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Hedge Funds Similar to Progeny 3

13F Portfolio OverlapQ2 2026Progeny 3 portfolio →
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Most similar hedge funds by 13F overlap

Progeny 3, Inc. is an institutional investor managing $1.9B across 29 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 Progeny 3 are ADW, BROOKTREE, Addis & Hill, with shared positions in $APG, $TIC, $PAR, $IBKR, $CLBT, $EPD. The full ranking of 25 similar funds is below.

#1ADW Capital Management, LLCActive
Notable overlap · 3 shared positions
$APG$TIC$PAR
$467M
11 positions
#2BROOKTREE CAPITAL MANAGEMENTActive
Notable overlap · 3 shared positions
$IBKR$PAR$CLBT
$153M
44 positions
#3Addis & Hill, IncSmart money
Notable overlap · 4 shared positions
$EPD$MPLX$ET$AROC
$181M
29 positions
#4RR Advisors, LLCActive
Notable overlap · 4 shared positions
$EPD$MPLX$ET$EQT
$346M
25 positions
#5ALPS ADVISORS INCActive
Notable overlap · 4 shared positions
$EPD$MPLX$ET$CCJ
$21.3B
1,170 positions
#6KAYNE ANDERSON CAPITAL ADVISORS LPActive
Notable overlap · 4 shared positions
$EPD$MPLX$ET$AROC
$5.1B
53 positions
#7TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 4 shared positions
$EPD$MPLX$ET$EQT
$9.8B
91 positions
#8Fractal Investments LLCActive
Notable overlap · 4 shared positions
$EPD$MPLX$ET$SOLS
$867M
80 positions
#9EPACRIA CAPITAL PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IBKR$EPD$HCC
$130M
24 positions
#10CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Notable overlap · 4 shared positions
$MPLX$ET$EPD$EQT
$2.2B
73 positions
#11WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money
Notable overlap · 3 shared positions
$EPD$MPLX$ET
$185M
15 positions
#12LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Notable overlap · 3 shared positions
$EPD$MPLX$ET
$489M
244 positions
#13CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$EPD$MPLX$ET
$2.8B
97 positions
#14INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$EPD$MPLX$ET
$1.7B
185 positions
#15Heronetta Management, L.P.Smart money
Notable overlap · 3 shared positions
$EPD$MPLX$ET
$109M
15 positions
#16Energy Income Partners, LLCActive
Notable overlap · 3 shared positions
$EPD$MPLX$ET
$6.4B
88 positions
#17EAGLE GLOBAL ADVISORS LLCActive
Notable overlap · 3 shared positions
$EPD$MPLX$ET
$3.0B
277 positions
#18MILLER HOWARD INVESTMENTS INC /NYActive
Notable overlap · 3 shared positions
$MPLX$EPD$ET
$3.8B
152 positions
#19Whipplewood Advisors, LLCPassive
Notable overlap · 5 shared positions
$EPD$ARCC$TSLX$BXSL$ET
$149M
636 positions
#20Mallini Complete Financial Planning LLCSmart money
Notable overlap · 4 shared positions
$ET$ARCC$EPD$TSLX
$140M
70 positions
#21Oxbow Advisors, LLCPassive
Notable overlap · 4 shared positions
$EPD$MPLX$AEM$ET
$1.2B
265 positions
#22DELPHI FINANCIAL GROUP, INC.Active
Notable overlap · 4 shared positions
$EQT$ET$TSLX$ARCC
$202M
26 positions
#23TECTONIC ADVISORS LLCActive
Notable overlap · 5 shared positions
$MPLX$ARCC$EPD$ET$TSLX
$2.1B
289 positions
#24McAlvany Wealth Management LLCPassive
Notable overlap · 4 shared positions
$EQT$AEM$EPD$CCJ
$134M
48 positions
#25Northside Capital Management, LLCActive
Notable overlap · 3 shared positions
$EPD$ET$MPLX
$1.2B
187 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.