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Hedge Funds Similar to TOWER & INVESTMENT

13F Portfolio OverlapQ2 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 Q2 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, United Bank, NORTHCAPE WEALTH, with shared positions in $ADI, $KLAC, $TJX, $CVS, $C, $ETN. The full ranking of 25 similar funds is below.

#1CITIZENS & NORTHERN CORPActive
Notable overlap · 14 shared positions
$ADI$KLAC$TJX$CVS$C$ETN
$438M
117 positions
#2United BankPassive
Notable overlap · 11 shared positions
$TJX$ADI$C$ETN$CVS$GSK
$329M
122 positions
#3NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 8 shared positions
$ADI$DE$ETN$EMR$BA$MDT
$381M
144 positions
#4DAVIDSON INVESTMENT ADVISORSActive
Some overlap · 7 shared positions
$ADI$C$CVS$ETN$BA$SCHW
$2.4B
123 positions
#5Norway Savings BankPassive
Some overlap · 7 shared positions
$KLAC$ADI$TJX$BA$NEE$BX
$239M
104 positions
#6Petros Family Wealth, LLCPassive
Some overlap · 6 shared positions
$KLAC$ADI$TJX$EMR$NEE$DE
$164M
134 positions
#7HORIZON BANCORP INC /IN/Active
Some overlap · 8 shared positions
$KLAC$C$ADI$CVS$TJX$SCHW
$213M
197 positions
#8Leelyn Smith, LLCActive
Some overlap · 6 shared positions
$KLAC$ADI$ETN$BA$SCHW$GD
$822M
157 positions
#9SWP Investment Management LLCPassive
Some overlap · 7 shared positions
$TJX$C$EMR$COR$MDT$NEE
$145M
43 positions
#10BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 7 shared positions
$TJX$C$EMR$COR$MDT$NEE
$171M
116 positions
#11Strategic Wealth Partners, Ltd.Passive
Some overlap · 7 shared positions
$TJX$C$EMR$COR$MDT$NEE
$1.6B
1,462 positions
#12BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ADI$TJX$DE$ETN$NEE$CRM
$8.0B
1,334 positions
#13GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$TJX$ADI$C$EMR$KLAC$ETN
$3.0B
213 positions
#14Beech Hill Advisors, Inc.Passive
Some overlap · 7 shared positions
$TJX$ETN$BA$MDT$NEE$BX
$226M
97 positions
#15DMKC Advisory Services, LLCActive
Some overlap · 6 shared positions
$C$DE$ETN$EMR$BA$MDT
$530M
92 positions
#16Marion Wealth ManagementPassive
Some overlap · 6 shared positions
$ADI$TJX$DE$NEE$BX$CRM
$491M
159 positions
#17Beta Wealth Group, Inc.Active
Some overlap · 6 shared positions
$TJX$C$CVS$EMR$SCHW$BX
$267M
114 positions
#18Providence Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$TJX$DE$ETN$EMR$MDT$SLB
$660M
385 positions
#19CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 6 shared positions
$ADI$DE$ETN$SCHW$MDT$GD
$827M
181 positions
#20WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 7 shared positions
$TJX$CVS$NEE$DE$BA$CRM
$1.3B
73 positions
#21Churchill Financial Advisors, LLCActive
Some overlap · 5 shared positions
$KLAC$ADI$TJX$DE$EMR
$519M
125 positions
#22Mandatum Life Insurance Co LtdSmart money
Some overlap · 6 shared positions
$TJX$C$DE$EMR$MDT$CRM
$540M
90 positions
#23Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$KLAC$ADI$ETN$EMR$NEE
$686M
532 positions
#24RE ADVISERS CORPActive
Some overlap · 5 shared positions
$TJX$C$DE$ETN$BA
$4.0B
124 positions
#25FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money
Some overlap · 6 shared positions
$ADI$C$TJX$COR$NEE$GD
$1.3B
201 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.