What hedge funds are most similar to Jackson Hole Capital Partners, LLC?

The funds with the most similar 13F portfolios to Jackson Hole Capital Partners, LLC are Energy Income Partners, MORGAN DEMPSEY, SL ADVISORS, 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 Jackson Hole Partners

13F Portfolio OverlapQ1 2026Jackson Hole Partners portfolio →

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Most similar hedge funds by 13F overlap

Jackson Hole Capital Partners, LLC is an institutional investor managing $605M across 313 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Jackson Hole Partners are Energy Income Partners, MORGAN DEMPSEY, SL ADVISORS, with shared positions in $OKE, $EPD, $WMB, $KMI, $SO, $DUK. The full ranking of 25 similar funds is below.

#1Energy Income Partners, LLCActive

Notable overlap · 10 shared positions

$OKE $EPD $WMB $KMI $SO $DUK

$6.4B

88 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$OKE $C $SO $PEP $LMT $DUK

$233M

122 positions

#3SL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$WMB $OKE $EPD $KMI $ET $LMT

$57M

32 positions

#4SHRIER WEALTH MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$WMB $EPD $OKE $C $PEP $GILD

$296M

134 positions

#5KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 8 shared positions

$WMB $OKE $EPD $KMI $ET $MPLX

$5.1B

53 positions

#6TECTONIC ADVISORS LLCActive

Notable overlap · 9 shared positions

$OKE $EPD $PEP $DUK $ET $GILD

$2.1B

289 positions

#7Recurrent Investment Advisors LLCActive

Notable overlap · 7 shared positions

$WMB $OKE $EPD $KMI $ET $MPLX

$1.6B

71 positions

#8TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 7 shared positions

$WMB $OKE $EPD $KMI $ET $MPLX

$9.8B

91 positions

#9CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 6 shared positions

$WMB $OKE $EPD $KMI $ET $MPLX

$2.2B

73 positions

#10Heronetta Management, L.P.Smart money

Notable overlap · 6 shared positions

$WMB $OKE $EPD $KMI $ET $MPLX

$109M

15 positions

#11Addis & Hill, IncSmart money

Notable overlap · 6 shared positions

$WMB $OKE $EPD $KMI $ET $MPLX

$181M

29 positions

#12MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 8 shared positions

$EPD $WMB $KMI $C $ET $GILD

$3.8B

152 positions

#13Adams Asset Advisors, LLCActive

Notable overlap · 10 shared positions

$EPD $C $ET $WFC $VZ $T

$882M

88 positions

#14CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 6 shared positions

$WMB $OKE $EPD $ET $KMI $MPLX

$2.8B

97 positions

#15Fractal Investments LLCActive

Notable overlap · 6 shared positions

$WMB $EPD $OKE $KMI $ET $MPLX

$867M

80 positions

#16EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 6 shared positions

$WMB $EPD $KMI $OKE $ET $MPLX

$3.0B

277 positions

#17WESTWOOD HOLDINGS GROUP INCPassive

Notable overlap · 6 shared positions

$WMB $EPD $KMI $OKE $ET $MPLX

$13.3B

626 positions

#18Blackstone Inc.Active

Notable overlap · 6 shared positions

$WMB $EPD $KMI $ET $FE $MPLX

$32.9B

518 positions

#19Griffith & Werner, Inc.Passive

Notable overlap · 9 shared positions

$C $SO $DUK $LMT $GILD $WFC

$213M

71 positions

#20Pinnacle Holdings, LLCPassive

Notable overlap · 7 shared positions

$WMB $OKE $C $EPD $ARLP $ET

$324M

237 positions

#21Canal Insurance COActive

Notable overlap · 8 shared positions

$KMI $EPD $LMT $DUK $BP $WMB

$456M

76 positions

#22Bollard Group LLCActive

Notable overlap · 9 shared positions

$OKE $EPD $SO $MPLX $KMI $DUK

$3.3B

309 positions

#23Slocum, Gordon & Co LLPPassive

Notable overlap · 8 shared positions

$WMB $LMT $DUK $KMI $FE $VZ

$151M

70 positions

#24Progeny 3, Inc.Active

Notable overlap · 4 shared positions

$ARLP $EPD $ET $MPLX

$1.9B

29 positions

#25OUTFITTERS FINANCIAL LLCPassive

Some overlap · 7 shared positions

$EPD $PEP $DUK $OKE $SO $ET

$143M

80 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.