Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Kinetics Paradigm Portfolio | 83% | — | Horizon Kinetics Asset Management |
| 2 | Kinetics Small Cap Opportunities Portfolio | 73% | — | Horizon Kinetics Asset Management |
| 3 | Kinetics Market Opportunities Portfolio | 64% | — | Horizon Kinetics Asset Management |
| 4 | RENN Fund, Inc. | 45% | — | — |
| 5 | Kinetics Global Portfolio | 39% | — | Horizon Kinetics Asset Management |
| 6 | Kinetics Internet Portfolio | 38% | — | Horizon Kinetics Asset Management |
| 7 | AVE MARIA VALUE FOCUSED FUND · AVERX cheaper diff. adviser | 27% | 1.26% | Schwartz Investment Counsel, Inc. |
| 8 | AVE MARIA VALUE FUND · AVEMX cheaper diff. adviser | 24% | 0.93% | Schwartz Investment Counsel, Inc. |
| 9 | 1290 VT Small Cap Value Portfolio cheaper diff. adviser | 22% | 0.95% | Equitable Investment Management Group, LLC |
| 10 | Horizon Kinetics Inflation Beneficiaries ETF · INFL cheaper diff. adviser | 19% | 0.85% | Horizon Kinetics Asset Management LLC |
| 11 | Horizon Kinetics Texas ETF · TEXX cheaper | 18% | 0.85% | — |
| 12 | Horizon Kinetics Blockchain Development ETF · BCDF cheaper diff. adviser | 13% | 0.85% | Horizon Kinetics Asset Management LLC |
| 13 | AVE MARIA GROWTH FOCUSED FUND · AVEAX cheaper diff. adviser | 13% | 1.11% | Schwartz Investment Counsel, Inc. |
| 14 | Horizon Kinetics Energy and Remediation ETF · NVIR cheaper diff. adviser | 12% | 0.85% | Horizon Kinetics Asset Management LLC |
| 15 | Integrity Mid-North American Resources Fund · ICPAX, ICPUX, ICWIX cheaper diff. adviser | 7% | 1.00% | Viking Fund Management, LLC |
| 16 | Concorde Wealth Management Fund · CONWX diff. adviser | 6% | 1.80% | Concorde Financial Corp. |
| 17 | Kinetics Multi-Disciplinary Income Portfolio | 6% | — | Horizon Kinetics Asset Management |
| 18 | Horizon Kinetics Medical ETF · MEDX cheaper diff. adviser | 6% | 0.85% | Horizon Kinetics Asset Management LLC |
| 19 | Horizon Kinetics Japan Owner Operator ETF · JAPN cheaper diff. adviser | 6% | 0.85% | Horizon Kinetics Asset Management LLC |
| 20 | Hodges Fund cheaper diff. adviser | 6% | 1.18% | Hodges Capital Management, Inc. |
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