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Hedge Funds Similar to KLEIN PAVLIS & PEASLEY FINANCIAL

13F Portfolio OverlapQ2 2026KLEIN PAVLIS & PEASLEY FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. is an institutional investor managing $192M across 89 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 KLEIN PAVLIS & PEASLEY FINANCIAL are McAlvany Wealth, First Eagle Investment, O'Domhnaill Enterprises, with shared positions in $AEM, $WPM, $SCCO, $AGI, $COP, $B. The full ranking of 25 similar funds is below.

#1McAlvany Wealth Management LLCPassive
Notable overlap · 8 shared positions
$AEM$WPM$SCCO$AGI$COP$B
$134M
48 positions
#2First Eagle Investment Management, LLCActive
Notable overlap · 7 shared positions
$WPM$FMX$MDT$PM$AEM$B
$59.9B
424 positions
#3O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 4 shared positions
$PM$WPM$CCJ$AEM
$125M
61 positions
#4PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 6 shared positions
$SCHW$SCCO$WPM$COP$FNV$MCK
$175M
73 positions
#5Keystone Financial ServicesActive
Notable overlap · 6 shared positions
$PM$SCHW$COP$MDT$UL$MCK
$388M
131 positions
#6Euro Pacific Asset Management, LLCActive
Notable overlap · 4 shared positions
$AEM$WPM$B$FNV
$880M
96 positions
#7SPROTT INC.Active
Notable overlap · 6 shared positions
$AEM$WPM$B$FNV$AGI$CCJ
$3.2B
268 positions
#8Cullen Capital Management, LLCActive
Notable overlap · 6 shared positions
$JCI$PM$MDT$COP$UL$QCOM
$10.2B
208 positions
#9FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Notable overlap · 6 shared positions
$PM$SCHW$COP$MDT$UL$MCK
$355M
257 positions
#10Cheviot Value Management, LLCActive
Notable overlap · 6 shared positions
$AEM$COP$B$UL$AGI$PM
$984M
443 positions
#11ProVise Management Group, LLCPassive
Notable overlap · 6 shared positions
$PM$SCHW$MDT$COP$UL$MCK
$1.5B
282 positions
#12LATHROP INVESTMENT MANAGEMENT COActive
Notable overlap · 4 shared positions
$JCI$SCHW$TER$SONY
$565M
89 positions
#13GLOBAL STRATEGIC MANAGEMENT INCSmart money
Notable overlap · 4 shared positions
$AEM$WPM$B$FNV
$127M
26 positions
#14Murphy Pohlad Asset Management LLCPassive
Notable overlap · 5 shared positions
$AEM$CCJ$MDT$COP$AGI
$287M
135 positions
#15Cypress Capital Management LLC (WY)Active
Notable overlap · 5 shared positions
$PM$CCJ$SCCO$AEM$AGI
$120M
213 positions
#16MUFG SECURITIES (CANADA), LTD.Active
Notable overlap · 5 shared positions
$AEM$WPM$CCJ$B$FNV
$3.7B
43 positions
#17CFC Planning Co LLCPassive
Notable overlap · 5 shared positions
$PM$SCCO$COP$TER$JBL
$171M
71 positions
#18CRAWFORD INVESTMENT COUNSEL INCActive
Notable overlap · 5 shared positions
$JCI$PM$MDT$SCHW$AEP
$6.0B
306 positions
#19American Trust Investment Advisors, LLCPassive
Notable overlap · 6 shared positions
$SCHW$EMBJ$SO$CCJ$SONY$COP
$203M
81 positions
#20HENDLEY & CO INCActive
Notable overlap · 5 shared positions
$WPM$COP$PM$ABT$AEP
$283M
47 positions
#21KEATING INVESTMENT COUNSELORS INCSmart money
Notable overlap · 5 shared positions
$AEM$B$UL$PM$COP
$364M
59 positions
#22Addenda Capital Inc.Active
Notable overlap · 5 shared positions
$CCJ$AEM$WPM$FNV$AGI
$3.7B
128 positions
#23Tranquilli Financial Advisor LLCPassive
Notable overlap · 6 shared positions
$SCHW$PM$MDT$COP$UL$QCOM
$186M
135 positions
#24St. James Investment Company, LLCActive
Notable overlap · 5 shared positions
$AEM$MDT$UL$HUBB$FNV
$630M
24 positions
#25Carolina Wealth Advisors, LLCPassive
Notable overlap · 4 shared positions
$SCCO$PM$MDT$UL
$255M
278 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.