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Hedge Funds Similar to TOCQUEVILLE ASSET

13F Portfolio OverlapQ2 2026TOCQUEVILLE ASSET portfolio →
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Most similar hedge funds by 13F overlap

TOCQUEVILLE ASSET MANAGEMENT L.P. is an institutional investor managing $7.6B across 557 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 TOCQUEVILLE ASSET are SHELTON WEALTH, Parkside Investments, Financial Sense Advisors, with shared positions in $VRT, $CCJ, $MRVL, $FCX, $DE, $PH. The full ranking of 25 similar funds is below.

#1SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 8 shared positions
$VRT$CCJ$MRVL$FCX$DE$PH
$255M
144 positions
#2Parkside Investments, LLCActive
Some overlap · 7 shared positions
$IAU$NEE$FCX$FDX$C$DIS
$902M
91 positions
#3Financial Sense Advisors, Inc.Passive
Some overlap · 6 shared positions
$IAU$NEE$QCOM$FCX$WPM$GLW
$508M
137 positions
#4Robinson Value Management, Ltd.Passive
Some overlap · 6 shared positions
$IAU$GPC$QCOM$NEM$WPM$DIS
$187M
75 positions
#5BFSG, LLCPassive
Some overlap · 6 shared positions
$IAU$MRVL$FCX$NEM$NEE$CL
$1.1B
768 positions
#6Bigelow Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$IAU$NEE$DE$MRVL$SBUX$DIS
$276M
157 positions
#7Blume Capital Management, Inc.Passive
Some overlap · 7 shared positions
$FCX$DE$FDX$IFF$C$UBER
$684M
359 positions
#8Terra Nova Asset Management LLCPassive
Some overlap · 5 shared positions
$VRT$IAU$RKLB$CCJ$PH
$163M
93 positions
#9HARTLINE INVESTMENT CORP/Active
Some overlap · 7 shared positions
$VRT$MRVL$C$NEE$GLW$GEHC
$1.1B
115 positions
#10BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$IAU$VRT$CCJ$FCX$GLW
$543M
140 positions
#11J. R. Prunier Capital Management LLC
Some overlap · 5 shared positions
$IAU$NEE$DE$FDX$DIS
$235M
67 positions
#12KEYBANK NATIONAL ASSOCIATION/OHPassive
Some overlap · 6 shared positions
$IAU$CCJ$NEE$FCX$PH$GLW
$30.4B
1,310 positions
#13WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 6 shared positions
$VRT$QCOM$DE$PH$C$UBER
$245M
149 positions
#14Strengthening Families & Communities, LLCPassive
Some overlap · 6 shared positions
$MRVL$QCOM$NEM$RSG$VRT$PH
$450M
846 positions
#15Annex Advisory Services, LLCActive
Some overlap · 5 shared positions
$NEE$VRT$FCX$DE$UBER
$5.9B
356 positions
#16Silverleafe Capital Partners, LLCActive
Some overlap · 5 shared positions
$IAU$MRVL$VRT$FDX$RKLB
$367M
99 positions
#17ETF Store, Inc.Passive
Some overlap · 5 shared positions
$IAU$NEE$RSG$SBUX$CL
$120M
114 positions
#18Robinhood Asset Management, LLCActive
Some overlap · 6 shared positions
$NEE$MRVL$FCX$SBUX$CL$UBER
$1.9B
83 positions
#19Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 6 shared positions
$QCOM$MRVL$NEM$FCX$DIS$GLW
$3.2B
82 positions
#20Vision Capital Management, Inc.Active
Some overlap · 5 shared positions
$IAU$QCOM$NEE$SBUX$DIS
$876M
156 positions
#21Orion Investment CoActive
Some overlap · 5 shared positions
$NEE$QCOM$CCJ$NEM$PH
$343M
73 positions
#22MIZUHO MARKETS AMERICAS LLCPassive
Some overlap · 6 shared positions
$RKLB$MRVL$NEE$FCX$FDX$GLW
$6.5B
234 positions
#23Bulltick Wealth Management, LLCPassive
Some overlap · 5 shared positions
$IAU$VRT$PH$SBUX$UBER
$490M
134 positions
#24ANDERSON HOAGLAND & COActive
Some overlap · 5 shared positions
$IAU$CCJ$FCX$C$UBER
$1.3B
137 positions
#25Paradiem, LLCPassive
Some overlap · 5 shared positions
$NEE$GPC$QCOM$MRVL$CL
$464M
68 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.