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 TOWNSEND ASSET /NC/ /ADV

13F Portfolio OverlapQ1 2026TOWNSEND ASSET /NC/ /ADV portfolio →

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Most similar hedge funds by 13F overlap

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV is an institutional investor managing $277M across 187 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 TOWNSEND ASSET /NC/ /ADV are Marshall & Sterling Wealth Advisors, Argo Wealth Advisory,, tru Independence, with shared positions in $WT, $MAR, $AMGN, $HUM, $MCD, $DHR. The full ranking of 25 similar funds is below.

#1Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 4 shared positions

$WT $MAR $AMGN $HUM

$153M

344 positions

#2Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $MAR $AMGN $HUM

$170M

48 positions

#3tru Independence LLCPassive

Notable overlap · 4 shared positions

$WT $MAR $MCD $HUM

$202M

102 positions

#4Solutions 4 Wealth, LtdPassive

Notable overlap · 3 shared positions

$WT $DHR $MAR

$66M

55 positions

#5Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $DHR

$153M

96 positions

#6ACORN CREEK CAPITAL LLCActive

Notable overlap · 3 shared positions

$WT $MAR $DHR

$280M

84 positions

#7Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $DHR $HUM

$90M

65 positions

#8Lunt Capital Management, Inc.Active

Notable overlap · 4 shared positions

$WT $DHR $MAR $DUK

$260M

97 positions

#9Joseph Group Capital ManagementPassive

Notable overlap · 4 shared positions

$WT $PH $AMGN $HUM

$400M

379 positions

#10BCM ADVISORS, LLCActive

Notable overlap · 4 shared positions

$WT $DUK $PH $AFL

$507M

78 positions

#11Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $DHR $HUM

$231M

56 positions

#12Family Legacy Financial Solutions, LLCActive

Notable overlap · 3 shared positions

$WT $DHR $DUK

$124M

44 positions

#13Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 4 shared positions

$WT $DUK $AFL $AMGN

$170M

125 positions

#14Trinity Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $DHR $PH

$272M

72 positions

#15Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $MAR $DHR

$293M

107 positions

#16Darrow Company, Inc.Active

Notable overlap · 3 shared positions

$WT $MAR $HUM

$222M

56 positions

#17Stonebridge Financial Group, LLCPassive

Notable overlap · 4 shared positions

$WT $AFL $MCD $AMGN

$1.2B

262 positions

#18PRECEDENT WEALTH PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$WT $MCD $AMGN $DUK

$500M

166 positions

#19Retirement Planning Group, LLCActive

Notable overlap · 4 shared positions

$WT $MAR $HUM $DUK

$3.2B

481 positions

#20Cassia Capital Partners, LLCActive

Notable overlap · 3 shared positions

$WT $DUK $MCD

$194M

67 positions

#21Mraz, Amerine & Associates, Inc.Active

Notable overlap · 3 shared positions

$WT $SLB $AMGN

$678M

190 positions

#22Reyes Financial Architecture, Inc.Passive

Notable overlap · 5 shared positions

$WT $MCD $AMGN $DUK $HUM

$122M

348 positions

#23Linscomb Wealth, Inc.Active

Notable overlap · 4 shared positions

$WT $AMGN $MCD $DUK

$2.2B

337 positions

#24First Financial Group CorpActive

Notable overlap · 3 shared positions

$WT $DUK $HUM

$122M

80 positions

#25Amplius Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $DHR $HUM

$1.2B

175 positions

Compare TOWNSEND ASSET /NC/ /ADV’s portfolio side by side

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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.