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Hedge Funds Similar to Towerpoint Wealth

13F Portfolio OverlapQ2 2026Towerpoint Wealth portfolio →
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Most similar hedge funds by 13F overlap

Towerpoint Wealth, LLC is an institutional investor managing $289M across 115 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 Towerpoint Wealth are ATX Financial Planning, Kure Advisory, Private Harbour Investment & Counsel, with shared positions in $IAU, $ABT, $BX, $CMI, $WFC, $AFL. The full ranking of 25 similar funds is below.

#1ATX Financial Planning, LLCActive
Some overlap · 3 shared positions
$IAU$ABT$BX
$151M
83 positions
#2Kure Advisory, LLCActive
Some overlap · 3 shared positions
$IAU$CMI$WFC
$211M
62 positions
#3Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 3 shared positions
$IAU$ABT$AFL
$84M
36 positions
#4ASL Financial, LLCActive
Some overlap · 3 shared positions
$IAU$ABT$WFC
$142M
99 positions
#5LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 3 shared positions
$IAU$WFC$ABT
$426M
99 positions
#6Kelly Financial Services LLCActive
Some overlap · 3 shared positions
$IAU$T$SHW
$467M
141 positions
#7WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$IAU$WFC$HWM
$317M
129 positions
#8Ariston Services GroupActive
Some overlap · 3 shared positions
$IAU$BX$QCOM
$181M
70 positions
#9Bull Oak Capital, LLCSmart money
Some overlap · 3 shared positions
$IAU$WFC$QCOM
$300M
40 positions
#10Palisades Hudson Asset Management, L.P.Active
Some overlap · 3 shared positions
$IAU$CMI$ABT
$286M
108 positions
#11Biltmore Family Office, LLCActive
Some overlap · 3 shared positions
$IAU$ABT$AFL
$761M
333 positions
#12Global Wealth Strategies & AssociatesActive
Some overlap · 3 shared positions
$IAU$QCOM$SHW
$528M
97 positions
#13Sanchez Gaunt Capital Management, LLCPassive
Some overlap · 3 shared positions
$IAU$T$AFL
$179M
189 positions
#14Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$IAU$CMI$SHW
$129M
94 positions
#15JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$BX$QCOM
$593M
122 positions
#16Smith Thornton Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$T$WFC
$227M
140 positions
#17Frankly Finances, LLCActive
Some overlap · 3 shared positions
$IAU$T$QCOM
$127M
90 positions
#18Vision Capital Management, Inc.Active
Some overlap · 3 shared positions
$IAU$QCOM$SHW
$876M
156 positions
#19Synergy Investment Management, LLCPassive
Some overlap · 3 shared positions
$IAU$QCOM$HWM
$413M
1,086 positions
#20Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$BX$WFC
$412M
181 positions
#21North Forty Two & Co.Passive
Some overlap · 5 shared positions
$IAU$CMI$ABT$WFC$QCOM
$118M
104 positions
#22JNBA Financial AdvisorsActive
Some overlap · 4 shared positions
$IAU$QCOM$AFL$ABT
$1.3B
830 positions
#23C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdActive
Some overlap · 3 shared positions
$IAU$ABT$SHW
$2.0B
424 positions
#24BCU Wealth Advisors, LLCSmart money
Some overlap · 3 shared positions
$IAU$ABT$BX
$301M
63 positions
#25Wallington Asset Management, LLCActive
Some overlap · 3 shared positions
$IAU$CMI$AFL
$814M
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.