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Hedge Funds Similar to TCFG Investment Advisors

13F Portfolio OverlapQ2 2026TCFG Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

TCFG Investment Advisors, LLC is an institutional investor managing $297M across 299 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 TCFG Investment Advisors are TCFG WEALTH, McAlvany Wealth, SPROTT, with shared positions in $FNV, $AEM, $WPM, $EPD, $CCJ, $SII. The full ranking of 25 similar funds is below.

#1TCFG WEALTH MANAGEMENT, LLC
Notable overlap · 11 shared positions
$FNV$AEM$WPM$EPD$CCJ$SII
$267M
274 positions
#2McAlvany Wealth Management LLCPassive
Notable overlap · 5 shared positions
$FNV$AEM$WPM$EPD$CCJ
$134M
48 positions
#3SPROTT INC.Active
Notable overlap · 6 shared positions
$AEM$WPM$FNV$SII$NUE$CCJ
$3.2B
268 positions
#4PKO Investment Management Joint-Stock CoPassive
Notable overlap · 7 shared positions
$AEM$WPM$FNV$KLAC$SNDK$PLTR
$1.4B
228 positions
#5Euro Pacific Asset Management, LLCActive
Notable overlap · 3 shared positions
$FNV$AEM$WPM
$880M
96 positions
#6GLOBAL STRATEGIC MANAGEMENT INCSmart money
Notable overlap · 3 shared positions
$FNV$AEM$WPM
$127M
26 positions
#7Knoll Capital Management, LLCActive
Some overlap · 3 shared positions
$FNV$AEM$WPM
$179M
37 positions
#8MUFG SECURITIES (CANADA), LTD.Active
Some overlap · 4 shared positions
$AEM$WPM$FNV$CCJ
$3.7B
43 positions
#9Kercheville Advisors, LLCPassive
Some overlap · 6 shared positions
$AEM$EPD$CCJ$PLTR$GLW$MRVL
$328M
108 positions
#10Addenda Capital Inc.Active
Some overlap · 4 shared positions
$AEM$WPM$FNV$CCJ
$3.7B
128 positions
#11KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$AEM$WPM$CCJ$FNV
$192M
89 positions
#12Trek Financial, LLCPassive
Some overlap · 5 shared positions
$FNV$AEM$SII$SNDK$MRVL
$2.0B
504 positions
#13VAN ECK ASSOCIATES CORPActive
Some overlap · 6 shared positions
$AEM$WPM$FNV$KLAC$MRVL$CCJ
$164.1B
1,337 positions
#14Oxbow Advisors, LLCPassive
Some overlap · 4 shared positions
$AEM$FNV$EPD$WPM
$1.2B
265 positions
#15Intellus Advisors LLCActive
Some overlap · 4 shared positions
$FNV$WPM$EPD$PLTR
$823M
134 positions
#16Progeny 3, Inc.Active
Some overlap · 4 shared positions
$AEM$EPD$CCJ$ARLP
$1.9B
29 positions
#17BLI - Banque de Luxembourg InvestmentsPassive
Some overlap · 4 shared positions
$WPM$FNV$AEM$KLAC
$2.8B
195 positions
#18First Eagle Investment Management, LLCActive
Some overlap · 3 shared positions
$FNV$WPM$AEM
$59.9B
424 positions
#19Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$AEM$NUE$KLAC$MRVL$KMI
$1.1B
168 positions
#20Riggs Asset Managment Co. Inc.Passive
Some overlap · 6 shared positions
$CCJ$SII$SNDK$PLTR$MRVL$GLW
$560M
132 positions
#21PICTON MAHONEY ASSET MANAGEMENTPassive
Some overlap · 5 shared positions
$FNV$AEM$WPM$MRVL$CCJ
$13.5B
1,378 positions
#22Enclave Advisors LLCActive
Some overlap · 3 shared positions
$AEM$WPM$PLTR
$790M
133 positions
#23Cypress Capital Management LLC (WY)Active
Some overlap · 5 shared positions
$AEM$CCJ$PLTR$MRVL$EPD
$120M
213 positions
#24HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$FNV$WPM$CCJ$SII
$8.8B
351 positions
#25Parvin Asset Management, LLCPassive
Some overlap · 3 shared positions
$AEM$FNV$WPM
$127M
320 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.