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

13F Portfolio OverlapQ1 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 $349M across 55 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 Nokomis , L.L.C. are Condire ,, Orion Resource Partners, TSP Group,, with shared positions in $IAUX, $CDE, $ODV, $CVE, $SBSW, $DC. The full ranking of 25 similar funds is below.

#1Condire Management, LPSmart money
Substantial overlap · 5 shared positions
$IAUX$CDE$ODV$CVE$SBSW
$1.0B
19 positions
#2Orion Resource Partners LPActive
Notable overlap · 3 shared positions
$IAUX$DC$PPTA
$219M
20 positions
#3TSP Capital Management Group, LLCActive
Notable overlap · 3 shared positions
$CDE$MLP$SBSW
$410M
45 positions
#4SPROTT INC.Active
Notable overlap · 6 shared positions
$CDE$IAUX$PSLV$VZLA$AGI$PPTA
$3.4B
243 positions
#5Fielder Capital Group LLCPassive
Notable overlap · 6 shared positions
$SPPP$USB$PSLV$AR$TME$NXE
$459M
290 positions
#6Equinox Partners Investment Management LLCActive
Notable overlap · 4 shared positions
$PSLV$ITRG$IAUX$VZLA
$245M
11 positions
#7SIR Capital Management, L.P.Passive
Notable overlap · 4 shared positions
$AR$OVV$CVE$HBM
$1.1B
88 positions
#8Ninepoint Partners LP
Notable overlap · 6 shared positions
$AR$CVE$CDE$VZLA$AGI$NXE
$904M
161 positions
#9DAVIS SELECTED ADVISERSActive
Some overlap · 3 shared positions
$MGM$USB$CTRA
$21.8B
112 positions
#10Capital Wealth Alliance, LLCActive
Some overlap · 3 shared positions
$PSLV$DIA$USB
$221M
93 positions
#11Accordant Advisory Group IncPassive
Some overlap · 7 shared positions
$PSLV$AR$NXE$AGI$USB$PPTA
$161M
238 positions
#12Mudita Advisors LLPActive
Some overlap · 4 shared positions
$MGM$HBM$ODV$AGI
$490M
28 positions
#13Lane Generational LLCPassive
Some overlap · 3 shared positions
$CDE$USB$PSLV
$126M
39 positions
#14Grand Central Investment GroupActive
Some overlap · 5 shared positions
$PSLV$USB$TME$CDE$AGI
$135M
44 positions
#15ABBINGTON INVESTMENT GROUPActive
Some overlap · 5 shared positions
$PSLV$USB$TME$CDE$SBSW
$172M
51 positions
#16Lloyd Harbor Capital Management, LLCActive
Some overlap · 3 shared positions
$NXE$CVE$CRGY
$245M
26 positions
#17Sourcerock Group LLCActive
Some overlap · 4 shared positions
$AR$OVV$USB$HNRG
$2.5B
41 positions
#18Hancock Prospecting Pty LtdSmart money
Some overlap · 3 shared positions
$NXE$HBM$AR
$3.3B
36 positions
#19Cedrus Wealth Group LLCActive
Some overlap · 3 shared positions
$PSLV$SPPP$CDE
$90M
48 positions
#20MOON CAPITAL MANAGEMENT LPActive
Some overlap · 4 shared positions
$IAUX$USB$TME$LAD
$166M
13 positions
#21MEDICI CAPITAL LLCActive
Some overlap · 3 shared positions
$DC$ITRG$AGI
$81M
11 positions
#22Old West Investment Management, LLCPassive
Some overlap · 3 shared positions
$AR$NXE$AGI
$923M
123 positions
#23Pekin Hardy Strauss, Inc.Passive
Some overlap · 5 shared positions
$USB$PSLV$AR$AGI$PPTA
$957M
478 positions
#24Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 5 shared positions
$USB$CDE$ODV$AGI$PPTA
$204M
120 positions
#25Goehring & Rozencwajg Associates, LLCActive
Some overlap · 4 shared positions
$AR$NXE$AGI$SBSW
$1.9B
43 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.