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Hedge Funds Similar to SENTINEL WEALTH

13F Portfolio OverlapQ2 2026SENTINEL WEALTH portfolio →
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Most similar hedge funds by 13F overlap

SENTINEL WEALTH MANAGEMENT, INC. is an institutional investor managing $142M across 39 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 SENTINEL WEALTH are Heronetta, SeedSafe Financial, KAYNE ANDERSON ADVISORS, with shared positions in $EPD, $OKE, $ET, $PAA, $MDY. The full ranking of 25 similar funds is below.

#1Heronetta Management, L.P.Smart money
Substantial overlap · 3 shared positions
$EPD$OKE$ET
$109M
15 positions
#2SeedSafe Financial LLCActive
Substantial overlap · 3 shared positions
$EPD$OKE$ET
$139M
39 positions
#3KAYNE ANDERSON CAPITAL ADVISORS LPActive
Substantial overlap · 4 shared positions
$EPD$OKE$ET$PAA
$5.1B
53 positions
#4TORTOISE CAPITAL ADVISORS, L.L.C.Active
Substantial overlap · 4 shared positions
$EPD$OKE$ET$PAA
$9.8B
91 positions
#5Fractal Investments LLCActive
Notable overlap · 4 shared positions
$EPD$PAA$ET$OKE
$867M
80 positions
#6BERKLEY W R CORPPassive
Notable overlap · 3 shared positions
$EPD$ET$PAA
$2.1B
342 positions
#7CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$EPD$OKE$ET$PAA
$2.8B
97 positions
#8ALPS ADVISORS INCActive
Notable overlap · 4 shared positions
$EPD$PAA$ET$OKE
$21.3B
1,170 positions
#9LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Notable overlap · 3 shared positions
$EPD$PAA$ET
$489M
244 positions
#10Addis & Hill, IncSmart money
Notable overlap · 3 shared positions
$EPD$OKE$ET
$181M
29 positions
#11Sovereign Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$EPD$PAA$OKE
$533M
109 positions
#12SL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$OKE$EPD$ET
$57M
32 positions
#13Recurrent Investment Advisors LLCActive
Notable overlap · 3 shared positions
$OKE$EPD$ET
$1.6B
71 positions
#14WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money
Notable overlap · 3 shared positions
$PAA$EPD$ET
$185M
15 positions
#15Energy Income Partners, LLCActive
Notable overlap · 3 shared positions
$EPD$ET$OKE
$6.4B
88 positions
#16INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$ET$PAA$EPD$OKE
$1.7B
185 positions
#17Rockwood Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$EPD$ET$MDY
$1.6B
132 positions
#18ARK & TLK INVESTMENTS, LLCSmart money
Notable overlap · 4 shared positions
$MDY$OKE$EPD$ET
$406M
127 positions
#19EAGLE GLOBAL ADVISORS LLCActive
Notable overlap · 4 shared positions
$ET$EPD$PAA$OKE
$3.0B
277 positions
#20CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Notable overlap · 3 shared positions
$ET$OKE$EPD
$2.2B
73 positions
#21AMERICAN FINANCIAL GROUP INCActive
Notable overlap · 4 shared positions
$EPD$PAA$ET$OKE
$284M
73 positions
#22Corps Capital Advisors, LLCPassive
Notable overlap · 4 shared positions
$OKE$ET$EPD$PAA
$124M
99 positions
#23LEGACY FINANCIAL GROUP, INC.Active
Notable overlap · 3 shared positions
$OKE$ET$EPD
$429M
104 positions
#24OUTFITTERS FINANCIAL LLCPassive
Notable overlap · 3 shared positions
$EPD$ET$OKE
$143M
80 positions
#25Fort Sheridan Advisors LLCPassive
Notable overlap · 3 shared positions
$EPD$OKE$ET
$928M
299 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.