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 Townsend & Associates

13F Portfolio OverlapQ3 2026Townsend & Associates portfolio →

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Most similar hedge funds by 13F overlap

Townsend & Associates, Inc is an institutional investor managing $1.2B across 111 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 Townsend & Associates are Kessler Investment Group, DIAMOND HILL, BARLOW WEALTH PARTNERS, with shared positions in $BHP, $GNRC, $HCA, $UPS, $AIG, $FANG. The full ranking of 25 similar funds is below.

#1Kessler Investment Group, LLCPassive

Notable overlap · 4 shared positions

$BHP $GNRC $HCA $UPS

$207M

82 positions

#2DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$AIG $FANG $WM $DIS $NVR

$12.5B

186 positions

#3BARLOW WEALTH PARTNERS, INC.Active

Notable overlap · 4 shared positions

$GWW $TJX $MCK $WRB

$970M

152 positions

#4Lakewood Asset Management LLCPassive

Notable overlap · 7 shared positions

$MCK $FANG $BKNG $AZO $MHK $NVR

$194M

110 positions

#5Evelyn Partners Asset Management Ltd

Notable overlap · 6 shared positions

$DIS $CME $BKNG $AZO $IAU $DEO

$406M

308 positions

#6BCWM, LLCPassive

Notable overlap · 7 shared positions

$GNRC $UPS $DHI $IAU $LMT $DUK

$342M

57 positions

#7Kinsale Capital Group, Inc.Active

Notable overlap · 4 shared positions

$GWW $MCK $DIS $AZO

$754M

41 positions

#8Brentview Investment Management LLCActive

Notable overlap · 4 shared positions

$TJX $WM $CME $MCK

$253M

63 positions

#9Parkside Investments, LLCActive

Notable overlap · 5 shared positions

$GNRC $DIS $MHK $IAU $CME

$879M

95 positions

#10WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 7 shared positions

$TJX $CME $DHI $DIS $LMT $DUK

$1.3B

73 positions

#11ISTHMUS PARTNERS, LLCPassive

Notable overlap · 6 shared positions

$GWW $WRB $AZO $UPS $HCA $LMT

$1.0B

228 positions

#12Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$WM $CME $KR $SNA $LMT $BMY

$455M

57 positions

#13ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 6 shared positions

$TJX $BKNG $AZO $WM $CME $MCK

$1.2B

215 positions

#14True Vision MN LLC

Notable overlap · 4 shared positions

$GNRC $BHP $HCA $IAU

$194M

98 positions

#15Cornerstone Investment Partners, LLCActive

Notable overlap · 4 shared positions

$MCK $FANG $WRB $AZO

$3.0B

312 positions

#16Titan Investment Solutions LtdActive

Notable overlap · 5 shared positions

$WM $MCK $BKNG $EW $LMT

$894M

60 positions

#17Decker Wealth Management LLCActive

Notable overlap · 6 shared positions

$TJX $WM $HCA $LMT $DUK $TTE

$493M

122 positions

#18McKinley Carter Wealth Services, Inc.Active

Notable overlap · 5 shared positions

$TJX $MCK $WM $GWW $LMT

$2.0B

323 positions

#19McKinney Capital Management, LLCActive

Some overlap · 4 shared positions

$MYRG $SNA $UPS $BMY

$254M

87 positions

#20Fulcrum Capital LLCActive

Some overlap · 4 shared positions

$WM $EW $CME $DHI

$525M

101 positions

#21Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$TJX $WM $MCK $LMT $DUK

$360M

73 positions

#22Birch Hill Investment Advisors LLCPassive

Some overlap · 4 shared positions

$TJX $EW $KR $GWW

$2.4B

219 positions

#23Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WM $TJX $MCK $LMT $DUK

$292M

99 positions

#24ANTIPODES PARTNERS LtdActive

Some overlap · 5 shared positions

$HCA $TTE $BKNG $DIS $DUK

$5.5B

130 positions

#25Suncoast Equity ManagementActive

Some overlap · 3 shared positions

$GWW $MCK $TJX

$798M

63 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.