What hedge funds are most similar to Net Worth Advisory Group?

The funds with the most similar 13F portfolios to Net Worth Advisory Group are Geneva Partners, SEEDS INVESTOR, KP, based on overlapping conviction holdings in the latest SEC filings.

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 Net Worth Advisory Group

13F Portfolio OverlapQ2 2026Net Worth Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

Net Worth Advisory Group is an institutional investor managing $397M across 411 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Net Worth Advisory Group are Geneva Partners, SEEDS INVESTOR, KP, with shared positions in $MPC, $TER, $KLAC, $DELL, $ASML, $MRVL. The full ranking of 25 similar funds is below.

#1Geneva Partners, LLCPassive

Some overlap · 6 shared positions

$MPC $TER $KLAC $DELL $ASML $MRVL

$375M

75 positions

#2SEEDS INVESTOR LLCPassive

Some overlap · 6 shared positions

$LITE $KLAC $TER $DELL $ASML $MRVL

$973M

379 positions

#3KP Management LLCPassive

Some overlap · 6 shared positions

$LITE $TER $KLAC $ASML $APH $MPWR

$532M

86 positions

#4Miller Capital Partners, Inc.Active

Some overlap · 5 shared positions

$MPC $KLAC $DELL $AXP $ASML

$257M

258 positions

#5ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 6 shared positions

$KLAC $DELL $ASML $APH $MRVL $MPWR

$4.4B

109 positions

#6Park Capital Management, LLC / WIPassive

Some overlap · 5 shared positions

$LITE $TER $KLAC $DELL $MRVL

$170M

161 positions

#7Fedenia Advisers LLCPassive

Some overlap · 5 shared positions

$LITE $TER $KLAC $DELL $MRVL

$421M

459 positions

#8Global Trust Asset Management, LLCPassive

Some overlap · 5 shared positions

$LITE $KLAC $AXP $ASML $LOW

$320M

463 positions

#9Sound Capital Solutions LLCPassive

Some overlap · 5 shared positions

$LITE $TER $KLAC $ARW $APH

$427M

309 positions

#10Optimize Financial IncPassive

Some overlap · 5 shared positions

$LITE $TER $KLAC $ARW $APH

$557M

588 positions

#11TEALWOOD ASSET MANAGEMENT INCPassive

Some overlap · 5 shared positions

$TER $KLAC $DELL $AXP $MRVL

$261M

121 positions

#12GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 5 shared positions

$MPC $AXP $TRV $LOW $AMP

$906M

153 positions

#13EVENTIDE ASSET MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$TER $KLAC $DELL $ASML $MPWR

$7.5B

301 positions

#14Worthington Financial Partners, LLCPassive

Some overlap · 5 shared positions

$MPC $TER $ASML $APH $MPWR

$121M

99 positions

#15OneAscent Investment Solutions LLCPassive

Some overlap · 5 shared positions

$KLAC $DELL $ASML $TER $AMP

$106M

144 positions

#16Markin Volterra Fund LPActive

Some overlap · 5 shared positions

$LITE $KLAC $DELL $APH $MRVL

$147M

69 positions

#17Leisure Capital ManagementActive

Some overlap · 5 shared positions

$MPC $KLAC $LOW $AXP $AMP

$320M

157 positions

#18Buttonwood Financial Advisors Inc.Active

Some overlap · 5 shared positions

$TER $AXP $ASML $ARW $LOW

$329M

110 positions

#19MITCHELL CAPITAL MANAGEMENT COPassive

Some overlap · 5 shared positions

$LITE $TER $ASML $APH $MPWR

$657M

117 positions

#20AXIOM INVESTORS LLC /DEActive

Some overlap · 5 shared positions

$LITE $TER $ASML $APH $AER

$11.6B

133 positions

#21Hilltop National BankPassive

Some overlap · 5 shared positions

$KLAC $DELL $AXP $AMP $MRVL

$468M

805 positions

#22Stanley-Laman Group, Ltd.Passive

Some overlap · 5 shared positions

$TER $KLAC $ASML $MRVL $MPWR

$984M

298 positions

#23Rafferty Asset Management, LLCActive

Some overlap · 5 shared positions

$TER $KLAC $ASML $MRVL $MPWR

$43.9B

1,133 positions

#24HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Some overlap · 5 shared positions

$KLAC $DELL $AXP $APH $MRVL

$217M

352 positions

#25VAN ECK ASSOCIATES CORPActive

Some overlap · 5 shared positions

$KLAC $TER $ASML $MRVL $MPWR

$164.1B

1,337 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.