What hedge funds are most similar to Thomas J. Herzfeld Advisors, Inc.?

The funds with the most similar 13F portfolios to Thomas J. Herzfeld Advisors, Inc. are Closed-End Fund Advisors, Noble Wealth PBC, North Ground, based on overlapping conviction holdings in the latest SEC filings.

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 Thomas J. Herzfeld Advisors

13F Portfolio OverlapQ2 2026Thomas J. Herzfeld Advisors portfolio →

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Most similar hedge funds by 13F overlap

Thomas J. Herzfeld Advisors, Inc. is an institutional investor managing $326M across 129 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 Thomas J. Herzfeld Advisors are Closed-End Fund Advisors, Noble Wealth PBC, North Ground, with shared positions in $FSSL, $SABA, $HFRO, $RA, $TYG, $FSCO. The full ranking of 25 similar funds is below.

#1Closed-End Fund Advisors, Inc.Passive

Notable overlap · 14 shared positions

$FSSL $SABA $HFRO $RA $TYG $FSCO

$102M

163 positions

#2Noble Wealth Management PBCPassive

Notable overlap · 12 shared positions

$PDI $FSCO $FSSL $PAXS $RA $BSTZ

$223M

778 positions

#3North Ground CapitalActive

Notable overlap · 6 shared positions

$FSSL $JFR $TYG $FSCO $BRW $HFRO

$83M

33 positions

#4RIVERNORTH CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$PSUS $FSSL $GOF $BSTZ $FSCO $BTX

$2.1B

585 positions

#5Matisse CapitalPassive

Notable overlap · 8 shared positions

$FSCO $FSSL $HFRO $TWN $BPRE $KF

$250M

158 positions

#6Saba Capital Management, L.P.Passive

Notable overlap · 9 shared positions

$PDX $BSTZ $HFRO $BPRE $ASA $BTX

$3.9B

400 positions

#7Almitas Capital LLC

Notable overlap · 7 shared positions

$PDX $FSSL $TYG $ASA $JFR $SABA

$417M

130 positions

#8Logan Stone Capital, LLCActive

Notable overlap · 6 shared positions

$GOF $PDI $KF $PTY $BGR $SDHY

$473M

155 positions

#9Advisory Solutions Group, LLCPassive

Some overlap · 4 shared positions

$GOF $STK $EIC $PDI

$295M

206 positions

#10FLAX POND CAPITAL, LLCPassive

Some overlap · 4 shared positions

$EIC $BRW $SABA $ASA

$127M

51 positions

#11Mallini Complete Financial Planning LLCSmart money

Some overlap · 3 shared positions

$GOF $PDI $RA

$140M

70 positions

#12INTEGRATED CAPITAL MANAGEMENT, INC.Active

Some overlap · 4 shared positions

$BRW $HFRO $NCZ $NCV

$143M

57 positions

#13BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCActive

Some overlap · 8 shared positions

$PSUS $BSTZ $ASA $BRW $BTX $SABA

$802M

716 positions

#14Atlas Wealth LLCPassive

Some overlap · 7 shared positions

$HFRO $BTX $RFMZ $FINS $SDHY $TWN

$701M

178 positions

#15PMG Family Office LLCPassive

Some overlap · 4 shared positions

$STK $GOF $BSTZ $LDP

$109M

114 positions

#16ACCREDITED INVESTOR SERVICES, LLCSmart money

Some overlap · 5 shared positions

$JFR $RA $BTX $NCZ $BTZ

$177M

81 positions

#17Smith Asset Management Co., LLCActive

Some overlap · 5 shared positions

$PDI $GOF $PTY $STK $BTZ

$127M

70 positions

#18CITY OF LONDON INVESTMENT MANAGEMENT CO LTDActive

Some overlap · 6 shared positions

$TWN $KYN $KF $NML $SDHY $PDX

$1.7B

80 positions

#19Quantedge Capital Pte LtdActive

Some overlap · 6 shared positions

$BTX $KYN $ASA $EMO $TWN $BSTZ

$132M

49 positions

#20Gridiron Partners, LLCSmart money

Some overlap · 4 shared positions

$GOF $SABA $RA $BRW

$191M

51 positions

#21Rareview Capital LLCActive

Some overlap · 4 shared positions

$PDX $RA $LDP $BTZ

$179M

51 positions

#22Wealth Care LLCActive

Some overlap · 4 shared positions

$PDI $PAXS $NCV $BPRE

$123M

73 positions

#23Concorde Asset Management, LLC

Some overlap · 5 shared positions

$HFRO $DPG $FSCO $TYG $KYN

$173M

152 positions

#24Congress Park Capital LLCPassive

Some overlap · 3 shared positions

$JFR $NCZ $NCV

$370M

134 positions

#251607 Capital Partners, LLCActive

Some overlap · 4 shared positions

$TWN $JFR $KF $SDHY

$1.1B

141 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.