13F Pro

Hedge Funds Similar to World Investors

13F Portfolio OverlapQ1 2026World Investors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Capital World Investors is an institutional investor managing $732.9B across 620 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to World Investors are International Sarl, Group Investment Pte. Ltd., INTERNATIONAL LTD /CA/, with shared positions in $PM, $VRTX, $MU, $SBUX, $BAC, $DE. The full ranking of 25 similar funds is below.

#1Capital International SarlActive
Notable overlap · 14 shared positions
$PM$VRTX$MU$SBUX$BAC$DE
$6.1B
287 positions
#2Capital Group Investment Management Pte. Ltd.Passive
Notable overlap · 13 shared positions
$VRTX$SBUX$MU$BAC$DE$KLAC
$585M
140 positions
#3CAPITAL INTERNATIONAL LTD /CA/Active
Notable overlap · 12 shared positions
$VRTX$SBUX$BAC$MU$DE$KLAC
$2.7B
146 positions
#4Capital International, Inc./CA/Active
Notable overlap · 11 shared positions
$PM$AMGN$BAC$KLAC$UNH$AZN
$13.0B
303 positions
#5Cravens & Co Advisors, LLCActive
Notable overlap · 9 shared positions
$PM$VRTX$SBUX$BA$EOG$UNH
$154M
64 positions
#6Capital Research Global InvestorsActive
Notable overlap · 10 shared positions
$PM$VRTX$SBUX$CNQ$RCL$UNH
$644.6B
459 positions
#7EDGAR LOMAX CO/VAActive
Notable overlap · 9 shared positions
$SBUX$AMGN$UNH$BAC$UNP$SO
$1.4B
56 positions
#8Orca Wealth Management, LLCActive
Some overlap · 5 shared positions
$PM$MU$EOG$BAC$AZN
$141M
67 positions
#9Capital International InvestorsActive
Some overlap · 7 shared positions
$PM$KLAC$AZN$RCL$TDG$MU
$426.5B
438 positions
#10CFC Planning Co LLCPassive
Some overlap · 5 shared positions
$PM$UNH$EOG$MU$AMGN
$140M
72 positions
#11R.H. Investment Group, LLCPassive
Some overlap · 5 shared positions
$PM$AMGN$UNH$UNP$SO
$130M
45 positions
#12Mill Capital Management, LLCActive
Some overlap · 7 shared positions
$MU$UNH$PM$UNP$TDG$ASML
$1.3B
130 positions
#13AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PM$UNH$BAC$CVS$C
$696M
176 positions
#14Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$PM$SBUX$AMGN$UNP
$821M
85 positions
#15SIG BROKERAGE, LPPassive
Some overlap · 5 shared positions
$MU$VRTX$UNH$BAC$GILD
$3.8B
769 positions
#16TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$PM$SBUX$AMGN$CCZ
$132M
96 positions
#17Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$MU$AMGN$BAC$DE$UNP
$752M
61 positions
#18Inlet Private Wealth, LLCPassive
Some overlap · 7 shared positions
$AMGN$BAC$UNP$CVS$WPM$DHI
$392M
128 positions
#19guardian investment managementActive
Some overlap · 7 shared positions
$AMGN$BA$BAC$DE$MU$C
$127M
60 positions
#20KKM Financial LLCPassive
Some overlap · 6 shared positions
$MU$BA$KLAC$CVS$CCZ$ASML
$563M
168 positions
#21Huber Capital Management LLCPassive
Some overlap · 5 shared positions
$PM$BAC$UNH$NOC$C
$647M
99 positions
#22Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$MU$SBUX$BA$UNH$C
$151M
135 positions
#23Papamarkou Wellner Asset Management inc.Passive
Some overlap · 5 shared positions
$PM$DE$UNP$GILD$ASML
$164M
86 positions
#24Brandywine Global Investment Management, LLC
Some overlap · 8 shared positions
$BAC$AMGN$CVS$CCZ$GILD$C
$14.9B
601 positions
#25PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$PM$MU$SO$BA
$143M
96 positions

Compare World Investors’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 World Investors’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.