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World Investment Advisors, LLC
Troy Hammond · Investment Advisor · Multi-Strategy
World Investment Advisors, LLC, formerly known as Pensionmark Financial Group, is an SEC-registered investment advisor and a division of World Insurance Associates LLC. Rebranded in July 2024, the firm has roots dating back to its establishment in 2015 and currently operates as a national network of more than 350 financial advisors across the United States. The institution focuses on providing holistic wealth management, institutional retirement plan consulting, and specialized services for defined benefit and non-profit clients. By leveraging its parent company's extensive insurance and risk management resources, World Investment Advisors offers a comprehensive platform that combines high-touch personalized service with centralized technology and institutional-scale investment solutions. The firm manages and advises on approximately $55 billion in assets, catering to a sophisticated client base of individuals, families, and corporations.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.3% |
| YTD return | +13.6% |
| Sharpe ratio | 3.66 |
| Win rate | 68% |
| AUM | $1.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.worldadvisors.com |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 18.5% | +28.3% |
| GOOGL | Alphabet Inc Class A | 12.3% | +37.1% |
| MSFT | Microsoft Corporation | 7.9% | +3.2% |
| NVDA | NVIDIA Corporation | 7.1% | +22.0% |
| AMZN | Amazon.com Inc | 6.6% | +16.2% |
| JPM | JPMorgan Chase & Co | 5.6% | +17.6% |
| AVGO | Broadcom Inc | 4.9% | +6.6% |
| BRK-A | Berkshire Hathaway Inc | 4.3% | +3.5% |
| CHD | Church & Dwight Company Inc | 3.9% | +10.4% |
| META | Meta Platforms Inc. | 3.9% | -12.7% |
| AMAT | Applied Materials Inc | 3.2% | +73.7% |
| XOM | Exxon Mobil Corp | 3.1% | +36.0% |
| V | Visa Inc. Class A | 2.8% | +10.0% |
| JNJ | Johnson & Johnson | 2.7% | +46.1% |
| WMT | Walmart Inc. Common Stock | 2.7% | +4.8% |
| AMD | Advanced Micro Devices Inc | 2.4% | +31.8% |
| LLY | Eli Lilly and Company | 2.3% | +19.6% |
| ABBV | AbbVie Inc | 2.1% | +10.1% |
| TSM | Taiwan Semiconductor Manufacturing | 2.0% | +25.9% |
| HD | The Home Depot Inc | 1.8% | -3.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jun 15, 2026 | BUY | AVGO | 5.0% → 4.9% |
| Jun 15, 2026 | BUY | CHD | 3.8% → 3.9% |
| Jun 15, 2026 | BUY | V | 2.7% → 2.8% |
| Jun 15, 2026 | BUY | WMT | 2.6% → 2.7% |
| Jun 15, 2026 | SELL | NVDA | 7.1% → 7.1% |
Investment Style Analysis
World Investment Advisors, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 3, 2026, the firm oversees approximately $1.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Consumer Electronics and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jun 15, World Investment Advisors, LLC made a significant move by increasing exposure to AVGO. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm follows a fiduciary-centered investment philosophy that emphasizes aligning financial resources with the personal vision and long-term objectives of its clients. Their approach utilizes a combination of tactical investment strategies and model-based portfolio construction to navigate market cycles while minimizing the impact of short-term volatility. By integrating third-party institutional managers and proprietary analysis, they aim to deliver customized, outcome-oriented portfolios. The institution maintains a disciplined process focused on risk management, diversification, and goal-based planning, ensuring that investment decisions are driven by objective data and the prudent pursuit of specific client milestones rather than emotional market reactions.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with World Investment Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for World Investment Advisors, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is World Investment Advisors, LLC's largest holding?
As of the latest filing, World Investment Advisors, LLC's top position is Apple Inc (AAPL), representing 18.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is World Investment Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +20.3% with a win rate of 68%. Notably, the portfolio maintains a Sharpe Ratio of 3.66, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does World Investment Advisors, LLC primarily invest in?
World Investment Advisors, LLC has a strong preference for the Consumer Electronics sector, which makes up 18.5% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is World Investment Advisors, LLC's portfolio concentrated or diversified?
World Investment Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 38.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has World Investment Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for World Investment Advisors, LLC tracks a Year-to-Date (YTD) return of +13.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Troy Hammond manage World Investment Advisors, LLC directly?
Yes, Troy Hammond serves as the key portfolio manager for World Investment Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.