What hedge funds are most similar to Fractal Investments LLC?

The funds with the most similar 13F portfolios to Fractal Investments LLC 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 Fractal Investments

13F Portfolio OverlapQ2 2026Fractal Investments portfolio →

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Most similar hedge funds by 13F overlap

Fractal Investments LLC is an institutional investor managing $867M across 80 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 Fractal Investments are CHICKASAW, KAYNE ANDERSON ADVISORS, Heronetta, with shared positions in $ET, $MPLX, $WES, $WMB, $EPD, $TRGP. The full ranking of 25 similar funds is below.

#1CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Highly similar · 16 shared positions

$ET $MPLX $WES $WMB $EPD $TRGP

$2.8B

97 positions

#2KAYNE ANDERSON CAPITAL ADVISORS LPActive

Highly similar · 16 shared positions

$ET $EPD $WMB $MPLX $TRGP $TRP

$5.1B

53 positions

#3Heronetta Management, L.P.Smart money

Highly similar · 13 shared positions

$ET $MPLX $EPD $WES $WMB $HESM

$109M

15 positions

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

Highly similar · 17 shared positions

$ET $WMB $EPD $MPLX $TRGP $TRP

$9.8B

91 positions

#5ALPS ADVISORS INCActive

Highly similar · 16 shared positions

$ET $MPLX $EPD $WES $PAA $SUN

$21.3B

1,170 positions

#6WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Highly similar · 6 shared positions

$ET $MPLX $PAA $WMB $SUN $EPD

$185M

15 positions

#7Addis & Hill, IncSmart money

Highly similar · 7 shared positions

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

$181M

29 positions

#8SL ADVISORS, LLCActive

Highly similar · 12 shared positions

$ET $WMB $TRGP $EPD $TRP $LNG

$57M

32 positions

#9CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Highly similar · 13 shared positions

$ET $WMB $TRGP $MPLX $DTM $TRP

$2.2B

73 positions

#10LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Highly similar · 7 shared positions

$ET $EPD $WES $MPLX $PAA $HESM

$489M

244 positions

#11Recurrent Investment Advisors LLCActive

Highly similar · 15 shared positions

$ET $TRGP $SUN $EPD $KMI $WMB

$1.6B

71 positions

#12RR Advisors, LLCActive

Highly similar · 13 shared positions

$WMB $ET $WES $TRGP $KMI $EPD

$346M

25 positions

#13Sovereign Investment Advisors, LLCActive

Substantial overlap · 7 shared positions

$MPLX $EPD $WES $PAA $TRP $OKE

$533M

109 positions

#14Energy Income Partners, LLCActive

Substantial overlap · 11 shared positions

$EPD $ET $MPLX $KMI $SUN $LNG

$6.4B

88 positions

#15INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Substantial overlap · 15 shared positions

$ET $SUN $PAA $EPD $WES $MPLX

$1.7B

185 positions

#16EAGLE GLOBAL ADVISORS LLCActive

Substantial overlap · 13 shared positions

$TRGP $ET $EPD $MPLX $DTM $WMB

$3.0B

277 positions

#17ELCO Management Co., LLCPassive

Substantial overlap · 11 shared positions

$WMB $TRGP $ET $MPLX $LNG $PAA

$232M

174 positions

#18Blackstone Inc.Active

Substantial overlap · 15 shared positions

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

$32.9B

518 positions

#19BERKLEY W R CORPPassive

Substantial overlap · 4 shared positions

$ET $EPD $PAA $KMI

$2.1B

342 positions

#20MILLER HOWARD INVESTMENTS INC /NYActive

Substantial overlap · 12 shared positions

$MPLX $EPD $ET $TRP $WES $WMB

$3.8B

152 positions

#21Rockwood Wealth Management, LLCSmart money

Substantial overlap · 4 shared positions

$ET $EPD $WES $ENB

$1.6B

132 positions

#22Catalyst Capital Advisors LLCActive

Substantial overlap · 14 shared positions

$TRGP $ET $LNG $MPLX $WES $WMB

$6.0B

369 positions

#23SeedSafe Financial LLCActive

Substantial overlap · 3 shared positions

$ET $EPD $OKE

$139M

39 positions

#24SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$EPD $PAA $ET $OKE

$142M

39 positions

#25Harrison Street Private Wealth LLCActive

Notable overlap · 4 shared positions

$WMB $TRGP $TRP $LNG

$71M

21 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.