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Hedge Funds Similar to Merk Investments

13F Portfolio OverlapQ1 2026Merk Investments portfolio →
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Most similar hedge funds by 13F overlap

Merk Investments LLC is an institutional investor managing $368M across 11 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Merk Investments are Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A., HATCH COVE ,, MEDICI, with shared positions in $AGI, $AEM, $EQX, $BTG, $ITRG, $MTA. The full ranking of 16 similar funds is below.

#1Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Active
Notable overlap · 4 shared positions
$AGI$AEM$EQX$BTG
$56M
38 positions
#2HATCH COVE CAPITAL, LLCActive
Notable overlap · 3 shared positions
$AGI$AEM$EQX
$262M
19 positions
#3MEDICI CAPITAL LLCActive
Notable overlap · 3 shared positions
$AGI$AEM$ITRG
$81M
11 positions
#4McAlvany Wealth Management LLCPassive
Notable overlap · 5 shared positions
$AEM$AGI$BTG$MTA$ITRG
$149M
42 positions
#5SPROTT INC.Active
Notable overlap · 3 shared positions
$AEM$EQX$AGI
$3.4B
243 positions
#6Accordant Advisory Group IncPassive
Notable overlap · 3 shared positions
$AEM$AGI$OUNZ
$161M
238 positions
#7Parvin Asset Management, LLCPassive
Some overlap · 4 shared positions
$AEM$EQX$AGI$ORLA
$139M
310 positions
#8Knoll Capital Management, LLCActive
Some overlap · 3 shared positions
$AEM$AGI$VMET
$180M
37 positions
#9PCJ Investment Counsel Ltd.Passive
Some overlap · 3 shared positions
$EQX$AEM$ORLA
$352M
59 positions
#10VAN ECK ASSOCIATES CORPPassive
Some overlap · 3 shared positions
$AEM$AGI$EQX
$133M
1,404 positions
#11U S GLOBAL INVESTORS INCPassive
Some overlap · 3 shared positions
$AEM$USAS$AGI
$858M
135 positions
#12BLI - Banque de Luxembourg InvestmentsActive
Some overlap · 3 shared positions
$AEM$ORLA$AGI
$3.3B
175 positions
#13SIG North Trading, ULCActive
Slight overlap · 4 shared positions
$BTG$EQX$AEM$ORLA
$5.0B
286 positions
#14Themes Management Co LLCPassive
Slight overlap · 3 shared positions
$AGI$AEM$EQX
$162M
151 positions
#15Pekin Hardy Strauss, Inc.Passive
Slight overlap · 3 shared positions
$AEM$AGI$OUNZ
$957M
478 positions
#16Regal Partners LtdActive
Slight overlap · 3 shared positions
$AEM$BTG$EQX
$1.8B
106 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.