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Hedge Funds Similar to Tower Wealth Partners,

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

Tower Wealth Partners, Inc. is an institutional investor managing $181M across 87 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 Wealth Partners, are Three Cord True Wealth ,, Drake & Associates,, Split Rock Private Trading & Wealth ,, with shared positions in $JHG, $SHOP, $OUNZ, $AMN, $AGQ, $T. The full ranking of 25 similar funds is below.

#1Three Cord True Wealth Management, LLCSmart money
Substantial overlap · 5 shared positions
$JHG$SHOP$OUNZ$AMN$AGQ
$180M
39 positions
#2Drake & Associates, LLCActive
Notable overlap · 4 shared positions
$JHG$SHOP$OUNZ$AMN
$525M
97 positions
#3Split Rock Private Trading & Wealth Management, LLCActive
Notable overlap · 3 shared positions
$JHG$AGQ$AMN
$129M
46 positions
#4PFS Partners, LLCActive
Notable overlap · 3 shared positions
$JHG$T$IBM
$218M
590 positions
#5Dynamic Financial GroupActive
Notable overlap · 3 shared positions
$JHG$T$MCD
$122M
69 positions
#6ALLIANZ SEActive
Notable overlap · 3 shared positions
$JHG$AXP$MCD
$9.0B
473 positions
#7Rise Advisors, LLCActive
Notable overlap · 3 shared positions
$JHG$MCD$IBM
$284M
94 positions
#8TRAPHAGEN INVESTMENT ADVISORS LLCActive
Notable overlap · 4 shared positions
$JHG$CME$AMN$T
$1.2B
207 positions
#9Seed Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$JHG$AMN$MCD$OKE
$145M
98 positions
#10Orion Capital Management LLCPassive
Notable overlap · 3 shared positions
$JHG$AMN$IBM
$290M
485 positions
#11MJP ASSOCIATES INC /ADVPassive
Notable overlap · 5 shared positions
$JHG$AMN$AGQ$IBM$APH
$824M
231 positions
#12HIGHLINE WEALTH PARTNERS LLCPassive
Notable overlap · 3 shared positions
$JHG$AXP$FLEX
$392M
1,298 positions
#13WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$JHG$MCD$AXP
$156M
139 positions
#14Bridgewealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$JHG$AMN$T
$482M
135 positions
#15Prasad Wealth Partners, LLCPassive
Notable overlap · 4 shared positions
$JHG$SHOP$AGQ$IBM
$367M
146 positions
#16MIDLAND WEALTH ADVISORS LLCSmart money
Notable overlap · 4 shared positions
$JHG$MCD$IBM$TJX
$1.9B
160 positions
#17Miller Global Investments, LLCPassive
Notable overlap · 3 shared positions
$JHG$T$OKE
$121M
295 positions
#18Clearview Wealth Advisors LLC
Notable overlap · 3 shared positions
$JHG$PPL$MCD
$158M
103 positions
#19Magnolia Private Wealth, LLCPassive
Notable overlap · 3 shared positions
$JHG$APH$AMN
$150M
134 positions
#20IVC Wealth Advisors LLCPassive
Notable overlap · 3 shared positions
$JHG$MCD$IBM
$230M
173 positions
#21Signature Wealth Management Partners, LLCPassive
Notable overlap · 4 shared positions
$JHG$T$AGQ$IBM
$199M
116 positions
#22Generation Capital Management LLCPassive
Notable overlap · 3 shared positions
$JHG$AGQ$MCD
$137M
74 positions
#23Dogwood Wealth Management LLCPassive
Notable overlap · 6 shared positions
$JHG$OUNZ$AMN$AGQ$FLEX$TJX
$230M
860 positions
#24CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$JHG$AGQ$OKE$IBM$PPL
$648M
134 positions
#25Northwest Financial AdvisorsPassive
Notable overlap · 3 shared positions
$JHG$AGQ$IBM
$52M
66 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.