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Hedge Funds Similar to JRM Investment Counsel

13F Portfolio OverlapQ2 2026JRM Investment Counsel portfolio →
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Most similar hedge funds by 13F overlap

JRM Investment Counsel, LLC is an institutional investor managing $413M across 21 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 JRM Investment Counsel are Heronetta, TORTOISE ADVISORS, L.L.C., KAYNE ANDERSON ADVISORS, with shared positions in $EPD, $PAGP, $TRP, $WFC, $BX, $UNP. The full ranking of 25 similar funds is below.

#1Heronetta Management, L.P.Smart money
Notable overlap · 3 shared positions
$EPD$PAGP$TRP
$109M
15 positions
#2TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 3 shared positions
$EPD$PAGP$TRP
$9.8B
91 positions
#3KAYNE ANDERSON CAPITAL ADVISORS LPActive
Notable overlap · 3 shared positions
$EPD$TRP$PAGP
$5.1B
53 positions
#4LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Notable overlap · 3 shared positions
$EPD$WFC$BX
$489M
244 positions
#5CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 3 shared positions
$PAGP$EPD$TRP
$2.2B
73 positions
#6SL ADVISORS, LLCActive
Some overlap · 3 shared positions
$EPD$TRP$PAGP
$57M
32 positions
#7WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money
Some overlap · 3 shared positions
$EPD$PAGP$BX
$185M
15 positions
#8PIN OAK INVESTMENT ADVISORS INCPassive
Some overlap · 4 shared positions
$EPD$PAGP$WFC$BX
$138M
479 positions
#9R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$EPD$WFC$UNP
$133M
47 positions
#1010Elms LLPPassive
Some overlap · 4 shared positions
$EPD$WFC$UNP$BX
$236M
526 positions
#11HF Advisory Group, LLCPassive
Some overlap · 3 shared positions
$PAGP$WFC$TRP
$323M
168 positions
#12Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$EPD$UNP$BX
$149M
636 positions
#13Catalyst Capital Advisors LLCActive
Some overlap · 3 shared positions
$PAGP$EPD$TRP
$6.0B
369 positions
#14HFG Advisors, Inc.Active
Some overlap · 3 shared positions
$EPD$WFC$UNP
$160M
117 positions
#15HUTNER CAPITAL MANAGEMENT INCActive
Slight overlap · 3 shared positions
$EPD$WFC$UNP
$252M
43 positions
#16Argent Advisors, Inc.Passive
Slight overlap · 3 shared positions
$WFC$EPD$PAGP
$400M
186 positions
#17CULLEN INVESTMENT GROUP, LTD.Active
Slight overlap · 3 shared positions
$WFC$EPD$UNP
$827M
181 positions
#18Quad-Cities Investment Group, LLCPassive
Slight overlap · 3 shared positions
$WFC$EPD$BX
$278M
209 positions
#19Diesslin Group, Inc.Smart money
Slight overlap · 3 shared positions
$PAGP$WFC$UNP
$259M
59 positions
#20AMI INVESTMENT MANAGEMENT INCActive
Slight overlap · 3 shared positions
$WFC$EPD$UNP
$471M
78 positions
#21Private Capital Advisors, Inc.Smart money
Slight overlap · 3 shared positions
$EPD$UNP$BX
$1.1B
76 positions
#22Pointe Capital Management LLCPassive
Slight overlap · 3 shared positions
$EPD$WFC$UNP
$223M
157 positions
#23Kelsey Financial, LLCActive
Slight overlap · 3 shared positions
$EPD$WFC$UNP
$132M
65 positions
#24Callodine Capital Management, LPActive
Slight overlap · 3 shared positions
$WFC$PAGP$BX
$1.5B
63 positions
#25Pinnacle West Asset Management, Inc.Passive
Slight overlap · 3 shared positions
$EPD$UNP$BX
$145M
104 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.