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 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

$328M

108 positions

#3Davidson Kahn Capital Management, LLCActive

Slight overlap · 5 shared positions

$IBRX $ASML $BX $KKR $CRWD

$233M

72 positions

#4SLT Holdings LLCPassive

Slight overlap · 6 shared positions

$PLTR $ASML $GBTC $AGQ $PM $CRWD

$160M

150 positions

#5MFG WEALTH MANAGEMENT, INC.Passive

Slight overlap · 3 shared positions

$IBRX $PLTR $T

$140M

63 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

$224M

88 positions

#9Weaver Capital Management LLCPassive

Slight overlap · 5 shared positions

$PLTR $ASML $AMGN $MCD $APH

$454M

172 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

$649M

136 positions

#15Global X Japan Co., Ltd.Active

Slight overlap · 4 shared positions

$PLTR $ASML $AMGN $PM

$2.7B

390 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

$8.3B

587 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

$278M

109 positions

#21LCM Capital Management IncActive

Slight overlap · 4 shared positions

$PLTR $ASML $MCD $MDY

$230M

129 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

$207M

111 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.