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 Cadence Wealth

13F Portfolio OverlapQ2 2026Cadence Wealth portfolio →

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Most similar hedge funds by 13F overlap

Cadence Wealth Management LLC is an institutional investor managing $223M across 63 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 Cadence Wealth are New Harbor Financial Group, McAlvany Wealth, ABBINGTON INVESTMENT GROUP, with shared positions in $SLV, $CEF, $AEM, $NEM, $B, $BTG. The full ranking of 25 similar funds is below.

#1New Harbor Financial Group, LLCActive

Substantial overlap · 4 shared positions

$SLV $CEF $AEM $NEM

$633M

68 positions

#2McAlvany Wealth Management LLCPassive

Notable overlap · 11 shared positions

$SLV $B $BTG $PAAS $NTR $AEM

$134M

48 positions

#3ABBINGTON INVESTMENT GROUPActive

Notable overlap · 11 shared positions

$SLV $RIO $BHP $HP $NEM $MOS

$157M

52 positions

#4Euro Pacific Asset Management, LLCActive

Notable overlap · 9 shared positions

$NEM $B $BTG $PAAS $CEF $AEM

$880M

96 positions

#5Grand Central Investment GroupPassive

Notable overlap · 4 shared positions

$SLV $NEM $PAAS $AEM

$120M

40 positions

#6SPROTT INC.Active

Notable overlap · 8 shared positions

$SSRM $PAAS $AEM $KGC $B $HP

$3.2B

268 positions

#7Cheviot Value Management, LLCActive

Notable overlap · 6 shared positions

$CEF $NEM $B $AEM $PAAS $CVS

$984M

443 positions

#8Parvin Asset Management, LLCPassive

Notable overlap · 7 shared positions

$NEM $AEM $EOG $PAAS $KGC $B

$127M

320 positions

#9Greenline Partners, LLCActive

Notable overlap · 7 shared positions

$RIO $BHP $CNQ $VALE $ALB $EOG

$983M

149 positions

#10Lesa Sroufe & CoPassive

Notable overlap · 4 shared positions

$SLV $NEM $PAAS $NTR

$140M

67 positions

#11O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 4 shared positions

$SLV $NEM $PAAS $AEM

$125M

61 positions

#12Ninepoint Partners LPActive

Notable overlap · 7 shared positions

$B $KGC $FANG $CNQ $DVN $AEM

$1.3B

165 positions

#13RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$SLV $BHP $AEM $KGC

$1.1B

90 positions

#14Goehring & Rozencwajg Associates, LLCActive

Some overlap · 6 shared positions

$NTR $MOS $MTDR $CNQ $FANG $SBSW

$1.7B

41 positions

#15FOUNDATION RESOURCE MANAGEMENT INCActive

Some overlap · 5 shared positions

$NEM $B $MOS $AEM $NTR

$860M

56 positions

#16CoreCommodity Management, LLCSmart money

Some overlap · 5 shared positions

$NTR $EOG $AEM $HP $CNQ

$502M

124 positions

#17United Financial Planning Group LLCActive

Some overlap · 4 shared positions

$SLV $NEM $B $AEM

$197M

465 positions

#18Kiker Wealth Management, LLCPassive

Some overlap · 4 shared positions

$SLV $CEF $EOG $ES

$256M

161 positions

#19PKO Investment Management Joint-Stock CoPassive

Some overlap · 5 shared positions

$NEM $B $AEM $KGC $PAAS

$1.4B

228 positions

#20KEATING INVESTMENT COUNSELORS INCSmart money

Some overlap · 5 shared positions

$B $PAAS $AEM $CALM $NEM

$364M

59 positions

#21Comprehensive Money Management Services LLCPassive

Some overlap · 6 shared positions

$NEM $B $BHP $RIO $VALE $KGC

$159M

200 positions

#22Fulcrum Asset Management LLPPassive

Some overlap · 7 shared positions

$HP $DVN $NTR $DINO $AEM $KGC

$1.0B

1,027 positions

#23MUFG SECURITIES (CANADA), LTD.Active

Some overlap · 5 shared positions

$B $AEM $CNQ $NTR $KGC

$3.7B

43 positions

#24Enclave Advisors LLCActive

Some overlap · 5 shared positions

$NEM $AEM $B $KGC $PAAS

$790M

133 positions

#25Knoll Capital Management, LLCActive

Some overlap · 4 shared positions

$SSRM $PAAS $AEM $KGC

$179M

37 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.