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Hedge Funds Similar to CLEARFIELD

13F Portfolio OverlapQ1 2026CLEARFIELD portfolio →
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Most similar hedge funds by 13F overlap

CLEARFIELD CAPITAL MANAGEMENT LP is an institutional investor managing $188M across 17 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 CLEARFIELD are Galaxy Digital GP, VMS Asset Limited, REAVES W H &, with shared positions in $CLSK, $RIOT, $WULF, $VRT, $VST, $CEG. The full ranking of 25 similar funds is below.

#1Galaxy Digital Capital Management GP LLCPassive
Notable overlap · 4 shared positions
$CLSK$RIOT$WULF$VRT
$95M
54 positions
#2VMS Asset Management LimitedActive
Notable overlap · 4 shared positions
$VST$CEG$VRT$TLN
$164M
23 positions
#3REAVES W H & CO INCActive
Notable overlap · 3 shared positions
$TLN$VST$CEG
$6.0B
90 positions
#4LONE PINE CAPITAL LLCActive
Notable overlap · 4 shared positions
$TLN$VST$USFD$WULF
$12.5B
36 positions
#5Forest Avenue Capital Management LPActive
Notable overlap · 4 shared positions
$ECG$VST$CEG$WULF
$1.7B
26 positions
#6GMT CAPITAL CORPActive
Notable overlap · 4 shared positions
$DAL$UAL$VST$RIOT
$2.2B
77 positions
#7Situational Awareness LPActive
Notable overlap · 6 shared positions
$APLD$RIOT$CLSK$CORZ$BTDR$WYFI
$13.7B
42 positions
#8Two Seas Capital LPSmart money
Notable overlap · 5 shared positions
$TLN$WULF$VST$BTDR$CORZ
$7.2B
47 positions
#9Vennlight Capital Management, LPActive
Notable overlap · 3 shared positions
$CLSK$WULF$BTDR
$99M
18 positions
#10Rubric Capital Management LPActive
Notable overlap · 3 shared positions
$TLN$VST$CEG
$9.4B
83 positions
#11Senator Investment Group LPActive
Notable overlap · 4 shared positions
$UAL$VRT$VST$RIOT
$2.2B
59 positions
#12Ripple Effect Asset Management LPSmart money
Notable overlap · 3 shared positions
$TLN$VST$WULF
$679M
24 positions
#13Beartown Capital Management, LLCActive
Notable overlap · 3 shared positions
$CLSK$WULF$CORZ
$209M
42 positions
#14Marnell Management LLCActive
Notable overlap · 4 shared positions
$WULF$TLN$CLSK$CORZ
$288M
72 positions
#15Deltroit Asset Management (UK) LLPActive
Notable overlap · 3 shared positions
$TLN$BTDR$CORZ
$623M
42 positions
#16Spear Advisors LLCActive
Notable overlap · 3 shared positions
$APLD$WULF$CEG
$134M
26 positions
#17P SCHOENFELD ASSET MANAGEMENT LPActive
Notable overlap · 3 shared positions
$WULF$TLN$CORZ
$184M
35 positions
#18Arosa Capital Management LPActive
Notable overlap · 3 shared positions
$ECG$VST$CLSK
$660M
68 positions
#19OnyxPoint Global Management LPActive
Notable overlap · 3 shared positions
$TLN$RIOT$CORZ
$424M
29 positions
#20Clearline Capital LPActive
Notable overlap · 4 shared positions
$VST$TLN$WULF$CORZ
$1.9B
106 positions
#21Rithm Capital Corp.Active
Some overlap · 3 shared positions
$VRT$CEG$ECG
$67M
38 positions
#22Troluce Capital Advisors LLCActive
Some overlap · 3 shared positions
$WULF$VST$CORZ
$1.6B
70 positions
#23Feynman Point Asset Management LLCActive
Some overlap · 5 shared positions
$CLSK$APLD$WYFI$WULF$CORZ
$81M
24 positions
#24HARTLINE INVESTMENT CORP/Active
Some overlap · 3 shared positions
$VRT$VST$CEG
$909M
112 positions
#25ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$VRT$CEG$VST
$59.5B
102 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.