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 Towercrest

13F Portfolio OverlapQ2 2026Towercrest portfolio →

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Most similar hedge funds by 13F overlap

Towercrest Capital Management is an institutional investor managing $717M across 110 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 Towercrest are Alliance Wealth Group, ETF Store, Prestige Wealth Group, with shared positions in $CL, $COKE, $T, $LIN, $SNDK, $TT. The full ranking of 25 similar funds is below.

#1Alliance Wealth Management GroupActive

Notable overlap · 10 shared positions

$CL $COKE $T $LIN $SNDK $TT

$514M

103 positions

#2ETF Store, Inc.Passive

Some overlap · 4 shared positions

$CL $SBUX $SNDK $NEE

$120M

114 positions

#3Prestige Wealth Management Group LLCPassive

Some overlap · 3 shared positions

$CL $LIN $NEE

$551M

1,102 positions

#4Robinhood Asset Management, LLCActive

Some overlap · 4 shared positions

$CL $SBUX $LIN $NEE

$1.9B

83 positions

#5AVITY INVESTMENT MANAGEMENT INC.Active

Some overlap · 3 shared positions

$CL $C $NEE

$1.6B

118 positions

#6Partnership Wealth Management, LLCActive

Some overlap · 4 shared positions

$CL $TT $NEE $T

$148M

67 positions

#7R.H. Dinel Investment Counsel, Inc.Active

Some overlap · 3 shared positions

$CL $SBUX $T

$130M

40 positions

#8OneAscent Wealth Management LLCActive

Some overlap · 4 shared positions

$COKE $T $TT $WDC

$336M

169 positions

#9NI ACQUISITIONS COMPANY, LLCActive

Some overlap · 5 shared positions

$T $SNDK $LIN $WDC $COKE

$234M

112 positions

#10Nicholson Wealth Management Group, LLCPassive

Some overlap · 4 shared positions

$CL $LIN $TT $NEE

$170M

111 positions

#11Donalies Financial Planning, LLCActive

Some overlap · 4 shared positions

$SBUX $T $NEE $DOV

$136M

78 positions

#12Slocum, Gordon & Co LLPPassive

Slight overlap · 4 shared positions

$SBUX $T $NEE $SNDK

$151M

70 positions

#13Camarda Financial Advisors, LLCPassive

Slight overlap · 4 shared positions

$SBUX $SNDK $TT $WDC

$331M

122 positions

#14INSPIRE TRUST CO, N.A.Passive

Slight overlap · 4 shared positions

$SBUX $LIN $C $NEE

$727M

111 positions

#15SCOPUS ASSET MANAGEMENT, L.P.Passive

Slight overlap · 3 shared positions

$CL $LIN $DOV

$7.1B

265 positions

#16Navigoe, LLCPassive

Slight overlap · 4 shared positions

$CL $SBUX $T $LIN

$191M

1,224 positions

#17Unify Financial AdvisorsPassive

Slight overlap · 4 shared positions

$SBUX $TT $NEE $DOV

$108M

90 positions

#18BOSTON RESEARCH & MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$CL $LIN $NEE

$453M

121 positions

#19Bridgefront Capital, LLCPassive

Slight overlap · 3 shared positions

$CL $TT $C

$380M

486 positions

#20United Asset Strategies, Inc.Passive

Slight overlap · 3 shared positions

$CL $SBUX $C

$1.4B

259 positions

#21Northwest & Ethical Investments L.P.Passive

Slight overlap · 4 shared positions

$CL $LIN $TT $NEE

$4.3B

522 positions

#22Consilium Wealth Advisory, LLCActive

Slight overlap · 4 shared positions

$LIN $SNDK $TT $C

$337M

101 positions

#23Wealth Science Advisors LLCActive

Slight overlap · 3 shared positions

$SBUX $T $LIN

$225M

97 positions

#24STEVENS CAPITAL MANAGEMENT LPPassive

Slight overlap · 4 shared positions

$T $SNDK $WDC $NEE

$417M

213 positions

#25Roehl & Yi Investment Advisors, LLCPassive

Slight overlap · 4 shared positions

$SBUX $SNDK $WDC $DOV

$304M

194 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.