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Hedge Funds Similar to Towerpoint Wealth,

13F Portfolio OverlapQ1 2026Towerpoint Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Towerpoint Wealth, LLC is an institutional investor managing $289M 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 Towerpoint Wealth, are 25, WESCAP Group,, Farrell Financial, with shared positions in $USB, $UNIT, $DDOG, $IAU, $HUM, $GMM. The full ranking of 25 similar funds is below.

#125 LLCActive
Notable overlap · 3 shared positions
$USB$UNIT$DDOG
$324M
69 positions
#2WESCAP Management Group, Inc.Active
Notable overlap · 6 shared positions
$USB$IAU$HUM$GMM$UNIT$SCHW
$508M
107 positions
#3Farrell Financial LLCPassive
Notable overlap · 6 shared positions
$USB$IAU$HUM$MAR$SCHW$DDOG
$167M
76 positions
#4Sagace Wealth Management LLCPassive
Notable overlap · 4 shared positions
$USB$IAU$UNIT$SNOW
$149M
70 positions
#5Pioneer Wealth Management GroupSmart money
Notable overlap · 6 shared positions
$USB$UNIT$HUM$MAR$SCHW$DDOG
$357M
50 positions
#6Capital Advantage, Inc.Active
Notable overlap · 4 shared positions
$USB$UNIT$HUM$SCHW
$765M
145 positions
#7Envision Financial LLCActive
Notable overlap · 3 shared positions
$USB$UNIT$DDOG
$186M
46 positions
#8DecisionPoint Financial, LLCActive
Notable overlap · 4 shared positions
$USB$IAU$MAR$SCHW
$464M
679 positions
#9Financial Freedom, LLCPassive
Notable overlap · 4 shared positions
$USB$UNIT$MAR$SCHW
$201M
426 positions
#10TAGStone Capital, Inc.Passive
Notable overlap · 7 shared positions
$USB$HUM$MAR$GMM$IAU$CTVA
$283M
137 positions
#11Graetz Wealth LLCPassive
Notable overlap · 8 shared positions
$USB$UNIT$HUM$IAU$GMM$SCHW
$112M
80 positions
#12Brindle & Bay Financial Advisors, LLCPassive
Notable overlap · 5 shared positions
$USB$UNIT$HUM$SCHW$SNOW
$163M
67 positions
#13Foundation Wealth Management, LLC\PAActive
Notable overlap · 8 shared positions
$USB$CTVA$GMM$SCHW$MAR$SNOW
$284M
91 positions
#14Grand Central Investment GroupActive
Notable overlap · 3 shared positions
$USB$IAU$HUM
$135M
44 positions
#15BRANDYWINE OAK PRIVATE WEALTH LLCActive
Notable overlap · 6 shared positions
$USB$UNIT$MAR$CTVA$SNOW$DDOG
$1.2B
229 positions
#16Family CFO IncActive
Notable overlap · 4 shared positions
$USB$UNIT$HUM$SCHW
$223M
41 positions
#17Ballast Financial Advisors LLCActive
Notable overlap · 4 shared positions
$UNIT$USB$IAU$HUM
$98M
68 positions
#18Marion Wealth ManagementPassive
Notable overlap · 3 shared positions
$USB$CTVA$MAR
$451M
146 positions
#19SWAN Capital LLCPassive
Notable overlap · 5 shared positions
$UNIT$USB$MAR$HUM$SCHW
$272M
554 positions
#20FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 4 shared positions
$USB$MAR$HUM$SCHW
$354M
66 positions
#21TME FINANCIAL, INC.Passive
Notable overlap · 5 shared positions
$UNIT$USB$IAU$SNOW$DDOG
$144M
65 positions
#22POWER WEALTH MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$USB$HUM$CTVA$SCHW
$269M
96 positions
#23Bridgewater Advisors Inc.Passive
Notable overlap · 3 shared positions
$USB$MAR$HUM
$1.7B
456 positions
#24Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 3 shared positions
$USB$MAR$HUM
$153M
344 positions
#25HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 4 shared positions
$USB$HUM$ABT$SCHW
$280M
107 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.