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 Towneley , / DE

13F Portfolio OverlapQ1 2026Towneley , / DE portfolio →

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Most similar hedge funds by 13F overlap

Towneley Capital Management, Inc / DE is an institutional investor managing $478M across 42 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 Towneley , / DE are Luminvest Wealth, FIDUCIARY ADVISORS,, Mustard Seed Financial,, with shared positions in $BRZE, $DDOG, $COP, $MKL, $AMN, $DOV. The full ranking of 25 similar funds is below.

#1Luminvest Wealth Management LLCSmart money

Substantial overlap · 4 shared positions

$BRZE $DDOG $COP $MKL

$382M

55 positions

#2FIDUCIARY ADVISORS, INC.Active

Substantial overlap · 6 shared positions

$BRZE $COP $AMN $DOV $MKL $IAU

$133M

121 positions

#3Mustard Seed Financial, LLCActive

Substantial overlap · 6 shared positions

$COP $BRZE $DDOG $SNOW $DOV $NKE

$167M

92 positions

#4Manuka Financial, LLCSmart money

Substantial overlap · 5 shared positions

$BRZE $SNOW $DDOG $DOV $MKL

$162M

56 positions

#525 LLCActive

Substantial overlap · 3 shared positions

$BRZE $DDOG $NKE

$324M

69 positions

#6McCarthy Asset Management, Inc.

Substantial overlap · 3 shared positions

$BRZE $COP $SNOW

$192M

27 positions

#7Arbor Wealth Advisors LLCSmart money

Notable overlap · 3 shared positions

$BRZE $AMN $SNOW

$143M

56 positions

#8Trellis Wealth Advisors LLCSmart money

Notable overlap · 5 shared positions

$BRZE $COP $DDOG $AMN $DOV

$263M

47 positions

#9WealthCollab, LLCPassive

Notable overlap · 8 shared positions

$BRZE $SNOW $AMN $DDOG $IAU $COP

$243M

977 positions

#10M Wealth Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $JHG $AMN $DOV

$119M

55 positions

#11Prospera Capital Management, LLCSmart money

Notable overlap · 7 shared positions

$BRZE $DDOG $COP $AMN $SNOW $IAU

$199M

45 positions

#12Sellwood Investment Partners LLCSmart money

Notable overlap · 6 shared positions

$BRZE $DDOG $SNOW $DOV $UPST $NKE

$254M

59 positions

#13Peak Financial Management, Inc.Active

Notable overlap · 3 shared positions

$BRZE $GLTR $PHYS

$394M

100 positions

#14Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 6 shared positions

$BRZE $COP $IAU $DDOG $DOV $MKL

$578M

118 positions

#15White Lighthouse Investment Management Inc.Active

Notable overlap · 8 shared positions

$BRZE $COP $IAU $SNOW $UPST $SGOL

$721M

145 positions

#16Gleason Group, Inc.Smart money

Notable overlap · 3 shared positions

$BRZE $DDOG $MKL

$1.0B

229 positions

#17VANGUARD ADVISERS INCActive

Notable overlap · 7 shared positions

$BRZE $DDOG $SNOW $UPST $MKL $DOV

$25.5B

668 positions

#18Verus Financial Partners, Inc.Smart money

Notable overlap · 8 shared positions

$BRZE $SNOW $DDOG $IAU $DOV $UPST

$1.1B

121 positions

#19BARINGS LLCSmart money

Notable overlap · 4 shared positions

$JHG $COP $SNOW $DOV

$6.2B

179 positions

#20STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$BRZE $COP $SNOW $MKL

$140M

29 positions

#21Tenon Financial LLCSmart money

Notable overlap · 3 shared positions

$BRZE $DDOG $AMN

$255M

54 positions

#22SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $DDOG $MKL

$103M

37 positions

#23SAM Advisors, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $COP $JHG

$319M

47 positions

#24Sageworth Trust CoActive

Notable overlap · 3 shared positions

$BRZE $DOV $IAU

$2.3B

172 positions

#25Charis Legacy Partners, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $UPST $MKL

$68M

27 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.