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 OverlapQ1 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 $567M across 61 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 New Harbor Financial Group, are Grand Central Investment Group, MAINSTAY /ADV, Forest Hill ,, with shared positions in $USB, $SLV, $IAU, $PSLV, $PHYS, $TME. The full ranking of 25 similar funds is below.

#1Grand Central Investment GroupActive

Notable overlap · 9 shared positions

$USB $SLV $IAU $PSLV $PHYS $TME

$135M

44 positions

#2MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 5 shared positions

$IAU $SLV $USB $TME $LKFT

$1.3B

143 positions

#3Forest Hill Capital, LLCActive

Notable overlap · 6 shared positions

$USB $SLV $PSLV $PHYS $FNV $NEM

$152M

19 positions

#4WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$USB $IAU $SLV

$508M

107 positions

#5NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active

Notable overlap · 4 shared positions

$USB $SLV $PSLV $LKFT

$149M

55 positions

#6Fielder Capital Group LLCPassive

Notable overlap · 10 shared positions

$USB $IAU $PSLV $SLV $TME $SII

$459M

290 positions

#7Principia Wealth Advisory, LLC

Notable overlap · 6 shared positions

$USB $IAU $SLV $HSBC $PHYS $PSLV

$160M

1,015 positions

#8Insight Wealth Partners, LLCSmart money

Notable overlap · 3 shared positions

$USB $IAU $PHYS

$713M

120 positions

#9Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $USB

$125M

29 positions

#10Tandem Financial, LLCPassive

Notable overlap · 4 shared positions

$USB $SLV $SII $NEM

$314M

98 positions

#11Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $NEM

$91M

36 positions

#12Sagace Wealth Management LLCPassive

Notable overlap · 3 shared positions

$USB $IAU $NEM

$149M

70 positions

#13David R. Rahn & Associates Inc.Passive

Notable overlap · 5 shared positions

$USB $IAU $SLV $LKFT $AEM

$354M

122 positions

#14MOON CAPITAL MANAGEMENT LPActive

Notable overlap · 3 shared positions

$IAU $USB $TME

$166M

13 positions

#15Barry Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$USB $HSBC $SII

$454M

99 positions

#16SpringVest Wealth Management LLCActive

Notable overlap · 4 shared positions

$USB $IAU $PHYS $SLV

$146M

67 positions

#17Proficio Capital Partners LLCActive

Notable overlap · 5 shared positions

$IAU $HSBC $SLV $USB $SII

$1.9B

248 positions

#18Exit Wealth Advisors, LLC.Active

Notable overlap · 3 shared positions

$IAU $SLV $PSLV

$195M

131 positions

#19ABBINGTON INVESTMENT GROUPActive

Notable overlap · 9 shared positions

$USB $SLV $PSLV $HSBC $TME $HL

$172M

51 positions

#20RIA Advisory Group LLCPassive

Notable overlap · 5 shared positions

$SLV $USB $PSLV $TME $LKFT

$421M

145 positions

#21Independent Family Office, LLCActive

Notable overlap · 6 shared positions

$IAU $USB $PHYS $CEF $AEM $NEM

$243M

90 positions

#22Cadence Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$SLV $CEF $AEM $NEM

$240M

58 positions

#23Point Nemo Capital, LLCPassive

Notable overlap · 3 shared positions

$USB $SLV $PSLV

$152M

80 positions

#24Gunpowder Capital Management, LLC dba Oliver Wealth ManagementPassive

Some overlap · 3 shared positions

$IAU $SLV $NEM

$132M

408 positions

#25Rockport Wealth LLCActive

Some overlap · 5 shared positions

$SLV $USB $PSLV $CEF $PHYS

$549M

101 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.