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Hedge Funds Similar to Retirement Investment Advisors

13F Portfolio OverlapQ3 2026Retirement Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Retirement Investment Advisors, Inc. is an institutional investor managing $1.4B across 66 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Retirement Investment Advisors are Recurrent Investment Advisors, Disciplined Investments, CHICKASAW, with shared positions in $OKE, $PSX, $ET, $EPD, $WMB, $COP. The full ranking of 25 similar funds is below.

#1Recurrent Investment Advisors LLCActive
Notable overlap · 6 shared positions
$OKE$PSX$ET$EPD$WMB$COP
$1.6B
71 positions
#2Disciplined Investments, LLCActive
Notable overlap · 6 shared positions
$PSX$OKE$COP$ET$WMB$EPD
$310M
144 positions
#3CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 5 shared positions
$OKE$ET$PSX$EPD$WMB
$2.8B
95 positions
#4SL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$OKE$ET$EPD$WMB$MCD
$51M
31 positions
#5LEGACY FINANCIAL GROUP, INC.Active
Notable overlap · 7 shared positions
$OKE$WMB$BANF$OGE$MCD$ET
$444M
108 positions
#6Sovereign Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$OKE$PSX$EPD
$533M
109 positions
#7Heronetta Management, L.P.Active
Notable overlap · 4 shared positions
$OKE$ET$EPD$WMB
$109M
15 positions
#8Addis & Hill, IncSmart money
Notable overlap · 4 shared positions
$OKE$ET$EPD$WMB
$181M
29 positions
#9KAYNE ANDERSON CAPITAL ADVISORS LPActive
Notable overlap · 4 shared positions
$OKE$ET$EPD$WMB
$5.1B
53 positions
#10TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 4 shared positions
$OKE$ET$EPD$WMB
$9.8B
91 positions
#11COWA, LLCPassive
Notable overlap · 5 shared positions
$OKE$COP$PSX$EPD$SHEL
$399M
181 positions
#12MILLER HOWARD INVESTMENTS INC /NYActive
Notable overlap · 6 shared positions
$ET$COP$PSX$MCD$EPD$WMB
$3.7B
159 positions
#13ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 4 shared positions
$PSX$COP$OKE$WMB
$857M
50 positions
#14Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$OKE$ET$OGE$EPD$WMB
$6.4B
88 positions
#15SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$OKE$ET$EPD
$142M
39 positions
#16SeedSafe Financial LLCActive
Some overlap · 3 shared positions
$OKE$ET$EPD
$139M
39 positions
#17CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$OKE$ET$EPD$WMB
$2.2B
73 positions
#18MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$PSX$COP$WMB
$112M
100 positions
#19Corps Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$OKE$ET$EPD$PSX
$124M
99 positions
#20Olistico Wealth, LLCPassive
Some overlap · 4 shared positions
$OKE$MCD$ET$EPD
$239M
354 positions
#21Autumn Glory Partners, LLCPassive
Some overlap · 3 shared positions
$OKE$OGE$WMB
$360M
191 positions
#22Cherokee Insurance CoPassive
Some overlap · 4 shared positions
$OKE$COP$PSX$EPD
$259M
124 positions
#23Argyle Capital Partners, LLCPassive
Some overlap · 5 shared positions
$OKE$ET$EPD$WMB$PSX
$162M
175 positions
#24Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$OKE$PSX$MCD
$116M
172 positions
#25Barnett & Company, Inc.Passive
Some overlap · 3 shared positions
$OKE$COP$WMB
$135M
86 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.