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Hedge Funds Similar to HighTower Advisors,

13F Portfolio OverlapQ1 2026HighTower Advisors, portfolio →
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Most similar hedge funds by 13F overlap

HighTower Advisors, LLC is an institutional investor managing $94.2B across 3,796 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 HighTower Advisors, are Evercore Wealth ,, Pinnacle Financial Group, / IL, Lansing Street Advisors, with shared positions in $WT, $SN, $MS, $MKL, $HUM, $MCD. The full ranking of 25 similar funds is below.

#1Evercore Wealth Management, LLCActive
Some overlap · 4 shared positions
$WT$SN$MS$MKL
$6.4B
418 positions
#2Pinnacle Financial Group, LLC / ILPassive
Some overlap · 5 shared positions
$WT$HUM$MCD$MKL$MS
$365M
111 positions
#3Lansing Street AdvisorsPassive
Some overlap · 5 shared positions
$WT$MS$MCD$MKL$HUM
$397M
151 positions
#4Beacon Financial Advisory LLCPassive
Some overlap · 4 shared positions
$WT$MS$HUM$MCD
$443M
402 positions
#5Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$WT$MS$HUM$MKL
$90M
65 positions
#6OMNI 360 Wealth, Inc.Passive
Some overlap · 4 shared positions
$WT$MS$HUM$MKL
$194M
125 positions
#7Aprio Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WT$MS$HUM$MCD
$1.8B
613 positions
#8Talisman Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$WT$MS$HUM$MCD
$124M
101 positions
#9Stratos Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$WT$MS$HUM$MKL
$1.6B
609 positions
#10Cascades Capital Asset Management, LLCPassive
Slight overlap · 4 shared positions
$WT$HUM$MCD$MS
$239M
158 positions
#11WealthShield Partners, LLCPassive
Slight overlap · 4 shared positions
$WT$MS$HUM$MCD
$898M
609 positions
#12Meridian Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$WT$MS$HUM$MCD
$183M
141 positions
#13Bay Capital Advisors, LLCActive
Slight overlap · 4 shared positions
$WT$MS$HUM$MKL
$162M
107 positions
#14Blake Schutter Theil Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$WT$MS$HUM$MKL
$123M
111 positions
#15Leo Wealth, LLCPassive
Slight overlap · 4 shared positions
$WT$HUM$MCD$MS
$1.4B
452 positions
#16Collaborative Wealth Managment Inc.Passive
Slight overlap · 4 shared positions
$WT$HUM$MCD$MS
$218M
162 positions
#17Post Resch Tallon Group Inc.Passive
Slight overlap · 4 shared positions
$WT$MS$HUM$MKL
$124M
120 positions
#18FINANCIAL ADVISORY PARTNERS, LLCActive
Slight overlap · 3 shared positions
$WT$MS$HUM
$354M
66 positions
#19Trademark Financial Management, LLCPassive
Slight overlap · 3 shared positions
$WT$MS$HUM
$204M
102 positions
#20Per Stirling Capital Management, LLC.Passive
Slight overlap · 3 shared positions
$WT$MS$HUM
$905M
310 positions
#21Strategic Financial Concepts, LLCPassive
Slight overlap · 3 shared positions
$WT$MS$HUM
$405M
298 positions
#22Wright Wealth LLCActive
Slight overlap · 3 shared positions
$WT$MS$HUM
$149M
51 positions
#23Centerpoint Advisory GroupPassive
Slight overlap · 3 shared positions
$WT$MS$HUM
$133M
108 positions
#24Ritter Daniher Financial Advisory LLC / DEActive
Slight overlap · 3 shared positions
$WT$MS$HUM
$589M
590 positions
#25truNorth Financial Services, Inc.Active
Slight overlap · 3 shared positions
$WT$MS$HUM
$97M
49 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.