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Hedge Funds Similar to TCFG WEALTH ,

13F Portfolio OverlapQ1 2026TCFG WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

TCFG WEALTH MANAGEMENT, LLC is an institutional investor managing $267M across 274 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 TCFG WEALTH , are TCFG Investment Advisors,, Kercheville Advisors,, McAlvany Wealth, with shared positions in $FNV, $TME, $AEM, $ALPS, $WPM, $EPD. The full ranking of 25 similar funds is below.

#1TCFG Investment Advisors, LLCPassive
Substantial overlap · 18 shared positions
$FNV$TME$AEM$ALPS$WPM$EPD
$267M
274 positions
#2Kercheville Advisors, LLCPassive
Notable overlap · 7 shared positions
$TME$AEM$EPD$AMD$CCJ$PLTR
$313M
106 positions
#3McAlvany Wealth Management LLCPassive
Notable overlap · 5 shared positions
$FNV$AEM$WPM$EPD$CCJ
$149M
42 positions
#4SPROTT INC.Active
Notable overlap · 6 shared positions
$AEM$WPM$FNV$SII$NUE$CCJ
$3.4B
243 positions
#5Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Active
Notable overlap · 4 shared positions
$FNV$AEM$WPM$KMI
$56M
38 positions
#6HATCH COVE CAPITAL, LLCActive
Notable overlap · 3 shared positions
$FNV$AEM$WPM
$262M
19 positions
#7VAN ECK ASSOCIATES CORPPassive
Notable overlap · 7 shared positions
$AEM$WPM$FNV$AMD$MU$PLTR
$133M
1,404 positions
#8PKO Investment Management Joint-Stock CoPassive
Notable overlap · 6 shared positions
$AEM$WPM$FNV$PLTR$AMD$MU
$1.2B
220 positions
#9Addenda Capital Inc.Active
Some overlap · 4 shared positions
$AEM$FNV$WPM$CCJ
$3.6B
129 positions
#10Knoll Capital Management, LLCActive
Some overlap · 3 shared positions
$FNV$AEM$WPM
$180M
37 positions
#11MUFG SECURITIES (CANADA), LTD.Active
Some overlap · 4 shared positions
$AEM$FNV$WPM$CCJ
$3.5B
43 positions
#12Cypress Capital Management LLC (WY)Active
Some overlap · 6 shared positions
$AEM$ALPS$AMD$CCJ$PLTR$EPD
$108M
205 positions
#13Oxbow Advisors, LLCActive
Some overlap · 5 shared positions
$ALPS$AEM$WPM$EPD$FNV
$1.2B
245 positions
#14KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$AEM$WPM$FNV$CCJ
$181M
93 positions
#15Riggs Asset Managment Co. Inc.Passive
Some overlap · 5 shared positions
$TME$AMD$SII$CCJ$PLTR
$486M
127 positions
#16Intellus Advisors LLCActive
Some overlap · 6 shared positions
$FNV$WPM$AMD$PLTR$EPD$FITB
$732M
125 positions
#17Fielder Capital Group LLCPassive
Some overlap · 4 shared positions
$TME$SII$PLTR$WPM
$459M
290 positions
#18PICTON MAHONEY ASSET MANAGEMENTPassive
Some overlap · 4 shared positions
$AEM$FNV$WPM$CCJ
$13.5B
1,238 positions
#19MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Passive
Some overlap · 6 shared positions
$WPM$CCJ$PLTR$MU$AMD$EPD
$73.7B
3,122 positions
#20Aviso Financial Inc.Active
Some overlap · 3 shared positions
$FNV$WPM$AEM
$2.8B
338 positions
#21Caldwell Investment Management Ltd.Active
Some overlap · 4 shared positions
$AEM$SII$CCJ$BAC
$255M
57 positions
#22HC Advisors, LLCActive
Some overlap · 5 shared positions
$ALPS$SII$WT$FITB$BAC
$149M
60 positions
#23Ninepoint Partners LP
Some overlap · 4 shared positions
$WPM$AEM$HYMC$CCJ
$904M
161 positions
#24Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$WPM$AEM$ALPS$PLTR
$493M
142 positions
#25Blue Line Capital, LLC / ILPassive
Some overlap · 5 shared positions
$ALPS$CCJ$PLTR$MU$KMI
$88M
65 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.