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Hedge Funds Similar to Accordant Advisory Group

13F Portfolio OverlapQ1 2026Accordant Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Accordant Advisory Group Inc is an institutional investor managing $161M across 238 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 Accordant Advisory Group are Wealth Alliance,, Grand Central Investment Group, Knoll ,, with shared positions in $PHYS, $PSLV, $OUNZ, $USB, $SII, $HUM. The full ranking of 25 similar funds is below.

#1Capital Wealth Alliance, LLCActive
Substantial overlap · 6 shared positions
$PHYS$PSLV$OUNZ$USB$SII$HUM
$221M
93 positions
#2Grand Central Investment GroupActive
Substantial overlap · 7 shared positions
$PSLV$AEM$AGI$PHYS$USB$TME
$135M
44 positions
#3Knoll Capital Management, LLCActive
Notable overlap · 6 shared positions
$PHYS$AEM$PSLV$CGAU$AGI$ELE
$180M
37 positions
#4WIT Partners Advisory Pte. Ltd.Active
Notable overlap · 4 shared positions
$PHYS$PSLV$PPLT$SII
$342M
16 positions
#5Basepoint Wealth LLCActive
Notable overlap · 4 shared positions
$PHYS$PSLV$GD$DE
$175M
643 positions
#6Forest Hill Capital, LLCActive
Notable overlap · 4 shared positions
$PHYS$PSLV$JOE$USB
$152M
19 positions
#7Guild Investment Management, Inc.Active
Notable overlap · 4 shared positions
$PHYS$OUNZ$USB$PSLV
$140M
47 positions
#8ABBINGTON INVESTMENT GROUPActive
Notable overlap · 8 shared positions
$PSLV$PPLT$RRC$RIO$OUNZ$AEM
$172M
51 positions
#9MATAURO, LLCActive
Notable overlap · 3 shared positions
$PHYS$REGN$CEF
$692M
145 positions
#10Cauble & Harre Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$PHYS$REGN$FPI$HUM
$126M
74 positions
#11Mountain Lake Investment Management LLCActive
Notable overlap · 5 shared positions
$PHYS$RRC$AR$PSLV$AGI
$155M
29 positions
#12TrustWell Financial Advisors, LLCActive
Notable overlap · 6 shared positions
$PHYS$PSLV$AEM$CEF$USB$DE
$106M
70 positions
#13SPROTT INC.Active
Notable overlap · 8 shared positions
$AEM$PHYS$PPTA$AGI$PSLV$ELE
$3.4B
243 positions
#14McAlvany Wealth Management LLCPassive
Notable overlap · 6 shared positions
$AEM$AGI$RRC$PPLT$EXE$RIO
$149M
42 positions
#15MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Notable overlap · 7 shared positions
$OUNZ$EXE$PSLV$RIO$USB$SII
$115M
98 positions
#16Kiker Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$OUNZ$CEF$JXN$PSLV$USB$PHYS
$209M
132 positions
#17STAPP WEALTH MANAGEMENT, PLLCActive
Notable overlap · 3 shared positions
$REGN$AEM$AGI
$78M
30 positions
#18Extract Advisors LLCActive
Notable overlap · 6 shared positions
$AEM$CGAU$PPTA$NXE$DNN$ELE
$287M
32 positions
#19SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$PHYS$REGN$PSLV
$482M
173 positions
#20Proactive Wealth Strategies LLCPassive
Notable overlap · 3 shared positions
$PSLV$PHYS$REGN
$532M
210 positions
#21HATCH COVE CAPITAL, LLCActive
Notable overlap · 3 shared positions
$AEM$AGI$CGAU
$262M
19 positions
#22Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Active
Notable overlap · 3 shared positions
$AEM$AGI$CGAU
$56M
38 positions
#23Waratah Capital Advisors Ltd.Active
Notable overlap · 5 shared positions
$AGI$CGAU$AEM$NXE$SII
$2.6B
127 positions
#24Morton Capital Management LLC/CASmart money
Notable overlap · 3 shared positions
$OUNZ$USB$HUM
$672M
139 positions
#25Cedrus Wealth Group LLCActive
Notable overlap · 3 shared positions
$PSLV$PHYS$DE
$90M
48 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.