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Hedge Funds Similar to Worth Financial Advisory Group

13F Portfolio OverlapQ2 2026Worth Financial Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Worth Financial Advisory Group, LLC is an institutional investor managing $240M across 202 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 Financial Advisory Group are Goldstream Ltd, Williamson Legacy Group, VMS Asset Limited, with shared positions in $SNDK, $VRT, $STX, $BE, $WDC, $EQIX. The full ranking of 25 similar funds is below.

#1Goldstream Capital Management LtdActive
Some overlap · 5 shared positions
$SNDK$VRT$STX$BE$WDC
$132M
45 positions
#2Williamson Legacy Group, LLCPassive
Some overlap · 5 shared positions
$SNDK$VRT$STX$BE$WDC
$201M
75 positions
#3VMS Asset Management LimitedPassive
Some overlap · 5 shared positions
$SNDK$VRT$STX$BE$WDC
$315M
33 positions
#4Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$SNDK$VRT$STX$WDC$EQIX
$147M
69 positions
#5Blue Whale Capital LLPActive
Some overlap · 4 shared positions
$SNDK$UBER$VRT$STX
$3.2B
27 positions
#6WIN ADVISORS, INCPassive
Some overlap · 5 shared positions
$SNDK$VRT$STX$WDC$BE
$281M
75 positions
#7Value Aligned Research Advisors, LLC
Some overlap · 5 shared positions
$SNDK$VRT$STX$BE$WDC
$40.1B
123 positions
#8Sound Capital Solutions LLCPassive
Some overlap · 4 shared positions
$SNDK$UBER$STX$WDC
$427M
309 positions
#9Range Financial Group LLCPassive
Some overlap · 5 shared positions
$SNDK$STX$BE$WDC$AMGN
$366M
206 positions
#10Aragon Global Management, LPActive
Some overlap · 4 shared positions
$SNDK$VRT$STX$BE
$264M
23 positions
#11Zweig-DiMenna Associates LLCActive
Some overlap · 4 shared positions
$SNDK$VRT$STX$BE
$1.1B
70 positions
#12Nordwand Advisors, LLCPassive
Some overlap · 6 shared positions
$ETN$VRT$URI$TMO$PSX$AMGN
$652M
146 positions
#13Polymer Capital Management (HK) LTDActive
Some overlap · 5 shared positions
$SNDK$BE$WDC$ETN$STX
$2.0B
143 positions
#14N10 WEALTH, LLCActive
Some overlap · 4 shared positions
$SNDK$UBER$VRT$AMGN
$282M
43 positions
#15N10 ASSETS, LLC
Some overlap · 3 shared positions
$SNDK$UBER$VRT
$231M
34 positions
#16Retireful, LLCPassive
Some overlap · 4 shared positions
$SNDK$VRT$STX$WDC
$107M
81 positions
#17BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$SNDK$VRT$STX$WDC
$543M
140 positions
#18Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$SNDK$VRT$UBER$URI
$228M
70 positions
#19Polar Capital Holdings PlcActive
Some overlap · 5 shared positions
$SNDK$STX$WDC$VRT$BE
$42.4B
245 positions
#20Southpoint Capital Advisors LPActive
Some overlap · 5 shared positions
$SNDK$UBER$TMO$EQIX$BA
$4.4B
33 positions
#21UNICOM Systems, Inc.Active
Some overlap · 4 shared positions
$SNDK$STX$BE$WDC
$1.5B
39 positions
#22Trivest Advisors LtdActive
Some overlap · 4 shared positions
$SNDK$STX$BE$WDC
$3.2B
15 positions
#23Whale Rock Capital Management LLCActive
Some overlap · 4 shared positions
$SNDK$STX$BE$WDC
$12.5B
35 positions
#24Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$UBER$VRT$ETN$TMO$AMGN
$1.1B
120 positions
#25Nearwater Capital Markets, LtdActive
Some overlap · 3 shared positions
$SNDK$UBER$TMO
$5.8B
100 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.