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 Cadence Wealth

13F Portfolio OverlapQ1 2026Cadence Wealth portfolio →

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Most similar hedge funds by 13F overlap

Cadence Wealth Management LLC is an institutional investor managing $240M across 58 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 Cadence Wealth are McAlvany Wealth, Grand Central Investment Group, New Harbor Financial Group,, with shared positions in $SLV, $NEM, $BTG, $PAAS, $AEM, $B. The full ranking of 25 similar funds is below.

#1McAlvany Wealth Management LLCActive

Notable overlap · 11 shared positions

$SLV $NEM $BTG $PAAS $AEM $B

$149M

42 positions

#2Grand Central Investment GroupActive

Notable overlap · 4 shared positions

$SLV $NEM $PAAS $AEM

$135M

44 positions

#3New Harbor Financial Group, LLCActive

Notable overlap · 4 shared positions

$SLV $CEF $AEM $NEM

$567M

61 positions

#4Cheviot Value Management, LLCActive

Some overlap · 6 shared positions

$CEF $MKL $NEM $PAAS $AEM $B

$996M

426 positions

#5ABBINGTON INVESTMENT GROUPActive

Some overlap · 11 shared positions

$SLV $RIO $HP $NEM $MOS $NTR

$172M

51 positions

#6O'Domhnaill Enterprises, Inc.Active

Some overlap · 4 shared positions

$SLV $NEM $PAAS $AEM

$124M

55 positions

#7TrustWell Financial Advisors, LLCActive

Some overlap · 3 shared positions

$CEF $MKL $AEM

$106M

70 positions

#8Kiker Wealth Management, LLCPassive

Some overlap · 4 shared positions

$SLV $CEF $ALB $EOG

$209M

132 positions

#9Corecam Pte. Ltd.Active

Some overlap · 4 shared positions

$SLV $BHP $MOS $RIO

$231M

65 positions

#10SPROTT INC.Active

Some overlap · 9 shared positions

$CEF $HP $PAAS $AEM $B $KGC

$3.4B

243 positions

#11TSP Capital Management Group, LLCActive

Some overlap · 3 shared positions

$SLV $NEM $SBSW

$410M

45 positions

#12Twelve Points Wealth Management LLCPassive

Some overlap · 3 shared positions

$SLV $MKL $EOG

$455M

200 positions

#13Catalyst Investment Management LLCActive

Some overlap · 5 shared positions

$API $MKL $BHP $RIO $BSX

$90M

65 positions

#14Bristlecone Value Partners, LLCActive

Some overlap · 3 shared positions

$API $MKL $NTR

$114M

68 positions

#15Titiun YejielActive

Some overlap · 3 shared positions

$CEF $SLV $AEM

$99M

57 positions

#16Tandem Financial, LLCActive

Some overlap · 3 shared positions

$SLV $NEM $RIO

$314M

98 positions

#17Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Active

Some overlap · 8 shared positions

$SSRM $NEM $BTG $PAAS $AEM $B

$56M

38 positions

#18VPR Management LLCActive

Some overlap · 4 shared positions

$API $RIO $BHP $VALE

$250M

65 positions

#19Caitlin John, LLCPassive

Some overlap · 4 shared positions

$SLV $MKL $NEM $B

$167M

935 positions

#20Parvin Asset Management, LLCPassive

Some overlap · 7 shared positions

$SSRM $NEM $PAAS $AEM $B $KGC

$139M

310 positions

#21Regal Partners LtdActive

Some overlap · 8 shared positions

$NEM $BTG $AEM $B $KGC $ALB

$1.8B

106 positions

#22Cardinal Point Capital Management, ULCActive

Some overlap · 4 shared positions

$MKL $NEM $AEM $CNQ

$1.6B

286 positions

#23CHELSEA COUNSEL COActive

Some overlap · 4 shared positions

$SLV $NEM $AEM $B

$233M

238 positions

#24RIK SAYLOR FINANCIAL, INC.Active

Some overlap · 3 shared positions

$SLV $MKL $DBO

$132M

85 positions

#25Greenline Partners, LLCActive

Some overlap · 7 shared positions

$MKL $RIO $BHP $CNQ $ALB $VALE

$930M

144 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.