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Hedge Funds Similar to CLEAR INVESTMENT RESEARCH,

13F Portfolio OverlapQ1 2026CLEAR INVESTMENT RESEARCH, portfolio →
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Most similar hedge funds by 13F overlap

CLEAR INVESTMENT RESEARCH, LLC is an institutional investor managing $64M across 241 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 CLEAR INVESTMENT RESEARCH, are Emissary Wealth, North Forty Two &, BEAM WEALTH ADVISORS,, with shared positions in $APP, $SNOW, $MS, $AGQ, $BAC, $IAU. The full ranking of 25 similar funds is below.

#1Emissary Wealth LLCPassive
Some overlap · 4 shared positions
$APP$SNOW$MS$AGQ
$107M
54 positions
#2North Forty Two & Co.Passive
Some overlap · 6 shared positions
$SNOW$BAC$IAU$TXN$SLV$WFC
$108M
97 positions
#3BEAM WEALTH ADVISORS, INC.Active
Some overlap · 9 shared positions
$SNOW$SLV$IAU$AGQ$PLTR$MS
$402M
108 positions
#4Graney & King, LLCActive
Some overlap · 4 shared positions
$APP$SNOW$AGQ$IAU
$186M
370 positions
#5GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$APP$SNOW$PLTR
$209M
42 positions
#6Hershey Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$APP$SNOW$SCHW$TXN
$116M
80 positions
#7EDGAR LOMAX CO/VAActive
Some overlap · 8 shared positions
$TXN$BAC$SCHW$MS$KO$LMT
$1.4B
56 positions
#8True North Advisors, LLCPassive
Some overlap · 5 shared positions
$SNOW$BAC$TXN$MS$SE
$877M
245 positions
#9SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$APP$SNOW$IAU$BAC
$152M
119 positions
#10SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 4 shared positions
$APP$SNOW$SCHW$AGQ
$119M
61 positions
#11Capital Investment Advisors, LLCActive
Some overlap · 7 shared positions
$APP$SCHW$MS$KO$AGQ$LMT
$6.2B
693 positions
#12Paladin Advisory Group, LLCPassive
Some overlap · 6 shared positions
$SNOW$TXN$MS$AGQ$BAC$SE
$131M
241 positions
#13Smart Money Group LLCSmart money
Some overlap · 5 shared positions
$SNOW$TXN$APP$KO$LMT
$344M
84 positions
#14Family Legacy, Inc.Passive
Some overlap · 7 shared positions
$APP$SNOW$SCHW$MS$KO$LMT
$333M
124 positions
#15Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 7 shared positions
$TXN$APP$IAU$SLV$KO$SE
$477M
70 positions
#16FAGAN ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$SNOW$BAC$SCHW$PLTR$AGQ
$719M
135 positions
#17Discipline Wealth Solutions, LLCActive
Some overlap · 5 shared positions
$SNOW$IAU$SCHW$AGQ$SLV
$950M
192 positions
#18Neumann Capital Management, LLCActive
Some overlap · 5 shared positions
$SNOW$BAC$SCHW$SLV$WFC
$340M
102 positions
#19CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 4 shared positions
$APP$SCHW$MS$LMT
$363M
102 positions
#20Manchester Global Management (UK) LtdActive
Some overlap · 4 shared positions
$SNOW$TXN$SCHW$DHR
$749M
23 positions
#21Storen Legacy Partners, LLCPassive
Some overlap · 5 shared positions
$APP$IAU$MS$DHR$SE
$319M
102 positions
#22Beckerman Institutional, LLCPassive
Some overlap · 6 shared positions
$SNOW$MS$TXN$IAU$BAC$KO
$188M
121 positions
#23D1 Capital Partners L.P.Active
Some overlap · 5 shared positions
$APP$TXN$SCHW$DHR$SE
$11.2B
44 positions
#24MFA WEALTH ADVISORS, LLCActive
Some overlap · 5 shared positions
$SNOW$IAU$KO$AGQ$LMT
$508M
88 positions
#25Andrews Advisory Associates, LLCActive
Some overlap · 4 shared positions
$SNOW$TXN$IAU$SCHW
$190M
82 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.