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Hedge Funds Similar to Towneley , / DE

13F Portfolio OverlapQ2 2026Towneley , / DE portfolio →
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Most similar hedge funds by 13F overlap

Towneley Capital Management, Inc / DE is an institutional investor managing $509M across 46 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 Towneley , / DE are Go Invest, Luminist, Upper Left Wealth, with shared positions in $SGOL, $STT, $IAU, $DOV, $PHYS, $GLTR. The full ranking of 25 similar funds is below.

#1Go Invest LLCSmart money
Highly similar · 3 shared positions
$SGOL$STT$IAU
$426M
129 positions
#2Luminist Capital LLCActive
Substantial overlap · 3 shared positions
$SGOL$DOV$STT
$89M
418 positions
#3Upper Left Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$IAU$SGOL$STT
$180M
73 positions
#4Cauble & Harre Wealth Management, Inc.Active
Substantial overlap · 3 shared positions
$IAU$SGOL$PHYS
$125M
72 positions
#5Madden Advisory Services, Inc.Active
Substantial overlap · 3 shared positions
$IAU$SGOL$STT
$279M
110 positions
#6Pacific Park Financial, Inc.Active
Substantial overlap · 3 shared positions
$IAU$DOV$SGOL
$172M
77 positions
#7New Harbor Financial Group, LLCActive
Notable overlap · 3 shared positions
$IAU$SGOL$PHYS
$633M
68 positions
#8Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$IAU$DOV$STT
$829M
163 positions
#9Proficio Capital Partners LLCPassive
Notable overlap · 3 shared positions
$IAU$DOV$SGOL
$2.8B
691 positions
#10Ameliora Wealth Management Ltd.Passive
Notable overlap · 3 shared positions
$SGOL$DOV$IAU
$337M
229 positions
#11Wealth Watch Advisors, INCActive
Notable overlap · 3 shared positions
$SGOL$IAU$STT
$309M
142 positions
#12Maltin Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$IAU$STT$DOV
$299M
146 positions
#13Aspect Partners, LLCActive
Notable overlap · 3 shared positions
$IAU$SGOL$STT
$268M
679 positions
#14FIFTH THIRD SECURITIES, INC.Active
Notable overlap · 4 shared positions
$IAU$DOV$STT$SGOL
$1.8B
360 positions
#15Discipline Wealth Solutions, LLCActive
Notable overlap · 4 shared positions
$IAU$GLTR$DOV$PHYS
$1.1B
197 positions
#16Allie Family Office LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$STT
$269M
107 positions
#17Evelyn Partners Asset Management Ltd
Notable overlap · 3 shared positions
$DOV$SGOL$IAU
$406M
308 positions
#18Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$IAU$STT
$166M
570 positions
#19REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$IAU$DOV$PHYS
$1.9B
103 positions
#20FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$IAU$SGOL$DOV
$882M
373 positions
#213EDGE Asset Management, LPActive
Some overlap · 4 shared positions
$DOV$STT$PHYS$IAU
$2.2B
94 positions
#22Walkner Condon Financial Advisors LLCPassive
Some overlap · 3 shared positions
$GLTR$IAU$STT
$871M
344 positions
#23TrustWell Financial Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$SGOL$PHYS
$118M
78 positions
#24PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 3 shared positions
$IAU$DOV$STT
$1.7B
240 positions
#25Centurion Wealth Management LLCPassive
Some overlap · 3 shared positions
$SGOL$IAU$GLTR
$418M
283 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.