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Hedge Funds Similar to Town

13F Portfolio OverlapQ2 2026Town portfolio →
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Most similar hedge funds by 13F overlap

Town Capital LLC is an institutional investor managing $158M across 75 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 Town are Bull Oak, Innovations, Sagace Wealth, with shared positions in $IBIT, $IAU, $TRV, $CEG, $NEE, $EXC. The full ranking of 25 similar funds is below.

#1Bull Oak Capital, LLCActive
Notable overlap · 3 shared positions
$IBIT$IAU$TRV
$306M
39 positions
#2Capital Innovations LLCActive
Notable overlap · 3 shared positions
$CEG$NEE$EXC
$385M
51 positions
#3Sagace Wealth Management LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$NEE
$159M
71 positions
#4Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$NEE
$405M
118 positions
#5TENET WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$CEG
$142M
107 positions
#6Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$NEE$CEG
$163M
113 positions
#7DiPaolo Financial Group, Inc.Smart money
Some overlap · 3 shared positions
$IBIT$NEE$TRV
$153M
47 positions
#8ATX Financial Planning, LLCActive
Some overlap · 3 shared positions
$IAU$CEG$IBIT
$156M
79 positions
#9Pilgrim Partners Asia Pte LtdActive
Some overlap · 3 shared positions
$IBIT$IAU$CEG
$234M
108 positions
#10Financial Sense Advisors, Inc.Passive
Some overlap · 3 shared positions
$NEE$IAU$IBIT
$508M
137 positions
#11Northstar Financial Companies, Inc.Passive
Some overlap · 3 shared positions
$IAU$NEE$CEG
$148M
117 positions
#12MFA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$CEG$IAU$NEE
$589M
93 positions
#13CATHY PARETO & ASSOCIATES, INCActive
Some overlap · 3 shared positions
$IAU$NEE$IBIT
$175M
98 positions
#14RWC Asset Management LLPActive
Some overlap · 3 shared positions
$EXC$NEE$CEG
$2.7B
174 positions
#15RMG Wealth Management LLCActive
Some overlap · 3 shared positions
$CEG$IBIT$EXC
$967M
534 positions
#16VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$NEE$TRV$CEG
$147M
106 positions
#17Strong Tower Advisory ServicesPassive
Some overlap · 3 shared positions
$NEE$IBIT$CEG
$568M
92 positions
#18GQG Partners LLCActive
Some overlap · 3 shared positions
$EXC$TRV$NEE
$53.8B
102 positions
#19Providence Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$CEG$EXC$TRV$NEE
$170M
84 positions
#20Lionhunter Capital Management, LLCPassive
Some overlap · 3 shared positions
$CEG$EXC$NEE
$222M
109 positions
#21TSFG, LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$CEG
$434M
672 positions
#22Strategies Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$IAU$NEE$CEG
$1.1B
202 positions
#23Integrity Wealth Solutions LLCActive
Slight overlap · 3 shared positions
$IBIT$IAU$NEE
$271M
129 positions
#24Partnership Wealth Management, LLCActive
Slight overlap · 3 shared positions
$CEG$NEE$EXC
$140M
67 positions
#25CJM Wealth Advisers, Ltd.Smart money
Slight overlap · 3 shared positions
$IAU$NEE$IBIT
$379M
84 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.