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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
30
9
39
0
6
5
23
14
50
ADVISORY RESEARCH INC

Time Period2018-12-31

Total Holdings362

Total Value ($x1000)4,721,545
Activities
New56

Increased86

Unchanged34

Decreased186

Sold Out54

Top 10 Stock Holdingstotal 31.89%
ETE5.54

TEGP3.9

DPM3.4

MPLX3.31

EPD3.2

 
MMP3.04

ANDX2.82

ENLK2.24

TRGP2.24

WMB2.2

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ETE
5.54%
COM UT LTD PTN
TEGP
3.9%
CL A
DPM
3.4%
COM UT LTD PTN
MPLX
3.31%
COM UNIT REP LTD
EPD
3.2%
COM
MMP
3.04%
COM UNIT RP LP
ANDX
2.82%
UNIT LP INT
ENLK
2.24%
COM UNIT REP LTD
TRGP
2.24%
COM
WMB
2.2%
COM
PAA
2.11%
UNIT LTD PARTN
OKE
2%
COM
ENB
1.87%
COM
WES
1.66%
COM UNIT LP IN
KMI
1.58%
COM
ENBL
1.55%
COM UNIT RP IN
PSXP
1.52%
COM UNIT REP INT
SHLX
1.34%
UNIT LTD INT
PAGP
1.24%
LTD PARTNR INT A
WPX
1.22%
COM
TRS
1.07%
COM NEW
GEL
1.03%
UNIT LTD PARTN
NGL
1.02%
COM UNIT REPST
CEQP
0.97%
UNIT LTD PARTNER
AVT
0.93%
COM
CNNE
0.93%
COM
TRP
0.81%
COM
JPM
0.8%
COM
DKL
0.78%
COM UNT RP INT
BCO
0.75%
COM
CORE
0.71%
COM
TJX
0.7%
COM
VVV
0.68%
COM
JNJ
0.67%
COM
ENLC
0.66%
COM UNIT REP LTD
KNOP
0.63%
COM UNITS
HHC
0.61%
COM
FANG
0.6%
COM
UNH
0.59%
COM
HBNC
0.59%
COM
VZ
0.58%
COM
MSFT
0.58%
COM
ACN
0.57%
SHS CLASS A
STOR
0.56%
COM
JACK
0.56%
COM
ALSN
0.56%
COM
LNG
0.56%
COM NEW
AM
0.55%
UNT LTD PARTN
ESGR
0.55%
SHS
TCBI
0.55%
COM
ETRN
0.54%
COM
SM
0.53%
COM
HON
0.5%
COM
AMGP
0.49%
COM SHS REPSTG
ALTM
0.49%
CL A
CASY
0.47%
COM
ADI
0.47%
COM
UFCS
0.47%
COM
CSFL
0.46%
COM
GHC
0.46%
COM
HTH
0.45%
COM
AWI
0.45%
COM
BKU
0.43%
COM
AMJ
0.42%
ALERIAN ML ETN
HEP
0.42%
COM UT LTD PTN
CHT
0.41%
SPON ADR NEW11
USDP
0.41%
COM UT REP LTD
MDT
0.41%
SHS
CABO
0.39%
COM
TSM
0.39%
SPONSORED ADR
COG
0.39%
COM
THG
0.39%
COM
CPE
0.38%
COM
BF/B
0.38%
CL B
TECD
0.37%
COM
PXD
0.36%
COM
DOOR
0.36%
COM
RDS/B
0.36%
SPON ADR B
ACWI
0.35%
MSCI ACWI ETF
ATO
0.35%
COM
NAVG
0.34%
COM
CDEV
0.34%
CL A
CL
0.34%
COM
PBFX
0.33%
UNIT LTD PTNR
STL
0.32%
COM
CRZO
0.32%
COM
BAC
0.32%
COM
BBT
0.32%
COM
WGP
0.31%
COMUNT LTD PT
UL
0.31%
SPON ADR NEW
HD
0.31%
COM
ACBI
0.31%
COM
TD
0.31%
COM NEW
SON
0.3%
COM
EQC
0.3%
COM SH BEN INT
LMT
0.3%
COM
RTN
0.28%
COM NEW
CSCO
0.28%
COM
ESL
0.28%
COM
NEP
0.27%
COM UNIT PART IN
GOLF
0.27%
COM
EEX
0.26%
COM
RIO
0.26%
SPONSORED ADR
EMN
0.26%
COM
EQGP
0.25%
COM UNIT REP
XOM
0.25%
COM
EQM
0.25%
UNIT LTD PARTN
LYB
0.23%
SHS - A -
ALEX
0.23%
COM
ETN
0.22%
SHS
LYG
0.21%
SPONSORED ADR
HFWA
0.21%
COM
BOJA
0.2%
COM
ABTX
0.19%
COM
SSB
0.19%
COM
BWMCU
0.19%
UNIT 11/26/2025
DTE
0.18%
COM
EPM
0.18%
COM
FNB
0.17%
COM
RRC
0.17%
COM
PAH
0.17%
COM
SUN
0.15%
COM U REP LP
LTXB
0.15%
COM
MMLP
0.12%
UNIT L P INT
VCSH
0.11%
SHRT TRM CORP BD
RSP
0.11%
S&P500 EQL WGT
GLP
0.1%
COM UNITS
NS
0.1%
UNIT COM
NEWR
0.1%
COM
PSDO
0.1%
COM
SBUX
0.1%
COM
ARCC
0.09%
COM
HUBS
0.09%
COM
HMLP
0.09%
COM UNIT LTD
ANTM
0.09%
COM
CHGG
0.08%
COM
FSIC
0.08%
COM
MAIN
0.08%
COM
CVNA
0.08%
CL A
DVY
0.08%
SELECT DIVID ETF
BL
0.08%
COM
STAA
0.08%
COM PAR $0.01
SNA
0.08%
COM
COUP
0.08%
COM
STRA
0.08%
COM
BANC
0.07%
COM
INFY
0.07%
SPONSORED ADR
IRBT
0.07%
COM
KRNT
0.07%
SHS
IFF
0.07%
COM
TSLX
0.07%
COM
DFS
0.07%
COM
GBDC
0.07%
COM
OMP
0.07%
COM UNITS REPS
TDOC
0.06%
COM
IWN
0.06%
RUS 2000 VAL ETF
RNG
0.06%
CL A
GTLS
0.06%
COM PAR $0.01
CDW
0.06%
COM
ZS
0.06%
COM
SMLP
0.06%
COM UNIT LTD
FOX
0.06%
CL B
CIEN
0.06%
COM NEW
NMFC
0.06%
COM
HTGC
0.06%
COM
GOOGL
0.06%
CAP STK CL A
SLRC
0.06%
COM
AINV
0.06%
COM NEW
TCPC
0.05%
COM
BRK.B
0.05%
CL B NEW
BABA
0.05%
SPONSORED ADS
PCTY
0.05%
COM
VALE
0.05%
ADR
LHCG
0.05%
COM
PRLB
0.05%
COM
GSHD
0.05%
CL A
UNP
0.05%
COM
NVCR
0.05%
ORD SHS
EXAS
0.05%
COM
APU
0.05%
UNIT L P INT
CB
0.04%
COM
DAL
0.04%
COM NEW
AXP
0.04%
COM
CVX
0.04%
COM
EWA
0.04%
MSCI AUST ETF
TEL
0.04%
REG SHS
ALRM
0.04%
COM
GKOS
0.04%
COM
IRTC
0.04%
COM
NOBL
0.04%
S&P 500 ARISTO
DECK
0.04%
COM
VOYA
0.04%
COM
FIBK
0.03%
COM CL A
MGRC
0.03%
COM
SMTC
0.03%
COM
SKM
0.03%
SPONSORED ADR
ONDK
0.03%
COM
CGBD
0.03%
COM
BKI
0.03%
COM
HBAN
0.03%
COM
PSEC
0.03%
COM
BOOT
0.03%
COM
LOXO
0.03%
COM
ELY
0.03%
COM
PFLT
0.03%
COM
ETSY
0.03%
COM
LIVN
0.03%
SHS
USFD
0.03%
COM
PCN
0.03%
COM
VICR
0.03%
COM
DOL
0.03%
INTL LRGCAP DV
LRN
0.03%
COM
VCIT
0.03%
INT-TERM CORP
EHC
0.03%
COM
EBS
0.03%
COM
FDUS
0.03%
COM
AXTA
0.03%
COM
ORBK
0.03%
ORD
FGEN
0.03%
COM
GD
0.03%
COM
KTOS
0.02%
COM NEW
CUB
0.02%
COM
EVTC
0.02%
COM
VBR
0.02%
SM CP VAL ETF
VEA
0.02%
FTSE DEV MKT ETF
AIN
0.02%
CL A
GSBD
0.02%
SHS
FORM
0.02%
COM
FNF
0.02%
COM
PCRX
0.02%
COM
GRUB
0.02%
COM
ASND
0.02%
SPONSORED ADR
NOW
0.02%
COM
CHEF
0.02%
COM
T
0.02%
COM
HZNP
0.02%
SHS
ROG
0.02%
COM
GHDX
0.02%
COM
SBS
0.02%
SPONSORED ADR
QNST
0.02%
COM
SFIX
0.02%
CL A
CSWC
0.02%
COM
PTC
0.02%
COM
GGB
0.02%
SPON ADR REP PFD
VTR
0.02%
COM
TTD
0.02%
CL A
CLX
0.02%
COM
LFUS
0.02%
COM
KMPR
0.02%
COM
ULTA
0.02%
COM
ASX
0.02%
SPONSORED ADS
ANGI
0.02%
CL A
GRA
0.02%
COM
KFY
0.02%
COM NEW
LITE
0.02%
COM
NEWT
0.02%
COM NEW
AUO
0.02%
SPONSORED ADR
EFSC
0.02%
COM
XLRN
0.02%
COM
CSD
0.02%
S&P SPIN OFF
IAC
0.02%
COM PAR $.001
HBB
0.02%
CL A
AMZN
0.02%
COM
MTDR
0.02%
COM
SPY
0.02%
TR UNIT
EW
0.02%
COM
BIDU
0.02%
SPON ADR REP A
IIVI
0.02%
COM
TRV
0.02%
COM
ABBV
0.02%
COM
CZZ
0.01%
SHS A
BCOR
0.01%
COM
EPAY
0.01%
COM
RDNT
0.01%
COM
NOVT
0.01%
COM
WTW
0.01%
COM
GH
0.01%
COM
CSGP
0.01%
COM
BX
0.01%
COM UNIT LTD
DLN
0.01%
LARGECAP DIVID
EQC/PD
0.01%
CUM PFD S D 6.5%
ARRY
0.01%
COM
CREE
0.01%
COM
AAPL
0.01%
COM
BE
0.01%
CL A
WDR
0.01%
CL A
TGT
0.01%
COM
WDAY
0.01%
CL A
XOP
0.01%
S&P OILGAS EXP
CVCO
0.01%
COM
PEP
0.01%
COM
AXGN
0.01%
COM
KAR
0.01%
COM
LGND
0.01%
COM NEW
ABEV
0.01%
SPONSORED ADR
NTRA
0.01%
COM
FLT
0.01%
COM
KEYS
0.01%
COM
ABMD
0.01%
COM
WSC
0.01%
COM
GAIN
0.01%
COM
SCM
0.01%
COM
TDG
0.01%
COM
TSLA
0.01%
COM
MRCC
0.01%
COM
MO
0.01%
COM
FLO
0.01%
COM
TLP
0.01%
COM UNIT L P
SITE
0.01%
COM
WHF
0.01%
COM
ROAD
0.01%
CL A
MYOK
0.01%
COM
OAK
0.01%
UNIT 99/99/9999
MSI
0.01%
COM NEW
ETFC
0.01%
COM NEW
AVGO
0.01%
COM
TWTR
0.01%
COM
VRSK
0.01%
CL A
QADA
0.01%
CL A
EEFT
0.01%
COM
TTEC
0.01%
COM
SHOP
0.01%
CL A
CRCM
0.01%
COM
DXCM
0.01%
COM
VEEV
0.01%
CL A COM
PODD
0.01%
COM
XLE
0.01%
SBI INT-ENERGY
DRI
0.01%
COM
IEUR
0.01%
CORE MSCI EURO
FITB
0.01%
COM
SQ
0.01%
CL A
AMLP
0.01%
ALERIAN MLP
CGNX
0.01%
COM
SAP
0.01%
SPON ADR
AB
0.01%
UNIT LTD PARTN
CIU
0.01%
INTERM CR BD ETF
KHC
0.01%
COM
CSJ
0.01%
1-3 YR CR BD ETF
NFLX
0.01%
COM
ACC
0.01%
COM
JAG
0.01%
COM
XLNX
0.01%
COM
BR
0.01%
COM
NTNX
0.01%
CL A
CO
0.01%
SHS
CMS
0.01%
COM
TTWO
0.01%
COM
ITT
0.01%
COM
SPLK
< 0.01%
COM
DIS
< 0.01%
COM DISNEY
ANET
< 0.01%
COM
V
< 0.01%
COM CL A
ING
< 0.01%
SPONSORED ADR
LULU
< 0.01%
COM
BMRN
< 0.01%
COM
OIH
< 0.01%
OIL SVCS ETF
ATTO
< 0.01%
SHS
RGS
< 0.01%
COM
BIZD
< 0.01%
BDC INCOME ETF
INSG
< 0.01%
COM
SWN
< 0.01%
COM
SREV
< 0.01%
COM
ETP
3.81%
UNIT LTD PRT INT
EEP
0.89%
COM
EEQ
0.81%
SHS UNITS LLI
EQT
0.68%
COM
EGN
0.66%
COM
ADNT
0.56%
ORD SHS
DM
0.33%
COM UT REP LTD
AROC
0.17%
COM
AINV
0.06%
COM
CCT
0.04%
COM
CBS
0.04%
CL B
CXO
0.04%
COM
KB
0.03%
SPONSORED ADR
RARE
0.03%
COM
OXM
0.03%
COM
SHG
0.02%
SPN ADR RESTRD
TTM
0.02%
SPONSORED ADR
HXL
0.02%
COM
CIB
0.02%
SPON ADR PREF
MOMO
0.02%
ADR
CTRL
0.02%
COM
EVR
0.02%
CLASS A
PKX
0.02%
SPONSORED ADR
XPO
0.01%
COM
BBVA
0.01%
SPONSORED ADR
KORS
0.01%
SHS
FLIR
0.01%
COM
NPO
0.01%
COM
URI
0.01%
COM
SIVB
0.01%
COM
VLRS
0.01%
SPON ADR RP 10
HII
0.01%
COM
GIII
0.01%
COM
ROP
0.01%
COM
RJF
0.01%
COM
WAB
0.01%
COM
ROK
0.01%
COM
MTN
0.01%
COM
NVDA
0.01%
COM
TRMB
0.01%
COM
ALB
0.01%
COM
UTX
< 0.01%
COM
TOT
< 0.01%
SPONSORED ADR
NBIX
< 0.01%
COM
ILMN
< 0.01%
COM
CTSH
< 0.01%
CL A
G
< 0.01%
SHS
DEO
< 0.01%
SPON ADR NEW
TROW
< 0.01%
COM
VRTX
< 0.01%
COM
SRPT
< 0.01%
COM
PFF
< 0.01%
U.S. PFD STK ETF
ATVI
< 0.01%
COM
SPGI
< 0.01%
COM