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Hedge Funds Similar to Oppenheimer & Close,

13F Portfolio OverlapQ1 2026Oppenheimer & Close, portfolio →
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Most similar hedge funds by 13F overlap

Oppenheimer & Close, LLC is an institutional investor managing $159M across 56 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 Oppenheimer & Close, are Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A., HATCH COVE ,, Steadtrust, with shared positions in $AEM, $AGI, $NEM, $B, $HL, $CDE. The full ranking of 25 similar funds is below.

#1Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Active
Notable overlap · 5 shared positions
$AEM$AGI$NEM$B$HL
$56M
38 positions
#2HATCH COVE CAPITAL, LLCActive
Notable overlap · 4 shared positions
$AEM$AGI$HL$CDE
$262M
19 positions
#3Steadtrust LLCPassive
Notable overlap · 5 shared positions
$AEM$HL$GLW$AGI$CDE
$176M
123 positions
#4Grand Central Investment GroupActive
Notable overlap · 5 shared positions
$AEM$AGI$NEM$CDE$USB
$135M
44 positions
#5Parvin Asset Management, LLCPassive
Notable overlap · 6 shared positions
$NEM$AEM$CDE$HL$AGI$B
$139M
310 positions
#6Cheviot Value Management, LLCActive
Notable overlap · 6 shared positions
$AEM$NEM$B$AGI$CEF$USB
$996M
426 positions
#7SPROTT INC.Active
Notable overlap · 6 shared positions
$AEM$CDE$B$AGI$CEF$NEM
$3.4B
243 positions
#8McAlvany Wealth Management LLCPassive
Notable overlap · 4 shared positions
$AEM$AGI$B$NEM
$149M
42 positions
#9VAN ECK ASSOCIATES CORPPassive
Notable overlap · 6 shared positions
$AEM$NEM$B$AGI$CDE$HL
$133M
1,404 positions
#10FOUNDATION RESOURCE MANAGEMENT INCActive
Notable overlap · 4 shared positions
$AEM$NEM$B$TRC
$889M
55 positions
#11Bruce & Co., Inc.Active
Notable overlap · 3 shared positions
$UHAL$NEM$IIIN
$350M
41 positions
#12Pinnacle Wealth Management Group, Inc.Passive
Notable overlap · 4 shared positions
$AEM$AGI$CDE$USB
$204M
120 positions
#13KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Notable overlap · 3 shared positions
$AEM$AGI$B
$181M
93 positions
#14PKO Investment Management Joint-Stock CoPassive
Notable overlap · 5 shared positions
$AEM$NEM$B$AGI$CDE
$1.2B
220 positions
#15Lane Generational LLCPassive
Notable overlap · 3 shared positions
$AEM$CDE$USB
$126M
39 positions
#16KEATING INVESTMENT COUNSELORS INCActive
Notable overlap · 4 shared positions
$AEM$B$NEM$USB
$404M
59 positions
#17Accordant Advisory Group IncPassive
Notable overlap · 4 shared positions
$AEM$AGI$CEF$USB
$161M
238 positions
#18CHELSEA COUNSEL COPassive
Notable overlap · 4 shared positions
$AEM$GLW$NEM$B
$233M
238 positions
#19Knoll Capital Management, LLCActive
Notable overlap · 3 shared positions
$AEM$AGI$CDE
$180M
37 positions
#20Kercheville Advisors, LLCPassive
Some overlap · 3 shared positions
$AEM$AGI$USB
$313M
106 positions
#21Stilwell Value LLCSmart money
Some overlap · 6 shared positions
$CPBI$LSBK$BVFL$NBBK$SFBC$ECBK
$167M
25 positions
#22STAPP WEALTH MANAGEMENT, PLLCActive
Some overlap · 4 shared positions
$AEM$AGI$NEM$B
$78M
30 positions
#23Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$GLW$NEM$USB
$942M
33 positions
#24Gemsstock Ltd.Active
Some overlap · 3 shared positions
$NEM$B$USB
$949M
28 positions
#25Williamson Legacy Group, LLCPassive
Some overlap · 5 shared positions
$GLW$AGI$AEM$NEM$B
$133M
81 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.