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Hedge Funds Similar to STANSBERRY ASSET ,

13F Portfolio OverlapQ1 2026STANSBERRY ASSET , portfolio →
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Most similar hedge funds by 13F overlap

STANSBERRY ASSET MANAGEMENT, LLC is an institutional investor managing $973M across 141 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to STANSBERRY ASSET , are Elevate Advisors,, PROMETHIUM ADVISORS,, MORGAN DEMPSEY, with shared positions in $AXS, $KO, $CME, $WRB, $TRV, $HSY. The full ranking of 25 similar funds is below.

#1Elevate Capital Advisors, LLCPassive
Notable overlap · 6 shared positions
$AXS$KO$CME$WRB$TRV$HSY
$155M
72 positions
#2PROMETHIUM ADVISORS,LLCPassive
Notable overlap · 7 shared positions
$CME$CBOE$ICE$HSY$DHR$KYN
$193M
112 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$CME$KO$GD$C
$220M
148 positions
#4Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$KO$CME$AES$HSY$C
$303M
121 positions
#5ANCHOR CAPITAL ADVISORS LLCPassive
Some overlap · 5 shared positions
$MKL$CRH$CBOE$WRB$HSY
$3.5B
251 positions
#6Shelter Mutual Insurance CoPassive
Some overlap · 5 shared positions
$CME$SHEL$AXP$DHR$MKL
$450M
58 positions
#7Kennon-Green & Company, LLCActive
Some overlap · 5 shared positions
$KO$KVUE$HSY$DPZ$MKC
$122M
39 positions
#8CAPITAL CITY TRUST CO/FLActive
Some overlap · 4 shared positions
$KO$GD$TRV$DHR
$437M
114 positions
#9Guinness Asset Management LTDActive
Some overlap · 4 shared positions
$CME$KO$ICE$DHR
$5.8B
143 positions
#10Mirabaud Asset Management LtdPassive
Some overlap · 4 shared positions
$CME$CRH$AXP$CSL
$121M
32 positions
#11Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 4 shared positions
$SHEL$JHG$CRH$MELI
$192M
70 positions
#12Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 5 shared positions
$ICE$TFPM$DPZ$DHR$CSL
$2.9B
140 positions
#13Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$KO$CME$GD$CRH
$139M
62 positions
#14BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$CME$TRV$HSY$KO$AXP
$480M
133 positions
#15SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$CME$KVUE$HSY$C
$728M
79 positions
#16Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$CME$GD$HSY
$449M
56 positions
#17Longbow Finance SAPassive
Some overlap · 5 shared positions
$CBOE$TRV$CRH$C$KO
$552M
55 positions
#18WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$GD$JHG$KO$C
$470M
119 positions
#19EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$SHEL$KVUE$TRV$HSY
$5.1B
71 positions
#20Lincoln Capital LLCActive
Some overlap · 5 shared positions
$MKL$DHR$KO$AXP$TRV
$528M
135 positions
#21CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$CME$KO$HSY
$1.4B
80 positions
#22Brentview Investment Management LLCPassive
Some overlap · 3 shared positions
$CME$CRH$CBOE
$231M
63 positions
#23Kinloch Capital, LLCPassive
Some overlap · 3 shared positions
$KO$GD$KVUE
$245M
83 positions
#24Koa Wealth Management, LLCActive
Some overlap · 4 shared positions
$CME$ICE$DHR$PSMT
$138M
56 positions
#25First Washington CORPActive
Some overlap · 3 shared positions
$CME$CBOE$ICE
$353M
50 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.