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Hedge Funds Similar to MSRH,

13F Portfolio OverlapQ1 2026MSRH, portfolio →
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Most similar hedge funds by 13F overlap

MSRH, LLC is an institutional investor managing $113M across 29 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 MSRH, are MAD RIVER INVESTORS, HORIZON KINETICS ASSET, Atlas Wealth Partners,, with shared positions in $TPL, $GBTC, $LB, $PBT, $HE, $MSB. The full ranking of 25 similar funds is below.

#1MAD RIVER INVESTORSSmart money
Highly similar · 11 shared positions
$TPL$GBTC$LB$PBT$HE$MSB
$278M
32 positions
#2HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Highly similar · 14 shared positions
$TPL$GBTC$LB$HE$PBT$MSB
$9.2B
353 positions
#3Atlas Wealth Partners, LLCActive
Substantial overlap · 9 shared positions
$TPL$GBTC$LB$PBT$HE$WBI
$97M
65 positions
#4One Charles Private Wealth Services, LLCActive
Substantial overlap · 6 shared positions
$TPL$LB$GBTC$BTC$SLV$ET
$400M
159 positions
#5EagleClaw Capital Managment, LLCActive
Notable overlap · 7 shared positions
$TPL$GBTC$LB$BTC$HE$WBI
$714M
145 positions
#6PROMETHIUM ADVISORS,LLCPassive
Notable overlap · 6 shared positions
$TPL$LB$HE$PBT$WBI$IBIT
$193M
112 positions
#7SCHWARTZ INVESTMENT COUNSEL INCActive
Notable overlap · 4 shared positions
$TPL$LB$WBI$WPM
$2.8B
129 positions
#8Citrine Capital LLCActive
Notable overlap · 3 shared positions
$GBTC$BTC$IBIT
$231M
58 positions
#9Fielder Capital Group LLCPassive
Some overlap · 5 shared positions
$TPL$GBTC$BTC$WPM$SLV
$459M
290 positions
#10Moors & Cabot, Inc.Passive
Some overlap · 4 shared positions
$TPL$GBTC$LB$PBT
$2.3B
927 positions
#11SLT Holdings LLCPassive
Some overlap · 3 shared positions
$GBTC$BTC$CRCL
$148M
136 positions
#12PECAUT & CO.Active
Some overlap · 6 shared positions
$TPL$LB$MSB$WBI$HE$WPM
$308M
66 positions
#13Guild Investment Management, Inc.Active
Some overlap · 5 shared positions
$GBTC$BTC$TPL$WPM$SLV
$140M
47 positions
#14Benson Wealth Management INCPassive
Some overlap · 4 shared positions
$GBTC$BTC$IBIT$SLV
$73M
354 positions
#15Sloy Dahl & Holst, LLCSmart money
Some overlap · 3 shared positions
$BTC$GBTC$IBIT
$728M
112 positions
#16Clare Market Investments LLCActive
Some overlap · 3 shared positions
$TPL$IBIT$SLV
$478M
167 positions
#17Exit Wealth Advisors, LLC.Active
Slight overlap · 4 shared positions
$BTC$GBTC$IBIT$SLV
$195M
131 positions
#18Gem Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$BTC$SEG$TRC
$102M
35 positions
#19ParaFi Capital LPActive
Slight overlap · 3 shared positions
$BTC$IBIT$CRCL
$462M
22 positions
#20Upper Left Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$GBTC$BTC$IBIT
$169M
68 positions
#21FOUNDATION RESOURCE MANAGEMENT INCActive
Slight overlap · 3 shared positions
$PBT$NVO$TRC
$889M
55 positions
#22Integrity Financial Corp /WAPassive
Slight overlap · 3 shared positions
$GBTC$BTC$SLV
$201M
292 positions
#23Verde Capital ManagementActive
Slight overlap · 3 shared positions
$GBTC$IBIT$SLV
$468M
69 positions
#24Alamea Verwaltungs GmbHActive
Slight overlap · 3 shared positions
$GBTC$IBIT$SLV
$135M
82 positions
#25Foundation Wealth Management, LLCSmart money
Slight overlap · 3 shared positions
$BTC$GBTC$IBIT
$148M
44 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.