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Hedge Funds Similar to Tower View Wealth

13F Portfolio OverlapQ3 2026Tower View Wealth portfolio →
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Most similar hedge funds by 13F overlap

Tower View Wealth Management LLC is an institutional investor managing $231M across 193 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Tower View Wealth are First Long Island Investors, Night Squared, HENDLEY, with shared positions in $PH, $PM, $ETN, $APH, $MCD, $ADI. The full ranking of 25 similar funds is below.

#1First Long Island Investors, LLCActive
Notable overlap · 5 shared positions
$PH$PM$ETN$APH$MCD
$1.4B
73 positions
#2Night Squared LPPassive
Notable overlap · 4 shared positions
$PH$PM$ETN$ADI
$930M
69 positions
#3HENDLEY & CO INCActive
Notable overlap · 5 shared positions
$PH$ETN$APH$PM$UNP
$283M
47 positions
#4CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 4 shared positions
$PWR$PH$APH$ISRG
$435M
70 positions
#5DB Fitzpatrick & Co, IncActive
Notable overlap · 3 shared positions
$PWR$GRMN$ETN
$121M
100 positions
#6FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Notable overlap · 4 shared positions
$PWR$ETN$APH$MCD
$1.7B
324 positions
#7Pegasus Asset Management, Inc.Passive
Notable overlap · 3 shared positions
$PWR$PH$ETN
$351M
75 positions
#8Reliant Investment Management, LLCPassive
Notable overlap · 3 shared positions
$PWR$ETN$APH
$271M
55 positions
#9Blue Chip Partners, LLCActive
Notable overlap · 3 shared positions
$PWR$PM$ETN
$1.6B
184 positions
#10Fortune Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$GRMN$APH$PM$ETN$UNP
$234M
163 positions
#11Princeton Global Asset Management LLCPassive
Some overlap · 3 shared positions
$PWR$APH$ETN
$692M
829 positions
#12RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$PH$ETN$ADI$MCD
$1.1B
90 positions
#13Lord & Richards Wealth Management, LLCActive
Some overlap · 3 shared positions
$PWR$APH$ISRG
$131M
80 positions
#14Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$PH$ETN$ADI$MCD$UNP
$110M
55 positions
#15Strong Tower Advisory ServicesPassive
Some overlap · 4 shared positions
$PWR$PH$GRMN$ETN
$568M
92 positions
#16Sharkey, Howes & JaverActive
Some overlap · 4 shared positions
$PWR$ADI$APH$UNP
$830M
159 positions
#17Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$PH$PM$ETN$UNP
$856M
89 positions
#18LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$PWR$ADI$PH$PM
$320M
82 positions
#19Robeco Schweiz AGActive
Some overlap · 3 shared positions
$PWR$ADI$ARM
$5.5B
135 positions
#20Rockingstone Advisors LLCPassive
Some overlap · 3 shared positions
$PWR$PM$ISRG
$249M
112 positions
#21DAGCO, INC.Active
Some overlap · 4 shared positions
$PH$ETN$ADI$UNP
$576M
118 positions
#22Candelo Capital Management LPPassive
Some overlap · 3 shared positions
$PH$PWR$ADI
$162M
34 positions
#23CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$PM$ETN$ADI$GRMN$UNP
$857M
179 positions
#24South Street Advisors LLCActive
Some overlap · 3 shared positions
$PWR$APH$ETN
$769M
84 positions
#25NZS Capital, LLCActive
Some overlap · 4 shared positions
$PWR$APH$ARM$ISRG
$3.9B
61 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.