13F Pro

Hedge Funds Similar to Terra Nova Asset

13F Portfolio OverlapQ2 2026Terra Nova Asset portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Terra Nova Asset Management LLC is an institutional investor managing $163M across 93 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 Terra Nova Asset are Faithward Advisors, JOHNSTON ASSET, Stonebridge Financial Group, with shared positions in $VRT, $FTI, $IAU, $CCJ, $RBC, $OUNZ. The full ranking of 25 similar funds is below.

#1Faithward Advisors, LLCPassive
Notable overlap · 8 shared positions
$VRT$FTI$IAU$CCJ$RBC$OUNZ
$819M
339 positions
#2JOHNSTON ASSET MANAGEMENT CORPActive
Notable overlap · 4 shared positions
$VRT$HWM$CCJ$FTI
$2.9B
77 positions
#3Stonebridge Financial Group, LLCPassive
Notable overlap · 6 shared positions
$SGOL$VRT$IAU$SYK$BLK$LIN
$1.3B
275 positions
#4BECK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$VRT$CCJ$IAU$MCK$VST
$543M
140 positions
#5TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 5 shared positions
$GWW$SYK$BLK$MCK$AZO
$1.0B
880 positions
#6DEEPWATER ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$VRT$CCJ$AXON$VST
$220M
35 positions
#7Evelyn Partners Asset Management Ltd
Some overlap · 4 shared positions
$SGOL$SYK$AZO$IAU
$406M
308 positions
#8CHASE INVESTMENT COUNSEL CORPPassive
Some overlap · 3 shared positions
$VRT$HWM$FTI
$474M
138 positions
#9FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 5 shared positions
$HWM$SYK$VRT$GWW$LIN
$1.7B
208 positions
#10N10 ASSETS, LLCActive
Some overlap · 5 shared positions
$VRT$AXON$MCK$VST$AZO
$231M
34 positions
#11N10 WEALTH, LLCActive
Some overlap · 5 shared positions
$VRT$AXON$MCK$VST$AZO
$282M
43 positions
#12Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$SGOL$SYK$IAU
$309M
142 positions
#13Themes Management Co LLCPassive
Some overlap · 4 shared positions
$HWM$RKLB$AXON$CEG
$151M
120 positions
#14BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 5 shared positions
$GWW$FTI$FTNT$MCK$CEG
$926M
149 positions
#15ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$HWM$VRT$AXON
$551M
40 positions
#16McBroom & Associates, LLCActive
Some overlap · 4 shared positions
$VRT$AXON$MCK$VST
$199M
37 positions
#17Chescapmanager LLCSmart money
Some overlap · 3 shared positions
$VRT$CCJ$FTI
$1.2B
27 positions
#18CMH Wealth Management LLCPassive
Some overlap · 3 shared positions
$VRT$BLK$SYK
$655M
117 positions
#19Davidson Capital Management Inc.Active
Some overlap · 4 shared positions
$VRT$UTHR$FTNT$MCK
$624M
96 positions
#20MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$HWM$GWW$FTI$PH
$582M
170 positions
#21Cartenna Capital, LPActive
Some overlap · 3 shared positions
$HWM$GWW$AZO
$4.2B
49 positions
#22Cushing Capital Partners, LLCPassive
Some overlap · 6 shared positions
$GWW$IAU$SYK$PH$CEG$LIN
$145M
99 positions
#23Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$VRT$SYK$IAU
$2.8B
151 positions
#24WORMSER FRERES GESTIONActive
Some overlap · 3 shared positions
$VRT$SYK$IAU
$177M
66 positions
#25CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$GWW$SYK$FTNT$PH$LIN
$456M
67 positions

Compare Terra Nova Asset’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Terra Nova Asset’s holdings

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.