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Hedge Funds Similar to Townsend & Associates

13F Portfolio OverlapQ2 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 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 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
$234M
81 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
$926M
149 positions
#4Lakewood Asset Management LLCPassive
Notable overlap · 7 shared positions
$MCK$FANG$BKNG$AZO$MHK$NVR
$182M
107 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
$902M
91 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
226 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
$1.3B
109 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
$471M
107 positions
#18McKinley Carter Wealth Services, Inc.Active
Notable overlap · 5 shared positions
$TJX$MCK$WM$GWW$LMT
$1.9B
322 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
$493M
103 positions
#21Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$TJX$WM$MCK$LMT$DUK
$358M
74 positions
#22Birch Hill Investment Advisors LLCActive
Some overlap · 4 shared positions
$TJX$EW$KR$GWW
$2.5B
211 positions
#23Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WM$TJX$MCK$LMT$DUK
$297M
103 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.