positions
$OKE$TRP$ET$WMB$EPD
$57M
32 positions
#19CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$OKE$TRP$ET$WMB$EPD
$2.2B
73 positions
#20KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 5 shared positions
$OKE$TRP$ET$WMB$EPD
$5.1B
53 positions
#21TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 5 shared positions
$OKE$TRP$ET$WMB$EPD
$9.8B
91 positions
#22SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$COP$PSX$TXN$VZ
$1.3B
97 positions
#23COWA, LLCPassive
Some overlap · 4 shared positions
$OKE$COP$PSX$EPD
$399M
181 positions
#24Crescent Sterling, Ltd.Passive
Some overlap · 4 shared positions
$MDY$PSX$TXN$VZ
$112M
85 positions
#25DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 6 shared positions
$OKE$TXN$ET$WMB$LOW$EPD
$517M
137 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.