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Hedge Funds Similar to STANSBERRY ASSET

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

STANSBERRY ASSET MANAGEMENT, LLC is an institutional investor managing $1.1B across 145 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 STANSBERRY ASSET are Wealth High Governance Asset Ltda., Wealth High Governance Ltda, Longbow Finance SA, with shared positions in $TKR, $PH, $FIX, $GNRC, $C, $CRH. The full ranking of 25 similar funds is below.

#1Wealth High Governance Asset Management Ltda.Active
Some overlap · 4 shared positions
$TKR$PH$FIX$GNRC
$940M
50 positions
#2Wealth High Governance Capital LtdaPassive
Some overlap · 4 shared positions
$TKR$PH$FIX$GNRC
$334M
35 positions
#3Longbow Finance SAPassive
Some overlap · 5 shared positions
$PH$C$CRH$AXP$TRV
$782M
59 positions
#4BANYAN CAPITAL MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$PH$MKL$AXP$DHR
$230M
55 positions
#5Shelter Mutual Insurance CoActive
Some overlap · 5 shared positions
$SHEL$CME$AXP$VRSK$MKL
$473M
58 positions
#6Watchman Group, Inc.Active
Some overlap · 4 shared positions
$GD$MKL$CSL$VRSK
$447M
73 positions
#7Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$PH$GD$AXP$DHR
$113M
58 positions
#8Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 5 shared positions
$ICE$TFPM$DHR$CSL$DPZ
$3.1B
144 positions
#9Madison Asset Management, LLCPassive
Some overlap · 5 shared positions
$WRB$CSL$PH$DHR$VRSK
$8.4B
347 positions
#10Insight Inv LLCPassive
Some overlap · 4 shared positions
$GD$WRB$C$AXP
$212M
109 positions
#11AMF Tjanstepension ABActive
Some overlap · 4 shared positions
$PH$ICE$FIX$C
$16.9B
121 positions
#12Elevate Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$AXS$WRB$TRV
$182M
77 positions
#13Sierra Legacy GroupPassive
Some overlap · 5 shared positions
$WRB$FIX$DHR$GD$PH
$129M
79 positions
#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$GD$CME$C
$233M
122 positions
#15L1 Capital International Pty LtdActive
Some overlap · 4 shared positions
$CRH$ICE$AXP$DHR
$1.7B
21 positions
#16Citadel Investment Advisory, Inc.Active
Some overlap · 5 shared positions
$MKL$GD$WRB$AXP$DHR
$220M
76 positions
#17Crestmont Private Wealth LLCSmart money
Some overlap · 4 shared positions
$MKL$ICE$PH$VRSK
$356M
105 positions
#18ANCHOR CAPITAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$CRH$WRB$MKL$LAMR
$3.6B
244 positions
#19Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$PH$CRH$CME
$253M
63 positions
#20HERBST GROUP, LLCPassive
Some overlap · 3 shared positions
$GD$AFRM$GNRC
$183M
65 positions
#21PYA Waltman Capital, LLCActive
Some overlap · 5 shared positions
$MKL$DHR$GD$CME$TRV
$421M
67 positions
#22Koa Wealth Management, LLCActive
Some overlap · 4 shared positions
$ICE$CME$PSMT$DHR
$147M
54 positions
#23Port Capital LLCActive
Some overlap · 3 shared positions
$PH$ICE$AXP
$2.5B
108 positions
#24WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$PH$C$GNRC$CME
$245M
149 positions
#25Canal Insurance COActive
Some overlap · 3 shared positions
$AIR$GD$MKL
$456M
76 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.