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 New Harbor Financial Group

13F Portfolio OverlapQ3 2026New Harbor Financial Group portfolio →

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Most similar hedge funds by 13F overlap

New Harbor Financial Group, LLC is an institutional investor managing $669M across 62 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to New Harbor Financial Group are Cadence Wealth, TrustWell Financial Advisors, Forest Hill, with shared positions in $SLV, $CEF, $AEM, $NEM, $PHYS, $PSLV. The full ranking of 25 similar funds is below.

#1Cadence Wealth Management LLCActive

Substantial overlap · 4 shared positions

$SLV $CEF $AEM $NEM

$223M

63 positions

#2TrustWell Financial Advisors, LLCActive

Substantial overlap · 6 shared positions

$CEF $PHYS $PSLV $SGOL $AEM $WPM

$118M

74 positions

#3Forest Hill Capital, LLCSmart money

Substantial overlap · 5 shared positions

$SLV $PSLV $PHYS $FNV $NEM

$130M

21 positions

#4Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$IAU $SGOL $PHYS

$505M

45 positions

#5Grand Central Investment GroupPassive

Notable overlap · 7 shared positions

$SLV $PSLV $PHYS $IAU $AEM $NEM

$120M

40 positions

#6Cauble & Harre Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$IAU $PHYS $SGOL $NEM

$125M

72 positions

#7Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $NEM

$84M

36 positions

#8Madden Advisory Services, Inc.Active

Notable overlap · 4 shared positions

$IAU $SGOL $CEF $SLV

$279M

110 positions

#9Briaud Financial Planning, IncActive

Notable overlap · 3 shared positions

$SLV $IAU $PPLT

$453M

44 positions

#10Wealth Watch Advisors, INCActive

Notable overlap · 5 shared positions

$SGOL $IAU $SLV $BITB $SIVR

$309M

142 positions

#11Walser Wealth Management Company, A Ltd Liability CoPassive

Notable overlap · 4 shared positions

$SLV $PHYS $SII $PSLV

$250M

217 positions

#12Eurizon Asset Management Hungary Ltd.Active

Notable overlap · 3 shared positions

$IAU $SGOL $SIVR

$94M

21 positions

#13Capital Wealth Alliance, LLCActive

Notable overlap · 6 shared positions

$PSLV $PHYS $CEF $SII $BITB $SGOL

$229M

100 positions

#14Upper Left Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $SGOL $BITB

$193M

68 positions

#15Arkos Global AdvisorsActive

Notable overlap · 4 shared positions

$IAU $PSLV $PHYS $SLV

$844M

124 positions

#16Independent Family Office, LLCActive

Notable overlap · 6 shared positions

$IAU $PHYS $AEM $CEF $NEM $CDE

$249M

85 positions

#17RiverGlades Family Offices LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $AEM

$218M

108 positions

#18Global Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $SIVR

$184M

47 positions

#19Proficio Capital Partners LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $SGOL

$2.8B

691 positions

#20DWM Financial Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $SLV $CDE

$112M

40 positions

#21Mountain Lake Investment Management LLCActive

Notable overlap · 3 shared positions

$SGOL $PHYS $PSLV

$161M

31 positions

#22CENTRAL TRUST CoPassive

Notable overlap · 4 shared positions

$CEF $PHYS $IAU $PPLT

$5.5B

1,568 positions

#23Pacific Sage Partners, LLCActive

Notable overlap · 3 shared positions

$CEF $PSLV $PHYS

$772M

144 positions

#24Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $WPM $FNV

$823M

134 positions

#25NKCFO LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $AEM

$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.