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Hedge Funds Similar to High Net Worth Advisory Group

13F Portfolio OverlapQ2 2026High Net Worth Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

High Net Worth Advisory Group LLC is an institutional investor managing $471M across 250 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 High Net Worth Advisory Group are First Long Island Investors, LETSON INVESTMENT, Beacon Harbor Wealth Advisors, with shared positions in $PH, $AMGN, $ABT, $PEP, $PM, $TT. The full ranking of 25 similar funds is below.

#1First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$PH$AMGN$ABT$PEP$PM
$1.4B
73 positions
#2LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$AMGN$PEP$ABT$PM$TT
$273M
104 positions
#3Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$AMGN$PEP$ABT$PM
$513M
70 positions
#4HENDLEY & CO INCActive
Some overlap · 4 shared positions
$PH$PEP$ABT$PM
$283M
47 positions
#5TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$AMGN$ABT$PEP$PM$GLW
$1.3B
226 positions
#6Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$AMGN$ABT$PEP$GLW
$1.1B
120 positions
#7ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$AMGN$PEP$ABT
$878M
73 positions
#8DLK Investment Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$PEP$ABT
$235M
96 positions
#9Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$PH$PEP$ABT$TT
$113M
58 positions
#10P.A.W. CAPITAL CORPPassive
Some overlap · 4 shared positions
$AMGN$ABT$PEP$PM
$133M
66 positions
#11OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$AMGN$PEP$SO$PM
$329M
323 positions
#12Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$PH$ABT$AMGN$PM
$856M
89 positions
#13Palisade Asset Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$ABT$PEP
$1.1B
204 positions
#14ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 5 shared positions
$AMGN$PEP$ABT$SO$TT
$460M
220 positions
#15Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$PEP$PH$AMGN$SO$TT
$170M
111 positions
#16Carnegie Lake Advisors LLCPassive
Some overlap · 3 shared positions
$AMGN$PH$PEP
$268M
168 positions
#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$AMGN$PEP$SO$ABT
$201M
57 positions
#18Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$AMGN$PEP$ABT
$112M
85 positions
#19WOLFF WIESE MAGANA LLCPassive
Some overlap · 4 shared positions
$AMGN$PEP$ABT$GLW
$217M
1,027 positions
#20PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$AMGN$PEP$ABT$SO
$1.2B
103 positions
#21Tudor Financial Inc.Passive
Some overlap · 3 shared positions
$AMGN$ABT$PEP
$222M
152 positions
#22UNITED BANKActive
Some overlap · 4 shared positions
$AMGN$ABT$PEP$GLW
$853M
130 positions
#23KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PH$ABT$PEP$SO
$1.5B
228 positions
#24Boit C F DavidPassive
Some overlap · 5 shared positions
$PEP$PH$ABT$GLW$AMGN
$238M
85 positions
#25Marble Harbor Investment Counsel, LLCActive
Some overlap · 3 shared positions
$PH$ABT$PEP
$984M
200 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.