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 McAlvany Wealth

13F Portfolio OverlapQ1 2026McAlvany Wealth portfolio →

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Most similar hedge funds by 13F overlap

McAlvany Wealth Management LLC is an institutional investor managing $149M across 42 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 McAlvany Wealth are HATCH COVE ,, Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A., Knoll ,, with shared positions in $RGLD, $COP, $AEM, $FNV, $AGI, $WPM. The full ranking of 25 similar funds is below.

#1HATCH COVE CAPITAL, LLCActive

Substantial overlap · 8 shared positions

$RGLD $COP $AEM $FNV $AGI $WPM

$262M

19 positions

#2Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Active

Substantial overlap · 11 shared positions

$AEM $FNV $AGI $WPM $B $BTG

$56M

38 positions

#3Knoll Capital Management, LLCActive

Substantial overlap · 7 shared positions

$RGLD $AEM $FNV $TFPM $PAAS $AGI

$180M

37 positions

#4SPROTT INC.Active

Substantial overlap · 12 shared positions

$AEM $WPM $PAAS $IAUX $B $FNV

$3.4B

243 positions

#5Grand Central Investment GroupActive

Notable overlap · 7 shared positions

$SLV $AEM $AGI $PAAS $NEM $COP

$135M

44 positions

#6RM Financial Services, LLCActive

Notable overlap · 3 shared positions

$GLDM $SLV $COP

$116M

75 positions

#7STAPP WEALTH MANAGEMENT, PLLCActive

Notable overlap · 6 shared positions

$GLDM $AEM $AGI $NEM $B $IAUX

$78M

30 positions

#8KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Notable overlap · 8 shared positions

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

$181M

93 positions

#9MUFG SECURITIES (CANADA), LTD.Active

Notable overlap · 8 shared positions

$AEM $B $WPM $FNV $NTR $ENB

$3.5B

43 positions

#10Extract Advisors LLCActive

Notable overlap · 4 shared positions

$RGLD $AEM $WPM $NEM

$287M

32 positions

#11Addenda Capital Inc.Active

Notable overlap · 7 shared positions

$AEM $AGI $WPM $FNV $ENB $CNQ

$3.6B

129 positions

#12Goehring & Rozencwajg Associates, LLCActive

Notable overlap · 8 shared positions

$RRC $EQT $NTR $AGI $EXE $NE

$1.9B

43 positions

#13MUHLENKAMP & CO INCActive

Notable overlap · 5 shared positions

$RGLD $AEM $EQT $NEM $EPD

$380M

29 positions

#14Ninepoint Partners LP

Notable overlap · 12 shared positions

$EQT $WPM $AEM $AGI $EXE $B

$904M

161 positions

#15Parvin Asset Management, LLCPassive

Notable overlap · 9 shared positions

$AEM $RGLD $NEM $PAAS $WPM $AGI

$139M

310 positions

#16O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 6 shared positions

$SLV $WPM $PAAS $NEM $AEM $CCJ

$124M

55 positions

#17FOUNDATION RESOURCE MANAGEMENT INCActive

Notable overlap · 5 shared positions

$COP $AEM $NEM $B $NTR

$889M

55 positions

#18VAN ECK ASSOCIATES CORPPassive

Notable overlap · 9 shared positions

$AEM $B $NEM $WPM $FNV $AGI

$133M

1,404 positions

#19MEDICI CAPITAL LLCActive

Notable overlap · 5 shared positions

$AEM $AGI $GLDM $WPM $ITRG

$81M

11 positions

#20NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$GLDM $COP $IAU

$247M

71 positions

#21Forest Hill Capital, LLCActive

Notable overlap · 5 shared positions

$SLV $FNV $NEM $ENB $EPD

$152M

19 positions

#22Cadence Wealth Management LLCSmart money

Notable overlap · 11 shared positions

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

$240M

58 positions

#23Oxbow Advisors, LLCActive

Notable overlap · 10 shared positions

$EPD $AEM $RGLD $WPM $NTR $COP

$1.2B

245 positions

#24PKO Investment Management Joint-Stock CoPassive

Notable overlap · 8 shared positions

$AEM $B $NEM $WPM $FNV $PAAS

$1.2B

220 positions

#25Accordant Advisory Group IncPassive

Notable overlap · 6 shared positions

$AEM $AGI $RRC $PPLT $EXE $RIO

$161M

238 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.