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Hedge Funds Similar to Forest Hill

13F Portfolio OverlapQ2 2026Forest Hill portfolio →
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Most similar hedge funds by 13F overlap

Forest Hill Capital, LLC is an institutional investor managing $130M across 21 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 Forest Hill are Evanson Asset, Evanson Financial, Grand Central Investment Group, with shared positions in $PHYS, $SLV, $PSLV, $EPD, $ENB, $NEM. The full ranking of 25 similar funds is below.

#1Evanson Asset Management, LLC
Substantial overlap · 5 shared positions
$PHYS$SLV$PSLV$EPD$ENB
$1.9B
321 positions
#2Evanson Financial, LLCPassive
Substantial overlap · 4 shared positions
$PHYS$SLV$EPD$ENB
$2.0B
325 positions
#3Grand Central Investment GroupPassive
Substantial overlap · 4 shared positions
$SLV$PSLV$NEM$PHYS
$120M
40 positions
#4New Harbor Financial Group, LLCActive
Substantial overlap · 5 shared positions
$SLV$PSLV$PHYS$FNV$NEM
$633M
68 positions
#5Accordant Advisory Group IncPassive
Notable overlap · 3 shared positions
$PHYS$PSLV$JOE
$148M
242 positions
#6Pekin Hardy Strauss, Inc.Passive
Notable overlap · 3 shared positions
$PHYS$PSLV$EPD
$1.1B
511 positions
#7Walser Wealth Management Company, A Ltd Liability CoPassive
Notable overlap · 3 shared positions
$SLV$PHYS$PSLV
$241M
215 positions
#8HC Advisors, LLCActive
Notable overlap · 3 shared positions
$PSLV$PHYS$WM
$165M
62 positions
#9GLOBAL STRATEGIC MANAGEMENT INCSmart money
Notable overlap · 3 shared positions
$FNV$PSLV$CAG
$127M
26 positions
#10Knoll Capital Management, LLCActive
Notable overlap · 3 shared positions
$PHYS$FNV$PSLV
$179M
37 positions
#11Meixler Investment Management, Ltd.Passive
Notable overlap · 4 shared positions
$PHYS$FNV$ENB$EPD
$181M
90 positions
#12Cauble & Harre Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$PHYS$NEM$ENB
$125M
72 positions
#13McAlvany Wealth Management LLCPassive
Notable overlap · 5 shared positions
$SLV$FNV$NEM$ENB$EPD
$134M
48 positions
#14ABBINGTON INVESTMENT GROUPActive
Notable overlap · 3 shared positions
$PSLV$SLV$NEM
$157M
52 positions
#15Hurley Capital, LLCPassive
Notable overlap · 3 shared positions
$PSLV$PHYS$EPD
$193M
678 positions
#16O'Brien Greene & Co. IncPassive
Notable overlap · 3 shared positions
$PHYS$FNV$WM
$362M
141 positions
#17Euro Pacific Asset Management, LLCActive
Notable overlap · 3 shared positions
$FNV$NEM$PSLV
$880M
96 positions
#18Cedrus Wealth Group LLCActive
Notable overlap · 3 shared positions
$PSLV$PHYS$SLV
$115M
51 positions
#19O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$SLV$NEM$WM
$125M
61 positions
#20Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 3 shared positions
$SLV$NEM$EPD
$84M
36 positions
#21Abacus Planning Group, Inc.Active
Some overlap · 3 shared positions
$PSLV$PHYS$FNV
$809M
259 positions
#22TSP Capital Management Group, LLCActive
Some overlap · 4 shared positions
$SLV$NEM$ENB$WM
$418M
43 positions
#23Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$NEM$SLV$ENB$EPD
$114M
57 positions
#24Eaton Financial Holdings Company, LLCPassive
Some overlap · 3 shared positions
$PHYS$SLV$EPD
$364M
134 positions
#25Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$NEM$SLV$PSLV
$187M
75 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.