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Hedge Funds Similar to WORLD EQUITY GROUP

13F Portfolio OverlapQ3 2026WORLD EQUITY GROUP portfolio →
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Most similar hedge funds by 13F overlap

WORLD EQUITY GROUP, INC. is an institutional investor managing $242M across 256 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 WORLD EQUITY GROUP are Riggs Asset Managment, Bayesian, InTrack Investment, with shared positions in $PLTR, $C, $CRWD, $SNDK, $ETN, $MCD. The full ranking of 25 similar funds is below.

#1Riggs Asset Managment Co. Inc.Passive
Some overlap · 5 shared positions
$PLTR$C$CRWD$SNDK$ETN
$560M
132 positions
#2Bayesian Capital Management, LPPassive
Some overlap · 5 shared positions
$PLTR$C$SNDK$MCD$ASML
$156M
223 positions
#3InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$PLTR$C$ETN$MCD
$207M
106 positions
#4Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$PLTR$CRWD$SNDK$ETN
$120M
92 positions
#5Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$PLTR$C$CRWD$SNDK
$288M
141 positions
#6Equity Wealth Partners, LLCActive
Some overlap · 4 shared positions
$PLTR$CRWD$MCD$ASML
$304M
109 positions
#7Newbridge Financial Services Group, Inc.Passive
Some overlap · 4 shared positions
$PLTR$CRWD$SNDK$MCD
$868M
1,314 positions
#8Benchmark Investment Advisors LLCActive
Some overlap · 4 shared positions
$PLTR$CRWD$SNDK$ASML
$228M
70 positions
#9Westwind CapitalPassive
Some overlap · 3 shared positions
$PLTR$TPL$SNDK
$426M
87 positions
#10OSSIAMPassive
Some overlap · 4 shared positions
$PLTR$C$CRWD$SNDK
$7.5B
680 positions
#11AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$PLTR$C$CRWD
$231M
93 positions
#12Processus Wealth & Capital Management, LLCActive
Some overlap · 3 shared positions
$PLTR$C$CRWD
$172M
36 positions
#13Kingsman Wealth Management, Inc.Active
Some overlap · 3 shared positions
$PLTR$C$CRWD
$224M
82 positions
#14S.A. Mason LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$SNDK$MCD
$341M
284 positions
#15FORTRESS PRIVATE LEDGER, LLCPassive
Some overlap · 3 shared positions
$PLTR$C$MCD
$368M
279 positions
#16Menard Financial Group LLCActive
Some overlap · 3 shared positions
$PLTR$C$CRWD
$184M
80 positions
#17Canvas Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$ASML$MCD
$717M
251 positions
#18Teamwork Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$TPL$ETN
$908M
182 positions
#19Kultura Capital Management LPActive
Some overlap · 4 shared positions
$PLTR$CRWD$SNDK$ASML
$553M
66 positions
#20Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 3 shared positions
$PLTR$CRWD$SNDK
$188M
427 positions
#21GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$SNDK
$334M
40 positions
#22Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$ETN
$917M
38 positions
#23AlphaStar Capital Management, LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$ETN
$1.7B
276 positions
#24CMT Capital Markets Trading GmbHActive
Some overlap · 3 shared positions
$PLTR$C$ASML
$11.8B
385 positions
#25Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$PLTR$C$ASML
$545M
93 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.