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Hedge Funds Similar to Ironsides Asset Advisors

13F Portfolio OverlapQ2 2026Ironsides Asset Advisors portfolio →
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Most similar hedge funds by 13F overlap

Ironsides Asset Advisors, LLC is an institutional investor managing $427M across 83 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 Ironsides Asset Advisors are Hardin Partners, Wealth Intelligence, All Terrain Financial Advisors, with shared positions in $LOW, $DUK, $MLM, $FBNC, $WM, $SO. The full ranking of 25 similar funds is below.

#1Hardin Capital Partners, LLCActive
Highly similar · 5 shared positions
$LOW$DUK$MLM$FBNC$WM
$215M
141 positions
#2Wealth Intelligence, LLCActive
Substantial overlap · 3 shared positions
$LOW$SO$UPS
$215M
59 positions
#3All Terrain Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$LOW$T$SLV$SO
$615M
157 positions
#4Rodgers & Associates, LTDActive
Some overlap · 4 shared positions
$LOW$STT$SO$T
$1.1B
108 positions
#5First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$LOW$BX$SO$WM
$529M
75 positions
#6Armor Investment Advisors, LLCActive
Some overlap · 5 shared positions
$LOW$SO$DUK$ASML$RY
$312M
155 positions
#7Rather & Kittrell, Inc.Active
Some overlap · 3 shared positions
$LOW$MLM$SO
$716M
108 positions
#8Belleair Asset Management, LLCActive
Some overlap · 5 shared positions
$LOW$SO$DUK$RY$WM
$119M
84 positions
#9Edgemoor Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$LOW$BX$SO
$1.5B
188 positions
#10Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$LOW$SO$ANET$ASML
$226M
42 positions
#11Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$LOW$OUNZ$ASML
$474M
110 positions
#12HORIZON FINANCIAL SERVICES, LLCPassive
Some overlap · 4 shared positions
$STT$LOW$T$DUK
$261M
646 positions
#13Glassy Mountain Advisors, Inc.Passive
Some overlap · 3 shared positions
$LOW$BX$SO
$366M
76 positions
#14Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$LOW$SO
$108M
52 positions
#15Pitcairn Wealth Advisors LLCActive
Some overlap · 3 shared positions
$STT$LOW$OUNZ
$913M
281 positions
#16Eastover Investment Advisors LLCActive
Some overlap · 3 shared positions
$LOW$SO$WM
$254M
49 positions
#17GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$STT$T$SLV$DUK$ANET$WM
$3.0B
213 positions
#18Reliant Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$LOW$DUK$ANET
$147M
126 positions
#19Vertrix Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$LOW$DUK$WM
$297M
103 positions
#20GREATMARK INVESTMENT PARTNERS, INC.Active
Slight overlap · 3 shared positions
$LOW$SO$UPS
$906M
153 positions
#21CASTLE WEALTH MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$STT$LOW$MLM
$338M
143 positions
#22Copia Wealth Management
Slight overlap · 5 shared positions
$STT$SLV$SO$DUK$UPS
$166M
570 positions
#23Centennial Bank/AR/Passive
Slight overlap · 3 shared positions
$STT$LOW$SO
$311M
341 positions
#24GODSEY & GIBB, INCPassive
Slight overlap · 5 shared positions
$STT$T$DUK$UPS$RY
$1.2B
383 positions
#25Compass Wealth Management, LLC/GAActive
Slight overlap · 3 shared positions
$STT$LOW$SO
$251M
74 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.