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 KLEIN PAVLIS & PEASLEY FINANCIAL,

13F Portfolio OverlapQ1 2026KLEIN PAVLIS & PEASLEY FINANCIAL, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. is an institutional investor managing $181M across 93 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 KLEIN PAVLIS & PEASLEY FINANCIAL, are McAlvany Wealth, HATCH COVE ,, Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A., with shared positions in $AEM, $WPM, $AGI, $COP, $SCCO, $FNV. The full ranking of 25 similar funds is below.

#1McAlvany Wealth Management LLCPassive

Notable overlap · 8 shared positions

$AEM $WPM $AGI $COP $SCCO $FNV

$149M

42 positions

#2HATCH COVE CAPITAL, LLCActive

Notable overlap · 5 shared positions

$AEM $WPM $AGI $COP $FNV

$262M

19 positions

#3Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Active

Notable overlap · 7 shared positions

$AEM $WPM $AGI $FNV $B $EOG

$56M

38 positions

#4Addenda Capital Inc.Active

Notable overlap · 5 shared positions

$AEM $WPM $AGI $CCJ $FNV

$3.6B

129 positions

#5MEDICI CAPITAL LLCActive

Notable overlap · 3 shared positions

$AEM $WPM $AGI

$81M

11 positions

#6O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 4 shared positions

$PM $WPM $CCJ $AEM

$124M

55 positions

#7SPROTT INC.Active

Notable overlap · 6 shared positions

$AEM $WPM $AGI $FNV $B $CCJ

$3.4B

243 positions

#8Murphy Pohlad Asset Management LLCPassive

Notable overlap · 5 shared positions

$AEM $AGI $CCJ $COP $MDT

$279M

134 positions

#9Cheviot Value Management, LLCActive

Notable overlap · 5 shared positions

$AEM $COP $B $UL $AGI

$996M

426 positions

#10MUFG SECURITIES (CANADA), LTD.Active

Notable overlap · 5 shared positions

$AEM $WPM $CCJ $FNV $B

$3.5B

43 positions

#11St. James Investment Company, LLCSmart money

Notable overlap · 6 shared positions

$AEM $MDT $FNV $UL $HUBB $EOG

$638M

22 positions

#12First Eagle Investment Management, LLCActive

Notable overlap · 7 shared positions

$WPM $FMX $FNV $AEM $PM $MDT

$75.6B

425 positions

#13American Trust Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$SCHW $COP $EMBJ $CCJ $SO $SONY

$181M

76 positions

#14PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 5 shared positions

$SCHW $WPM $SCCO $COP $FNV

$166M

72 positions

#15Knoll Capital Management, LLCActive

Notable overlap · 5 shared positions

$AEM $FNV $AGI $PM $WPM

$180M

37 positions

#16Cullen Capital Management, LLCActive

Notable overlap · 5 shared positions

$MDT $JCI $COP $PM $UL

$9.8B

213 positions

#17Cypress Capital Management LLC (WY)Active

Notable overlap · 5 shared positions

$CCJ $PM $AEM $SCCO $AGI

$108M

205 positions

#18VAN ECK ASSOCIATES CORPPassive

Notable overlap · 7 shared positions

$AEM $WPM $FNV $B $AGI $CCJ

$133M

1,404 positions

#19CFC Planning Co LLCPassive

Notable overlap · 4 shared positions

$PM $SCCO $COP $EOG

$140M

72 positions

#20Oppenheimer & Close, LLCPassive

Notable overlap · 3 shared positions

$AEM $AGI $B

$159M

56 positions

#21Grand Central Investment GroupActive

Notable overlap · 3 shared positions

$AEM $AGI $COP

$135M

44 positions

#22KEATING INVESTMENT COUNSELORS INCActive

Notable overlap · 5 shared positions

$AEM $B $UL $PM $COP

$404M

59 positions

#23CRAWFORD INVESTMENT COUNSEL INCPassive

Notable overlap · 5 shared positions

$JCI $PM $MDT $SCHW $AEP

$5.9B

300 positions

#24ALTRINSIC GLOBAL ADVISORS LLCSmart money

Notable overlap · 5 shared positions

$AEM $FMX $MDT $EOG $MAS

$2.8B

43 positions

#25Steadtrust LLCPassive

Notable overlap · 3 shared positions

$AEM $AGI $JBL

$176M

123 positions

Compare KLEIN PAVLIS & PEASLEY FINANCIAL,’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 KLEIN PAVLIS & PEASLEY FINANCIAL,’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.