How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Networth Advisors,

13F Portfolio OverlapQ1 2026Networth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Networth Advisors, LLC is an institutional investor managing $141M across 381 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 Networth Advisors, are RPg Family Wealth Advisory,, Graphene Investments SAS, Center for Wealth Advisory, with shared positions in $__PARK_1390777, $ATI, $SLV, $HWM, $SAN, $RELX. The full ranking of 25 similar funds is below.

#1RPg Family Wealth Advisory, LLCPassive

Some overlap · 6 shared positions

$__PARK_1390777 $ATI $SLV $HWM $SAN $RELX

$479M

140 positions

#2Graphene Investments SASPassive

Some overlap · 3 shared positions

$__PARK_1390777 $ATI $MS

$149M

44 positions

#3Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$__PARK_1390777 $MS $SHW $FITB $VZ

$139M

62 positions

#4Live Oak Investment PartnersPassive

Some overlap · 4 shared positions

$__PARK_1390777 $MS $ALL $HWM

$169M

93 positions

#5Granite Group Advisors, LLCActive

Some overlap · 4 shared positions

$__PARK_1390777 $MS $GSAT $SHW

$165M

86 positions

#6CONNING INC.Passive

Some overlap · 4 shared positions

$__PARK_1390777 $MS $DGX $VZ

$3.0B

311 positions

#7Hudson Portfolio Management LLCPassive

Some overlap · 3 shared positions

$__PARK_1390777 $ALL $VZ

$119M

111 positions

#8LEVIN CAPITAL STRATEGIES, L.P.Passive

Some overlap · 4 shared positions

$__PARK_1390777 $COF $BA $VZ

$1.3B

232 positions

#9Artemis Investment Management LLPPassive

Some overlap · 3 shared positions

$__PARK_1390777 $ATI $DGX

$9.4B

203 positions

#10OmniStar Financial Group, Inc.Passive

Some overlap · 3 shared positions

$__PARK_1390777 $MS $VZ

$193M

108 positions

#11Boston Common Asset Management, LLCActive

Slight overlap · 4 shared positions

$__PARK_1390777 $MS $DGX $VZ

$1.6B

186 positions

#12Dorsey Wright & AssociatesPassive

Slight overlap · 3 shared positions

$__PARK_1390777 $SLV $HWM

$807M

158 positions

#13Fielder Capital Group LLCPassive

Slight overlap · 3 shared positions

$IAUM $GSAT $SLV

$459M

290 positions

#14BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Slight overlap · 3 shared positions

$__PARK_1390777 $ALL $VZ

$380M

98 positions

#15Gallo Partners, LPPassive

Slight overlap · 3 shared positions

$ATI $GSAT $FE

$52M

39 positions

#16Myriad Asset Management US LPActive

Slight overlap · 3 shared positions

$IAUM $MS $SAN

$67M

46 positions

#17Myriad Asset Management Advisors LLCActive

Slight overlap · 3 shared positions

$IAUM $MS $SAN

$339M

47 positions

#18WealthCare Investment Partners, LLCPassive

Slight overlap · 6 shared positions

$GSAT $SLV $SHW $MS $SAN $VZ

$360M

191 positions

#19Yoffe Investment Management, LLCPassive

Slight overlap · 3 shared positions

$__PARK_1390777 $BA $VZ

$78M

111 positions

#20William B. Walkup & Associates, Inc.Active

Slight overlap · 4 shared positions

$MS $__PARK_1390777 $ALL $VZ

$167M

163 positions

#21Consolidated Planning CorpActive

Slight overlap · 3 shared positions

$__PARK_1390777 $MS $VZ

$617M

144 positions

#22Rooted Wealth Advisors, Inc.Active

Slight overlap · 4 shared positions

$MS $GSAT $IAUM $SLV

$379M

144 positions

#23PKS Advisory Services, LLCPassive

Slight overlap · 6 shared positions

$__PARK_1390777 $FITB $SLV $MS $SHW $VZ

$430M

228 positions

#24Heritage Wealth Management, Inc.Passive

Slight overlap · 4 shared positions

$MS $ALL $__PARK_1390777 $VZ

$202M

157 positions

#25Westchester Capital Management, Inc.Active

Slight overlap · 3 shared positions

$__PARK_1390777 $BA $VZ

$497M

45 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.