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Hedge Funds Similar to CLARK FINANCIAL SERVICES GROUP /BD

13F Portfolio OverlapQ1 2026CLARK FINANCIAL SERVICES GROUP /BD portfolio →
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Most similar hedge funds by 13F overlap

CLARK FINANCIAL SERVICES GROUP INC /BD is an institutional investor managing $212M across 96 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CLARK FINANCIAL SERVICES GROUP /BD are Cornerstone Select Advisors,, Convergence Investment Partners,, Richard C. Young & , LTD., with shared positions in $IBM, $MU, $LRCX, $CAH, $LHX, $T. The full ranking of 25 similar funds is below.

#1Cornerstone Select Advisors, LLCPassive
Some overlap · 8 shared positions
$IBM$MU$LRCX$CAH$LHX$T
$160M
124 positions
#2Convergence Investment Partners, LLCPassive
Some overlap · 7 shared positions
$IBM$MU$LRCX$CAH$DELL$T
$611M
235 positions
#3Richard C. Young & CO., LTD.Active
Some overlap · 7 shared positions
$IBM$MU$LHX$DELL$T$MO
$1.2B
93 positions
#4Wahed Invest LLCPassive
Some overlap · 6 shared positions
$MU$LRCX$IBM$AMAT$T$GILD
$770M
225 positions
#5Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 6 shared positions
$IBM$MU$LRCX$CAH$DELL$GILD
$1.5B
171 positions
#6KKM Financial LLCPassive
Some overlap · 4 shared positions
$IBM$MU$LRCX$AMAT
$563M
168 positions
#7Green Alpha Advisors, LLCPassive
Some overlap · 4 shared positions
$IBM$MU$LRCX$AMAT
$102M
107 positions
#8Optimize Financial IncPassive
Some overlap · 4 shared positions
$IBM$MU$LRCX$AMAT
$203M
297 positions
#9DARA CAPITAL US, INC.Passive
Some overlap · 5 shared positions
$MU$IBM$LRCX$AMAT$VRT
$105M
119 positions
#10Alpha Family TrustPassive
Some overlap · 6 shared positions
$MU$LRCX$AMAT$T$GILD$TMUS
$206M
203 positions
#11BDF-GESTIONActive
Some overlap · 6 shared positions
$MU$LRCX$AMAT$IBM$T$TMUS
$749M
144 positions
#12Livforsakringsbolaget Skandia, OmsesidigtActive
Some overlap · 5 shared positions
$MU$LRCX$AMAT$CAH$IBKR
$2.6B
459 positions
#13Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$MU$LRCX$AMAT$CAH$LHX
$145M
69 positions
#14Persium Advisors, LLCActive
Some overlap · 5 shared positions
$IBM$LRCX$AMAT$DELL$T
$127M
60 positions
#15Generate Investment Management LtdActive
Some overlap · 4 shared positions
$MU$IBM$LRCX$AMAT
$2.0B
70 positions
#16Cladis Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$IBM$ECG$KNF$T$VRT
$182M
159 positions
#17AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$IBM$MU$T$MO$GILD
$160M
137 positions
#18HOWARD HUGHES MEDICAL INSTITUTEActive
Some overlap · 4 shared positions
$MU$IBM$LRCX$AMAT
$416M
31 positions
#19Cherry Creek Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$IBM$MU$T$GILD$VRT
$230M
124 positions
#20Prudent Man Advisors, LLCPassive
Some overlap · 5 shared positions
$MU$LRCX$AMAT$LHX$TMUS
$334M
134 positions
#21Global X Japan Co., Ltd.Active
Some overlap · 5 shared positions
$MU$LRCX$AMAT$MO$GILD
$1.9B
378 positions
#22TABR Capital Management, LLCActive
Some overlap · 6 shared positions
$LRCX$MU$AMAT$CAH$IBKR$VRT
$109M
54 positions
#23Allianz Asset Management GmbHPassive
Some overlap · 6 shared positions
$LRCX$AMAT$MU$T$GILD$MPC
$95.4B
1,994 positions
#24ING GROEP NVPassive
Some overlap · 4 shared positions
$MU$IBM$LRCX$AMAT
$16.4B
503 positions
#25KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 6 shared positions
$MU$AMAT$T$MO$GILD$MPC
$188M
174 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.