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Hedge Funds Similar to Costello Asset ,

13F Portfolio OverlapQ1 2026Costello Asset , portfolio →
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Most similar hedge funds by 13F overlap

Costello Asset Management, INC is an institutional investor managing $289M across 685 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 Costello Asset , are RE ADVISERS, Left Brain Wealth ,, MEYER HANDELMAN, with shared positions in $CB, $HON, $CSX, $BSX, $TJX, $MCK. The full ranking of 25 similar funds is below.

#1RE ADVISERS CORPActive
Some overlap · 5 shared positions
$CB$HON$CSX$BSX$TJX
$3.7B
111 positions
#2Left Brain Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MCK$UBER$CB$HON
$255M
79 positions
#3MEYER HANDELMAN COActive
Some overlap · 6 shared positions
$MCK$HON$TJX$VZ$PFE$GEV
$3.2B
220 positions
#4Delaney Dennis RPassive
Some overlap · 6 shared positions
$CNI$UBER$TJX$HON$SCHW$NEE
$282M
60 positions
#5Elefante Mark BPassive
Some overlap · 6 shared positions
$UBER$CNI$TJX$HON$SCHW$NEE
$182M
58 positions
#6CAMBIAR INVESTORS LLCActive
Some overlap · 4 shared positions
$UBER$CB$HON$TJX
$2.2B
145 positions
#7SOMERVILLE KURT FPassive
Some overlap · 6 shared positions
$CNI$UBER$TJX$HON$SCHW$NEE
$379M
91 positions
#8Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$CB$TJX$HON$VZ$PFE$NEE
$110M
226 positions
#9LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$MCK$CB$MDLZ$VZ$NEE
$970M
154 positions
#10Dempze Nancy EPassive
Some overlap · 6 shared positions
$UBER$CNI$TJX$CB$SCHW$NEE
$182M
92 positions
#11Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$CB$HON$VZ$PFE$GEV$NEE
$685M
380 positions
#12Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Some overlap · 5 shared positions
$CEG$TJX$MDLZ$MCK$CB
$296M
146 positions
#13Private Wealth Partners, LLCActive
Some overlap · 5 shared positions
$MCK$HON$BSX$PFE$SCHW
$1.3B
169 positions
#14Blue Whale Capital LLPActive
Some overlap · 4 shared positions
$QXO$UBER$HON$SCHW
$2.1B
26 positions
#15Pflug Koory, LLCPassive
Some overlap · 5 shared positions
$HON$MCK$CSX$VZ$PFE
$218M
419 positions
#16Settian Capital LPActive
Some overlap · 4 shared positions
$QXO$MCK$CEG$GEV
$143M
26 positions
#17Notis-McConarty EdwardActive
Some overlap · 5 shared positions
$UBER$CNI$TJX$SCHW$NEE
$219M
68 positions
#18CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$CB$HON$TJX$MDLZ
$6.4B
290 positions
#19WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$MCK$HON$TJX$GEV$NEE
$225M
71 positions
#20ZWJ INVESTMENT COUNSEL INCPassive
Some overlap · 4 shared positions
$CB$BSX$UBER$MDLZ
$2.8B
241 positions
#21Fisher Funds Management LTDActive
Some overlap · 5 shared positions
$UBER$BSX$MCK$MELI$NEE
$3.4B
169 positions
#22PUZO MICHAEL JPassive
Some overlap · 5 shared positions
$UBER$CNI$TJX$SCHW$NEE
$343M
67 positions
#23SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$CSX$UBER$CEG$HON$MELI
$229M
137 positions
#24Schear Investment Advisers, LLCPassive
Some overlap · 5 shared positions
$MCK$BSX$TJX$CB$GEV
$227M
77 positions
#25BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$CB$HON$TJX$VZ$NEE
$199M
110 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.