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 Accordant Advisory Group

13F Portfolio OverlapQ2 2026Accordant Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

Accordant Advisory Group Inc is an institutional investor managing $148M across 242 U.S. equity positions as of Q2 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, WIT Partners Advisory Pte. Ltd., Grand Central Investment Group, with shared positions in $PHYS, $PSLV, $OUNZ, $CEF, $PPLT, $AEM. The full ranking of 25 similar funds is below.

#1Capital Wealth Alliance, LLCActive

Substantial overlap · 4 shared positions

$PHYS $PSLV $OUNZ $CEF

$215M

99 positions

#2WIT Partners Advisory Pte. Ltd.Active

Substantial overlap · 3 shared positions

$PHYS $PSLV $PPLT

$213M

16 positions

#3Grand Central Investment GroupPassive

Notable overlap · 5 shared positions

$PSLV $AEM $PHYS $AGI $PCT

$120M

40 positions

#4Knoll Capital Management, LLCActive

Notable overlap · 6 shared positions

$PHYS $AEM $CGAU $PSLV $AGI $ELE

$179M

37 positions

#5Forest Hill Capital, LLCSmart money

Notable overlap · 3 shared positions

$PHYS $PSLV $JOE

$130M

21 positions

#6Basepoint Wealth LLCPassive

Notable overlap · 3 shared positions

$PHYS $PSLV $GD

$175M

632 positions

#7ABBINGTON INVESTMENT GROUPActive

Notable overlap · 8 shared positions

$PSLV $PPLT $PBR $RRC $OUNZ $AEM

$157M

52 positions

#8Cauble & Harre Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$PHYS $FPI $PYPL

$125M

72 positions

#9Pekin Hardy Strauss, Inc.Passive

Notable overlap · 7 shared positions

$PHYS $OUNZ $AEM $PPLT $PSLV $AGI

$1.1B

511 positions

#10SPROTT INC.Active

Notable overlap · 8 shared positions

$AEM $OGC $PHYS $PPTA $ELE $PSLV

$3.2B

268 positions

#11Meixler Investment Management, Ltd.Passive

Notable overlap · 3 shared positions

$PHYS $SU $OUNZ

$181M

90 positions

#12TrustWell Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$PHYS $PSLV $AEM $CEF

$118M

78 positions

#13Mountain Lake Investment Management LLCActive

Notable overlap · 6 shared positions

$PHYS $RRC $UBER $PSLV $SLB $AGI

$161M

31 positions

#14Kiker Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$OUNZ $PBR $CEF $PSLV

$256M

161 positions

#15MATAURO, LLCActive

Notable overlap · 4 shared positions

$PHYS $NOW $CEF $OUNZ

$756M

158 positions

#16New Harbor Financial Group, LLCActive

Notable overlap · 7 shared positions

$PSLV $PHYS $PPLT $CEF $AEM $NXE

$633M

68 positions

#17NKCFO LLCActive

Notable overlap · 4 shared positions

$AEM $AGI $OGC $CVE

$330M

92 positions

#18Extract Advisors LLCActive

Notable overlap · 5 shared positions

$AEM $CGAU $NXE $ELE $DNN

$358M

31 positions

#19McAlvany Wealth Management LLCPassive

Notable overlap · 5 shared positions

$AEM $AGI $PPLT $RRC $CEF

$134M

48 positions

#20Evanson Asset Management, LLC

Notable overlap · 3 shared positions

$PHYS $GSG $PSLV

$1.9B

321 positions

#21Asset One Wealth Management LLCPassive

Notable overlap · 3 shared positions

$OUNZ $PSLV $PHYS

$948M

347 positions

#22Dogwood Wealth Management LLCPassive

Notable overlap · 3 shared positions

$OUNZ $NOW $CEF

$253M

851 positions

#23Pacific Sage Partners, LLCActive

Notable overlap · 3 shared positions

$PHYS $PSLV $CEF

$705M

127 positions

#24Old West Investment Management, LLCPassive

Notable overlap · 6 shared positions

$SU $NXE $RRC $AGI $AEM $SLB

$944M

124 positions

#25Elevate Capital Advisors, LLCPassive

Notable overlap · 3 shared positions

$PHYS $NOW $UBER

$182M

77 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.