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Hedge Funds Similar to STAPP WEALTH , PLLC

13F Portfolio OverlapQ2 2026STAPP WEALTH , PLLC portfolio →
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Most similar hedge funds by 13F overlap

STAPP WEALTH MANAGEMENT, PLLC is an institutional investor managing $77M across 32 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 STAPP WEALTH , PLLC are McAlvany Wealth, Oppenheimer & Close, MEDICI, with shared positions in $GLDM, $AEM, $AGI, $B, $NEM, $IAUX. The full ranking of 25 similar funds is below.

#1McAlvany Wealth Management LLCPassive
Notable overlap · 6 shared positions
$GLDM$AEM$AGI$B$NEM$IAUX
$134M
48 positions
#2Oppenheimer & Close, LLCPassive
Notable overlap · 4 shared positions
$AEM$AGI$NEM$B
$159M
57 positions
#3MEDICI CAPITAL LLCActive
Notable overlap · 3 shared positions
$AEM$GLDM$AGI
$51M
6 positions
#4Grand Central Investment GroupPassive
Notable overlap · 3 shared positions
$AEM$AGI$NEM
$120M
40 positions
#5Cheviot Value Management, LLCActive
Notable overlap · 4 shared positions
$AEM$NEM$B$AGI
$984M
443 positions
#6FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 3 shared positions
$AEM$NEM$B
$860M
56 positions
#7Euro Pacific Asset Management, LLCActive
Some overlap · 3 shared positions
$AEM$NEM$B
$880M
96 positions
#8KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$AEM$AGI$B
$192M
89 positions
#9PKO Investment Management Joint-Stock CoPassive
Some overlap · 3 shared positions
$AEM$NEM$B
$1.4B
228 positions
#10Parvin Asset Management, LLCPassive
Some overlap · 4 shared positions
$AEM$NEM$B$AGI
$127M
320 positions
#11Enclave Advisors LLCActive
Some overlap · 3 shared positions
$AEM$NEM$B
$790M
133 positions
#12New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$SGOL$AEM$NEM
$633M
68 positions
#13SPROTT INC.Active
Some overlap · 4 shared positions
$AEM$B$AGI$IAUX
$3.2B
268 positions
#14KEATING INVESTMENT COUNSELORS INCSmart money
Some overlap · 3 shared positions
$AEM$B$NEM
$364M
59 positions
#15VAN ECK ASSOCIATES CORPActive
Some overlap · 4 shared positions
$AEM$NEM$B$AGI
$164.1B
1,337 positions
#16Cadence Wealth Management LLCActive
Some overlap · 3 shared positions
$NEM$B$AEM
$223M
63 positions
#17GLOBAL STRATEGIC MANAGEMENT INCSmart money
Some overlap · 3 shared positions
$AEM$B$IAUX
$127M
26 positions
#18Scheer, Rowlett & Associates Investment Management Ltd.Active
Some overlap · 3 shared positions
$AEM$B$AGI
$1.4B
30 positions
#19First Eagle Investment Management, LLCActive
Some overlap · 3 shared positions
$NEM$AEM$B
$59.9B
424 positions
#20INSIGHT 2811, INC.Active
Some overlap · 3 shared positions
$B$AEM$NEM
$259M
108 positions
#21Bay Capital Advisors, LLCActive
Some overlap · 3 shared positions
$B$SGOL$NEM
$187M
108 positions
#22Financial Sense Advisors, Inc.Passive
Some overlap · 3 shared positions
$AEM$AGI$B
$508M
137 positions
#23United Financial Planning Group LLCActive
Some overlap · 3 shared positions
$NEM$B$AEM
$197M
465 positions
#24Ninepoint Partners LPActive
Some overlap · 3 shared positions
$B$AEM$AGI
$1.3B
165 positions
#25Caitlin John, LLCPassive
Some overlap · 3 shared positions
$NEM$GLDM$B
$183M
1,001 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.