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 Financial Sense Advisors

13F Portfolio OverlapQ2 2026Financial Sense Advisors portfolio →

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Most similar hedge funds by 13F overlap

Financial Sense Advisors, Inc. is an institutional investor managing $508M across 137 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 Financial Sense Advisors are MH & ASSOCIATES SECURITIES, Drummond Knight Asset Pty Ltd, General Pension Society PZU Joint Stock, with shared positions in $BA, $PAAS, $COP, $NTR, $TEVA, $QCOM. The full ranking of 25 similar funds is below.

#1MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 8 shared positions

$BA $PAAS $COP $NTR $TEVA $QCOM

$112M

100 positions

#2Drummond Knight Asset Management Pty LtdActive

Notable overlap · 4 shared positions

$FCX $NTR $AEM $AA

$545M

16 positions

#3General Pension Society PZU Joint Stock CoSmart money

Notable overlap · 3 shared positions

$FCX $BA $NKE

$668M

16 positions

#4McAlvany Wealth Management LLCPassive

Notable overlap · 8 shared positions

$NTR $COP $PAAS $AEM $AGI $B

$134M

48 positions

#5Parkside Investments, LLCActive

Notable overlap · 5 shared positions

$FCX $NEE $COP $IAU $GLW

$902M

91 positions

#6MASTERS CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$BA $FCX $AA

$3.9B

80 positions

#7Prospect Financial Services LLCPassive

Notable overlap · 3 shared positions

$BA $PLTR $IBIT

$197M

115 positions

#8MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive

Notable overlap · 3 shared positions

$NEE $PLTR $AWK

$188M

513 positions

#9Strong Tower Advisory ServicesPassive

Notable overlap · 5 shared positions

$FCX $BA $NEE $IBIT $AWK

$558M

94 positions

#10ACCOUNT MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$NEE $BA $AEM

$99M

22 positions

#11Parvin Asset Management, LLCPassive

Notable overlap · 8 shared positions

$AEM $AMGN $PAAS $QCOM $WPM $B

$127M

320 positions

#12Sender Co & Partners, Inc.Passive

Notable overlap · 3 shared positions

$BA $PLTR $QCOM

$345M

120 positions

#13Beirne Wealth Consulting Services, LLCActive

Notable overlap · 8 shared positions

$PAAS $AMGN $GLW $WPM $AEM $COP

$503M

102 positions

#14OAK FAMILY ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$BA $QCOM $IAU $BWXT $EOG $GLW

$391M

111 positions

#15Advanced Asset Management Advisors IncActive

Notable overlap · 3 shared positions

$FCX $QCOM $AMGN

$380M

85 positions

#16PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$FCX $PLTR $AMGN $COP

$3.2B

77 positions

#17Newport Trust Company, LLCActive

Notable overlap · 3 shared positions

$BA $NKE $WHR

$41.5B

63 positions

#18Royal Palms Capital LLCPassive

Notable overlap · 6 shared positions

$FCX $TEVA $PAAS $GLW $B $PLTR

$114M

57 positions

#19Pitti Group Wealth Management, LLCActive

Notable overlap · 4 shared positions

$BA $QCOM $NEE $GLW

$137M

84 positions

#20Old West Investment Management, LLCPassive

Notable overlap · 6 shared positions

$NTR $BA $FCX $AA $AGI $AEM

$944M

124 positions

#21VPR Management LLCActive

Notable overlap · 3 shared positions

$FCX $IAU $COP

$249M

66 positions

#22Outlook Capital Management, LLCActive

Notable overlap · 3 shared positions

$FCX $COP $SPCX

$310M

42 positions

#23BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$FCX $BA $QCOM $TEVA $COP $EOG

$679M

104 positions

#24Econ Financial Services CorpPassive

Notable overlap · 3 shared positions

$BA $COP $AMGN

$214M

72 positions

#25Capital Innovations LLCPassive

Some overlap · 3 shared positions

$NEE $AWK $LNG

$385M

51 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.