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Hedge Funds Similar to HighTower Advisors

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

HighTower Advisors, LLC is an institutional investor managing $103.2B across 3,797 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 HighTower Advisors are VIRGINIA WEALTH GROUP, Community Bank & , Waco, Texas, FIRST FINANCIAL BANKSHARES, with shared positions in $PEP, $MCD, $BX, $AMGN, $SN. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Slight overlap · 4 shared positions
$PEP$MCD$BX$AMGN
$201M
57 positions
#2Community Bank & Trust, Waco, TexasActive
Slight overlap · 4 shared positions
$PEP$MCD$BX$AMGN
$555M
168 positions
#3FIRST FINANCIAL BANKSHARES INCActive
Slight overlap · 4 shared positions
$PEP$MCD$BX$AMGN
$5.3B
210 positions
#410Elms LLPPassive
Slight overlap · 4 shared positions
$PEP$BX$AMGN$MCD
$236M
526 positions
#5JMAC ENTERPRISES LLCActive
Slight overlap · 4 shared positions
$MCD$PEP$BX$AMGN
$593M
122 positions
#6Platform Technology PartnersPassive
Slight overlap · 4 shared positions
$MCD$PEP$BX$AMGN
$611M
394 positions
#7Royal Capital Wealth Management, LLCActive
Slight overlap · 4 shared positions
$MCD$PEP$BX$AMGN
$178M
101 positions
#8B&D White Capital Company, LLCActive
Slight overlap · 4 shared positions
$PEP$MCD$AMGN$BX
$1.0B
94 positions
#9Hofer & Associates. IncActive
Slight overlap · 4 shared positions
$PEP$BX$AMGN$MCD
$207M
70 positions
#10STANCE CAPITAL LLCPassive
Slight overlap · 3 shared positions
$PEP$SN$AMGN
$328M
340 positions
#11Harbour Trust & Investment Management CoActive
Slight overlap · 3 shared positions
$PEP$MCD$BX
$1.0B
160 positions
#12Adelphi Trust CoPassive
Slight overlap · 3 shared positions
$PEP$MCD$BX
$151M
114 positions
#13Kennebec Savings BankPassive
Slight overlap · 3 shared positions
$PEP$MCD$BX
$125M
284 positions
#14WHALEROCK POINT PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$PEP$MCD$BX
$587M
207 positions
#15River Street Advisors LLCPassive
Slight overlap · 3 shared positions
$PEP$MCD$BX
$340M
177 positions
#16New Hampshire TrustPassive
Slight overlap · 3 shared positions
$PEP$MCD$BX
$530M
176 positions
#17First PREMIER BankPassive
Slight overlap · 3 shared positions
$PEP$MCD$AMGN
$619M
358 positions
#18WIMMER ASSOCIATES 1, LLCPassive
Slight overlap · 3 shared positions
$PEP$MCD$AMGN
$221M
113 positions
#19Exeter Financial, LLCPassive
Slight overlap · 3 shared positions
$PEP$MCD$AMGN
$261M
101 positions
#20Signet Investment Advisory Group, Inc.Passive
Slight overlap · 3 shared positions
$PEP$MCD$AMGN
$227M
73 positions
#21Beacon Harbor Wealth Advisors, Inc.Passive
Slight overlap · 3 shared positions
$PEP$MCD$AMGN
$513M
70 positions
#22ICW Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$PEP$MCD$AMGN
$286M
144 positions
#23S.A. Mason LLCPassive
Slight overlap · 3 shared positions
$PEP$MCD$AMGN
$326M
282 positions
#24ABSHER WEALTH MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$PEP$MCD$AMGN
$878M
73 positions
#25Visionary Wealth AdvisorsPassive
Slight overlap · 3 shared positions
$PEP$MCD$AMGN
$2.5B
666 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.