13F Pro

Hedge Funds Similar to TOWNSQUARE

13F Portfolio OverlapQ2 2026TOWNSQUARE portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

TOWNSQUARE CAPITAL LLC is an institutional investor managing $544M across 285 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 TOWNSQUARE are PCB, InvesTrust, Beacon Harbor Wealth Advisors, with shared positions in $SHEL, $FLEX, $PM, $VZ, $USB, $UPS. The full ranking of 25 similar funds is below.

#1PCB Capital LLCPassive
Notable overlap · 14 shared positions
$SHEL$FLEX$PM$VZ$USB$UPS
$82M
114 positions
#2InvesTrustPassive
Notable overlap · 7 shared positions
$SHEL$PM$VZ$USB$PEP$WFC
$260M
95 positions
#3Beacon Harbor Wealth Advisors, Inc.Passive
Notable overlap · 7 shared positions
$FLEX$PM$VZ$PEP$APH$PFE
$513M
70 positions
#4P.A.W. CAPITAL CORPPassive
Some overlap · 6 shared positions
$SHEL$PM$VZ$UPS$PEP$PFE
$133M
66 positions
#5HF Advisory Group, LLCPassive
Some overlap · 6 shared positions
$SHEL$PM$VZ$PEP$WFC$T
$323M
168 positions
#6EQUITY INVESTMENT CORPActive
Some overlap · 6 shared positions
$SHEL$VZ$USB$UPS$WFC$T
$5.2B
76 positions
#7Paradigm Capital Management, LLC/NVActive
Some overlap · 7 shared positions
$PM$VZ$USB$WFC$T$PFE
$116M
65 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PM$VZ$UPS$PEP$WFC$T
$233M
122 positions
#9CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 6 shared positions
$PM$USB$UPS$MDLZ$WFC$PFE
$1.5B
184 positions
#10Raleigh Capital Management Inc.Passive
Some overlap · 6 shared positions
$PM$VZ$USB$PEP$PFE$APH
$313M
610 positions
#11Keystone Financial Planning, Inc.Smart money
Some overlap · 6 shared positions
$PM$VZ$USB$UPS$PFE$T
$388M
39 positions
#12EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$USB$PEP$MDLZ$WFC$PFE$T
$1.3B
58 positions
#13Wolff Financial Management LLCActive
Some overlap · 6 shared positions
$VZ$PM$UPS$USB$PEP$PFE
$501M
106 positions
#14Stockman Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$VZ$USB$UPS$PEP$PFE$APH
$968M
178 positions
#15Lloyd Advisory Services, LLC.Passive
Some overlap · 6 shared positions
$VZ$USB$PFE$T$MDLZ$PM
$258M
628 positions
#16DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$SHEL$USB$PEP$WFC$PFE
$530M
92 positions
#17Allied Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$SHEL$USB$PEP$WFC$PFE
$797M
110 positions
#18Severin Investments, LLCPassive
Some overlap · 6 shared positions
$VZ$USB$WFC$STRL$PM$MDLZ
$133M
174 positions
#19Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$VZ$USB$UPS$PEP$MDLZ
$159M
62 positions
#20ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 5 shared positions
$PM$VZ$USB$PEP$PFE
$156M
64 positions
#21NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$SHEL$VZ$USB$WFC$T
$863M
131 positions
#22LOGAN CAPITAL MANAGEMENT INCPassive
Some overlap · 6 shared positions
$FLEX$APH$STRL$APP$SHW$SHEL
$2.7B
443 positions
#23DCM Advisors, LLCActive
Some overlap · 6 shared positions
$PM$WFC$PFE$T$VZ$PEP
$253M
38 positions
#24CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$VZ$USB$PEP$MDLZ$PFE
$1.6B
85 positions
#25VILLERE ST DENIS J & CO LLCPassive
Some overlap · 5 shared positions
$VZ$UPS$PEP$MDLZ$PFE
$838M
85 positions

Compare TOWNSQUARE’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View TOWNSQUARE’s holdings

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.