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Hedge Funds Similar to Costello Asset

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

Costello Asset Management, INC is an institutional investor managing $333M across 710 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 Costello Asset are Delaney Dennis R, Minot DeBlois Advisors, Lionhunter, with shared positions in $CNI, $AXP, $UBER, $TJX, $NEE, $HON. The full ranking of 25 similar funds is below.

#1Delaney Dennis RActive
Some overlap · 7 shared positions
$CNI$AXP$UBER$TJX$NEE$HON
$314M
61 positions
#2Minot DeBlois Advisors LLCPassive
Some overlap · 8 shared positions
$CB$AXP$TJX$CNI$PEP$NEE
$116M
240 positions
#3Lionhunter Capital Management, LLCPassive
Some overlap · 7 shared positions
$HONA$CEG$AXP$CB$PEP$NEE
$222M
109 positions
#4CAMBIAR INVESTORS LLCActive
Some overlap · 6 shared positions
$CB$AXP$UBER$HONA$PEP$HON
$2.3B
150 positions
#5Signet Investment Advisory Group, Inc.Passive
Some overlap · 7 shared positions
$HONA$AXP$CSX$PEP$NEE$HON
$227M
73 positions
#6Elefante Mark BActive
Some overlap · 5 shared positions
$CNI$AXP$UBER$TJX$NEE
$232M
60 positions
#7MOUNT VERNON ASSOCIATES INC /MD/Active
Some overlap · 7 shared positions
$AXP$UBER$CSX$HONA$HON$VZ
$153M
62 positions
#8SOMERVILLE KURT FActive
Some overlap · 5 shared positions
$CNI$AXP$UBER$TJX$NEE
$419M
97 positions
#9ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$CB$AXP$TJX$HONA$PEP$HON
$1.9B
88 positions
#10BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 7 shared positions
$CB$HONA$KLAC$PEP$NEE$VZ
$223M
114 positions
#11Dempze Nancy EPassive
Some overlap · 6 shared positions
$AXP$UBER$CNI$TJX$NEE$CB
$209M
91 positions
#12PUZO MICHAEL JPassive
Some overlap · 5 shared positions
$CNI$AXP$UBER$TJX$NEE
$388M
66 positions
#13Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$AXP$MCK$TJX$KLAC$HONA$HON
$297M
103 positions
#14Notis-McConarty EdwardActive
Some overlap · 5 shared positions
$CNI$AXP$UBER$TJX$NEE
$231M
67 positions
#15BLI - Banque de Luxembourg InvestmentsPassive
Some overlap · 5 shared positions
$CNI$KLAC$TJX$MDLZ$PEP
$2.8B
195 positions
#16Cunning Capital Partners, LPActive
Some overlap · 5 shared positions
$AXP$KLAC$CEG$MCK$CB
$248M
55 positions
#17DOVER ADVISORS, LLCPassive
Some overlap · 6 shared positions
$AXP$KLAC$UBER$PEP$NEE$HON
$244M
153 positions
#18Haverford Financial Services, Inc.Active
Some overlap · 6 shared positions
$HONA$MCK$TJX$PEP$NEE$HON
$339M
49 positions
#19Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$AXP$CSX$TJX$HONA$PEP$HON
$113M
58 positions
#20PeakShares LLCActive
Some overlap · 5 shared positions
$UBER$AXP$KLAC$TJX$VZ
$134.4B
122 positions
#21LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$CNI$CB$AXP$PEP
$273M
104 positions
#22Hemenway Trust Co LLCActive
Some overlap · 5 shared positions
$AXP$UBER$CNI$TJX$NEE
$1.4B
135 positions
#23VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MCK$QXO$UBER$CEG$PEP$NEE
$142M
108 positions
#24Coign Capital Advisors LLCActive
Some overlap · 4 shared positions
$CB$AXP$UBER$MCK
$222M
88 positions
#25Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$AXP$UBER$VST$TJX$MELI
$115M
89 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.