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Hedge Funds Similar to Worth Financial Advisory Group,

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

Worth Financial Advisory Group, LLC is an institutional investor managing $229M across 50 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 Financial Advisory Group, are ARBOR /ADV, Clark & Stuart,, Kidder Stephen W, with shared positions in $MMM, $ABT, $AXP, $APD, $AMD, $MO. The full ranking of 25 similar funds is below.

#1ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$MMM$ABT$AXP
$123M
101 positions
#2Clark & Stuart, IncActive
Some overlap · 3 shared positions
$MMM$ABT$APD
$148M
49 positions
#3Kidder Stephen WPassive
Some overlap · 3 shared positions
$ABT$AMD$AXP
$340M
76 positions
#4Hemenway Trust Co LLCActive
Some overlap · 3 shared positions
$ABT$AMD$AXP
$1.2B
135 positions
#5Elefante Mark BPassive
Some overlap · 3 shared positions
$ABT$AMD$AXP
$182M
58 positions
#6SOMERVILLE KURT FPassive
Some overlap · 3 shared positions
$ABT$AMD$AXP
$379M
91 positions
#7Notis-McConarty EdwardActive
Some overlap · 3 shared positions
$ABT$AMD$AXP
$219M
68 positions
#8Delaney Dennis RPassive
Some overlap · 3 shared positions
$ABT$AMD$AXP
$282M
60 positions
#9PUZO MICHAEL JPassive
Some overlap · 3 shared positions
$ABT$AMD$AXP
$343M
67 positions
#10Dempze Nancy EPassive
Some overlap · 3 shared positions
$ABT$AMD$AXP
$182M
92 positions
#11Broderick Brian CActive
Some overlap · 3 shared positions
$ABT$AMD$AXP
$542M
95 positions
#12Coppell Advisory Solutions LLCActive
Some overlap · 4 shared positions
$ABT$AMD$AXP$MO
$170M
39 positions
#13CALIFORNIA FIRST LEASING CORPActive
Some overlap · 3 shared positions
$ABNB$AMD$BABA
$312M
39 positions
#14Baker Chad RActive
Some overlap · 3 shared positions
$ABT$AMD$ARM
$530M
56 positions
#15HALL LAURIE J TRUSTEEPassive
Some overlap · 3 shared positions
$ABT$AMD$MMM
$283M
104 positions
#16Wellington Shields Capital Management, LLCPassive
Some overlap · 3 shared positions
$AMD$BE$AXP
$666M
325 positions
#17Leonteq Securities AGPassive
Some overlap · 3 shared positions
$AMD$BABA$BE
$2.7B
1,279 positions
#18CINCINNATI INSURANCE COActive
Some overlap · 3 shared positions
$ABT$MMM$APD
$6.6B
63 positions
#19Hidden Lake Asset Management LPActive
Some overlap · 3 shared positions
$AMD$BE$ARM
$331M
28 positions
#20Nishkama Capital, LLCActive
Some overlap · 3 shared positions
$AMD$BE$ARM
$1.6B
52 positions
#21SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 3 shared positions
$AMD$ABT$AXP
$1.3B
158 positions
#22CAMBIENT FAMILY OFFICE, LLCPassive
Some overlap · 3 shared positions
$ABNB$ABT$APD
$716M
261 positions
#23Riggs Asset Managment Co. Inc.Passive
Some overlap · 3 shared positions
$AMD$BE$AXP
$486M
127 positions
#24Turn8 Private Wealth Inc.Passive
Some overlap · 3 shared positions
$AMD$BABA$ABT
$160M
51 positions
#25SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$MMM$APD$TFC
$728M
79 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.