13F Pro

Hedge Funds Similar to Kercheville Advisors,

13F Portfolio OverlapQ1 2026Kercheville Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Kercheville Advisors, LLC is an institutional investor managing $313M across 106 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 Kercheville Advisors, are Grand Central Investment Group, TCFG Investment Advisors,, TCFG WEALTH ,, with shared positions in $AEM, $USB, $AGI, $TME, $EPD, $AMD. The full ranking of 25 similar funds is below.

#1Grand Central Investment GroupActive
Notable overlap · 4 shared positions
$AEM$USB$AGI$TME
$135M
44 positions
#2TCFG Investment Advisors, LLCPassive
Notable overlap · 7 shared positions
$TME$AEM$EPD$AMD$CCJ$PLTR
$267M
274 positions
#3TCFG WEALTH MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$TME$AEM$EPD$AMD$CCJ$PLTR
$267M
274 positions
#4RHODES INVESTMENT ADVISORS INC /ADVPassive
Notable overlap · 7 shared positions
$USB$GEV$PLTR$SBUX$TME$UBER
$116M
116 positions
#5Pinnacle Wealth Management Group, Inc.Passive
Notable overlap · 3 shared positions
$AEM$USB$AGI
$204M
120 positions
#6Lane Generational LLCActive
Notable overlap · 3 shared positions
$AEM$USB$AMD
$126M
39 positions
#7Riggs Asset Managment Co. Inc.Passive
Notable overlap · 6 shared positions
$TME$GEV$CCJ$AMD$PLTR$BE
$486M
127 positions
#8ALPS ADVISORS INCActive
Notable overlap · 5 shared positions
$SUN$MPLX$CCJ$EPD$ET
$21.3B
1,037 positions
#9KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Notable overlap · 3 shared positions
$AEM$CCJ$AGI
$181M
93 positions
#10VAN ECK ASSOCIATES CORPPassive
Notable overlap · 7 shared positions
$AEM$MU$AMD$AGI$PLTR$SNPS
$133M
1,404 positions
#11Progeny 3, Inc.Active
Notable overlap · 5 shared positions
$AEM$MPLX$CCJ$EPD$ET
$1.9B
32 positions
#12GDS Wealth ManagementActive
Notable overlap · 5 shared positions
$USB$GEV$MU$AMD$SNPS
$1.7B
200 positions
#13Cheviot Value Management, LLCActive
Notable overlap · 3 shared positions
$AEM$AGI$USB
$996M
426 positions
#14CAPITAL MANAGEMENT ASSOCIATES /NY/Active
Notable overlap · 4 shared positions
$USB$GEV$BE$PLTR
$60M
36 positions
#15Cypress Capital Management LLC (WY)Active
Notable overlap · 7 shared positions
$AEM$CCJ$AMD$PLTR$AGI$CELH
$108M
205 positions
#16Cutler Capital Management, LLCActive
Notable overlap · 3 shared positions
$AEM$USB$ET
$370M
116 positions
#17Delos Wealth Advisors, LLCPassive
Notable overlap · 5 shared positions
$AEM$LUV$ET$USB$MCD
$175M
260 positions
#18Passumpsic Savings Bank
Some overlap · 4 shared positions
$USB$GEV$MU$UBER
$183M
90 positions
#19Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$USB$TME$PLTR
$459M
290 positions
#20Fractal Investments LLCActive
Some overlap · 6 shared positions
$SUN$MPLX$EPD$ET$GEV$AEM
$845M
81 positions
#21INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$SUN$MPLX$EPD$ET$CELH
$1.4B
149 positions
#22First Washington CORPActive
Some overlap · 4 shared positions
$USB$GEV$MU$UBER
$353M
50 positions
#23LONESTAR CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$USB$TME$ET
$671M
32 positions
#24Addenda Capital Inc.Active
Some overlap · 3 shared positions
$AEM$CCJ$AGI
$3.6B
129 positions
#25CHELSEA COUNSEL COActive
Some overlap · 4 shared positions
$AEM$TME$MPLX$ET
$233M
238 positions

Compare Kercheville Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Kercheville Advisors,’s holdings

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.