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Hedge Funds Similar to TOWNSEND ASSET /NC

13F Portfolio OverlapQ2 2026TOWNSEND ASSET /NC portfolio →
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Most similar hedge funds by 13F overlap

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV is an institutional investor managing $312M across 195 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 ASSET /NC are Investment Services of America, RED CEDAR INVESTMENT, First Fiduciary Investment Counsel, with shared positions in $WAB, $QCOM, $DHR, $ECL, $ADP, $PH. The full ranking of 25 similar funds is below.

#1Capital Investment Services of America, Inc.Active
Notable overlap · 5 shared positions
$WAB$QCOM$DHR$ECL$ADP
$1.0B
83 positions
#2RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$PH$SLB$QCOM$MAR$GLW$MCD
$1.1B
90 positions
#3First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$MAR$DHR$SLB$AMGN$MCD
$529M
75 positions
#4Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$PH$QCOM$GLW$ZTS
$1.1B
34 positions
#5WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$WAB$PH$GLW$MAR
$97M
110 positions
#6Mathes Company, Inc.Passive
Some overlap · 4 shared positions
$PH$WAB$DHR$AMGN
$322M
129 positions
#7Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$PH$QCOM$ECL$AMGN
$47.7B
212 positions
#8SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 6 shared positions
$QCOM$WAB$DHR$SLB$AFL$ADP
$169M
104 positions
#9VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$QCOM$DUK$AFL$AMGN$MCD
$201M
57 positions
#10Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$WAB$MAR$AMGN$MCD
$754M
41 positions
#11Mendel Capital Management LLCActive
Some overlap · 5 shared positions
$PH$QCOM$AFL$AMGN$ADP
$222M
99 positions
#12First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$PH$QCOM$AMGN$MCD$ADP
$1.4B
73 positions
#13Pegasus Asset Management, Inc.Passive
Some overlap · 3 shared positions
$PH$DUK$MAR
$351M
75 positions
#14Boit C F DavidPassive
Some overlap · 7 shared positions
$QCOM$PH$GLW$DHR$AMGN$MCD
$238M
85 positions
#15LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 4 shared positions
$DHR$PH$QCOM$ADP
$10.3B
565 positions
#16ST GERMAIN D J CO INCPassive
Some overlap · 5 shared positions
$SLB$DHR$QCOM$GLW$AMGN
$2.8B
914 positions
#17DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$DHR$QCOM$AMGN$MCD
$235M
96 positions
#18VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 3 shared positions
$QCOM$DHR$SLB
$473M
120 positions
#19Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$PH$DHR$MCD$ADP
$113M
58 positions
#20SECURITY NATIONAL BANK OF SO DAK
Some overlap · 5 shared positions
$QCOM$WAB$DHR$AFL$ADP
$207M
119 positions
#21Adalta Capital Management LLCPassive
Some overlap · 4 shared positions
$QCOM$DUK$SLB$DHR
$228M
103 positions
#22Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$PH$DUK$DHR$AMGN
$856M
89 positions
#23Columbus Macro, LLCPassive
Some overlap · 5 shared positions
$QCOM$PH$AFL$AMGN$ADP
$1.0B
207 positions
#24LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$DUK$SLB$DHR
$143M
89 positions
#25GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$SLB$DUK$GLW$AMGN
$1.2B
383 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.