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Hedge Funds Similar to Tower Wealth Partners

13F Portfolio OverlapQ2 2026Tower Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Tower Wealth Partners, Inc. is an institutional investor managing $203M across 101 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Tower Wealth Partners are PETRA FINANCIAL ADVISORS, COOKSON PEIRCE, Perennial Advisors, with shared positions in $OUNZ, $GLW, $STRL, $FLEX, $APH, $MCD. The full ranking of 25 similar funds is below.

#1PETRA FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$OUNZ$GLW$STRL
$216M
168 positions
#2COOKSON PEIRCE & CO INCPassive
Some overlap · 4 shared positions
$GLW$FLEX$APH$STRL
$3.0B
317 positions
#3Perennial Advisors, LLCPassive
Some overlap · 6 shared positions
$APH$MCD$AMGN$AXP$TJX$ASML
$649M
136 positions
#4BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$GLW$CME$MCD$AMGN$AXP
$515M
142 positions
#5Hudson Value Partners, LLCPassive
Some overlap · 5 shared positions
$GLW$MCD$OKE$AMGN$ASML
$399M
113 positions
#6Smart Money Group LLCSmart money
Some overlap · 3 shared positions
$OUNZ$TJX$ASML
$390M
86 positions
#7FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$GLW$FLEX$TJX$ASML
$118M
56 positions
#8HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 4 shared positions
$GLW$APH$TJX$AXP
$217M
352 positions
#9Asset One Wealth Management LLCPassive
Some overlap · 3 shared positions
$OUNZ$MCD$ASML
$948M
347 positions
#10ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$APH$MCD$TJX$AXP$ASML
$1.9B
88 positions
#11Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$FLEX$APH$MCD$AMGN
$513M
70 positions
#12Capital Wealth Planning, LLCActive
Some overlap · 6 shared positions
$MCD$CME$TJX$AMGN$AXP$ASML
$20.0B
154 positions
#13Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$GLW$TJX$AMGN$ASML$CME
$345M
576 positions
#14PCB Capital LLCPassive
Some overlap · 4 shared positions
$FLEX$APH$STRL$T
$82M
114 positions
#15Catalyst Capital Advisors LLCActive
Some overlap · 6 shared positions
$GLW$FLEX$OKE$WMB$APH$STRL
$6.0B
369 positions
#16CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$GLW$MCD$CME$ASML
$1.6B
85 positions
#17PeakShares LLCActive
Some overlap · 4 shared positions
$GLW$MCD$TJX$AXP
$134.4B
122 positions
#18UNITED BANKActive
Some overlap · 4 shared positions
$GLW$MCD$CME$AMGN
$853M
130 positions
#19Veracity Capital LLCPassive
Some overlap · 6 shared positions
$GLW$FLEX$AXP$ASML$WMB$OKE
$370M
223 positions
#20JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$APH$TJX$MCD$WMB$ASML
$13.7B
840 positions
#21DiNuzzo Private Wealth, Inc.Active
Some overlap · 3 shared positions
$OUNZ$MCD$T
$1.0B
1,347 positions
#22SHUFRO ROSE & CO LLCActive
Some overlap · 3 shared positions
$GLW$OUNZ$AMGN
$1.7B
315 positions
#23LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$PPL$GLW$AXP$ASML
$213M
124 positions
#24Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$GLW$CME$AMGN$T
$239M
126 positions
#25Garner Asset Management CorpPassive
Some overlap · 4 shared positions
$GLW$OKE$CME$T
$308M
169 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.