How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to TOWER BRIDGE ADVISORS

13F Portfolio OverlapQ1 2026TOWER BRIDGE ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

TOWER BRIDGE ADVISORS is an institutional investor managing $1.0B across 221 U.S. equity positions as of Q1 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, NICHOLAS COMPANY,, Haverford, with shared positions in $MCD, $TMO, $DUK, $ACN, $NVS, $TMUS. The full ranking of 25 similar funds is below.

#1CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$MCD $TMO $DUK $ACN $NVS $TMUS

$739M

164 positions

#2NICHOLAS COMPANY, INC.Active

Notable overlap · 7 shared positions

$ICE $TMO $ETN $MCD $AON $LRCX

$5.1B

203 positions

#3Haverford Trust CoActive

Notable overlap · 8 shared positions

$ETN $ACN $TMO $LOW $AON $KO

$10.9B

419 positions

#4VIKING GLOBAL INVESTORS LPActive

Some overlap · 6 shared positions

$MCD $ICE $TMO $SCHW $TMUS $AON

$35.7B

77 positions

#5Haverford Financial Services, Inc.Active

Some overlap · 7 shared positions

$ETN $TMO $ACN $LOW $AON $KO

$336M

46 positions

#6Cetera Trust Company, N.APassive

Some overlap · 6 shared positions

$LRCX $TMO $SCHW $KO $TMUS $NEE

$177M

351 positions

#7MOTCOPassive

Some overlap · 7 shared positions

$ICE $SCHW $ETN $TMO $ACN $TMUS

$1.1B

598 positions

#8ALBERT D MASON INCPassive

Some overlap · 5 shared positions

$LRCX $MCD $ETN $NVS $PH

$154M

129 positions

#9Guinness Atkinson Asset Management IncPassive

Some overlap · 6 shared positions

$LRCX $ICE $TMO $ETN $KO $NEE

$200M

123 positions

#10DOVER ADVISORS, LLCPassive

Some overlap · 7 shared positions

$ETN $DUK $KO $LOW $NEE $TMO

$242M

159 positions

#11Westhampton Capital, LLCPassive

Some overlap · 6 shared positions

$LRCX $ETN $KO $LOW $PH $MCD

$214M

129 positions

#12Walsky Investment Management, Inc.Passive

Some overlap · 6 shared positions

$MCD $ETN $NVS $LOW $LRCX $NEE

$98M

50 positions

#13ASSOCIATED BANC-CORPPassive

Some overlap · 6 shared positions

$LRCX $SCHW $LOW $IQV $MCD $ETN

$3.8B

332 positions

#14Howard Capital Management Group, LLCActive

Some overlap · 6 shared positions

$ICE $TMO $ACN $IQV $KO $PH

$1.5B

143 positions

#15Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$MCD $TMO $DUK $LOW $KO $TMUS

$272M

95 positions

#16Ark Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$LRCX $MCD $SCHW $LOW $NEE

$101M

80 positions

#17OMERS ADMINISTRATION CorpActive

Some overlap · 6 shared positions

$TMO $AON $KO $TMUS $DUK $ETN

$15.6B

1,096 positions

#18Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$MCD $TMO $DUK $LOW $KO

$353M

78 positions

#19Cartenna Capital, LPPassive

Some overlap · 4 shared positions

$LRCX $MCD $ETN $PH

$2.7B

47 positions

#20RE ADVISERS CORPActive

Some overlap · 4 shared positions

$LRCX $MCD $ETN $PH

$3.7B

111 positions

#21BRISTOL JOHN W & CO INC /NY/Active

Some overlap · 6 shared positions

$TMO $SCHW $NVS $AON $TMUS $MCO

$6.1B

61 positions

#22CINCINNATI INSURANCE COActive

Some overlap · 4 shared positions

$LRCX $MCD $DUK $ACN

$6.6B

63 positions

#23McLaughlin Asset Management, Inc.Passive

Some overlap · 5 shared positions

$LRCX $KO $TMUS $TMO $TOL

$105M

91 positions

#24Stonebridge Capital Advisors LLCPassive

Some overlap · 5 shared positions

$MCD $ETN $DUK $KO $TMO

$1.4B

211 positions

#25Signet Investment Advisory Group, Inc.Passive

Some overlap · 5 shared positions

$MCD $ETN $ACN $KO $NEE

$218M

69 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.