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Hedge Funds Similar to New World Advisors

13F Portfolio OverlapQ2 2026New World Advisors portfolio →
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Most similar hedge funds by 13F overlap

New World Advisors LLC is an institutional investor managing $588M across 125 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 New World Advisors are Wilkinson Global Asset, HFR Wealth, JLB & ASSOCIATES, with shared positions in $TJX, $TXN, $PGR, $AMGN, $NEE, $MMM. The full ranking of 25 similar funds is below.

#1Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$TJX$TXN$PGR$AMGN
$1.3B
62 positions
#2HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$TJX$NEE$AMGN
$410M
53 positions
#3JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$TJX$PGR$AMGN
$740M
68 positions
#4WestEnd Advisors, LLCActive
Some overlap · 3 shared positions
$TJX$TXN$AMGN
$4.5B
408 positions
#5Kroeger Financial PartnersActive
Some overlap · 4 shared positions
$TJX$MMM$NEE$AMGN
$101M
129 positions
#6Rock Point Advisors, LLCPassive
Some overlap · 3 shared positions
$TJX$NEE$TXN
$409M
123 positions
#7Nvest Financial, LLCPassive
Some overlap · 3 shared positions
$TJX$NEE$PGR
$316M
150 positions
#8Haverford Financial Services, Inc.Active
Some overlap · 3 shared positions
$TJX$NEE$TXN
$339M
49 positions
#9Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$TJX$NEE$TXN
$455M
118 positions
#10Stillwater Wealth Management Group
Some overlap · 3 shared positions
$TJX$NEE$AMGN
$187M
70 positions
#11AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 4 shared positions
$TJX$NEE$TXN$AMGN
$1.6B
120 positions
#12TAGStone Capital, Inc.Passive
Some overlap · 3 shared positions
$TJX$PGR$AMGN
$315M
139 positions
#13Haverford Trust CoActive
Some overlap · 3 shared positions
$TJX$NEE$TXN
$11.6B
424 positions
#14Eukles Asset ManagementPassive
Some overlap · 3 shared positions
$TJX$TXN$PGR
$242M
228 positions
#15Notis-McConarty EdwardActive
Slight overlap · 3 shared positions
$TJX$NEE$AMGN
$231M
67 positions
#16Osprey Private Wealth LLCPassive
Slight overlap · 3 shared positions
$TJX$NEE$PGR
$387M
88 positions
#17Hamilton Point Investment Advisors, LLCPassive
Slight overlap · 4 shared positions
$TJX$NEE$TXN$AMGN
$710M
193 positions
#18Greystone Financial Group, LLCPassive
Slight overlap · 3 shared positions
$TJX$TXN$AMGN
$360M
73 positions
#19First National Bank of Mount Dora, Trust Investment ServicesPassive
Slight overlap · 3 shared positions
$TJX$TXN$PGR
$503M
128 positions
#20CAMDEN NATIONAL BANKPassive
Slight overlap · 3 shared positions
$TJX$NEE$TXN
$767M
184 positions
#21BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$TJX$NEE$AMGN
$8.0B
1,334 positions
#22SWP Investment Management LLCPassive
Slight overlap · 3 shared positions
$TJX$NEE$PGR
$145M
43 positions
#23Slagle Financial, LLCPassive
Slight overlap · 3 shared positions
$TJX$NEE$AMGN
$334M
127 positions
#24HORAN Wealth, LLCActive
Slight overlap · 3 shared positions
$TJX$NEE$AMGN
$1.2B
217 positions
#25BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$TJX$NEE$TXN
$529M
72 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.