How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Clarius Group,

13F Portfolio OverlapQ4 2025Clarius Group, portfolio →

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Most similar hedge funds by 13F overlap

Clarius Group, LLC is an institutional investor managing $1.8B across 384 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Clarius Group, are Clearstead Advisors,, Torren ,, CAMDEN ASSET L P /CA, with shared positions in $PCAR, $NEE, $SBUX, $DHR, $NOW, $SNOW. The full ranking of 25 similar funds is below.

#1Clearstead Advisors, LLCPassive

Notable overlap · 4 shared positions

$PCAR $NEE $SBUX $DHR

$10.9B

2,241 positions

#2Torren Management, LLCActive

Some overlap · 3 shared positions

$NEE $NOW $DHR

$201M

983 positions

#3CAMDEN ASSET MANAGEMENT L P /CAActive

Some overlap · 4 shared positions

$NEE $SNOW $OKTA $BAC

$2.9B

69 positions

#4Savant Capital, LLCActive

Some overlap · 3 shared positions

$NEE $SNOW $DHR

$20.7B

1,500 positions

#5High Probability Advisors, LLCActive

Some overlap · 3 shared positions

$NEE $SNOW $DHR

$781M

67 positions

#6WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$NEE $SNOW $BAC

$350M

95 positions

#7PIER 88 INVESTMENT PARTNERS LLCPassive

Some overlap · 4 shared positions

$NEE $DNLI $OKTA $BAC

$402M

112 positions

#8Planning Center, Inc.Smart money

Some overlap · 3 shared positions

$NEE $DHR $SBUX

$987M

78 positions

#9HARBOUR INVESTMENT MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$PCAR $SBUX $NEE $DHR

$184M

101 positions

#10ADVENT CAPITAL MANAGEMENT /DE/Passive

Some overlap · 3 shared positions

$NEE $SNOW $BAC

$3.6B

215 positions

#11MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive

Some overlap · 3 shared positions

$NEE $SNOW $BAC

$634M

106 positions

#12Socorro Asset Management LPPassive

Some overlap · 3 shared positions

$NEE $DHR $BAC

$221M

32 positions

#13EDGAR LOMAX CO/VAActive

Some overlap · 3 shared positions

$NEE $SBUX $BAC

$1.4B

56 positions

#14Cohen Investment Advisors LLCPassive

Some overlap · 4 shared positions

$NEE $SBUX $NOW $BAC

$210M

79 positions

#15SPRING CAPITAL MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$NEE $SNOW $BAC

$198M

49 positions

#16Hixon Zuercher, LLCPassive

Some overlap · 3 shared positions

$NEE $SBUX $BAC

$321M

85 positions

#17Stack Financial Management, IncActive

Some overlap · 3 shared positions

$NEE $PCAR $DHR

$1.4B

52 positions

#18SSI INVESTMENT MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$NEE $SNOW $BAC

$1.4B

240 positions

#19Terra Alpha Investments LLC

Some overlap · 3 shared positions

$SBUX $NOW $DHR

$98M

32 positions

#20Capital Investment Services of America, Inc.Active

Some overlap · 4 shared positions

$SBUX $NOW $SNOW $DHR

$958M

80 positions

#21LAFFER TENGLER INVESTMENTS, INC.Passive

Some overlap · 4 shared positions

$SBUX $NEE $NOW $BAC

$677M

182 positions

#22Greystone Financial Group, LLCPassive

Some overlap · 3 shared positions

$SBUX $NOW $SNOW

$353M

78 positions

#23Northside Capital Management, LLCActive

Some overlap · 3 shared positions

$NEE $SNOW $BAC

$1.1B

193 positions

#24MIDDLETON & CO INC/MAActive

Some overlap · 3 shared positions

$NEE $NOW $DHR

$877M

164 positions

#25WorthPointe, LLCActive

Some overlap · 3 shared positions

$NEE $SNOW $OKTA

$369M

118 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.