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Hedge Funds Similar to Tower View Wealth

13F Portfolio OverlapQ1 2026Tower View Wealth portfolio →
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Most similar hedge funds by 13F overlap

Tower View Wealth Management LLC is an institutional investor managing $195M across 204 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 View Wealth are First Long Island Investors,, Cartenna ,, CARDEROCK, with shared positions in $PH, $PM, $ETN, $MCD, $APH, $SPOT. The full ranking of 25 similar funds is below.

#1First Long Island Investors, LLCActive
Notable overlap · 6 shared positions
$PH$PM$ETN$MCD$APH$SPOT
$1.2B
70 positions
#2Cartenna Capital, LPPassive
Notable overlap · 6 shared positions
$PH$MCD$ETN$ADI$APH$LRCX
$2.7B
47 positions
#3CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$PWR$PH$ISRG$APH$LRCX
$405M
73 positions
#4Pegasus Asset Management, Inc.Passive
Notable overlap · 4 shared positions
$PH$PWR$ETN$MAR
$313M
67 positions
#5Winslow Capital Management, LLCActive
Some overlap · 7 shared positions
$PWR$ISRG$PH$SPOT$ADI$AMD
$25.6B
60 positions
#6Papamarkou Wellner Asset Management inc.Passive
Some overlap · 5 shared positions
$PM$MCD$ISRG$MAR$ETN
$164M
86 positions
#7FAYEZ SAROFIM & COActive
Some overlap · 5 shared positions
$PM$MCD$ISRG$ETN$MAR
$39.1B
294 positions
#8Alpha Cubed Investments, LLC
Some overlap · 5 shared positions
$PWR$ISRG$ETN$MCD$AMD
$2.9B
299 positions
#9MARVIN & PALMER ASSOCIATES INCPassive
Some overlap · 3 shared positions
$PWR$PH$APH
$84M
21 positions
#10ALBERT D MASON INCPassive
Some overlap · 5 shared positions
$PH$MCD$ETN$GRMN$LRCX
$154M
129 positions
#11Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$PWR$PM$ETN$MCD
$1.4B
170 positions
#12CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$PM$MCD$ADI$MRSH$LRCX
$5.0B
55 positions
#13Segment Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PH$GRMN$MAR$APH$MCD$MRSH
$1.7B
309 positions
#14Gunderson Capital Management Inc.Passive
Some overlap · 5 shared positions
$PWR$ADI$ARM$AMD$ETN
$239M
46 positions
#15Raab & Moskowitz Asset Management LLCPassive
Some overlap · 5 shared positions
$PWR$HUM$MAR$MCD$PM
$450M
187 positions
#16PICTET BANK & TRUST LtdActive
Some overlap · 5 shared positions
$PM$MCD$ETN$MRSH$MAR
$76M
33 positions
#17RE ADVISERS CORPActive
Some overlap · 4 shared positions
$PH$MCD$ETN$LRCX
$3.7B
111 positions
#18NS Partners LtdActive
Some overlap · 5 shared positions
$MCD$ISRG$MAR$PM$APH
$2.2B
71 positions
#19Reliant Investment Management, LLCPassive
Some overlap · 4 shared positions
$PWR$ETN$APH$MRSH
$207M
53 positions
#20Robeco Schweiz AGActive
Some overlap · 3 shared positions
$PWR$ADI$ARM
$4.7B
126 positions
#21FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Some overlap · 4 shared positions
$PWR$ETN$APH$MCD
$1.6B
323 positions
#22Brentview Investment Management LLCPassive
Some overlap · 4 shared positions
$PH$PM$MRSH$LRCX
$231M
63 positions
#23Rockingstone Advisors LLCPassive
Some overlap · 4 shared positions
$PWR$PM$ISRG$SPOT
$218M
113 positions
#24NZS Capital, LLCActive
Some overlap · 5 shared positions
$PWR$ARM$ISRG$APH$LRCX
$3.0B
58 positions
#25DAGCO, INC.Passive
Some overlap · 5 shared positions
$HUM$PH$MAR$ETN$ADI
$461M
353 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.