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Hedge Funds Similar to Walser Wealth Company, A Ltd Liability

13F Portfolio OverlapQ2 2026Walser Wealth Company, A Ltd Liability portfolio →
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Most similar hedge funds by 13F overlap

Walser Wealth Management Company, A Ltd Liability Co is an institutional investor managing $241M across 215 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 Walser Wealth Company, A Ltd Liability are New Harbor Financial Group, Forest Hill, Grand Central Investment Group, with shared positions in $SLV, $PHYS, $SII, $PSLV, $OXY, $FCX. The full ranking of 25 similar funds is below.

#1New Harbor Financial Group, LLCActive
Notable overlap · 4 shared positions
$SLV$PHYS$SII$PSLV
$633M
68 positions
#2Forest Hill Capital, LLCSmart money
Notable overlap · 3 shared positions
$SLV$PHYS$PSLV
$130M
21 positions
#3Grand Central Investment GroupPassive
Notable overlap · 4 shared positions
$SLV$PHYS$PSLV$OXY
$120M
40 positions
#4Corecam AGPassive
Notable overlap · 4 shared positions
$SLV$FCX$SII$OXY
$117M
50 positions
#5Corecam Pte. Ltd.Passive
Notable overlap · 6 shared positions
$SLV$FCX$SII$OXY$MP$C
$264M
82 positions
#6HC Advisors, LLCActive
Notable overlap · 4 shared positions
$PHYS$FCX$SII$PSLV
$165M
62 positions
#7RoundAngle Advisors LLC
Notable overlap · 3 shared positions
$SLV$VZ$MO
$134M
60 positions
#8Freemont Management S.A.Active
Notable overlap · 5 shared positions
$YMM$FCX$SII$VST$AA
$103M
14 positions
#9Capital Wealth Alliance, LLCActive
Notable overlap · 5 shared positions
$PHYS$SII$PSLV$YMM$VST
$215M
99 positions
#10O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$SLV$CCJ$MO
$125M
61 positions
#11Guild Investment Management, Inc.Passive
Some overlap · 5 shared positions
$PHYS$YMM$FBTC$SLV$ASML
$146M
59 positions
#12Riggs Asset Managment Co. Inc.Passive
Some overlap · 8 shared positions
$CCJ$YMM$VRT$SII$MP$C
$560M
132 positions
#13Eaton Financial Holdings Company, LLCPassive
Some overlap · 3 shared positions
$PHYS$SLV$YMM
$364M
134 positions
#14Pekin Hardy Strauss, Inc.Passive
Some overlap · 3 shared positions
$PHYS$CCJ$PSLV
$1.1B
511 positions
#15Windmill Hill Asset Management LtdSmart money
Some overlap · 3 shared positions
$YMM$CCJ$FCX
$448M
21 positions
#16BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$CCJ$VRT$FCX$MP$ASML$VST
$543M
140 positions
#17SMART Wealth LLCPassive
Some overlap · 7 shared positions
$PSLV$YMM$VRT$CIEN$FBTC$MS
$464M
222 positions
#18MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$CCJ$SII$MP$MO$LEU
$112M
100 positions
#19WIT Partners Advisory Pte. Ltd.Active
Some overlap · 3 shared positions
$PHYS$PSLV$SII
$213M
16 positions
#20Entruity Wealth, LLCActive
Some overlap · 3 shared positions
$PHYS$PSLV$MS
$155M
54 positions
#21ARS Investment Partners, LLCActive
Some overlap · 5 shared positions
$FCX$CCJ$VRT$MP$VST
$2.3B
181 positions
#22Basepoint Wealth LLCPassive
Some overlap · 3 shared positions
$PHYS$PSLV$VZ
$175M
632 positions
#23Asset One Wealth Management LLCPassive
Some overlap · 4 shared positions
$PHYS$SII$PSLV$ASML
$948M
347 positions
#24Westend Capital Management, LLCPassive
Some overlap · 3 shared positions
$CCJ$FCX$ASML
$437M
242 positions
#25Cypress Capital Management LLC (WY)Active
Some overlap · 3 shared positions
$PHYS$CCJ$MP
$120M
213 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.