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 NKCFO

13F Portfolio OverlapQ2 2026NKCFO portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

NKCFO LLC is an institutional investor managing $330M across 92 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 NKCFO are Grand Central Investment Group, RiverGlades Family Offices, Broussard Financial Group, with shared positions in $AEM, $AGI, $IAU, $SLV, $IBIT, $PSX. The full ranking of 25 similar funds is below.

#1Grand Central Investment GroupPassive

Notable overlap · 4 shared positions

$AEM $AGI $IAU $SLV

$120M

40 positions

#2RiverGlades Family Offices LLCActive

Notable overlap · 4 shared positions

$IAU $SLV $AEM $AGI

$218M

108 positions

#3Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $IBIT

$125M

35 positions

#4New Harbor Financial Group, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $AEM

$633M

68 positions

#55T Wealth, LLCActive

Notable overlap · 4 shared positions

$IAU $PSX $AEM $TER

$269M

134 positions

#6DWM Financial Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $SLV $IBIT

$112M

40 positions

#7Proficio Capital Partners LLC

Notable overlap · 3 shared positions

$IAU $SLV $IBIT

$2.8B

691 positions

#8Global Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $SLV

$196M

47 positions

#9VCI Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $DDOG

$399M

99 positions

#10Accordant Advisory Group IncPassive

Notable overlap · 4 shared positions

$AEM $AGI $OGC $CVE

$148M

242 positions

#11Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $PSX

$145M

99 positions

#12Apeiron RIA LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $NTRA

$390M

162 positions

#13Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $AEM

$634M

112 positions

#14Arnhold LLCActive

Notable overlap · 4 shared positions

$IAU $SLV $BABA $COHR

$1.4B

113 positions

#15Independent Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $AEM

$249M

85 positions

#16Cheviot Value Management, LLCActive

Notable overlap · 3 shared positions

$AEM $AGI $PSX

$984M

443 positions

#17WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $SLV $IBIT

$536M

107 positions

#18McAlvany Wealth Management LLCPassive

Notable overlap · 4 shared positions

$AEM $AGI $SLV $IAU

$134M

48 positions

#19Modus Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $TTWO

$405M

118 positions

#20Gibson Capital, LLCSmart money

Notable overlap · 4 shared positions

$IAU $IBIT $SLV $COHR

$610M

94 positions

#21AlTi Global, Inc.Active

Notable overlap · 3 shared positions

$IAU $AEM $IBIT

$4.8B

505 positions

#22Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive

Notable overlap · 3 shared positions

$IAU $SLV $BABA

$142M

408 positions

#23Merewether Investment Management, LPActive

Notable overlap · 5 shared positions

$PSX $CVE $HAL $WFRD $PR

$5.3B

81 positions

#24SPROTT INC.Active

Notable overlap · 4 shared positions

$AEM $OGC $NUE $AGI

$3.2B

268 positions

#25KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Notable overlap · 3 shared positions

$AEM $AGI $TER

$192M

89 positions

Compare NKCFO’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View NKCFO’s holdings

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.