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Hedge Funds Similar to TOWER & INVESTMENT

13F Portfolio OverlapQ1 2026TOWER & INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

TOWER TRUST & INVESTMENT Co is an institutional investor managing $165M across 247 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 & INVESTMENT are CITIZENS & NORTHERN, Norway Savings Bank, Sun Financial, with shared positions in $ADI, $AMD, $TJX, $SCHW, $COR, $GSK. The full ranking of 25 similar funds is below.

#1CITIZENS & NORTHERN CORPPassive
Notable overlap · 14 shared positions
$ADI$AMD$TJX$SCHW$COR$GSK
$401M
119 positions
#2Norway Savings BankPassive
Notable overlap · 9 shared positions
$AMD$ADI$TJX$PANW$KLAC$BA
$211M
103 positions
#3Sun Financial IncPassive
Some overlap · 8 shared positions
$AMD$TJX$ETN$EMR$PANW$KLAC
$200M
159 positions
#4Beech Hill Advisors, Inc.Passive
Some overlap · 8 shared positions
$TJX$AMD$ETN$MDT$BA$NEE
$200M
94 positions
#5COMMUNITY TRUST & INVESTMENT COActive
Some overlap · 8 shared positions
$TJX$AMD$PANW$SCHW$CVS$CRM
$1.8B
140 positions
#6Petros Family Wealth, LLCPassive
Some overlap · 8 shared positions
$ADI$EMR$TJX$KLAC$AMD$NEE
$140M
131 positions
#7CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 8 shared positions
$AMD$ETN$PANW$SCHW$KLAC$NEE
$180M
58 positions
#8NICHOLAS COMPANY, INC.Active
Some overlap · 7 shared positions
$TJX$ETN$AMD$PANW$KLAC$KO
$5.1B
203 positions
#9PARK NATIONAL CORP /OH/Passive
Some overlap · 7 shared positions
$TJX$ADI$PANW$SCHW$KO$CRM
$3.3B
381 positions
#10Axecap Investments, LLCPassive
Some overlap · 6 shared positions
$TJX$AMD$ADI$C$COR$KLAC
$145M
69 positions
#11DUPONT CAPITAL MANAGEMENT CORPPassive
Some overlap · 6 shared positions
$TJX$ADI$AMD$EMR$ETN$KO
$879M
101 positions
#12NIXON PEABODY TRUST COActive
Some overlap · 7 shared positions
$TJX$ADI$PANW$NEE$KO$DE
$1.3B
161 positions
#13NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$EMR$ADI$ETN$BA$NEE$KO
$367M
141 positions
#14Trust Investment AdvisorsPassive
Some overlap · 6 shared positions
$TJX$AMD$ETN$PANW$KLAC$DE
$171M
89 positions
#15EASTERN BANKPassive
Some overlap · 8 shared positions
$ETN$ADI$EMR$NEE$KLAC$AMD
$6.5B
1,038 positions
#16Guinness Asset Management LTDActive
Some overlap · 7 shared positions
$EMR$ETN$MDT$KLAC$KO$CRM
$5.8B
143 positions
#17United BankPassive
Some overlap · 7 shared positions
$AMD$TJX$COR$ADI$KO$PANW
$301M
124 positions
#18CONNORS INVESTOR SERVICES INCActive
Some overlap · 6 shared positions
$TJX$ETN$PANW$SCHW$MDT$KO
$1.1B
149 positions
#19BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$TJX$ADI$ETN$PANW$NEE$DE
$7.8B
1,278 positions
#20BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$TJX$EMR$C$MDT$COR$NEE
$147M
116 positions
#21FORBES J M & CO LLPActive
Some overlap · 6 shared positions
$TJX$EMR$ETN$NEE$KO$ICE
$1.2B
150 positions
#22Ayrshire Capital Management LLCPassive
Some overlap · 6 shared positions
$TJX$ETN$SCHW$COR$KLAC$ICE
$193M
50 positions
#23MOTCOPassive
Some overlap · 6 shared positions
$TJX$ETN$PANW$SCHW$NEE$ICE
$1.1B
598 positions
#24CMH Wealth Management LLCPassive
Some overlap · 6 shared positions
$TJX$ETN$PANW$SCHW$BA$CRM
$583M
113 positions
#25Smith Group Asset Management, LLCActive
Some overlap · 5 shared positions
$TJX$AMD$ADI$SCHW$KLAC
$2.0B
162 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.