13F Pro

Hedge Funds Similar to Townsend & Associates,

13F Portfolio OverlapQ1 2026Townsend & Associates, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Townsend & Associates, Inc is an institutional investor managing $1.2B across 115 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 Townsend & Associates, are DIAMOND HILL, Walter Public Investments, ALTA /, with shared positions in $AIG, $FANG, $WM, $DIS, $TTE, $MCK. The full ranking of 25 similar funds is below.

#1DIAMOND HILL CAPITAL MANAGEMENT INCActive
Notable overlap · 4 shared positions
$AIG$FANG$WM$DIS
$16.0B
187 positions
#2Walter Public Investments Inc.Passive
Notable overlap · 5 shared positions
$TTE$MCK$DIS$CME$AZO
$418M
48 positions
#3ALTA CAPITAL MANAGEMENT LLC/Active
Notable overlap · 6 shared positions
$TJX$WM$AZO$BKNG$CME$MCK
$1.3B
100 positions
#4Evelyn Partners Asset Management LtdPassive
Notable overlap · 6 shared positions
$CME$DIS$AZO$BKNG$IAU$DEO
$406M
308 positions
#5Kessler Investment Group, LLCPassive
Notable overlap · 3 shared positions
$BHP$GNRC$HCA
$211M
79 positions
#6WINDWARD CAPITAL MANAGEMENT CO /CAActive
Notable overlap · 7 shared positions
$TJX$CME$DHI$DIS$LMT$WM
$1.2B
69 positions
#7BCWM, LLCPassive
Notable overlap · 6 shared positions
$GNRC$DHI$UPS$IAU$LMT$DUK
$353M
57 positions
#8Lakewood Asset Management LLCPassive
Notable overlap · 6 shared positions
$FANG$MCK$AZO$BKNG$MHK$NVR
$156M
107 positions
#9Brentview Investment Management LLCPassive
Notable overlap · 4 shared positions
$TJX$CME$MCK$WM
$231M
63 positions
#10ISTHMUS PARTNERS, LLCPassive
Notable overlap · 6 shared positions
$HCA$GWW$AZO$WRB$UPS$LMT
$953M
217 positions
#11SCHARF INVESTMENTS, LLCActive
Notable overlap · 5 shared positions
$CME$MCK$DIS$BKNG$LMT
$3.2B
70 positions
#12Cornerstone Investment Partners, LLCActive
Some overlap · 4 shared positions
$FANG$MCK$WRB$AZO
$2.4B
291 positions
#13DJE Kapital AGActive
Some overlap · 3 shared positions
$TTE$NTR$TJX
$4.5B
113 positions
#14OmniStar Financial Group, Inc.Passive
Some overlap · 7 shared positions
$NTR$UPS$FANG$AIG$KR$LMT
$193M
108 positions
#15Diversified Investment Strategies, LLCActive
Some overlap · 4 shared positions
$NTR$DIS$GNRC$NVR
$157M
55 positions
#16Sitrin Capital Management LLCPassive
Some overlap · 5 shared positions
$AIG$WM$DHI$LMT$DIS
$200M
39 positions
#17Inlet Private Wealth, LLCPassive
Some overlap · 4 shared positions
$CME$MCK$WM$DHI
$392M
128 positions
#18Live Oak Private Wealth LLCPassive
Some overlap · 5 shared positions
$HCA$TJX$DIS$UPS$DEO
$717M
207 positions
#19Canoe Financial LPActive
Some overlap · 6 shared positions
$CME$TJX$AZO$NTR$LMT$HAL
$7.3B
112 positions
#20BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 4 shared positions
$TJX$GWW$MCK$WRB
$900M
137 positions
#21Fulcrum Capital LLCActive
Some overlap · 4 shared positions
$CME$WM$EW$DHI
$461M
101 positions
#22ALBERT D MASON INCPassive
Some overlap · 4 shared positions
$SNA$GWW$TTE$CME
$154M
129 positions
#23Persium Advisors, LLCActive
Some overlap · 4 shared positions
$TTE$BHP$BKNG$DUK
$127M
60 positions
#24TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$CME$UPS$AIG$TTE
$514M
167 positions
#25Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$TJX$MCK$BKNG$DIS
$2.0B
162 positions

Compare Townsend & Associates,’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 Townsend & Associates,’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.