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Hedge Funds Similar to TOWER BRIDGE ADVISORS

13F Portfolio OverlapQ2 2026TOWER BRIDGE ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

TOWER BRIDGE ADVISORS is an institutional investor managing $1.1B across 222 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 TOWER BRIDGE ADVISORS are CAMDEN NATIONAL BANK, BARTLETT & WEALTH, Haverford, with shared positions in $MCD, $TMO, $PEP, $NVS, $DUK, $NEE. The full ranking of 25 similar funds is below.

#1CAMDEN NATIONAL BANKPassive
Some overlap · 7 shared positions
$MCD$TMO$PEP$NVS$DUK$NEE
$767M
184 positions
#2BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$ETN$TMO$PEP$DUK$LOW$NEE
$8.0B
1,334 positions
#3Haverford Trust CoActive
Some overlap · 7 shared positions
$ETN$TMO$PEP$AON$LOW$NEE
$11.6B
424 positions
#4DOVER ADVISORS, LLCPassive
Some overlap · 7 shared positions
$ETN$TMO$DUK$PEP$LOW$PH
$244M
153 positions
#5BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 6 shared positions
$MCD$TMO$PEP$DUK$LOW$NEE
$453M
121 positions
#6Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$MCD$ETN$PEP$NVS$LOW$NEE
$108M
52 positions
#7Haverford Financial Services, Inc.Active
Some overlap · 6 shared positions
$ETN$PEP$AON$TMO$LOW$NEE
$339M
49 positions
#8Leelyn Smith, LLCActive
Some overlap · 6 shared positions
$MCD$ETN$TMO$SCHW$ICE$ADI
$822M
157 positions
#9WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$MCD$PEP$DUK$AON$LOW$ADI
$390M
103 positions
#10Cypress Capital, LLCActive
Some overlap · 5 shared positions
$MCD$ETN$TOL$SCHW$LOW
$370M
113 positions
#11SFE Investment CounselPassive
Some overlap · 6 shared positions
$J$ETN$IQV$LOW$NEE$OKE
$742M
152 positions
#12MOTCOPassive
Some overlap · 6 shared positions
$ETN$TMO$SCHW$AON$LOW$NEE
$1.2B
840 positions
#13BOSTON FAMILY OFFICE LLCActive
Some overlap · 6 shared positions
$TMO$ETN$IQV$PH$NEE$PEP
$1.6B
314 positions
#14FLOSSBACH VON STORCH SEActive
Some overlap · 6 shared positions
$TMO$ICE$PEP$SCHW$ADI$MCD
$22.1B
106 positions
#15First Long Island Investors, LLCActive
Some overlap · 6 shared positions
$ETN$PEP$MCD$LOW$PH$NEE
$1.4B
73 positions
#16Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$MCD$ETN$TMO$NEE$ADI
$170M
61 positions
#17FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$MCD$ETN$PEP$NEE$NVS
$5.3B
210 positions
#18VIKING GLOBAL INVESTORS LPActive
Some overlap · 5 shared positions
$MCD$TMO$SCHW$AON$ICE
$35.1B
90 positions
#19Farmers National BankPassive
Some overlap · 5 shared positions
$MCD$ETN$DUK$NEE$ADI
$479M
180 positions
#20OUTFITTERS FINANCIAL LLCPassive
Some overlap · 6 shared positions
$TOL$MCD$PEP$DUK$ETN$OKE
$143M
80 positions
#21BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 6 shared positions
$TMO$SCHW$NVS$AON$MCO$TMUS
$6.8B
62 positions
#22CRUX WEALTH ADVISORSPassive
Some overlap · 6 shared positions
$IQV$ICE$SCHW$NVS$ADI$ETN
$289M
192 positions
#23MRWM Advisors, LLCActive
Some overlap · 5 shared positions
$ETN$MCD$SCHW$TOL$LOW
$243M
80 positions
#24Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$ETN$PH$NEE$ADI$MCD$LOW
$686M
532 positions
#25DAGCO, INC.Active
Some overlap · 6 shared positions
$ETN$TMO$PH$NEE$ADI$PEP
$541M
117 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.