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Hedge Funds Similar to Clayton Partners

13F Portfolio OverlapQ2 2026Clayton Partners portfolio →
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Most similar hedge funds by 13F overlap

Clayton Partners LLC is an institutional investor managing $152M across 44 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 Clayton Partners are Brookmont, Spectrum Asset , (NB/CA), FIGURE 8 INVESTMENT STRATEGIES, with shared positions in $AZN, $LHX, $WFC, $HON, $HONA, $FLEX. The full ranking of 25 similar funds is below.

#1Brookmont Capital ManagementActive
Notable overlap · 5 shared positions
$AZN$LHX$WFC$HON$HONA
$186M
61 positions
#2Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 4 shared positions
$WFC$LHX$HON$HONA
$362M
116 positions
#3FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$FLEX$NXT$AZN$APTV
$118M
56 positions
#4Sageworth Trust Co of South DakotaActive
Some overlap · 3 shared positions
$FLEX$LHX$AZN
$162M
61 positions
#5WESTERLY CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$FLR$NXT$LUMN$TAC
$542M
46 positions
#6CONTINENTAL ADVISORS LLCActive
Some overlap · 3 shared positions
$WFC$BKD$B
$237M
50 positions
#7HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Some overlap · 4 shared positions
$J$WFC$HON$HONA
$584M
108 positions
#8Horrell Capital Management, Inc.Active
Some overlap · 3 shared positions
$FDX$LHX$FDXF
$219M
196 positions
#9WealthBridge Investment Counsel Inc.Active
Some overlap · 3 shared positions
$FDX$LHX$FDXF
$375M
44 positions
#10Martin Investment Management, LLCActive
Some overlap · 3 shared positions
$AZN$LHX$APTV
$300M
47 positions
#11WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$AZN$HON$HONA
$2.1B
131 positions
#12PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 3 shared positions
$FLEX$AZN$FDX
$169.1B
324 positions
#13Twin Lakes Capital Management, LLCActive
Some overlap · 3 shared positions
$FDX$LHX$HON
$262M
208 positions
#14DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 3 shared positions
$WFC$HON$HONA
$1.2B
599 positions
#15DKRT Investments Corp.Active
Some overlap · 3 shared positions
$FDX$WFC$FDXF
$409M
50 positions
#16Paragon Capital Management LLCActive
Some overlap · 3 shared positions
$FDX$J$FDXF
$216M
60 positions
#17One Fin Capital Management LPActive
Some overlap · 3 shared positions
$NXT$HON$HONA
$310M
23 positions
#18COOKSON PEIRCE & CO INCPassive
Some overlap · 3 shared positions
$FLEX$NXT$B
$3.0B
317 positions
#19Electron Capital Partners, LLCActive
Some overlap · 3 shared positions
$FLEX$NXT$FDXF
$2.5B
46 positions
#20KINGDON CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 3 shared positions
$FLEX$BKD$FDX
$976M
74 positions
#21MUFG Securities EMEA plcActive
Some overlap · 4 shared positions
$AZN$B$FDX$LHX
$9.5B
575 positions
#22Valtinson Bruner Financial Planning LLCActive
Some overlap · 3 shared positions
$WFC$HON$HONA
$399M
189 positions
#23CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$FDX$HON$HONA$FDXF$APTV
$2.3B
150 positions
#24Two Point Capital Management, Inc.Active
Some overlap · 3 shared positions
$J$HON$HONA
$248M
30 positions
#25EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$FDX$WFC$FDXF
$1.3B
58 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.