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Hedge Funds Similar to Networth Advisors

13F Portfolio OverlapQ2 2026Networth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Networth Advisors, LLC is an institutional investor managing $172M across 383 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 Networth Advisors are RPg Family Wealth Advisory, Delta Accumulation, MATRIX ASSET ADVISORS, with shared positions in $ATI, $BNY, $PLTR, $HWM, $MS, $PEP. The full ranking of 25 similar funds is below.

#1RPg Family Wealth Advisory, LLCPassive
Notable overlap · 4 shared positions
$ATI$BNY$PLTR$HWM
$612M
141 positions
#2Delta Accumulation, LLCActive
Notable overlap · 5 shared positions
$BNY$MS$PEP$FE$PNC
$2.5B
156 positions
#3MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 6 shared positions
$PNC$MS$BNY$TMO$PEP$LOW
$1.2B
106 positions
#4Matthew Goff Investment Advisor, LLCPassive
Notable overlap · 4 shared positions
$BNY$DIS$PEP$MS
$593M
91 positions
#5Center for Wealth Management AdvisoryActive
Notable overlap · 5 shared positions
$BNY$PNC$MS$PEP$VZ
$159M
62 positions
#6Walsky Investment Management, Inc.Passive
Notable overlap · 5 shared positions
$BNY$PNC$SHW$PEP$LOW
$108M
52 positions
#7William B. Walkup & Associates, Inc.Passive
Notable overlap · 7 shared positions
$ALL$MS$COF$BNY$HWM$VZ
$208M
258 positions
#8Insight Inv LLCPassive
Some overlap · 6 shared positions
$MS$ALL$PNC$PEP$EOG$LOW
$212M
109 positions
#9Live Oak Investment PartnersPassive
Some overlap · 4 shared positions
$BNY$ALL$HWM$DIS
$186M
93 positions
#10CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$PLTR$MS$PEP$VZ$LOW
$1.2B
153 positions
#11VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 7 shared positions
$PNC$COF$TMO$DIS$PEP$EOG
$333M
178 positions
#12Aspen Wealth Strategies, LLCActive
Some overlap · 6 shared positions
$PNC$COF$BA$MS$EOG$VZ
$207M
89 positions
#13HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$BNY$PNC$PEP$VZ
$363M
92 positions
#14Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$PNC$MS$BNY$DIS$PEP
$169M
84 positions
#15Graphene Investments SASPassive
Some overlap · 4 shared positions
$BNY$MS$ATI$EOG
$172M
42 positions
#16LEVIN CAPITAL STRATEGIES, L.P.Passive
Some overlap · 4 shared positions
$BNY$COF$BA$VZ
$1.5B
262 positions
#17Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$BNY$MS$TMO
$358M
74 positions
#18Hudson Portfolio Management LLCPassive
Some overlap · 3 shared positions
$BNY$ALL$VZ
$132M
117 positions
#19S Harris Financial Group, LLCActive
Some overlap · 5 shared positions
$ALL$MS$COF$BA$TMO
$129M
124 positions
#20Iowa State BankPassive
Some overlap · 6 shared positions
$MS$PLTR$DIS$YUM$PEP$VZ
$598M
118 positions
#21Henson-Edgewater Management, LLCActive
Some overlap · 4 shared positions
$PLTR$ALL$BA$VZ
$192M
66 positions
#22Westchester Capital Management, Inc.Active
Some overlap · 6 shared positions
$BNY$DIS$BA$PEP$LOW$VZ
$555M
46 positions
#23Prudent Man Investment Management, Inc.Smart money
Some overlap · 7 shared positions
$PNC$DIS$TMO$PEP$LOW$PLTR
$293M
169 positions
#24JGP Wealth Management, LLCActive
Some overlap · 5 shared positions
$PNC$DGX$PEP$PPG$LOW
$1.1B
231 positions
#25BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 6 shared positions
$BNY$TMO$DIS$PEP$VZ$LOW
$453M
121 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.