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Hedge Funds Similar to MSRH

13F Portfolio OverlapQ1 2026MSRH portfolio →
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Most similar hedge funds by 13F overlap

MSRH, LLC is an institutional investor managing $113M across 29 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MSRH are MAD RIVER INVESTORS, HORIZON KINETICS ASSET, Atlas Wealth Partners, with shared positions in $TPL, $GBTC, $LB, $PBT, $HE, $MSB. The full ranking of 25 similar funds is below.

#1MAD RIVER INVESTORSActive
Highly similar · 11 shared positions
$TPL$GBTC$LB$PBT$HE$MSB
$268M
30 positions
#2HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Highly similar · 13 shared positions
$TPL$GBTC$LB$HE$PBT$BTC
$8.8B
351 positions
#3Atlas Wealth Partners, LLCActive
Highly similar · 9 shared positions
$TPL$GBTC$LB$PBT$HE$WBI
$92M
64 positions
#4SANTA MONICA PARTNERS LPActive
Highly similar · 4 shared positions
$TPL$GBTC$LB$BTC
$185M
13 positions
#5One Charles Private Wealth Services, LLCPassive
Substantial overlap · 7 shared positions
$TPL$LB$GBTC$BTC$MIAX$SLV
$434M
176 positions
#6EagleClaw Capital Managment, LLCPassive
Notable overlap · 6 shared positions
$TPL$LB$GBTC$BTC$WBI$WPM
$745M
145 positions
#7PROMETHIUM ADVISORS,LLCPassive
Notable overlap · 5 shared positions
$TPL$LB$PBT$HE$WBI
$203M
118 positions
#8PECAUT & CO.Active
Notable overlap · 6 shared positions
$TPL$LB$MSB$HE$WBI$WPM
$328M
65 positions
#9SCHWARTZ INVESTMENT COUNSEL INCActive
Notable overlap · 4 shared positions
$TPL$LB$PBT$WBI
$2.9B
142 positions
#10Fielder Capital Group LLCPassive
Some overlap · 4 shared positions
$TPL$GBTC$WPM$SLV
$462M
303 positions
#11PKS Advisory Services, LLCPassive
Some overlap · 4 shared positions
$TPL$LB$WPM$IBIT
$624M
377 positions
#12Moors & Cabot, Inc.Passive
Some overlap · 4 shared positions
$TPL$LB$PBT$GBTC
$2.6B
961 positions
#13Citrine Capital LLCSmart money
Some overlap · 3 shared positions
$GBTC$BTC$IBIT
$297M
60 positions
#14Guild Investment Management, Inc.Active
Some overlap · 4 shared positions
$GBTC$BTC$TPL$SLV
$146M
59 positions
#15Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$BTC$GBTC$IBIT
$193M
68 positions
#16Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$TPL$GBTC$IBIT
$1.2B
306 positions
#17Foundation Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$BTC$GBTC$IBIT
$186M
62 positions
#18Verde Capital ManagementActive
Some overlap · 3 shared positions
$BTC$GBTC$IBIT
$541M
80 positions
#19Sloy Dahl & Holst, LLCSmart money
Some overlap · 3 shared positions
$BTC$GBTC$IBIT
$693M
120 positions
#20Benson Wealth Management INCPassive
Some overlap · 4 shared positions
$GBTC$BTC$IBIT$SLV
$99M
367 positions
#21ParaFi Capital LPActive
Slight overlap · 3 shared positions
$BTC$IBIT$CRCL
$361M
24 positions
#22Clare Market Investments LLCActive
Slight overlap · 3 shared positions
$TPL$IBIT$SLV
$548M
174 positions
#23CWA Asset Management Group, LLCPassive
Slight overlap · 3 shared positions
$TPL$MSB$WPM
$3.4B
746 positions
#24Lionsbridge Wealth Management LLCActive
Slight overlap · 3 shared positions
$TPL$LB$WBI
$90M
63 positions
#25Avondale Wealth ManagementActive
Slight overlap · 3 shared positions
$PBT$BTC$IBIT
$227M
61 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.