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Hedge Funds Similar to Pekin Hardy Strauss

13F Portfolio OverlapQ2 2026Pekin Hardy Strauss portfolio →
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Most similar hedge funds by 13F overlap

Pekin Hardy Strauss, Inc. is an institutional investor managing $1.1B across 511 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 Pekin Hardy Strauss are Wealth Alliance, TrustWell Financial Advisors, WIT Partners Advisory Pte. Ltd., with shared positions in $PHYS, $OUNZ, $PSLV, $CEF, $CEG, $IBIT. The full ranking of 25 similar funds is below.

#1Capital Wealth Alliance, LLCActive
Notable overlap · 6 shared positions
$PHYS$OUNZ$PSLV$CEF$CEG$IBIT
$215M
99 positions
#2TrustWell Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$PHYS$AEM$PSLV$CEF
$118M
78 positions
#3WIT Partners Advisory Pte. Ltd.Active
Notable overlap · 4 shared positions
$PHYS$PPLT$PSLV$IBIT
$213M
16 positions
#4MATAURO, LLCActive
Notable overlap · 4 shared positions
$PHYS$CEF$IBIT$OUNZ
$756M
158 positions
#5WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$PHYS$PSLV$IBIT
$1.1B
105 positions
#6Evanson Asset Management, LLC
Notable overlap · 4 shared positions
$PHYS$EPD$ET$PSLV
$1.9B
321 positions
#7Forest Hill Capital, LLCSmart money
Notable overlap · 3 shared positions
$PHYS$PSLV$EPD
$130M
21 positions
#8Evanson Financial, LLCPassive
Notable overlap · 3 shared positions
$PHYS$EPD$ET
$2.0B
325 positions
#9Accordant Advisory Group IncPassive
Notable overlap · 7 shared positions
$PHYS$OUNZ$AEM$PPLT$PSLV$AGI
$148M
242 positions
#10Meixler Investment Management, Ltd.Passive
Notable overlap · 4 shared positions
$PHYS$OUNZ$ET$EPD
$181M
90 positions
#11Mountain Lake Investment Management LLCActive
Notable overlap · 5 shared positions
$PHYS$ET$PSLV$AR$AGI
$161M
31 positions
#123EDGE Asset Management, LPActive
Notable overlap · 3 shared positions
$PHYS$CEF$IAU
$2.2B
94 positions
#13SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$PHYS$WY$PSLV
$524M
174 positions
#14Heritage Wealth AdvisorsActive
Notable overlap · 3 shared positions
$PHYS$EPD$MUFG
$2.9B
703 positions
#15Knoll Capital Management, LLCActive
Notable overlap · 4 shared positions
$PHYS$AEM$PSLV$AGI
$179M
37 positions
#16Valued Retirements, Inc.Passive
Notable overlap · 3 shared positions
$PHYS$IAU$EPD
$111M
101 positions
#17FULCRUM WEALTH ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$PHYS$MUFG$ET
$131M
81 positions
#18Cypress Capital Management LLC (WY)Active
Notable overlap · 6 shared positions
$PHYS$CCJ$AEM$AER$AGI$EPD
$120M
213 positions
#19CENTRAL TRUST CoPassive
Some overlap · 4 shared positions
$PHYS$PPLT$IAU$CEF
$5.5B
1,568 positions
#20Lifetime Wealth Management P.C.Passive
Some overlap · 3 shared positions
$PHYS$SFM$EPD
$171M
90 positions
#21New Harbor Financial Group, LLCActive
Some overlap · 6 shared positions
$PHYS$PPLT$IAU$PSLV$CEF$AEM
$633M
68 positions
#22Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 3 shared positions
$PHYS$CCJ$PSLV
$241M
215 positions
#23SPROTT INC.Active
Some overlap · 7 shared positions
$PHYS$AEM$PSLV$CCJ$CF$CEF
$3.2B
268 positions
#24Grand Central Investment GroupPassive
Some overlap · 5 shared positions
$PHYS$AEM$IAU$PSLV$AGI
$120M
40 positions
#25Hurley Capital, LLCPassive
Some overlap · 6 shared positions
$PHYS$DG$ET$PSLV$EPD$IBIT
$193M
678 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.