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Hedge Funds Similar to TOCQUEVILLE ASSET

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

TOCQUEVILLE ASSET MANAGEMENT L.P. is an institutional investor managing $6.7B across 547 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 TOCQUEVILLE ASSET are Blume ,, Robinson Value , Ltd., Financial Sense Advisors,, with shared positions in $AMAT, $FDX, $FCX, $DE, $USB, $IFF. The full ranking of 25 similar funds is below.

#1Blume Capital Management, Inc.Passive
Some overlap · 8 shared positions
$AMAT$FDX$FCX$DE$USB$IFF
$588M
337 positions
#2Robinson Value Management, Ltd.Passive
Some overlap · 5 shared positions
$IAU$GPC$NEM$WPM$DIS
$180M
73 positions
#3Financial Sense Advisors, Inc.Passive
Some overlap · 5 shared positions
$NEE$IAU$NEM$FCX$WPM
$493M
142 positions
#4Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$IAU$NEE$NEM$VRT
$477M
70 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$AMAT$NEE$FDX$USB$SBUX
$1.1B
105 positions
#6Wallington Asset Management, LLCActive
Some overlap · 6 shared positions
$IAU$DE$MU$CL$DIS$HON
$752M
61 positions
#7Beech Hill Advisors, Inc.Passive
Some overlap · 5 shared positions
$AMAT$NEE$FCX$MU$DIS
$200M
94 positions
#8MARVIN & PALMER ASSOCIATES INCPassive
Some overlap · 5 shared positions
$NEE$CCJ$NEM$DE$PH
$84M
21 positions
#9LOM Asset Management LtdPassive
Some overlap · 6 shared positions
$AMAT$FCX$IAU$NEE$MU$HON
$348M
277 positions
#10BFSG, LLCPassive
Some overlap · 5 shared positions
$IAU$NEM$FCX$NEE$CL
$1.1B
750 positions
#11CAPE ANN SAVINGS BANKPassive
Some overlap · 4 shared positions
$IAU$AMAT$NEE$DE
$199M
121 positions
#12TriaGen Wealth Management LLCPassive
Some overlap · 5 shared positions
$IAU$NEE$USB$MU$DIS
$366M
171 positions
#13DJE Kapital AGActive
Some overlap · 6 shared positions
$NEE$NEM$AMAT$CL$VRT$CCJ
$4.5B
113 positions
#14Terra Nova Asset Management LLCPassive
Some overlap · 5 shared positions
$IAU$CCJ$VRT$RKLB$PH
$135M
83 positions
#15Retireful, LLCPassive
Some overlap · 6 shared positions
$AMAT$VRT$MU$NEM$HON$PH
$71M
84 positions
#16Wealth Management Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$AMAT$VRT$MU
$350M
147 positions
#17SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$CCJ$VRT$FCX$PH$MU$HON
$229M
137 positions
#18Yeomans Consulting Group, Inc.
Some overlap · 5 shared positions
$IAU$NEE$USB$MU$NEM
$341M
113 positions
#19Employees Provident Fund BoardActive
Some overlap · 5 shared positions
$AMAT$NEE$MU$DIS$BSX
$13.2B
70 positions
#20Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$NEE$DE$CL
$649M
186 positions
#21Vision Capital Management, Inc.Active
Some overlap · 6 shared positions
$IAU$NEE$DIS$SBUX$HON$AMAT
$792M
150 positions
#22Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$IAU$NEE$USB$HON
$218M
69 positions
#23Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$CCJ$VRT$USB
$701M
261 positions
#24Ridge Creek Global, IncActive
Some overlap · 5 shared positions
$IAU$NEM$DIS$NEE$HON
$118M
85 positions
#25Citizens National Bank Trust DepartmentPassive
Some overlap · 5 shared positions
$AMAT$NEE$FCX$MU$DIS
$601M
382 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.