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Hedge Funds Similar to Extract Advisors

13F Portfolio OverlapQ2 2026Extract Advisors portfolio →
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Most similar hedge funds by 13F overlap

Extract Advisors LLC is an institutional investor managing $358M across 31 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 Extract Advisors are Euro Pacific Asset, GLOBAL STRATEGIC, Knoll, with shared positions in $AEM, $MTA, $RGLD, $OR, $WPM, $FSM. The full ranking of 25 similar funds is below.

#1Euro Pacific Asset Management, LLCActive
Substantial overlap · 8 shared positions
$AEM$MTA$RGLD$OR$WPM$FSM
$880M
96 positions
#2GLOBAL STRATEGIC MANAGEMENT INCSmart money
Substantial overlap · 7 shared positions
$AEM$OR$MTA$RGLD$ELE$WPM
$127M
26 positions
#3Knoll Capital Management, LLCActive
Substantial overlap · 8 shared positions
$RGLD$AEM$OR$SSRM$CGAU$CDE
$179M
37 positions
#4SPROTT INC.Active
Substantial overlap · 9 shared positions
$AEM$CDE$IAG$WPM$OR$VZLA
$3.2B
268 positions
#5McAlvany Wealth Management LLCPassive
Notable overlap · 5 shared positions
$RGLD$AEM$WPM$OR$MTA
$134M
48 positions
#6Lane Generational LLCPassive
Notable overlap · 3 shared positions
$AEM$CDE$OR
$114M
43 positions
#7NewGen Asset Management LtdActive
Notable overlap · 4 shared positions
$AEM$USAS$IAG$VZLA
$243M
34 positions
#8PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE
Notable overlap · 3 shared positions
$AEM$CDE$NEXM
$74M
14 positions
#9Merk Investments LLCSmart money
Notable overlap · 3 shared positions
$USAS$MTA$AEM
$314M
11 positions
#10Nokomis Capital, L.L.C.Active
Notable overlap · 4 shared positions
$CDE$HBM$NXE$VZLA
$298M
57 positions
#11L1 Capital Pty LtdActive
Notable overlap · 5 shared positions
$CGAU$HBM$NXE$AA$IAG
$3.0B
24 positions
#12Mudita Advisors LLPSmart money
Notable overlap · 3 shared positions
$IAG$HCC$HBM
$481M
24 positions
#13Accordant Advisory Group IncPassive
Notable overlap · 5 shared positions
$AEM$CGAU$NXE$ELE$DNN
$148M
242 positions
#14Parvin Asset Management, LLC
Notable overlap · 6 shared positions
$AEM$RGLD$OR$CDE$WPM$SSRM
$127M
320 positions
#15PCJ Investment Counsel Ltd.Passive
Notable overlap · 5 shared positions
$HBM$IAG$AEM$FSM$DNN
$348M
62 positions
#16U S GLOBAL INVESTORS INCActive
Notable overlap · 8 shared positions
$OR$WPM$IAG$USAS$CDE$FSM
$1.0B
127 positions
#17Condire Management, LPSmart money
Notable overlap · 3 shared positions
$CDE$ELE$NEXM
$855M
20 positions
#18Drummond Knight Asset Management Pty LtdActive
Notable overlap · 3 shared positions
$AEM$AA$NXE
$545M
16 positions
#19Orion Resource Partners LPActive
Some overlap · 4 shared positions
$CGAU$HBM$DNN$NXE
$219M
24 positions
#20Spark Investment Management LLCPassive
Some overlap · 4 shared positions
$CGAU$AEM$FSM$HBM
$51M
72 positions
#21HATCH COVE CAPITAL, LLCActive
Some overlap · 3 shared positions
$CGAU$RGLD$WPM
$225M
24 positions
#22Heathbridge Capital Management Ltd.Active
Some overlap · 3 shared positions
$AEM$HBM$DNN
$292M
28 positions
#23Goehring & Rozencwajg Associates, LLCActive
Some overlap · 4 shared positions
$HCC$UEC$NXE$DNN
$1.7B
41 positions
#24Addenda Capital Inc.Active
Some overlap · 3 shared positions
$AEM$HBM$WPM
$3.7B
128 positions
#25WINMILL & CO. INCActive
Some overlap · 4 shared positions
$IAG$SSRM$WPM$RGLD
$452M
56 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.