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 Forest Hill ,

13F Portfolio OverlapQ1 2026Forest Hill , portfolio →

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Most similar hedge funds by 13F overlap

Forest Hill Capital, LLC is an institutional investor managing $152M across 19 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 Forest Hill , are Grand Central Investment Group, TrustWell Financial Advisors,, NORTHEAST PLANNING ASSOCIATES, / NH /, with shared positions in $USB, $SLV, $PSLV, $NEM, $PHYS, $UNIT. The full ranking of 25 similar funds is below.

#1Grand Central Investment GroupActive

Substantial overlap · 5 shared positions

$USB $SLV $PSLV $NEM $PHYS

$135M

44 positions

#2TrustWell Financial Advisors, LLCActive

Substantial overlap · 3 shared positions

$PHYS $PSLV $USB

$106M

70 positions

#3NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active

Substantial overlap · 3 shared positions

$USB $SLV $PSLV

$149M

55 positions

#4Capital Wealth Alliance, LLCActive

Substantial overlap · 3 shared positions

$PHYS $PSLV $USB

$221M

93 positions

#5Guild Investment Management, Inc.Active

Substantial overlap · 4 shared positions

$PHYS $USB $SLV $PSLV

$140M

47 positions

#6SpringVest Wealth Management LLCActive

Notable overlap · 3 shared positions

$USB $PHYS $SLV

$146M

67 positions

#7Evanson Asset Management, LLCActive

Notable overlap · 4 shared positions

$PHYS $SLV $UNIT $EPD

$1.9B

321 positions

#8Accordant Advisory Group IncPassive

Notable overlap · 4 shared positions

$PHYS $PSLV $JOE $USB

$161M

238 positions

#9Knoll Capital Management, LLCActive

Notable overlap · 3 shared positions

$PHYS $FNV $PSLV

$180M

37 positions

#10New Harbor Financial Group, LLCActive

Notable overlap · 6 shared positions

$USB $SLV $PSLV $PHYS $FNV $NEM

$567M

61 positions

#11Meixler Investment Management, Ltd.Passive

Notable overlap · 4 shared positions

$PHYS $FNV $ENB $EPD

$186M

93 positions

#12MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$SLV $USB $WM

$1.3B

143 positions

#13Point Nemo Capital, LLCPassive

Notable overlap · 3 shared positions

$PSLV $USB $SLV

$152M

80 positions

#14ABBINGTON INVESTMENT GROUPActive

Notable overlap · 4 shared positions

$PSLV $USB $SLV $NEM

$172M

51 positions

#15McAlvany Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SLV $FNV $NEM $ENB $EPD

$149M

42 positions

#16Sagace Wealth Management LLCPassive

Notable overlap · 4 shared positions

$USB $UNIT $DLR $NEM

$149M

70 positions

#17Financial Freedom, LLCPassive

Notable overlap · 3 shared positions

$USB $UNIT $SLV

$201M

426 positions

#18Tandem Financial, LLCPassive

Notable overlap · 3 shared positions

$USB $SLV $NEM

$314M

98 positions

#19Vanderbilt UniversityActive

Notable overlap · 3 shared positions

$USB $DLR $CCI

$526M

71 positions

#20O'Brien Greene & Co. IncPassive

Notable overlap · 3 shared positions

$PHYS $FNV $WM

$353M

133 positions

#21RIA Advisory Group LLCPassive

Notable overlap · 3 shared positions

$SLV $PSLV $USB

$421M

145 positions

#22WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$USB $SLV $UNIT

$508M

107 positions

#23O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 3 shared positions

$SLV $NEM $WM

$124M

55 positions

#24BEAM WEALTH ADVISORS, INC.Active

Notable overlap · 4 shared positions

$SLV $PSLV $PHYS $EPD

$402M

108 positions

#25HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 3 shared positions

$USB $DLR $WM

$280M

107 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.