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Hedge Funds Similar to Uptown Financial Advisors

13F Portfolio OverlapQ3 2026Uptown Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Uptown Financial Advisors LLC is an institutional investor managing $140M across 77 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 Uptown Financial Advisors are Addis & Hill, Fractal Investments, Heronetta, with shared positions in $ET, $EPD, $TXN, $KMI, $WFC, $AXP. The full ranking of 25 similar funds is below.

#1Addis & Hill, IncSmart money
Notable overlap · 4 shared positions
$ET$EPD$TXN$KMI
$181M
29 positions
#2Fractal Investments LLCActive
Notable overlap · 3 shared positions
$ET$EPD$KMI
$867M
80 positions
#3Heronetta Management, L.P.Active
Notable overlap · 3 shared positions
$ET$EPD$KMI
$109M
15 positions
#4BERKLEY W R CORPPassive
Notable overlap · 3 shared positions
$ET$EPD$KMI
$2.1B
342 positions
#5KAYNE ANDERSON CAPITAL ADVISORS LPActive
Notable overlap · 3 shared positions
$ET$EPD$KMI
$5.1B
53 positions
#6CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$ET$EPD$KMI
$2.8B
95 positions
#7LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Notable overlap · 3 shared positions
$ET$EPD$WFC
$489M
244 positions
#8ALPS ADVISORS INCActive
Notable overlap · 4 shared positions
$ET$EPD$KMI$TXN
$21.3B
1,170 positions
#9Energy Income Partners, LLCActive
Notable overlap · 3 shared positions
$ET$EPD$KMI
$6.4B
88 positions
#10SL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$ET$EPD$KMI
$51M
31 positions
#11TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 3 shared positions
$ET$EPD$KMI
$9.8B
91 positions
#12Recurrent Investment Advisors LLCActive
Notable overlap · 3 shared positions
$ET$EPD$KMI
$1.6B
71 positions
#13SHEPHERD KAPLAN KROCHUK, LLCActive
Notable overlap · 3 shared positions
$ET$EPD$KMI
$126M
62 positions
#14RR Advisors, LLCActive
Notable overlap · 3 shared positions
$ET$EPD$KMI
$346M
25 positions
#15Fogel Capital Management, Inc.Active
Notable overlap · 3 shared positions
$EPD$ET$AXP
$249M
57 positions
#16CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Notable overlap · 3 shared positions
$ET$EPD$KMI
$2.2B
73 positions
#17INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$ET$EPD$KMI
$1.7B
185 positions
#18EAGLE GLOBAL ADVISORS LLCActive
Notable overlap · 4 shared positions
$ET$EPD$KMI$AXP
$3.0B
277 positions
#19Northside Capital Management, LLCActive
Notable overlap · 3 shared positions
$EPD$ET$TXN
$1.3B
182 positions
#20PIN OAK INVESTMENT ADVISORS INCPassive
Notable overlap · 5 shared positions
$EPD$ET$TXN$WFC$KMI
$138M
479 positions
#21MILLER HOWARD INVESTMENTS INC /NYActive
Notable overlap · 4 shared positions
$EPD$ET$TXN$KMI
$3.7B
159 positions
#22Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$EPD$ET$TXN$KMI
$113M
55 positions
#23KDK Private Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$EPD$KMI$SPCX
$121M
57 positions
#24Chicago Partners Investment Group LLCPassive
Some overlap · 3 shared positions
$EPD$ET$KMI
$5.5B
1,739 positions
#25Fort Sheridan Advisors LLCPassive
Some overlap · 3 shared positions
$EPD$ET$AXP
$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.