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 MONTCHANIN ASSET

13F Portfolio OverlapQ2 2026MONTCHANIN ASSET portfolio →

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Most similar hedge funds by 13F overlap

MONTCHANIN ASSET MANAGEMENT, LLC is an institutional investor managing $98M across 62 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 MONTCHANIN ASSET are RR Advisors, Recurrent Investment Advisors, KAYNE ANDERSON ADVISORS, with shared positions in $KMI, $EPD, $LNG, $PSX, $COP, $CFG. The full ranking of 25 similar funds is below.

#1RR Advisors, LLCActive

Notable overlap · 3 shared positions

$KMI $EPD $LNG

$346M

25 positions

#2Recurrent Investment Advisors LLCActive

Notable overlap · 5 shared positions

$KMI $EPD $LNG $PSX $COP

$1.6B

71 positions

#3KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 3 shared positions

$KMI $EPD $LNG

$5.1B

53 positions

#4Royal Palms Capital LLCPassive

Notable overlap · 5 shared positions

$KMI $EPD $CFG $PLTR $SCHW

$114M

57 positions

#5Randolph Co IncActive

Notable overlap · 5 shared positions

$KMI $CTAS $HONA $HON $GD

$1.2B

47 positions

#6Fractal Investments LLCActive

Notable overlap · 4 shared positions

$KMI $EPD $LNG $Q

$867M

80 positions

#7CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 4 shared positions

$KMI $EPD $LNG $BE

$2.2B

73 positions

#8Energy Income Partners, LLCActive

Notable overlap · 3 shared positions

$KMI $EPD $LNG

$6.4B

88 positions

#9PENN DAVIS MCFARLAND INCActive

Some overlap · 3 shared positions

$KMI $EPD $PEP

$1.1B

79 positions

#10MAINSAIL ASSET MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$CTAS $EPD $PLTR $PSX

$255M

197 positions

#11SL ADVISORS, LLCActive

Some overlap · 3 shared positions

$EPD $LNG $KMI

$57M

32 positions

#12R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$KMI $PM $COP

$188M

39 positions

#13Avion WealthActive

Some overlap · 4 shared positions

$KMI $EPD $TMO $COP

$537M

1,750 positions

#14Meixler Investment Management, Ltd.Passive

Some overlap · 4 shared positions

$EPD $KMI $HONA $HON

$181M

90 positions

#15EAGLE GLOBAL ADVISORS LLCActive

Some overlap · 4 shared positions

$EPD $LNG $KMI $PM

$3.0B

277 positions

#16CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Some overlap · 5 shared positions

$EPD $LNG $KMI $PSX $PM

$2.8B

97 positions

#17A. D. Beadell Investment Counsel, Inc.Passive

Some overlap · 3 shared positions

$KMI $EPD $PEP

$156M

104 positions

#18Genesis Financial Group, LLCPassive

Some overlap · 3 shared positions

$KMI $PLTR $BE

$154M

100 positions

#19Blackstone Inc.Active

Some overlap · 3 shared positions

$KMI $EPD $LNG

$32.9B

518 positions

#20TORTOISE CAPITAL ADVISORS, L.L.C.Active

Some overlap · 3 shared positions

$EPD $LNG $KMI

$9.8B

91 positions

#21MCRAE CAPITAL MANAGEMENT INCPassive

Some overlap · 4 shared positions

$VRTX $HONA $HON $TMO

$508M

113 positions

#22Heronetta Management, L.P.Smart money

Some overlap · 3 shared positions

$EPD $KMI $LNG

$109M

15 positions

#23ELLERSON GROUP INC /ADVPassive

Some overlap · 4 shared positions

$KMI $PLTR $TMO $PSX

$169M

64 positions

#24FARMERS TRUST CO

Some overlap · 6 shared positions

$LNG $PLTR $KMI $HON $PM $PEP

$637M

203 positions

#25MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 4 shared positions

$EPD $KMI $COP $PSX

$3.8B

152 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.