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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, McAlvany Wealth, GLOBAL STRATEGIC, with shared positions in $FNV, $AEM, $WPM, $EPD, $CCJ, $SII. The full ranking of 25 similar funds is below.

#1TCFG Investment Advisors, LLCPassive
Notable overlap · 11 shared positions
$FNV$AEM$WPM$EPD$CCJ$SII
$297M
299 positions
#2McAlvany Wealth Management LLCPassive
Notable overlap · 6 shared positions
$FNV$AEM$WPM$EPD$CCJ$IAU
$134M
48 positions
#3GLOBAL STRATEGIC MANAGEMENT INCSmart money
Notable overlap · 3 shared positions
$FNV$AEM$WPM
$127M
26 positions
#4Euro Pacific Asset Management, LLCActive
Notable overlap · 3 shared positions
$FNV$AEM$WPM
$880M
96 positions
#5SPROTT INC.Active
Notable overlap · 6 shared positions
$AEM$WPM$FNV$SII$NUE$CCJ
$3.2B
268 positions
#6Atlas Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$FNV$WPM$IAU
$92M
64 positions
#7KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Notable overlap · 4 shared positions
$AEM$WPM$CCJ$FNV
$192M
89 positions
#8Knoll Capital Management, LLCActive
Some overlap · 3 shared positions
$FNV$AEM$WPM
$179M
37 positions
#9MUFG SECURITIES (CANADA), LTD.Active
Some overlap · 4 shared positions
$AEM$WPM$FNV$CCJ
$3.7B
43 positions
#10Intellus Advisors LLCActive
Some overlap · 5 shared positions
$FNV$WPM$EPD$PLTR$IAU
$823M
134 positions
#11Oxbow Advisors, LLCPassive
Some overlap · 5 shared positions
$EPD$AEM$FNV$WPM$IAU
$1.2B
265 positions
#12Kercheville Advisors, LLCPassive
Some overlap · 4 shared positions
$AEM$EPD$CCJ$PLTR
$328M
108 positions
#13PKO Investment Management Joint-Stock CoPassive
Some overlap · 4 shared positions
$AEM$WPM$FNV$PLTR
$1.4B
228 positions
#14Addenda Capital Inc.Active
Some overlap · 4 shared positions
$AEM$WPM$CCJ$FNV
$3.7B
128 positions
#15Enclave Advisors LLCActive
Some overlap · 3 shared positions
$AEM$WPM$PLTR
$790M
133 positions
#16First Eagle Investment Management, LLCActive
Some overlap · 3 shared positions
$WPM$FNV$AEM
$59.9B
424 positions
#17Progeny 3, Inc.Active
Some overlap · 3 shared positions
$AEM$EPD$CCJ
$1.9B
29 positions
#18HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$WPM$FNV$CCJ$SII
$8.8B
351 positions
#19PIN OAK INVESTMENT ADVISORS INCPassive
Some overlap · 5 shared positions
$EPD$PLTR$AEM$SII$KMI
$138M
479 positions
#20Trek Financial, LLCPassive
Some overlap · 3 shared positions
$FNV$AEM$SII
$2.0B
504 positions
#21NKCFO LLCActive
Some overlap · 3 shared positions
$AEM$NUE$IAU
$330M
92 positions
#22Parvin Asset Management, LLCPassive
Some overlap · 3 shared positions
$AEM$FNV$WPM
$127M
320 positions
#23O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$WPM$CCJ$AEM
$125M
61 positions
#24Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$AEM$PLTR$WPM$IAU
$508M
137 positions
#25BLI - Banque de Luxembourg InvestmentsPassive
Some overlap · 3 shared positions
$WPM$FNV$AEM
$2.8B
195 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.