13F Pro

Hedge Funds Similar to Clayton Partners

13F Portfolio OverlapQ1 2026Clayton Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Clayton Partners LLC is an institutional investor managing $138M across 38 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 Clayton Partners are Brookmont, FIGURE 8 INVESTMENT STRATEGIES, Potrero Research, with shared positions in $LHX, $AZN, $WFC, $SOLS, $NXT, $FLEX. The full ranking of 25 similar funds is below.

#1Brookmont Capital ManagementActive
Notable overlap · 4 shared positions
$LHX$AZN$WFC$SOLS
$179M
59 positions
#2FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 3 shared positions
$NXT$FLEX$AZN
$102M
56 positions
#3Potrero Capital Research LLCActive
Some overlap · 3 shared positions
$TAC$BIRK$SOLS
$163M
31 positions
#4Occam Crest Management LPActive
Some overlap · 3 shared positions
$NXT$TWLO$FLEX
$165M
32 positions
#5SANDLER CAPITAL MANAGEMENTPassive
Some overlap · 4 shared positions
$TKO$LHX$FDX$FLEX
$193M
120 positions
#6WESTERLY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$FLR$TAC$LUMN
$368M
37 positions
#7Palo Duro Investment Partners, LPSmart money
Some overlap · 3 shared positions
$CRC$NXT$DAR
$515M
29 positions
#8PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 3 shared positions
$AZN$FDX$FLEX
$127.0B
320 positions
#9Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$WFC$LHX$SOLS
$315M
109 positions
#10Dayah Capital LLCActive
Some overlap · 3 shared positions
$FLR$FDX$DAR
$176M
36 positions
#11CONTINENTAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$WFC$B$BKD
$196M
50 positions
#12Capstone Financial Advisors, Inc.Smart money
Some overlap · 3 shared positions
$FLEX$BRZE$LUMN
$1.9B
187 positions
#13Sageworth Trust Co of South DakotaActive
Some overlap · 3 shared positions
$BRZE$FLEX$LHX
$126M
56 positions
#14COOKSON PEIRCE & CO INCPassive
Some overlap · 3 shared positions
$FLEX$NXT$B
$2.4B
303 positions
#15Electron Capital Partners, LLCActive
Some overlap · 3 shared positions
$FDX$FLEX$NXT
$2.6B
46 positions
#16Hedges Asset Management LLC
Some overlap · 4 shared positions
$B$FDX$WFC$BKD
$142M
108 positions
#17MARINER INVESTMENT GROUP LLCActive
Some overlap · 3 shared positions
$FLR$SOLS$LUMN
$362M
161 positions
#18VestGen Investment ManagementPassive
Some overlap · 3 shared positions
$FLEX$BRZE$WFC
$181M
216 positions
#19Sicart Associates LLCActive
Some overlap · 3 shared positions
$WFC$FDX$BRZE
$389M
74 positions
#20Ninety One UK LtdPassive
Some overlap · 4 shared positions
$TKO$B$J$AZN
$43.1B
237 positions
#21Turas Capital Management LPActive
Some overlap · 3 shared positions
$FLR$FDX$B
$392M
37 positions
#22Brio Consultants, LLCActive
Some overlap · 3 shared positions
$FLEX$BRZE$WFC
$818M
152 positions
#23Wedmont Private CapitalActive
Some overlap · 3 shared positions
$TKO$WFC$BRZE
$3.1B
838 positions
#24IAMS WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$AZN$WFC$LHX
$287M
186 positions
#25UNIVEST FINANCIAL CorpActive
Some overlap · 3 shared positions
$BRZE$LHX$FDX
$1.8B
254 positions

Compare Clayton Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Clayton Partners’s holdings

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.