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 Clearwater Advisors,

13F Portfolio OverlapQ1 2026Clearwater Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Clearwater Capital Advisors, LLC is an institutional investor managing $1.2B across 177 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 Clearwater Advisors, are Hamilton ,, Sanchez Wealth Group, Value Investment Professionals,, with shared positions in $WT, $JHG, $COP, $MCD, $AGQ, $USB. The full ranking of 25 similar funds is below.

#1Hamilton Capital, LLCSmart money

Notable overlap · 4 shared positions

$WT $JHG $COP $MCD

$1.9B

152 positions

#2Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$WT $JHG $AGQ

$462M

53 positions

#3Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $JHG $MCD

$89M

81 positions

#4Madrid Financial ServicesActive

Notable overlap · 3 shared positions

$WT $USB $GSAT

$169M

26 positions

#5Systelligence, LLCPassive

Notable overlap · 4 shared positions

$WT $USB $GSAT $SNOW

$514M

56 positions

#6MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$WT $USB $GSAT $AGQ

$147M

52 positions

#7IAM Advisory, LLCActive

Notable overlap · 5 shared positions

$WT $USB $GSAT $PLTR $AGQ

$446M

95 positions

#8Lauer Wealth, LLCActive

Notable overlap · 6 shared positions

$WT $USB $ARKO $PLTR $COP $AGQ

$126M

67 positions

#9Envision Financial LLCActive

Notable overlap · 3 shared positions

$WT $USB $DDOG

$186M

46 positions

#10MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$WT $USB $TME

$1.3B

143 positions

#11tru Independence LLCPassive

Notable overlap · 4 shared positions

$WT $JHG $AGQ $MCD

$202M

102 positions

#12COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 5 shared positions

$WT $JHG $GSAT $COP $MCD

$157M

92 positions

#13JBGlobal.com LLCActive

Notable overlap · 3 shared positions

$WT $USB $COP

$102M

27 positions

#14ACT Advisors, LLC.Active

Notable overlap · 4 shared positions

$WT $SONY $PLTR $COP

$235M

78 positions

#15BIP Wealth, LLCActive

Notable overlap · 7 shared positions

$WT $USB $JHG $ARKO $SE $KKR

$2.5B

453 positions

#16CLG LLCActive

Notable overlap · 3 shared positions

$WT $USB $JHG

$403M

134 positions

#17Fortune Financial Group, Inc.Active

Notable overlap · 4 shared positions

$WT $GSAT $USB $AGQ

$111M

84 positions

#18WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$WT $USB $SE $COP $GBTC

$508M

107 positions

#19Global View Capital Management LLCActive

Notable overlap · 6 shared positions

$WT $USB $ARKO $SE $PLTR $AGQ

$377M

140 positions

#20Morton Capital Management LLC/CASmart money

Notable overlap · 3 shared positions

$WT $USB $KKR

$672M

139 positions

#21AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 5 shared positions

$WT $SE $USB $NTRB $DDOG

$206M

97 positions

#22Oxinas Partners Wealth Management LLCPassive

Notable overlap · 6 shared positions

$WT $SE $USB $PLTR $KKR $AGQ

$219M

145 positions

#23Wealthcare Capital Partners, LLCActive

Notable overlap · 6 shared positions

$WT $SE $JHG $KKR $COP $AGQ

$213M

153 positions

#24Stonekeep Investments, LLCActive

Notable overlap · 6 shared positions

$WT $SE $SNOW $PLTR $COP $DDOG

$154M

66 positions

#25Team Financial Group, LLCActive

Notable overlap · 5 shared positions

$WT $SNOW $PLTR $KKR $COP

$220M

273 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.