What hedge funds are most similar to TWIN CITY PRIVATE WEALTH, LLC?

The funds with the most similar 13F portfolios to TWIN CITY PRIVATE WEALTH, LLC are SPWM Advisors, ProVise Group,, Van Diest ,, based on overlapping conviction holdings in the latest SEC filings.

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 TWIN CITY PRIVATE WEALTH,

13F Portfolio OverlapQ1 2026TWIN CITY PRIVATE WEALTH, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

TWIN CITY PRIVATE WEALTH, LLC is an institutional investor managing $132M across 96 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 TWIN CITY PRIVATE WEALTH, are SPWM Advisors, ProVise Group,, Van Diest ,, with shared positions in $AMAT, $SCHW, $BKNG, $PM, $ELV, $IQV. The full ranking of 25 similar funds is below.

#1SPWM Advisors LLCPassive

Notable overlap · 14 shared positions

$AMAT $SCHW $BKNG $PM $ELV $IQV

$115M

93 positions

#2ProVise Management Group, LLCPassive

Notable overlap · 14 shared positions

$WFC $PM $AMAT $SCHW $MDT $CCZ

$1.4B

261 positions

#3Van Diest Capital, LLCPassive

Notable overlap · 13 shared positions

$SCHW $AMAT $WFC $PM $ELV $BKNG

$127M

190 positions

#4CRUX WEALTH ADVISORSPassive

Notable overlap · 11 shared positions

$BDX $SCHW $AMAT $PM $BKNG $COP

$261M

181 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$WFC $PM $MDT $SBUX $KO $DUK

$220M

148 positions

#6FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 10 shared positions

$PM $SCHW $AMAT $BKNG $WFC $COP

$319M

251 positions

#7DODGE & COXActive

Notable overlap · 7 shared positions

$SCHW $BKNG $CCZ $GSK $APD $WFC

$182.0B

222 positions

#8Tranquilli Financial Advisor LLCPassive

Notable overlap · 13 shared positions

$SCHW $BKNG $PM $COP $WFC $AMAT

$171M

132 positions

#9EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$CCZ $SCHW $SBUX $WFC $KO $DUK

$1.4B

56 positions

#10Thomasville National Bank

Notable overlap · 8 shared positions

$BKNG $ENB $GSK $PM $DUK $WEC

$1.6B

235 positions

#11Cullen Capital Management, LLCActive

Notable overlap · 8 shared positions

$PM $CCZ $MDT $DUK $TFC $BDX

$9.8B

213 positions

#12Robinson Value Management, Ltd.Passive

Notable overlap · 6 shared positions

$WFC $CCZ $MDT $GSK $OMC $COP

$180M

73 positions

#13SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$BDX $MDT $APD $WFC $TFC $AMGN

$728M

79 positions

#14MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$AMAT $SBUX $CCZ $MDT $WFC $AMGN

$1.1B

105 positions

#15CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 9 shared positions

$PM $MDT $SCHW $CCZ $WFC $COP

$758M

179 positions

#16Cardinal Capital Management, Inc.Active

Notable overlap · 9 shared positions

$AMAT $APD $WFC $BKNG $ETR $MDT

$3.7B

66 positions

#17Foyston, Gordon, & Payne IncPassive

Notable overlap · 5 shared positions

$PM $BKNG $BDX $KO $IQV

$434M

67 positions

#18DELTA ASSET MANAGEMENT LLC/TNActive

Notable overlap · 6 shared positions

$WFC $ENB $BDX $CCZ $TFC $SYY

$1.1B

596 positions

#19CRAWFORD INVESTMENT COUNSEL INCPassive

Notable overlap · 6 shared positions

$PM $MDT $OMC $SCHW $KO $WEC

$5.9B

300 positions

#20Blume Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$SCHW $WFC $AMAT $CCZ $ELV

$588M

337 positions

#21Monte Financial Group, LLCPassive

Notable overlap · 5 shared positions

$WFC $MDT $APD $OMC $SBUX

$282M

100 positions

#22Voya Financial Advisors, Inc.Active

Notable overlap · 16 shared positions

$SCHW $PM $AMAT $WFC $BKNG $SBUX

$1.0B

209 positions

#23Trajan Wealth LLCActive

Notable overlap · 7 shared positions

$ENB $BKNG $IQV $ELV $PM $SCHW

$2.5B

150 positions

#24Pacific Capital Partners LtdPassive

Notable overlap · 5 shared positions

$SCHW $AMAT $BDX $CCZ $AMT

$101M

38 positions

#25BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$PM $MDT $DUK $KO $AMGN $SYY

$480M

133 positions

Compare TWIN CITY PRIVATE WEALTH,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View TWIN CITY PRIVATE WEALTH,’s holdings

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.