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Hedge Funds Similar to Worthington Financial Partners

13F Portfolio OverlapQ3 2026Worthington Financial Partners portfolio →
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Most similar hedge funds by 13F overlap

Worthington Financial Partners, LLC is an institutional investor managing $118M across 98 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Worthington Financial Partners are Avalon Global Asset, ALKEON, NORTH POINT PORTFOLIO MANAGERS, with shared positions in $MPWR, $PLTR, $SNPS, $CDNS, $URI, $SLAB. The full ranking of 25 similar funds is below.

#1Avalon Global Asset Management LLCActive
Notable overlap · 6 shared positions
$MPWR$PLTR$SNPS$CDNS$URI$SLAB
$917M
38 positions
#2ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 5 shared positions
$APH$TER$CDNS$PLTR$SNPS
$74.1B
109 positions
#3NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 5 shared positions
$APH$MPC$ASML$SNPS$URI
$595M
264 positions
#4GDS Wealth ManagementPassive
Some overlap · 4 shared positions
$CDNS$MPWR$APH$SNPS
$2.1B
232 positions
#5Values First Advisors, Inc.Passive
Some overlap · 5 shared positions
$APH$MPWR$ASML$URI$ODFL
$213M
180 positions
#6CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$MPWR$APH$CDNS
$435M
70 positions
#7Benchmark Investment Advisors LLCActive
Some overlap · 5 shared positions
$APH$ASML$PLTR$EME$URI
$228M
70 positions
#8Peterson Wealth ServicesPassive
Some overlap · 6 shared positions
$ASML$PLTR$MPC$CDNS$ODFL$EME
$474M
223 positions
#9Talos Eurisko Asset Management LPActive
Some overlap · 4 shared positions
$APH$TER$ASML$SNPS
$703M
25 positions
#10ROBINSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$PMO$NBH$PML$MMD$VMO
$226M
100 positions
#11KP Management LLCPassive
Some overlap · 4 shared positions
$APH$TER$ASML$MPWR
$532M
86 positions
#12Tensor Edge Capital, LLCActive
Some overlap · 4 shared positions
$CDNS$TER$ASML$SNPS
$1.5B
18 positions
#13Baer Investment Advisory LLCActive
Some overlap · 4 shared positions
$APH$CDNS$EME$URI
$126M
65 positions
#14Fortress Financial Solutions, LLC
Some overlap · 4 shared positions
$APH$MPWR$PLTR$EME
$118M
66 positions
#15EQ LLCActive
Some overlap · 3 shared positions
$MPWR$APH$ASML
$407M
87 positions
#16INTEGRATED CAPITAL MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$PMO$NBH$PML$MMD
$139M
66 positions
#17FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$APH$TER$PLTR$EME
$487M
190 positions
#18NZS Capital, LLCActive
Some overlap · 4 shared positions
$APH$CDNS$URI$MPWR
$3.9B
61 positions
#19MELFA WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$PMO$NBH$NVG$PML
$185M
196 positions
#20DF DENT & CO INCPassive
Some overlap · 4 shared positions
$MPWR$CDNS$ASML$APH
$5.3B
271 positions
#21Sunstone Asset Management, L.P.Active
Some overlap · 4 shared positions
$APH$ASML$TER$SNPS
$92M
57 positions
#22Parkwood LLCPassive
Some overlap · 4 shared positions
$APH$CDNS$ASML$SPCX
$1.4B
72 positions
#23Ducere Wealth Management LLCPassive
Some overlap · 4 shared positions
$APH$ASML$PLTR$MPWR
$333M
135 positions
#24DSM CAPITAL PARTNERS LLCActive
Some overlap · 4 shared positions
$APH$TER$CDNS$ASML
$5.8B
70 positions
#25Telemark Asset Management, LLCActive
Some overlap · 4 shared positions
$TER$ASML$PLTR$ODFL
$1.4B
57 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.