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Hedge Funds Similar to Net Worth Advisory Group

13F Portfolio OverlapQ1 2026Net Worth Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Net Worth Advisory Group is an institutional investor managing $397M across 411 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 Net Worth Advisory Group are SBE DBA CEDAR COVE WEALTH PARTNERS, Point Nemo ,, BRIDGE GENERATIONS WEALTH, with shared positions in $USB, $NOW, $AMAT, $AMH, $ASML, $SE. The full ranking of 25 similar funds is below.

#1SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Some overlap · 3 shared positions
$USB$NOW$AMAT
$191M
88 positions
#2Point Nemo Capital, LLCPassive
Some overlap · 3 shared positions
$USB$AMH$ASML
$152M
80 positions
#3BRIDGE GENERATIONS WEALTH MANAGEMENT LLCActive
Some overlap · 3 shared positions
$USB$NOW$SE
$174M
32 positions
#4Williams & Novak, LLCPassive
Some overlap · 4 shared positions
$USB$NOW$SE$LRCX
$134M
143 positions
#5Miller Capital Partners, Inc.Passive
Some overlap · 5 shared positions
$USB$MPC$AXP$ASML$LRCX
$208M
262 positions
#6DAVIS SELECTED ADVISERSActive
Some overlap · 4 shared positions
$USB$AMAT$SE$AXP
$21.8B
112 positions
#7rebel Financial LLCPassive
Some overlap · 4 shared positions
$NOW$AMH$USB$SE
$231M
65 positions
#8Silver Coast Investments LLCActive
Some overlap · 5 shared positions
$USB$AMAT$LRCX$ASML$LOW
$313M
119 positions
#9Braun-Bostich & Associates Inc.Passive
Some overlap · 4 shared positions
$USB$AMAT$SE$LRCX
$160M
126 positions
#10LFA - Lugano Financial Advisors SAActive
Some overlap · 3 shared positions
$NOW$USB$DIA
$197M
223 positions
#11Veridan Wealth LLCActive
Some overlap · 3 shared positions
$USB$NOW$AMAT
$270M
80 positions
#12Financial Freedom, LLCPassive
Some overlap · 3 shared positions
$USB$NOW$LOW
$201M
426 positions
#13Sincerus Advisory, LLCActive
Some overlap · 3 shared positions
$NOW$USB$SE
$132M
76 positions
#14Kentucky Trust CoPassive
Some overlap · 3 shared positions
$USB$AMAT$LOW
$191M
311 positions
#15LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$USB$AMAT$LOW
$273M
52 positions
#16Lebenthal Global Advisors, LLCPassive
Some overlap · 3 shared positions
$USB$AMAT$AXP
$688M
192 positions
#17Northwest Bancshares, Inc.Active
Some overlap · 3 shared positions
$USB$AMAT$LRCX
$502M
168 positions
#18KEYSTONE INVESTORS PTE LTD
Some overlap · 3 shared positions
$USB$SE$LITE
$1.1B
77 positions
#19Farrell Financial LLCPassive
Some overlap · 3 shared positions
$USB$NOW$LITE
$167M
76 positions
#20TAGStone Capital, Inc.Passive
Some overlap · 3 shared positions
$USB$SE$AXP
$283M
137 positions
#21W.H. Cornerstone Investments Inc.Passive
Some overlap · 3 shared positions
$USB$DIA$LOW
$160M
129 positions
#2221 West Wealth Management LLCPassive
Some overlap · 3 shared positions
$USB$SE$AMAT
$108M
63 positions
#231 NORTH WEALTH SERVICES LLCPassive
Some overlap · 3 shared positions
$USB$DIA$TRV
$277M
270 positions
#24Legacy Edge Advisors, LLCActive
Some overlap · 4 shared positions
$USB$NOW$AXP$LRCX
$951M
223 positions
#25FINANCIAL MANAGEMENT NETWORK INCPassive
Some overlap · 3 shared positions
$USB$SE$AXP
$653M
191 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.