Hedge Funds Similar to Worth Asset

13F Portfolio OverlapQ2 2026Worth Asset portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Worth Asset Management, LLC is an institutional investor managing $313M across 212 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 Worth Asset are Palouse, North Forty Two, Axecap Investments, with shared positions in $TXN, $QCOM, $VST, $C, $SLV, $SGOL. The full ranking of 25 similar funds is below.

#1Palouse Capital Management, Inc.Passive

Some overlap · 4 shared positions

$TXN $QCOM $VST $C

$160M

124 positions

#2North Forty Two & Co.Passive

Some overlap · 3 shared positions

$TXN $QCOM $SLV

$118M

104 positions

#3Axecap Investments, LLCPassive

Some overlap · 3 shared positions

$181M

73 positions

#4FUKOKU MUTUAL LIFE INSURANCE CoActive

Some overlap · 3 shared positions

$1.7B

256 positions

#5Teucrium Investment Advisors, LLCActive

Some overlap · 3 shared positions

$112M

47 positions

#6New England Professional Planning Group Inc.Smart money

Some overlap · 3 shared positions

$TXN $QCOM $SLV

$268M

50 positions

#7Madson Wealth Advisors IncActive

Some overlap · 3 shared positions

$TXN $SGOL $QCOM

$147M

97 positions

#8Northside Capital Management, LLCActive

Some overlap · 3 shared positions

$1.2B

187 positions

#9INVESTMENT HOUSE LLCPassive

Some overlap · 3 shared positions

$TXN $QCOM $APP

$2.2B

220 positions

#10PINKERTON WEALTH, LLCActive

Some overlap · 3 shared positions

$1.2B

103 positions

#11Sompo Asset Management Co., Ltd.Active

Some overlap · 3 shared positions

$609M

177 positions

#12SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 3 shared positions

$1.3B

97 positions

#13BSN Capital Partners LtdActive

Some overlap · 3 shared positions

$2.2B

26 positions

#141834 INVESTMENT ADVISORS COPassive

Some overlap · 3 shared positions

$883M

211 positions

#15DOHENY ASSET MANAGEMENT /CAActive

Some overlap · 3 shared positions

$QCOM $TXN $VST

$172M

61 positions

#16Laurion Capital Management LPPassive

Slight overlap · 3 shared positions

$3.9B

420 positions

#17United Super Pty Ltd in its capacity as Trustee for the ConsActive

Slight overlap · 3 shared positions

$5.6B

184 positions

#18Fi3 FINANCIAL ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$TXN $APP $QCOM $C

$418M

232 positions

#19Twelve Points Wealth Management LLCPassive

Slight overlap · 3 shared positions

$TXN $QCOM $SLV

$499M

213 positions

#20PARADIGM ASSET MANAGEMENT CO LLCPassive

Slight overlap · 3 shared positions

$468M

419 positions

#21BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive

Slight overlap · 3 shared positions

$371M

394 positions

#22Advisors Capital Management, LLCPassive

Slight overlap · 3 shared positions

$9.4B

634 positions

#23WESTBOURNE INVESTMENTS, INC.Passive

Slight overlap · 3 shared positions

$245M

149 positions

#24BOURGEON CAPITAL MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$679M

104 positions

#25SOUND SHORE MANAGEMENT INC /CT/Active

Slight overlap · 3 shared positions

$3.2B

40 positions

Compare Worth Asset’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Worth Asset’s holdings

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.