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 TOWNSQUARE

13F Portfolio OverlapQ1 2026TOWNSQUARE portfolio →

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Most similar hedge funds by 13F overlap

TOWNSQUARE CAPITAL LLC is an institutional investor managing $444M across 252 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 TOWNSQUARE are PCB, HF Advisory Group,, Center for Wealth Advisory, with shared positions in $SHEL, $VZ, $T, $PFE, $PM, $MDLZ. The full ranking of 25 similar funds is below.

#1PCB Capital LLCPassive

Notable overlap · 13 shared positions

$SHEL $VZ $T $PFE $PM $MDLZ

$63M

101 positions

#2HF Advisory Group, LLCPassive

Notable overlap · 7 shared positions

$SHEL $VZ $PM $T $WFC $PFE

$293M

166 positions

#3Center for Wealth Management AdvisoryActive

Notable overlap · 8 shared positions

$VZ $PFE $MDLZ $UPS $USB $SHW

$139M

62 positions

#4EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$SHEL $VZ $T $WFC $UPS $USB

$5.1B

71 positions

#5Keystone Financial Planning, Inc.Smart money

Some overlap · 7 shared positions

$VZ $PFE $PM $UPS $USB $KO

$374M

40 positions

#6IBEX WEALTH ADVISORSPassive

Some overlap · 7 shared positions

$VZ $SHEL $T $PFE $MU $APP

$1.1B

203 positions

#7NEW ENGLAND ASSET MANAGEMENT INCActive

Some overlap · 7 shared positions

$VZ $T $WFC $USB $SHEL $KKR

$786M

99 positions

#8InvesTrustPassive

Some overlap · 7 shared positions

$PM $SHEL $VZ $WFC $USB $KKR

$238M

91 positions

#9EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$T $PFE $MDLZ $WFC $USB $KO

$1.4B

56 positions

#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$VZ $T $PM $WFC $UPS $KO

$220M

148 positions

#11SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$VZ $T $PFE $WFC $USB $COP

$728M

79 positions

#12Parrish Capital LLCPassive

Some overlap · 5 shared positions

$SHEL $VZ $T $PM $GEV

$112M

86 positions

#13Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 6 shared positions

$VZ $PFE $PM $FLEX $APP $KO

$477M

70 positions

#14Griffith & Werner, Inc.Active

Some overlap · 6 shared positions

$VZ $T $PFE $WFC $KO $PM

$202M

72 positions

#15Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$T $VZ $PFE $WFC $KO $COP

$308M

137 positions

#16DCM Advisors, LLCActive

Some overlap · 7 shared positions

$PM $T $WFC $VZ $USB $COP

$220M

38 positions

#17Palouse Capital Management, Inc.Passive

Some overlap · 5 shared positions

$VZ $PFE $T $UPS $MU

$151M

135 positions

#18CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 6 shared positions

$MDLZ $WFC $UPS $USB $PFE $COP

$1.4B

178 positions

#19Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$SHEL $VZ $T $MU $SHW

$160M

124 positions

#20Willis Investment CounselActive

Some overlap · 5 shared positions

$VZ $SHEL $T $PFE $COP

$1.8B

123 positions

#21VIKING FUND MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$VZ $SHEL $T $PFE $KO

$976M

142 positions

#22CFC Planning Co LLCPassive

Some overlap · 6 shared positions

$VZ $PM $UPS $MU $KO $COP

$140M

72 positions

#23LFG Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$VZ $PM $PFE $T $MU $GEV

$166M

89 positions

#24Brookmont Capital ManagementActive

Some overlap · 5 shared positions

$SHEL $WFC $UPS $USB $COP

$179M

59 positions

#25Estabrook Capital ManagementPassive

Some overlap · 6 shared positions

$PFE $VZ $WFC $T $GEV $COP

$685M

380 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.