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 World Investment Advisors

13F Portfolio OverlapQ1 2026World Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

World Investment Advisors is an institutional investor managing $6.2B across 1,572 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 Investment Advisors are Geneos Wealth, White Lighthouse Investment, Windward Private Wealth, with shared positions in $SNOW, $DHR, $WT, $PSLV, $CRM, $SCHW. The full ranking of 25 similar funds is below.

#1Geneos Wealth Management Inc.Passive

Some overlap · 6 shared positions

$SNOW $DHR $WT $PSLV $CRM $SCHW

$4.3B

2,465 positions

#2White Lighthouse Investment Management Inc.Active

Some overlap · 7 shared positions

$DHR $SNOW $UNIT $MAR $SCHW $COP

$721M

145 positions

#3Windward Private Wealth Management Inc.Smart money

Some overlap · 5 shared positions

$SNOW $DHR $UNIT $COP $WT

$289M

44 positions

#4Life Planning Partners, IncActive

Some overlap · 5 shared positions

$SNOW $DHR $UNIT $COP $SCHW

$131M

68 positions

#5LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$SNOW $DHR $WT $SCHW $MAR

$1.0B

232 positions

#6Hershey Financial Advisers, LLCPassive

Some overlap · 6 shared positions

$SNOW $AMAT $MAR $SCHW $COP $WT

$116M

80 positions

#7LifePlan Financial, LLCPassive

Some overlap · 6 shared positions

$DHR $SNOW $AMAT $CRM $COP $VZ

$135M

83 positions

#8Discipline Wealth Solutions, LLCActive

Some overlap · 6 shared positions

$SNOW $UNIT $SCHW $COP $WT $PSLV

$950M

192 positions

#9FIFTH THIRD SECURITIES, INC.Passive

Some overlap · 6 shared positions

$SNOW $UNIT $MAR $COP $DHR $WT

$1.5B

341 positions

#10Integrity Advisory Solutions, LLCActive

Some overlap · 5 shared positions

$SNOW $AMAT $CRM $COP $WT

$757M

293 positions

#11GREENUP STREET WEALTH MANAGEMENT LLCActive

Some overlap · 5 shared positions

$SNOW $UNIT $CRM $SCHW $COP

$710M

127 positions

#12Harrington Investments, INCPassive

Some overlap · 4 shared positions

$SNOW $CHD $SCHW $VZ

$190M

84 positions

#13Asset Management Group, Inc.Passive

Some overlap · 5 shared positions

$SNOW $UNIT $MAR $SCHW $COP

$619M

138 positions

#14Patriot Financial Group Insurance Agency, LLCPassive

Some overlap · 6 shared positions

$SNOW $DHR $SCHW $COP $VZ $PM

$1.8B

701 positions

#15Nabity-Jensen Investment Management IncActive

Some overlap · 5 shared positions

$SNOW $UNIT $SCHW $COP $CRM

$144M

70 positions

#16PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$SNOW $DHR $UNIT $SCHW $COP

$1.4B

283 positions

#17Sterling Financial Planning, Inc.Active

Some overlap · 5 shared positions

$SNOW $UNIT $SCHW $COP $WT

$337M

117 positions

#18Efficient Advisors, LLCActive

Some overlap · 5 shared positions

$SNOW $UNIT $SCHW $COP $WT

$1.4B

58 positions

#19CHRISTINE MESSMER PCActive

Some overlap · 5 shared positions

$SNOW $UNIT $MAR $COP $VZ

$156M

80 positions

#20WealthCollab, LLCPassive

Some overlap · 5 shared positions

$SNOW $DHR $SCHW $COP $CRM

$243M

977 positions

#21Black Diamond Financial, LLCActive

Some overlap · 5 shared positions

$SNOW $UNIT $SCHW $COP $MAR

$916M

185 positions

#22Leo H. Evart, Inc.Passive

Some overlap · 4 shared positions

$SNOW $DHR $UNIT $MAR

$117M

298 positions

#23Pacific Park Financial, Inc.Active

Some overlap · 5 shared positions

$SNOW $DHR $COP $UNIT $MAR

$153M

73 positions

#24ISLAY CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$SNOW $PSLV $SCHW $COP $WT

$197M

204 positions

#25Generali Powszechne Towarzystwo EmerytalneActive

Some overlap · 4 shared positions

$SNOW $DHR $CRM $COP

$566M

28 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.