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Hedge Funds Similar to World Investment Advisors

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

World Investment Advisors is an institutional investor managing $6.0B across 1,523 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 World Investment Advisors are Night Squared, Comprehensive Financial Consultants Institutional, CRUX WEALTH ADVISORS, with shared positions in $CHD, $ETN, $ADI, $PM, $VZ, $MSI. The full ranking of 25 similar funds is below.

#1Night Squared LPPassive
Some overlap · 4 shared positions
$CHD$ETN$ADI$PM
$930M
69 positions
#2Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 6 shared positions
$VZ$ETN$ADI$MSI$IQV$TT
$378M
205 positions
#3CRUX WEALTH ADVISORSPassive
Some overlap · 6 shared positions
$SCHW$ETN$ADI$PM$BKNG$IQV
$289M
192 positions
#4CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 6 shared positions
$SCHW$ETN$ADI$PM$BKNG$TT
$827M
181 positions
#5M. Kraus & CoPassive
Slight overlap · 3 shared positions
$CHD$VZ$ETN
$377M
86 positions
#6MUIRFIELD WEALTH ADVISORS LLCPassive
Slight overlap · 6 shared positions
$SCHW$PM$BKNG$TT$ADI$VZ
$153M
87 positions
#7Portland Global Advisors LLCActive
Slight overlap · 3 shared positions
$CHD$ETN$ADI
$1.1B
154 positions
#8Winthrop Partners - WNY, LLCPassive
Slight overlap · 5 shared positions
$VZ$ETN$ADI$MSI$PM
$202M
87 positions
#9Phoenix Wealth AdvisorsActive
Slight overlap · 5 shared positions
$VZ$ETN$ADI$MSI$IAU
$297M
129 positions
#10Sterling Capital Management LLCPassive
Slight overlap · 5 shared positions
$SCHW$ETN$ADI$MSI$PM
$5.9B
3,289 positions
#11HARRELL INVESTMENT PARTNERS, LLCPassive
Slight overlap · 5 shared positions
$VZ$ETN$ADI$MSI$TT
$461M
144 positions
#12Tulsa Wealth Advisors, INCActive
Slight overlap · 5 shared positions
$VZ$ETN$ADI$MSI$TT
$710M
166 positions
#13Wealth Intelligence, LLCActive
Slight overlap · 5 shared positions
$VZ$ETN$ADI$MSI$TT
$215M
59 positions
#14Advocacy Wealth Management, LLCActive
Slight overlap · 4 shared positions
$CHD$SCHW$ETN$IAU
$2.8B
151 positions
#15Regents Gate Capital LLPActive
Slight overlap · 3 shared positions
$CHD$ETN$TT
$75M
37 positions
#16Trajan Wealth LLCActive
Slight overlap · 5 shared positions
$VZ$SCHW$PM$BKNG$IQV
$2.6B
152 positions
#17Hamilton Point Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$CHD$ETN$IAU
$710M
193 positions
#18Fairbanks Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$CHD$BKNG$IQV
$169M
48 positions
#19Leonard Rickey Investment Advisors P.L.L.C.Active
Slight overlap · 5 shared positions
$SCHW$ADI$PM$BKNG$IAU
$637M
125 positions
#20Keystone Financial ServicesActive
Slight overlap · 5 shared positions
$SCHW$ADI$PM$BKNG$IAU
$388M
131 positions
#21Patriot Financial Group Insurance Agency, LLCPassive
Slight overlap · 5 shared positions
$SCHW$ADI$PM$BKNG$IAU
$974M
491 positions
#22Harbour Wealth Management Group, Inc.Active
Slight overlap · 5 shared positions
$ETN$ADI$MSI$IAU$TT
$148M
89 positions
#23SAGE PRIVATE WEALTH GROUP, LLCActive
Slight overlap · 5 shared positions
$ETN$ADI$MSI$IAU$TT
$222M
100 positions
#24Tranquilli Financial Advisor LLCPassive
Slight overlap · 5 shared positions
$SCHW$ADI$PM$BKNG$IQV
$186M
135 positions
#25Voya Financial Advisors, Inc.Smart money
Slight overlap · 5 shared positions
$SCHW$ADI$PM$BKNG$IQV
$1.1B
208 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.