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 Oppenheimer & Close

13F Portfolio OverlapQ2 2026Oppenheimer & Close portfolio →

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Most similar hedge funds by 13F overlap

Oppenheimer & Close, LLC is an institutional investor managing $159M across 57 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Oppenheimer & Close are Grand Central Investment Group, Cheviot Value, Steadtrust, with shared positions in $AEM, $NEM, $AGI, $CDE, $B, $CEF. The full ranking of 25 similar funds is below.

#1Grand Central Investment GroupPassive

Notable overlap · 4 shared positions

$AEM $NEM $AGI $CDE

$120M

40 positions

#2Cheviot Value Management, LLCActive

Notable overlap · 5 shared positions

$AEM $NEM $B $AGI $CEF

$984M

443 positions

#3Steadtrust LLCPassive

Notable overlap · 4 shared positions

$AEM $HL $CDE $AGI

$198M

132 positions

#4McAlvany Wealth Management LLCPassive

Notable overlap · 5 shared positions

$AEM $AGI $B $NEM $CEF

$134M

48 positions

#5STAPP WEALTH MANAGEMENT, PLLCActive

Notable overlap · 4 shared positions

$AEM $AGI $NEM $B

$77M

32 positions

#6Bruce & Co., Inc.Active

Notable overlap · 3 shared positions

$UHAL $IIIN $NEM

$369M

41 positions

#7Pinnacle Wealth Management Group, Inc.Passive

Notable overlap · 3 shared positions

$AEM $AGI $CDE

$214M

128 positions

#8Euro Pacific Asset Management, LLCActive

Notable overlap · 4 shared positions

$AEM $B $NEM $CEF

$880M

96 positions

#9Parvin Asset Management, LLCPassive

Notable overlap · 6 shared positions

$NEM $AEM $HL $CDE $B $AGI

$127M

320 positions

#10SPROTT INC.Active

Notable overlap · 5 shared positions

$AEM $CDE $B $AGI $CEF

$3.2B

268 positions

#11FOUNDATION RESOURCE MANAGEMENT INCActive

Notable overlap · 4 shared positions

$AEM $NEM $B $TRC

$860M

56 positions

#12KEATING INVESTMENT COUNSELORS INCSmart money

Notable overlap · 3 shared positions

$AEM $B $NEM

$364M

59 positions

#13Stilwell Value LLCSmart money

Notable overlap · 6 shared positions

$LSBK $CPBI $BVFL $NBBK $SFBC $ECBK

$174M

24 positions

#14KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Notable overlap · 3 shared positions

$AEM $AGI $B

$192M

89 positions

#15PKO Investment Management Joint-Stock CoPassive

Notable overlap · 4 shared positions

$NEM $AEM $B $CDE

$1.4B

228 positions

#16ABBINGTON INVESTMENT GROUPActive

Some overlap · 4 shared positions

$HL $CDE $NEM $AEM

$157M

52 positions

#17Accordant Advisory Group IncPassive

Some overlap · 3 shared positions

$AEM $AGI $CEF

$148M

242 positions

#18Enclave Advisors LLCActive

Some overlap · 3 shared positions

$NEM $AEM $B

$790M

133 positions

#19BANC FUNDS CO LLCActive

Some overlap · 6 shared positions

$PGC $CCNE $MPB $CBAN $FSUN $BRBS

$605M

92 positions

#20VAN ECK ASSOCIATES CORPActive

Some overlap · 5 shared positions

$AEM $NEM $B $CDE $AGI

$164.1B

1,337 positions

#21Knoll Capital Management, LLCActive

Some overlap · 3 shared positions

$AEM $CDE $AGI

$179M

37 positions

#22Petiole USA ltdActive

Some overlap · 4 shared positions

$CCNE $CARE $MPB $CBAN

$139M

31 positions

#23Scheer, Rowlett & Associates Investment Management Ltd.Active

Some overlap · 3 shared positions

$B $AEM $AGI

$1.4B

30 positions

#24Cadence Wealth Management LLCActive

Some overlap · 4 shared positions

$NEM $B $AEM $CEF

$223M

63 positions

#25SALZHAUER MICHAELSmart money

Some overlap · 3 shared positions

$PGC $HTB $FSUN

$292M

89 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.