What hedge funds are most similar to SHEPHERD KAPLAN KROCHUK, LLC?

The funds with the most similar 13F portfolios to SHEPHERD KAPLAN KROCHUK, LLC are Addis & Hill, BERKLEY W R, Fractal Investments, based on overlapping conviction holdings in the latest SEC filings.

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 SHEPHERD KAPLAN KROCHUK

13F Portfolio OverlapQ2 2026SHEPHERD KAPLAN KROCHUK portfolio →

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Most similar hedge funds by 13F overlap

SHEPHERD KAPLAN KROCHUK, LLC is an institutional investor managing $126M 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 SHEPHERD KAPLAN KROCHUK are Addis & Hill, BERKLEY W R, Fractal Investments, with shared positions in $ET, $KMI, $EPD, $PFE, $NEM, $DUK. The full ranking of 25 similar funds is below.

#1Addis & Hill, IncSmart money

Notable overlap · 3 shared positions

$ET $KMI $EPD

$181M

29 positions

#2BERKLEY W R CORPPassive

Notable overlap · 4 shared positions

$ET $KMI $EPD $PFE

$2.1B

342 positions

#3Fractal Investments LLCActive

Notable overlap · 4 shared positions

$ET $KMI $EPD $NEM

$867M

80 positions

#4KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 3 shared positions

$ET $KMI $EPD

$5.1B

53 positions

#5Energy Income Partners, LLCActive

Notable overlap · 4 shared positions

$ET $KMI $EPD $DUK

$6.4B

88 positions

#6Recurrent Investment Advisors LLCActive

Notable overlap · 5 shared positions

$ET $KMI $EPD $DOW $NEM

$1.6B

71 positions

#7Heronetta Management, L.P.Active

Notable overlap · 3 shared positions

$ET $KMI $EPD

$109M

15 positions

#8SL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$ET $EPD $KMI

$51M

31 positions

#9RR Advisors, LLCActive

Notable overlap · 3 shared positions

$ET $KMI $EPD

$346M

25 positions

#10Kamunting Street Capital Management, L.P.Active

Notable overlap · 3 shared positions

$ET $EPD $IBIT

$179M

25 positions

#11CHICKASAW CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$ET $EPD $KMI

$2.8B

95 positions

#12LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Notable overlap · 4 shared positions

$ET $EPD $PFE $VZ

$489M

244 positions

#13Royal Palms Capital LLCPassive

Notable overlap · 4 shared positions

$KMI $NEM $ET $EPD

$113M

55 positions

#14Uptown Financial Advisors LLCActive

Notable overlap · 3 shared positions

$ET $EPD $KMI

$140M

77 positions

#15CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 3 shared positions

$ET $KMI $EPD

$2.2B

73 positions

#16TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 3 shared positions

$ET $EPD $KMI

$9.8B

91 positions

#17ALPS ADVISORS INCActive

Notable overlap · 4 shared positions

$ET $EPD $KMI $NEM

$21.3B

1,170 positions

#18Adams Asset Advisors, LLCActive

Notable overlap · 5 shared positions

$ET $NEM $EPD $VZ $PFE

$984M

94 positions

#19Disciplined Equity Management, Inc.Smart money

Notable overlap · 5 shared positions

$KMI $PFE $PFH $DOW $VZ

$227M

47 positions

#20FOUNDATION RESOURCE MANAGEMENT INCActive

Notable overlap · 5 shared positions

$NEM $PFE $BEN $GILD $VZ

$939M

56 positions

#21Old North State Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$ET $DUK $GILD $PFE $KMI

$241M

108 positions

#22MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 5 shared positions

$ET $EPD $KMI $GILD $VZ

$3.7B

159 positions

#23BCWM, LLCPassive

Notable overlap · 4 shared positions

$KMI $DUK $PFE $VZ

$342M

57 positions

#24TECTONIC ADVISORS LLCPassive

Notable overlap · 6 shared positions

$EPD $ET $GILD $DUK $PFE $VZ

$2.2B

277 positions

#25INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$ET $EPD $KMI

$1.7B

185 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.