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Hedge Funds Similar to Worthington Financial Partners,

13F Portfolio OverlapQ1 2026Worthington Financial Partners, portfolio →
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Most similar hedge funds by 13F overlap

Worthington Financial Partners, LLC is an institutional investor managing $116M across 105 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 Worthington Financial Partners, are Trivest Advisors Ltd, Credit Investments, Tensor Edge ,, with shared positions in $MU, $TER, $AMAT, $APH, $PLTR, $CDNS. The full ranking of 25 similar funds is below.

#1Trivest Advisors LtdSmart money
Substantial overlap · 3 shared positions
$MU$TER$AMAT
$1.4B
29 positions
#2Credit Capital Investments LLCActive
Notable overlap · 4 shared positions
$MU$APH$TER$PLTR
$110M
39 positions
#3Tensor Edge Capital, LLCActive
Notable overlap · 4 shared positions
$MU$CDNS$SNPS$TER
$582M
17 positions
#4Anther Capital LtdActive
Notable overlap · 4 shared positions
$MU$MPWR$TER$AMAT
$3.8B
31 positions
#5Tairen Capital LtdActive
Notable overlap · 3 shared positions
$MU$TER$AMAT
$924M
44 positions
#6AI-Squared Management LtdActive
Notable overlap · 3 shared positions
$MU$SNPS$TER
$137M
19 positions
#7Optiver Holding B.V.Active
Notable overlap · 3 shared positions
$MU$PLTR$AMAT
$289.5B
2,301 positions
#8BYRNE FINANCIAL FREEDOM, LLCPassive
Notable overlap · 4 shared positions
$MU$ARKO$PLTR$APH
$209M
103 positions
#9JACKSON SQUARE CAPITAL, LLCPassive
Notable overlap · 3 shared positions
$MU$CDNS$FN
$477M
129 positions
#10Robocap Asset Management LtdActive
Notable overlap · 5 shared positions
$MU$CDNS$SNPS$TER$ISRG
$94M
23 positions
#11Markin Volterra Fund LPActive
Notable overlap · 4 shared positions
$MU$PLTR$APH$AMAT
$65M
34 positions
#12GDS Wealth ManagementActive
Notable overlap · 5 shared positions
$MU$MPWR$CDNS$APH$SNPS
$1.7B
200 positions
#13ROBINSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$PML$PMO$NBH$MMD$VMO$NMZ
$239M
109 positions
#14Employees Provident Fund BoardActive
Some overlap · 4 shared positions
$MU$SNPS$AMAT$ISRG
$13.2B
70 positions
#15Rafferty Asset Management, LLCActive
Some overlap · 5 shared positions
$MU$MPWR$TER$AMAT$PLTR
$24.6B
1,057 positions
#16Telligent Fund, LPActive
Some overlap · 3 shared positions
$MU$PLTR$APH
$94M
24 positions
#17Left Brain Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PLTR$NVG$MPWR$APH$AMAT$MU
$255M
79 positions
#18Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$MU$PLTR$APH$AMAT$EME
$172M
76 positions
#19SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 6 shared positions
$PLTR$MU$TER$SNPS$ISRG$EME
$688M
180 positions
#20MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 7 shared positions
$APH$MPWR$MU$EME$TER$PLTR
$545M
113 positions
#21Forty-three Eighteen Advisors, LLCPassive
Some overlap · 6 shared positions
$MPWR$APH$TER$AMAT$EME$PLTR
$133M
75 positions
#22GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 5 shared positions
$MU$PLTR$TER$AMAT$ISRG
$6.0B
624 positions
#23WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$MU$MLM$ISRG$PLTR
$210M
141 positions
#24KP Management LLCPassive
Some overlap · 5 shared positions
$APH$MPWR$SNPS$CDNS$TER
$409M
83 positions
#25Galaxy Digital Capital Management GP LLCActive
Some overlap · 3 shared positions
$MU$APH$AMAT
$95M
54 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.