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 WORLD EQUITY GROUP,

13F Portfolio OverlapQ1 2026WORLD EQUITY GROUP, portfolio →

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Most similar hedge funds by 13F overlap

WORLD EQUITY GROUP, INC. is an institutional investor managing $447M across 375 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 WORLD EQUITY GROUP, are CHAPMAN FINANCIAL GROUP,, InTrack Investment, GABLES, with shared positions in $KO, $WT, $C, $BAC, $MCD, $PLTR. The full ranking of 25 similar funds is below.

#1CHAPMAN FINANCIAL GROUP, LLCPassive

Some overlap · 5 shared positions

$KO $WT $C $BAC $MCD

$140M

265 positions

#2InTrack Investment Management IncPassive

Some overlap · 5 shared positions

$PLTR $C $MCD $DUK $ETN

$175M

108 positions

#3GABLES CAPITAL MANAGEMENT INC.Passive

Some overlap · 4 shared positions

$PLTR $KO $BAC $MCD

$236M

472 positions

#4CapWealth Advisors, LLCActive

Some overlap · 4 shared positions

$PLTR $KO $BAC $DUK

$1.3B

118 positions

#5United Asset Strategies, Inc.Passive

Some overlap · 5 shared positions

$WT $C $BAC $DUK $ETN

$1.3B

257 positions

#6Cordatus Wealth Management LLCPassive

Some overlap · 4 shared positions

$PLTR $C $BAC $MCD

$420M

164 positions

#7Castle Rock Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WT $PLTR $KO $ETN

$462M

262 positions

#8Bedell Frazier Investment Counselling, LLCPassive

Some overlap · 5 shared positions

$KO $C $BAC $MCD $ETN

$495M

128 positions

#9FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 5 shared positions

$KO $C $BAC $MCD $ETN

$5.0B

201 positions

#10Lunt Capital Management, Inc.Active

Some overlap · 4 shared positions

$ING $WT $TPL $DUK

$260M

97 positions

#11CONNORS INVESTOR SERVICES INCActive

Some overlap · 4 shared positions

$PLTR $KO $DUK $ETN

$1.1B

149 positions

#12DB&C Advisors, LLCPassive

Some overlap · 4 shared positions

$PLTR $KO $DUK $ETN

$77M

67 positions

#13First City Capital Management, Inc.Passive

Some overlap · 5 shared positions

$KO $WT $BAC $DUK $ETN

$189M

160 positions

#14AMF Tjanstepension ABActive

Some overlap · 5 shared positions

$KO $BAC $C $MCD $ETN

$15.1B

117 positions

#15Independent Solutions Wealth Management, LLCActive

Some overlap · 4 shared positions

$PLTR $KO $MCD $ETN

$679M

185 positions

#16Carson Advisory Inc.Passive

Some overlap · 5 shared positions

$KO $BAC $C $DUK $ETN

$193M

188 positions

#17ALLEN HOLDING INC /NYSmart money

Some overlap · 3 shared positions

$PLTR $KO $BAC

$1.0B

9 positions

#18BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 4 shared positions

$WT $KO $BAC $DUK

$199M

110 positions

#19AGP FRANKLIN, LLCPassive

Some overlap · 3 shared positions

$PLTR $C $BAC

$200M

93 positions

#20Processus Wealth & Capital Management, LLCActive

Some overlap · 3 shared positions

$PLTR $C $BAC

$147M

35 positions

#21Three Magnolias Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$PLTR $WT $DUK

$157M

103 positions

#22United Advisor Group, LLCPassive

Some overlap · 3 shared positions

$PLTR $WT $DUK

$811M

508 positions

#23Sargent Investment Group, LLCPassive

Some overlap · 4 shared positions

$PLTR $BAC $KO $DUK

$759M

269 positions

#24Laurel Wealth Advisors LLCActive

Some overlap · 5 shared positions

$BAC $WT $KO $MCD $DUK

$1.0B

192 positions

#25CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$WT $C $KO $MCD

$184M

66 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.