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Hedge Funds Similar to HFG Advisors

13F Portfolio OverlapQ2 2026HFG Advisors portfolio →
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Most similar hedge funds by 13F overlap

HFG Advisors, Inc. is an institutional investor managing $160M across 117 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 HFG Advisors are Planning Strategies, Souders Financial Advisors, Sprinkle Financial Consultants, with shared positions in $BAH, $EPD, $WFC, $CINF, $DUK, $SNDK. The full ranking of 25 similar funds is below.

#1Planning Strategies Inc.Passive
Notable overlap · 3 shared positions
$BAH$EPD$WFC
$160M
1,068 positions
#2Souders Financial AdvisorsPassive
Notable overlap · 3 shared positions
$BAH$CINF$DUK
$994M
224 positions
#3Sprinkle Financial Consultants LLCActive
Notable overlap · 3 shared positions
$BAH$SNDK$WFC
$255M
104 positions
#4ECLECTIC ASSOCIATES INC /ADVActive
Notable overlap · 3 shared positions
$BAH$WFC$UNP
$878M
162 positions
#5DKM Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$BAH$WFC$RIO
$153M
74 positions
#6Carson Advisory Inc.Passive
Some overlap · 4 shared positions
$BAH$DUK$AFL$WFC
$218M
204 positions
#7OUTFITTERS FINANCIAL LLCPassive
Some overlap · 5 shared positions
$EPD$ET$FITB$MPLX$DUK
$143M
80 positions
#8Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$BAH$UNP$ELV
$829M
163 positions
#9LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 5 shared positions
$EPD$ET$MPLX$UPS$WFC
$489M
244 positions
#10Fractal Investments LLCActive
Some overlap · 4 shared positions
$EPD$ET$SNDK$MPLX
$867M
80 positions
#11Energy Income Partners, LLCActive
Some overlap · 4 shared positions
$EPD$ET$MPLX$DUK
$6.4B
88 positions
#12Americana Partners, LLCPassive
Some overlap · 4 shared positions
$EPD$ET$SNDK$MPLX
$4.4B
596 positions
#13Northside Capital Management, LLCActive
Some overlap · 4 shared positions
$EPD$ET$MPLX$UNP
$1.2B
187 positions
#14Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$ET$EPD$MPLX$WFC$UPS
$882M
88 positions
#15MTM Investment Management, LLCPassive
Some overlap · 3 shared positions
$BAH$WFC$UNP
$350M
708 positions
#16KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 3 shared positions
$EPD$ET$MPLX
$5.1B
53 positions
#17TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 3 shared positions
$EPD$ET$MPLX
$9.8B
91 positions
#18CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$EPD$ET$MPLX
$2.8B
97 positions
#19Progeny 3, Inc.Active
Some overlap · 3 shared positions
$EPD$ET$MPLX
$1.9B
29 positions
#20ALPS ADVISORS INCActive
Some overlap · 3 shared positions
$EPD$ET$MPLX
$21.3B
1,170 positions
#21EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 3 shared positions
$EPD$ET$MPLX
$3.0B
277 positions
#22RR Advisors, LLCActive
Some overlap · 3 shared positions
$EPD$ET$MPLX
$346M
25 positions
#23Recurrent Investment Advisors LLCActive
Some overlap · 3 shared positions
$EPD$ET$MPLX
$1.6B
71 positions
#24SL ADVISORS, LLCActive
Some overlap · 3 shared positions
$EPD$ET$MPLX
$57M
32 positions
#25INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$EPD$ET$MPLX
$1.7B
185 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.