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Hedge Funds Similar to Nokomis , L.L.C.

13F Portfolio OverlapQ2 2026Nokomis , L.L.C. portfolio →
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Most similar hedge funds by 13F overlap

Nokomis Capital, L.L.C. is an institutional investor managing $298M across 57 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 Nokomis , L.L.C. are Condire, Extract Advisors, L1 Pty Ltd, with shared positions in $IAUX, $CDE, $CVE, $OGG, $SBSW, $HBM. The full ranking of 25 similar funds is below.

#1Condire Management, LPSmart money
Substantial overlap · 5 shared positions
$IAUX$CDE$CVE$OGG$SBSW
$855M
20 positions
#2Extract Advisors LLCActive
Notable overlap · 4 shared positions
$CDE$HBM$NXE$VZLA
$358M
31 positions
#3L1 Capital Pty LtdActive
Notable overlap · 3 shared positions
$HBM$OGC$NXE
$3.0B
24 positions
#4SPROTT INC.Active
Notable overlap · 7 shared positions
$CDE$OGC$IAUX$VZLA$PSLV$AGI
$3.2B
268 positions
#5Hancock Prospecting Pty LtdSmart money
Notable overlap · 3 shared positions
$HBM$NXE$AR
$5.7B
42 positions
#6TSP Capital Management Group, LLCActive
Notable overlap · 3 shared positions
$CDE$MLP$SBSW
$418M
43 positions
#7SIR Capital Management, L.P.Active
Notable overlap · 4 shared positions
$AR$OVV$CVE$DVN
$870M
79 positions
#8GMT CAPITAL CORPActive
Notable overlap · 3 shared positions
$HBM$AGI$OGG
$1.9B
68 positions
#9Accordant Advisory Group IncPassive
Some overlap · 6 shared positions
$OGC$NXE$CVE$PSLV$AGI$PPTA
$148M
242 positions
#10Sourcerock Group LLCActive
Some overlap · 3 shared positions
$AR$OVV$HNRG
$1.9B
36 positions
#11Orion Resource Partners LPActive
Some overlap · 4 shared positions
$DC$OGC$HBM$NXE
$219M
24 positions
#12Equinox Partners Investment Management LLCSmart money
Some overlap · 4 shared positions
$ITRG$IAUX$VZLA$PSLV
$212M
12 positions
#13PCJ Investment Counsel Ltd.Passive
Some overlap · 4 shared positions
$HBM$CVE$OGC$PPTA
$348M
62 positions
#14Yaupon Capital Management LPActive
Some overlap · 4 shared positions
$OVV$CVE$AR$DVN
$5.1B
124 positions
#15Hartree Partners, LPActive
Some overlap · 5 shared positions
$OVV$CVE$DVN$BMM$OGC
$469M
118 positions
#16Fielder Capital Group LLCPassive
Some overlap · 4 shared positions
$SPPP$AR$NXE$PSLV
$462M
303 positions
#17Ninepoint Partners LPActive
Some overlap · 5 shared positions
$CVE$DVN$VZLA$CDE$AGI
$1.3B
165 positions
#18Merewether Investment Management, LPActive
Some overlap · 3 shared positions
$OVV$CVE$DVN
$5.3B
81 positions
#19Goehring & Rozencwajg Associates, LLCActive
Some overlap · 3 shared positions
$AR$NXE$SBSW
$1.7B
41 positions
#20Cedrus Wealth Group LLCActive
Some overlap · 3 shared positions
$SPPP$CDE$PSLV
$115M
51 positions
#21McAlvany Wealth Management LLCPassive
Some overlap · 5 shared positions
$IAUX$AGI$CRGY$ITRG$DC
$134M
48 positions
#22GeoSphere Capital Management, LLCActive
Some overlap · 4 shared positions
$CVE$AR$NXE$HNRG
$306M
46 positions
#23Old West Investment Management, LLCPassive
Some overlap · 3 shared positions
$NXE$AR$AGI
$944M
124 positions
#24One William Street Capital Management, L.P.Smart money
Some overlap · 3 shared positions
$SVC$KREF$TRTX
$242M
15 positions
#25NKCFO LLCActive
Some overlap · 3 shared positions
$OGC$CVE$AGI
$330M
92 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.