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Hedge Funds Similar to Clearwater Advisors

13F Portfolio OverlapQ2 2026Clearwater Advisors portfolio →
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Most similar hedge funds by 13F overlap

Clearwater Capital Advisors, LLC is an institutional investor managing $1.4B across 189 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 Clearwater Advisors are Winning Points Advisors, Kercheville Advisors, Davidson Kahn, with shared positions in $IBRX, $MCD, $PM, $PLTR, $BX, $ASML. The full ranking of 25 similar funds is below.

#1Winning Points Advisors, LLCActive
Some overlap · 3 shared positions
$IBRX$MCD$PM
$76M
42 positions
#2Kercheville Advisors, LLCPassive
Slight overlap · 3 shared positions
$IBRX$PLTR$BX
$361M
119 positions
#3Davidson Kahn Capital Management, LLCActive
Slight overlap · 5 shared positions
$IBRX$ASML$BX$KKR$CRWD
$253M
69 positions
#4SLT Holdings LLCPassive
Slight overlap · 6 shared positions
$PLTR$ASML$GBTC$AGQ$PM$CRWD
$171M
155 positions
#5MFG WEALTH MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$IBRX$PLTR$T
$138M
62 positions
#6EverSource Wealth Advisors, LLCPassive
Slight overlap · 5 shared positions
$PLTR$ASML$BX$KKR$CRWD
$3.0B
4,392 positions
#7ELLERSON GROUP INC /ADVPassive
Slight overlap · 5 shared positions
$PLTR$ASML$AMGN$BX$MDY
$169M
64 positions
#8Finer Wealth Management, Inc.Active
Slight overlap · 5 shared positions
$PLTR$ASML$GBTC$MCD$T
$253M
92 positions
#9Weaver Capital Management LLCPassive
Slight overlap · 5 shared positions
$PLTR$ASML$AMGN$MCD$APH
$525M
181 positions
#10White Knight Strategic Wealth Advisors, LLCActive
Slight overlap · 5 shared positions
$PLTR$GBTC$AMGN$BX$MCD
$143M
89 positions
#11WILLNER & HELLER, LLCPassive
Slight overlap · 5 shared positions
$PLTR$ASML$AMGN$CRWD$MS
$160M
165 positions
#12Sterling Investment Advisors, Ltd.Passive
Slight overlap · 5 shared positions
$PLTR$AMGN$BX$KKR$CRWD
$599M
225 positions
#13Keystone Financial GroupPassive
Slight overlap · 6 shared positions
$PLTR$MCD$PM$CRWD$MDY$T
$1.7B
567 positions
#14Perennial Advisors, LLCPassive
Slight overlap · 5 shared positions
$ASML$AMGN$KKR$MCD$APH
$669M
137 positions
#15Global X Japan Co., Ltd.Active
Slight overlap · 4 shared positions
$PLTR$ASML$AMGN$PM
$2.5B
389 positions
#16Lansing Street AdvisorsActive
Slight overlap · 5 shared positions
$ASML$AMGN$KKR$MCD$MS
$472M
167 positions
#17GF FUND MANAGEMENT CO. LTD.Active
Slight overlap · 4 shared positions
$PLTR$ASML$AMGN$CRWD
$7.7B
616 positions
#18HOWE & RUSLING INCPassive
Slight overlap · 6 shared positions
$ASML$MCD$PM$CRWD$APH$MS
$1.7B
479 positions
#19INVESTMENT PARTNERS, LTD.Passive
Slight overlap · 4 shared positions
$PLTR$ASML$MCD$CRWD
$320M
167 positions
#20Equity Wealth Partners, LLCActive
Slight overlap · 4 shared positions
$PLTR$ASML$MCD$CRWD
$304M
109 positions
#21LCM Capital Management IncActive
Slight overlap · 4 shared positions
$PLTR$ASML$MCD$MDY
$235M
125 positions
#22SENTINEL TRUST CO LBASmart money
Slight overlap · 4 shared positions
$PLTR$ASML$MCD$MDY
$1.1B
136 positions
#23SlateStone Wealth, LLCPassive
Slight overlap · 4 shared positions
$PLTR$ASML$AMGN$APH
$1.3B
296 positions
#24Semus Wealth Partners LLCActive
Slight overlap · 4 shared positions
$ASML$PLTR$AMGN$MCD
$220M
110 positions
#25Canal Capital Management, LLCPassive
Slight overlap · 5 shared positions
$ASML$AMGN$BX$PM$T
$819M
220 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.