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Hedge Funds Similar to Worth Asset ,

13F Portfolio OverlapQ1 2026Worth Asset , portfolio →
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Most similar hedge funds by 13F overlap

Worth Asset Management, LLC is an institutional investor managing $313M across 212 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 Worth Asset , are Williams & Novak,, Chung Wu Investment Group,, J HAGAN ,, with shared positions in $CRM, $LRCX, $TXN, $MU, $MS, $WT. The full ranking of 25 similar funds is below.

#1Williams & Novak, LLCActive
Notable overlap · 8 shared positions
$CRM$LRCX$TXN$MU$MS$WT
$134M
143 positions
#2Chung Wu Investment Group, LLCPassive
Notable overlap · 4 shared positions
$DIA$GEV$MU$MS
$116M
259 positions
#3J HAGAN CAPITAL, INC.Active
Notable overlap · 3 shared positions
$DIA$CRM$SLV
$185M
83 positions
#4WASHBURN CAPITAL MANAGEMENT, INC.Smart money
Notable overlap · 4 shared positions
$DIA$GEV$MS$SLV
$172M
56 positions
#5FOCUS Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$DIA$CRM$GEV
$205M
59 positions
#6Johnson Bixby & Associates, LLCActive
Notable overlap · 3 shared positions
$DIA$CRM$KLAC
$806M
127 positions
#7Alexis Investment Partners, LLCActive
Notable overlap · 3 shared positions
$DIA$AMAT$NTRB
$145M
35 positions
#8Capital Management Associates, IncActive
Notable overlap · 3 shared positions
$DIA$SGOL$CRM
$442M
151 positions
#9Latko Wealth Management, Ltd.Smart money
Notable overlap · 4 shared positions
$DIA$WT$CRM$TXN
$205M
36 positions
#10TCP Asset Management, LLCActive
Notable overlap · 3 shared positions
$DIA$WT$OKTA
$778M
133 positions
#11StoryOne LLCActive
Some overlap · 4 shared positions
$DIA$GEV$MU$LRCX
$177M
73 positions
#12Clarity Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$DIA$CRM$AMAT
$486M
108 positions
#13GDS Wealth ManagementActive
Some overlap · 6 shared positions
$CRM$GEV$LRCX$MU$ADI$USB
$1.7B
200 positions
#14Merited Wealth, LLCPassive
Some overlap · 5 shared positions
$CRM$NTRB$MU$MS$VLTO
$121M
79 positions
#15Seek First Inc.Active
Some overlap · 4 shared positions
$VLTO$LRCX$AMAT$WT
$142M
58 positions
#16Western Financial Corp/CAActive
Some overlap · 7 shared positions
$LRCX$AMAT$LMT$MU$GEV$ADI
$255M
127 positions
#17Rafferty Asset Management, LLCActive
Some overlap · 7 shared positions
$LRCX$TXN$MU$AMAT$ADI$KLAC
$24.6B
1,057 positions
#18MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 5 shared positions
$DIA$MU$LMT$CRM$USB
$2.7B
153 positions
#19Optiver Holding B.V.Active
Some overlap · 6 shared positions
$DIA$MU$AMAT$CRM$MS$SLV
$289.5B
2,301 positions
#20Guinness Atkinson Asset Management IncActive
Some overlap · 5 shared positions
$CRM$LRCX$AMAT$KLAC$TXN
$200M
123 positions
#21LifePlan Financial, LLCActive
Some overlap · 5 shared positions
$VLTO$CRM$AMAT$NTRB$USB
$135M
83 positions
#22Karani Asset Management LLCPassive
Some overlap · 7 shared positions
$LRCX$TXN$AMAT$ADI$CRM$KLAC
$122M
54 positions
#23Shulman DeMeo Asset Management LLCSmart money
Some overlap · 3 shared positions
$DIA$MS$LMT
$471M
140 positions
#24Shoker Investment Counsel, Inc.Active
Some overlap · 7 shared positions
$LRCX$AMAT$TXN$ADI$LMT$KLAC
$337M
109 positions
#25Fingerlakes Wealth Management, Inc.Active
Some overlap · 5 shared positions
$DIA$AMAT$NTRB$MS$LMT
$151M
97 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.