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Hedge Funds Similar to Comprehensive Money Services

13F Portfolio OverlapQ2 2026Comprehensive Money Services portfolio →
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Most similar hedge funds by 13F overlap

Comprehensive Money Management Services LLC is an institutional investor managing $159M across 200 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 Comprehensive Money Services are SHRIER WEALTH, Columbus Macro, INTREPID FAMILY OFFICE, with shared positions in $IAU, $WMB, $ENB, $WY, $O, $FCX. The full ranking of 25 similar funds is below.

#1SHRIER WEALTH MANAGEMENT, LLCPassive
Notable overlap · 8 shared positions
$IAU$WMB$ENB$WY$O$FCX
$298M
133 positions
#2Columbus Macro, LLCPassive
Notable overlap · 5 shared positions
$SNPS$KMI$WMB$RYN$ENB
$1.0B
208 positions
#3INTREPID FAMILY OFFICE LLCActive
Notable overlap · 4 shared positions
$SNPS$RVT$SIVR$FCX
$135M
36 positions
#4Royal Palms Capital LLCPassive
Notable overlap · 5 shared positions
$KMI$NEM$ENB$FCX$B
$113M
55 positions
#5HOURGLASS CAPITAL, LLCPassive
Notable overlap · 6 shared positions
$NEM$WMB$IRM$KMI$FCX$BHP
$488M
125 positions
#6Kopernik Global Investors, LLCActive
Notable overlap · 5 shared positions
$WY$RYN$CRESY$B$NEM
$1.6B
30 positions
#7Sagace Wealth Management LLCActive
Notable overlap · 3 shared positions
$SNPS$IAU$NEM
$159M
71 positions
#8Recurrent Investment Advisors LLCActive
Notable overlap · 8 shared positions
$KMI$WMB$ENB$B$NEM$KGC
$1.6B
71 positions
#9FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Notable overlap · 4 shared positions
$KMI$IRM$ENB$O
$202M
327 positions
#10FLAX POND CAPITAL, LLCPassive
Notable overlap · 4 shared positions
$NEM$B$SABA$WY
$127M
51 positions
#11A. D. Beadell Investment Counsel, Inc.Passive
Notable overlap · 4 shared positions
$KMI$B$BEPC$ENB
$151M
100 positions
#12ALLIANZ SEActive
Notable overlap · 4 shared positions
$NEM$B$IAU$SNPS
$9.5B
519 positions
#13Greenline Partners, LLCActive
Notable overlap · 7 shared positions
$WMB$IAU$ENB$FCX$BHP$RIO
$983M
149 positions
#14Randolph Co IncActive
Notable overlap · 3 shared positions
$KMI$NEM$BX
$1.2B
47 positions
#15Euro Pacific Asset Management, LLCActive
Notable overlap · 6 shared positions
$B$NEM$WPM$KGC$VALE$BHP
$1.2B
108 positions
#16BFSG, LLCPassive
Some overlap · 5 shared positions
$NEM$IAU$FCX$WY$MWA
$1.1B
768 positions
#17CORRADO ADVISORS, LLCPassive
Some overlap · 3 shared positions
$IRM$BIPC$BEPC
$217M
120 positions
#18SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 5 shared positions
$WMB$WELL$KMI$ENB$IRM
$537M
304 positions
#19Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$NEM$IAU$WPM$SIVR
$183M
77 positions
#20Koa Wealth Management, LLCActive
Some overlap · 4 shared positions
$NEM$B$BX$IAU
$154M
55 positions
#21KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 3 shared positions
$KMI$WMB$ENB
$5.1B
53 positions
#22PKO Investment Management Joint-Stock CoPassive
Some overlap · 4 shared positions
$NEM$B$WPM$KGC
$1.5B
229 positions
#23COHEN & STEERS, INC.Active
Some overlap · 6 shared positions
$IRM$WELL$WMB$RYN$WY$O
$63.2B
442 positions
#24McAlvany Wealth Management LLCActive
Some overlap · 6 shared positions
$B$WPM$ENB$NEM$RIO$IAU
$134M
48 positions
#25VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$KMI$BX$O
$203M
58 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.