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 | Q3 ALL-SEASON TACTICAL FUND · QAITX, QACTX | 82% | 1.92% | Q3 Asset Management Corporation |
| 2 | Potomac Tactical Opportunities Fund · CRTOX, SDTOX diff. adviser | 14% | 1.74% | Potomac Fund Management, Inc. |
| 3 | Potomac Tactical Rotation Fund · CRTBX, SDTRX diff. adviser | 13% | — | Potomac Fund Management, Inc. |
| 4 | Potomac Defensive Bull Fund · CRDBX, SDDBX diff. adviser | 10% | 1.39% | Potomac Fund Management, Inc. |
| 5 | HERZFELD CREDIT INCOME FUND, INC | 10% | — | — |
| 6 | USVC Venture Capital Access Fund | 10% | — | — |
| 7 | TCW Spirit Direct Lending LLC | 10% | — | — |
| 8 | Sardis Credit Opportunities Fund | 10% | — | — |
| 9 | Privacore VPC Asset Backed Credit Fund | 10% | — | — |
| 10 | IDA Private Access Fund | 10% | — | — |
| 11 | Robinhood Ventures Fund I | 10% | — | — |
| 12 | Ocean Park Tactical All Asset Fund · SIRAX, SIRIX, SIRRX, SIRCX, SIRZX, SIRJX diff. adviser | 10% | 1.92% | Ocean Park Asset Management, LLC |
| 13 | MAI MANAGED VOLATILITY FUND · MAIPX, DIVPX cheaper diff. adviser | 10% | 1.22% | MAI Capital Management, LLC |
| 14 | Winton Managed Futures Trend Fund · EVOAX, EVOCX, EVOIX, EVONX diff. adviser | 10% | 1.66% | Altegris Advisors, LLC |
| 15 | Ocean Park Tactical Core Income Fund · SSIZX, SSICX, SSIIX, SSIRX diff. adviser | 10% | 1.45% | Ocean Park Asset Management, LLC |
| 16 | Arrow DWA Tactical: Macro Fund · DWTFX, DWTTX, DWTNX diff. adviser | 10% | 1.74% | Arrow Investment Advisors, LLC |
| 17 | Arrow Managed Futures Strategy Fund · MFTFX, MFTTX, MFTNX diff. adviser | 10% | 1.46% | Arrow Investment Advisors, LLC |
| 18 | Jacob Discovery Fund · JMCGX, JMIGX | 10% | 2.00% | — |
| 19 | WAVELENGTH FUND · WAVLX cheaper diff. adviser | 10% | 1.26% | Wavelength Capital Management, LLC |
| 20 | RESQ Strategic Income Fund · RQIAX, RQIIX, RQICX diff. adviser | 10% | 1.97% | RESQ Investment Partners, LLC |
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