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 TWIN CITY PRIVATE WEALTH

13F Portfolio OverlapQ2 2026TWIN CITY PRIVATE WEALTH portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

TWIN CITY PRIVATE WEALTH, LLC is an institutional investor managing $143M across 104 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 TWIN CITY PRIVATE WEALTH are ProVise Group, Tranquilli Financial Advisor, Keystone Financial Services, with shared positions in $PM, $WFC, $SCHW, $MDT, $BKNG, $OMC. The full ranking of 25 similar funds is below.

#1ProVise Management Group, LLCPassive

Substantial overlap · 15 shared positions

$PM $WFC $SCHW $MDT $BKNG $OMC

$1.5B

282 positions

#2Tranquilli Financial Advisor LLCPassive

Substantial overlap · 15 shared positions

$BKNG $SCHW $PM $BDX $WFC $ELV

$186M

135 positions

#3Keystone Financial ServicesActive

Notable overlap · 10 shared positions

$PM $BKNG $SCHW $WFC $BDX $MDT

$388M

131 positions

#4Voya Financial Advisors, Inc.Smart money

Notable overlap · 16 shared positions

$PM $SCHW $BKNG $ELV $WFC $IQV

$1.1B

208 positions

#5Oregon Pacific Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$BKNG $ELV $SCHW $PM $IQV $ICE

$107M

115 positions

#6FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 9 shared positions

$PM $BKNG $SCHW $WFC $MDT $BDX

$355M

257 positions

#7CRUX WEALTH ADVISORSPassive

Notable overlap · 11 shared positions

$SCHW $BKNG $PM $ELV $IQV $WFC

$289M

192 positions

#8Independence Wealth Advisors, LLCActive

Notable overlap · 11 shared positions

$BKNG $SCHW $PM $ELV $IQV $WFC

$199M

85 positions

#9SPWM Advisors LLCActive

Notable overlap · 11 shared positions

$SCHW $BKNG $PM $ELV $IQV $ICE

$108M

90 positions

#10Trajan Wealth LLCActive

Notable overlap · 7 shared positions

$BKNG $ENB $ELV $PM $IQV $SCHW

$2.6B

152 positions

#11CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 9 shared positions

$WFC $CCZ $PM $MDT $TFC $FIS

$1.5B

184 positions

#12HF Advisory Group, LLCPassive

Notable overlap · 8 shared positions

$WFC $BKNG $PM $SCHW $TFC $ELV

$323M

168 positions

#13DODGE & COXActive

Notable overlap · 7 shared positions

$BKNG $SCHW $CCZ $APD $WFC $GSK

$191.0B

222 positions

#14First Eagle Investment Management, LLCActive

Notable overlap · 6 shared positions

$ELV $BDX $MDT $PM $CCZ $BKNG

$59.9B

424 positions

#15SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$MDT $BDX $WFC $APD $TFC $AMGN

$606M

79 positions

#16EQUITY INVESTMENT CORPActive

Notable overlap · 7 shared positions

$WFC $MDT $GSK $SCHW $TFC $DOC

$5.2B

76 positions

#17SWP Investment Management LLCPassive

Notable overlap · 6 shared positions

$PM $BKNG $MDT $BDX $ENB $BLK

$145M

43 positions

#18DELTA ASSET MANAGEMENT LLC/TNActive

Notable overlap · 7 shared positions

$WFC $ENB $BDX $TFC $SYY $CCZ

$1.2B

599 positions

#19Monte Financial Group, LLCPassive

Notable overlap · 6 shared positions

$WFC $MDT $BDX $APD $TXN $ACN

$312M

102 positions

#20MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$WFC $PM $MDT $ETR $TXN $WEC

$233M

122 positions

#21DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$BDX $SCHW $MDT $ICE $AMGN $TXN

$235M

96 positions

#22Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$PM $MDT $TFC $CCZ $BDX $DOC

$10.2B

208 positions

#23HARRIS ASSOCIATES L PActive

Notable overlap · 6 shared positions

$ELV $SCHW $IQV $ICE $WFC $SYY

$75.4B

162 positions

#24Robinson Value Management, Ltd.Passive

Notable overlap · 6 shared positions

$WFC $MDT $OMC $CCZ $ACN $GPC

$187M

75 positions

#25SUMMITRY LLCPassive

Notable overlap · 7 shared positions

$WFC $SCHW $TXN $AMGN $ENB $APD

$3.0B

340 positions

Compare TWIN CITY PRIVATE WEALTH’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 TWIN CITY PRIVATE WEALTH’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.