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 OUTFITTERS FINANCIAL

13F Portfolio OverlapQ2 2026OUTFITTERS FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

OUTFITTERS FINANCIAL LLC is an institutional investor managing $143M 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 OUTFITTERS FINANCIAL are Energy Income Partners, SL ADVISORS, LONGFELLOW INVESTMENT, with shared positions in $EPD, $ET, $MPLX, $DUK, $OKE, $SO. The full ranking of 25 similar funds is below.

#1Energy Income Partners, LLCActive

Notable overlap · 6 shared positions

$EPD $ET $MPLX $DUK $OKE $SO

$6.4B

88 positions

#2SL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$EPD $ET $MPLX $WM $OKE $MCD

$57M

32 positions

#3LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Notable overlap · 5 shared positions

$EPD $ET $MPLX $AMT $WM

$489M

244 positions

#4Heronetta Management, L.P.Smart money

Notable overlap · 4 shared positions

$EPD $ET $MPLX $OKE

$109M

15 positions

#5CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 4 shared positions

$EPD $ET $MPLX $OKE

$2.8B

97 positions

#6Addis & Hill, IncSmart money

Notable overlap · 4 shared positions

$EPD $ET $MPLX $OKE

$181M

29 positions

#7Fractal Investments LLCActive

Notable overlap · 4 shared positions

$EPD $ET $MPLX $OKE

$867M

80 positions

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

Notable overlap · 4 shared positions

$EPD $ET $MPLX $OKE

$9.8B

91 positions

#9KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 4 shared positions

$EPD $ET $MPLX $OKE

$5.1B

53 positions

#10Pathway Financial Advisers, LLCPassive

Notable overlap · 7 shared positions

$EPD $PEP $DUK $OKE $MCD $WM

$397M

167 positions

#11ALPS ADVISORS INCActive

Notable overlap · 4 shared positions

$EPD $ET $MPLX $OKE

$21.3B

1,170 positions

#12Fogel Capital Management, Inc.Active

Notable overlap · 3 shared positions

$EPD $ET $DE

$249M

57 positions

#13Recurrent Investment Advisors LLCActive

Notable overlap · 4 shared positions

$EPD $ET $MPLX $OKE

$1.6B

71 positions

#14Belleair Asset Management, LLCActive

Notable overlap · 7 shared positions

$WM $DE $FITB $EPD $DUK $SO

$119M

84 positions

#15Northside Capital Management, LLCActive

Notable overlap · 4 shared positions

$EPD $ET $SNOW $MPLX

$1.2B

187 positions

#16SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$EPD $ET $OKE

$142M

39 positions

#17SeedSafe Financial LLCActive

Notable overlap · 3 shared positions

$EPD $ET $OKE

$139M

39 positions

#18CNA FINANCIAL CORPActive

Notable overlap · 3 shared positions

$EPD $ET $ETN

$239M

18 positions

#19WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money

Notable overlap · 3 shared positions

$EPD $ET $MPLX

$185M

15 positions

#20Oxbow Advisors, LLCPassive

Notable overlap · 4 shared positions

$EPD $MPLX $ET $MCD

$1.2B

265 positions

#21EAGLE GLOBAL ADVISORS LLCActive

Notable overlap · 4 shared positions

$EPD $ET $MPLX $OKE

$3.0B

277 positions

#22Powers Advisory Group, LLCActive

Notable overlap · 7 shared positions

$WM $DE $PEP $MCD $DUK $SO

$319M

130 positions

#23Rithm Capital Corp.Active

Notable overlap · 6 shared positions

$NVT $WM $DUK $OKE $SO $ETN

$81M

38 positions

#24Americana Partners, LLCPassive

Notable overlap · 6 shared positions

$EPD $ET $MPLX $ETN $OKE $MCD

$4.4B

596 positions

#25Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$DE $CSX $WM $DUK $SO $PEP

$239M

126 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.