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Hedge Funds Similar to Clark Group,

13F Portfolio OverlapQ1 2026Clark Group, portfolio →
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Most similar hedge funds by 13F overlap

Clark Capital Management Group, Inc. is an institutional investor managing $16.2B across 515 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 Group, are DUPONT, Dempze Nancy E, DDD Partners,, with shared positions in $CB, $MS, $PH, $BAC, $T, $AMAT. The full ranking of 25 similar funds is below.

#1DUPONT CAPITAL MANAGEMENT CORPPassive
Some overlap · 6 shared positions
$CB$MS$PH$BAC$T$AMAT
$879M
101 positions
#2Dempze Nancy EPassive
Some overlap · 5 shared positions
$DHR$AXP$MS$AMAT$CB
$182M
92 positions
#3DDD Partners, LLCActive
Some overlap · 5 shared positions
$DHR$CB$PLD$CMI$BAC
$1.5B
135 positions
#4DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Some overlap · 6 shared positions
$PH$AXP$AZN$PLD$BAC$AMAT
$112.7B
1,002 positions
#5PLIMOTH TRUST CO LLCPassive
Some overlap · 6 shared positions
$CB$AXP$DUK$BAC$T$AMAT
$447M
173 positions
#6Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$CB$MS$CBOE$WMB$AMAT
$351M
124 positions
#7S-Bank Fund Management LtdActive
Some overlap · 5 shared positions
$DHR$PH$PLD$BAC$AMAT
$671M
178 positions
#8Boston Common Asset Management, LLCActive
Some overlap · 5 shared positions
$CB$MS$DHR$BAC$AMAT
$1.6B
186 positions
#9Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$DHR$MS$PH$PLD$DUK
$821M
85 positions
#10Orca Wealth Management, LLCActive
Some overlap · 6 shared positions
$CB$AZN$CMI$DUK$BAC$T
$141M
67 positions
#11guardian investment managementActive
Some overlap · 5 shared positions
$DHR$AXP$BAC$T$AMAT
$127M
60 positions
#12FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$DHR$NVT$AZN$PLD
$102M
56 positions
#13Horizon Investment Services, LLCPassive
Some overlap · 5 shared positions
$CB$AXP$STRL$EME$AMAT
$288M
137 positions
#14Davidson Capital Management Inc.Active
Some overlap · 5 shared positions
$MS$CBOE$EME$ENSG$DUK
$552M
93 positions
#15Northwest Bancshares, Inc.Active
Some overlap · 5 shared positions
$CB$MS$HAL$CMI$AMAT
$502M
168 positions
#16INSPIRE TRUST CO, N.A.Passive
Some overlap · 5 shared positions
$CB$MS$PLD$WMB$T
$648M
106 positions
#17Knights of Columbus Asset Advisors LLCPassive
Some overlap · 6 shared positions
$MS$PLD$AXP$CMI$BAC$T
$1.8B
397 positions
#18AssuredPartners Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$DHR$MS$AXP$BAC
$919M
402 positions
#19Socorro Asset Management LPPassive
Some overlap · 4 shared positions
$DHR$MS$PLD$BAC
$221M
32 positions
#20Compass Wealth Management LLCPassive
Some overlap · 4 shared positions
$DHR$CB$WMB$AMAT
$405M
75 positions
#21WOLFF WIESE MAGANA LLCPassive
Some overlap · 5 shared positions
$MS$AXP$CB$DUK$AMAT
$181M
983 positions
#22Empire Financial Management Company, LLCPassive
Some overlap · 5 shared positions
$CB$AXP$HAL$DUK$BAC
$442M
211 positions
#23Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$CB$MS$DUK$BAC$T
$9.8B
213 positions
#24O'Brien Greene & Co. IncPassive
Some overlap · 4 shared positions
$DHR$CBOE$WMB$CMI
$353M
133 positions
#25Alphinity Investment Management Pty LtdActive
Some overlap · 4 shared positions
$CB$MS$PH$AXP
$5.7B
29 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.