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Hedge Funds Similar to Clearstead ,

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

Clearstead Trust, LLC is an institutional investor managing $613M across 981 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 Clearstead , are Valtrion ,, TOTH FINANCIAL ADVISORY, Stack Financial ,, with shared positions in $AGQ, $WM, $MCD, $PANW, $STX, $SYK. The full ranking of 25 similar funds is below.

#1Valtrion Capital Management, LLCActive
Notable overlap · 5 shared positions
$AGQ$WM$MCD$PANW$STX
$106M
93 positions
#2TOTH FINANCIAL ADVISORY CORPPassive
Notable overlap · 4 shared positions
$AGQ$MCD$SYK$IBM
$911M
918 positions
#3Stack Financial Management, IncActive
Notable overlap · 4 shared positions
$AGQ$WM$SYK$NEE
$1.4B
52 positions
#4IAM Advisory, LLCActive
Notable overlap · 4 shared positions
$AGQ$WM$PANW$AMD
$446M
95 positions
#5Deane Retirement Strategies, Inc.Passive
Notable overlap · 4 shared positions
$AGQ$LIN$IAU$TJX
$249M
57 positions
#6Dale Q Rice Investment Management LtdActive
Notable overlap · 4 shared positions
$AGQ$DE$PANW$SYK
$132M
68 positions
#7Mowery & Schoenfeld Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$AGQ$LIN$NEE
$65M
357 positions
#8Runnymede Capital Advisors, Inc.Passive
Notable overlap · 3 shared positions
$AGQ$PANW$AMD
$116M
75 positions
#9McElhenny Sheffield Capital Management, LLCActive
Notable overlap · 4 shared positions
$AGQ$IBM$MCD$TMO
$403M
95 positions
#10CPR Investments Inc.Active
Notable overlap · 3 shared positions
$AGQ$IAU$PANW
$150M
51 positions
#11Kaydan Wealth Management, Inc.Active
Some overlap · 4 shared positions
$AGQ$SYK$IAU$DE
$299M
109 positions
#12REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AGQ$DE$TMO$IAU
$697M
218 positions
#13Safe Harbor Fiduciary, LLCPassive
Some overlap · 6 shared positions
$AGQ$STX$TJX$PANW$AMD$TMO
$105M
56 positions
#14Generation Capital Management LLCPassive
Some overlap · 3 shared positions
$AGQ$MCD$IAU
$137M
74 positions
#15Cushing Capital Partners, LLCPassive
Some overlap · 6 shared positions
$AGQ$MCD$LIN$ADP$IAU$NEE
$130M
96 positions
#16Westwood Wealth ManagementActive
Some overlap · 3 shared positions
$AGQ$PANW$AMD
$255M
42 positions
#17GenWealth Group, Inc.Active
Some overlap · 3 shared positions
$AGQ$IAU$ADP
$584M
85 positions
#18PINKERTON WEALTH, LLCActive
Some overlap · 3 shared positions
$AGQ$WM$MCD
$1.1B
138 positions
#19Arta Finance Wealth Management LLCPassive
Some overlap · 3 shared positions
$AGQ$IAU$AMD
$202M
95 positions
#20Glen Eagle Advisors, LLCPassive
Some overlap · 4 shared positions
$AGQ$TJX$WM$NEE
$714M
1,021 positions
#21Dogwood Wealth Management LLCPassive
Some overlap · 4 shared positions
$AGQ$TJX$WM$ADP
$230M
860 positions
#22Prosperity Financial Group, Inc.Passive
Some overlap · 3 shared positions
$AGQ$TJX$AMD
$271M
186 positions
#23Carrera Capital AdvisorsActive
Some overlap · 4 shared positions
$AGQ$SYK$NEE$AMD
$649M
188 positions
#24SYNTAX RESEARCH, INC.Passive
Some overlap · 4 shared positions
$AGQ$TMO$SYK$PANW
$157M
174 positions
#25BXM Wealth LLCPassive
Some overlap · 3 shared positions
$AGQ$IAU$IBM
$130M
131 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.