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 Financial Sense Advisors,

13F Portfolio OverlapQ1 2026Financial Sense Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Financial Sense Advisors, Inc. is an institutional investor managing $493M across 142 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 Financial Sense Advisors, are PIER 88 INVESTMENT PARTNERS, Portman Square LLP, CAMDEN ASSET L P /CA, with shared positions in $NEE, $OKTA, $HPE, $BA, $XYZ, $FCX. The full ranking of 25 similar funds is below.

#1PIER 88 INVESTMENT PARTNERS LLCPassive

Notable overlap · 4 shared positions

$NEE $OKTA $HPE $BA

$402M

112 positions

#2Portman Square Capital LLPActive

Notable overlap · 3 shared positions

$NEE $BA $HPE

$2.6B

102 positions

#3CAMDEN ASSET MANAGEMENT L P /CAActive

Notable overlap · 3 shared positions

$NEE $OKTA $XYZ

$2.9B

69 positions

#4ARS Investment Partners, LLCActive

Notable overlap · 5 shared positions

$FCX $GEV $BA $NEM $PAAS

$1.9B

182 positions

#5MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 6 shared positions

$PAAS $BA $PSLV $NTR $TEVA $BWXT

$115M

98 positions

#6Grand Central Investment GroupActive

Notable overlap · 7 shared positions

$PSLV $PAAS $NEM $AEM $IAU $CDE

$135M

44 positions

#7McAlvany Wealth Management LLCPassive

Notable overlap · 7 shared positions

$NTR $PAAS $NEM $WPM $AEM $B

$149M

42 positions

#8Forum Financial Management, LPSmart money

Notable overlap · 5 shared positions

$NEE $NKE $IAU $PLTR $AMGN

$7.1B

331 positions

#9Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 6 shared positions

$BA $HPE $NEM $GLW $BWXT $NTR

$942M

33 positions

#10Catherine Avery Investment Management LLCPassive

Notable overlap · 4 shared positions

$FCX $NEE $HPE $AMGN

$223M

109 positions

#11Drummond Knight Asset Management Pty LtdActive

Notable overlap · 4 shared positions

$FCX $NTR $AEM $AA

$283M

14 positions

#12Parvin Asset Management, LLCPassive

Notable overlap · 8 shared positions

$NEM $AEM $PAAS $WPM $CDE $ORLA

$139M

310 positions

#13Hedges Asset Management LLC

Notable overlap · 5 shared positions

$BA $PAAS $BP $NEM $B

$142M

108 positions

#14DJE Kapital AGActive

Notable overlap · 4 shared positions

$NEE $NTR $NEM $AEM

$4.5B

113 positions

#15Regal Partners LtdActive

Notable overlap · 5 shared positions

$FCX $NEM $AA $AEM $B

$1.8B

106 positions

#16SPROTT INC.Active

Notable overlap · 7 shared positions

$PAAS $WPM $AEM $PSLV $CDE $B

$3.4B

243 positions

#17Newport Trust Company, LLCSmart money

Notable overlap · 4 shared positions

$BA $GEV $NKE $WHR

$40.7B

64 positions

#18MARK ASSET MANAGEMENT LPSmart money

Notable overlap · 3 shared positions

$BA $GEV $GLW

$1.1B

37 positions

#19HARTLINE INVESTMENT CORP/Active

Notable overlap · 5 shared positions

$OKTA $GEV $GLW $PLTR $NEE

$909M

112 positions

#20Knoll Capital Management, LLCActive

Notable overlap · 5 shared positions

$PAAS $PSLV $AEM $CDE $WPM

$180M

37 positions

#21Turning Point Benefit Group, Inc.Active

Notable overlap · 7 shared positions

$OKTA $WPM $NKE $B $NEM $PAAS

$157M

95 positions

#22Themes Management Co LLCPassive

Notable overlap · 6 shared positions

$BA $NEM $AEM $PLTR $FCX $BWXT

$162M

151 positions

#23CMG Global Holdings, LLCPassive

Notable overlap · 3 shared positions

$BA $GEV $IBIT

$210M

96 positions

#24PKO Investment Management Joint-Stock CoPassive

Notable overlap · 8 shared positions

$NEM $AEM $WPM $PLTR $PAAS $B

$1.2B

220 positions

#25Wealth Advisors Northwest LLCSmart money

Notable overlap · 4 shared positions

$NEE $HPE $IAU $AMGN

$238M

57 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.