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 Clarus Wealth Advisors

13F Portfolio OverlapQ1 2026Clarus Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Clarus Wealth Advisors is an institutional investor managing $260M across 86 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 Clarus Wealth Advisors are PETREDIS INVESTMENT ADVISORS, ODonnell Financial Services,, Fingerlakes Wealth ,, with shared positions in $NTRB, $TJX, $SHW, $AMD, $LMT, $MAR. The full ranking of 25 similar funds is below.

#1PETREDIS INVESTMENT ADVISORS LLCActive

Notable overlap · 7 shared positions

$NTRB $TJX $SHW $AMD $LMT $MAR

$1.2B

108 positions

#2ODonnell Financial Services, LLCActive

Notable overlap · 3 shared positions

$NTRB $REGN $UNH

$290M

64 positions

#3Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$NTRB $LMT $MAR $MS $NEE

$151M

97 positions

#4Portfolio Strategies, Inc.Active

Notable overlap · 5 shared positions

$NTRB $SHW $MAR $LMT $MS

$811M

75 positions

#5Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$NTRB $AGQ $AMD

$116M

80 positions

#6Gratus Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$NTRB $PWR $MAR $MS

$691M

138 positions

#7Cassaday & Co Wealth Management LLCActive

Notable overlap · 3 shared positions

$NTRB $AGQ $MAR

$4.7B

1,361 positions

#8Leelyn Smith, LLCPassive

Notable overlap · 3 shared positions

$NTRB $GD $LMT

$713M

154 positions

#9Clifford Group, LLCActive

Notable overlap · 4 shared positions

$NTRB $MAR $MS $NEE

$130M

80 positions

#10Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$NTRB $MAR $NEE $EMR

$302M

51 positions

#11IFC Advisors LLCActive

Notable overlap · 3 shared positions

$NTRB $MS $NEE

$699M

158 positions

#12Beacon Capital Management, LLCActive

Notable overlap · 3 shared positions

$NTRB $MAR $AMD

$567M

166 positions

#13ANGELES WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$NTRB $SHW $PWR

$1.8B

524 positions

#14Coquina Private Wealth LLCActive

Notable overlap · 7 shared positions

$NTRB $REGN $PLTR $AMD $MAR $MS

$124M

96 positions

#15Alexis Investment Partners, LLCActive

Notable overlap · 4 shared positions

$NTRB $TJX $SHW $MAR

$145M

35 positions

#16Gladwyn Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$NTRB $GD $NEE

$160M

82 positions

#17Zeit Capital LLCActive

Notable overlap · 3 shared positions

$NTRB $PLTR $SOLV

$149M

52 positions

#18CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive

Notable overlap · 6 shared positions

$NTRB $PLTR $SHW $REGN $MAR $LMT

$239M

97 positions

#19Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$NTRB $MS $LMT $UNH

$109M

1,311 positions

#20Sanchez Wealth Management GroupActive

Notable overlap · 5 shared positions

$SOLV $REGN $AGQ $MS $LMT

$462M

53 positions

#21Plan Group Financial, LLCPassive

Some overlap · 3 shared positions

$REGN $SOLV $NTRB

$426M

229 positions

#22Oxford Wealth Group, LLCPassive

Some overlap · 6 shared positions

$REGN $NTRB $C $PLTR $HOOD $MS

$183M

88 positions

#23Merited Wealth, LLCPassive

Some overlap · 5 shared positions

$NTRB $SHW $SOLV $MS $UNH

$121M

79 positions

#24Owen LaRue, LLCPassive

Some overlap · 6 shared positions

$REGN $NTRB $PLTR $C $SHW $AMD

$261M

128 positions

#25Blue Edge Capital, LLCActive

Some overlap · 3 shared positions

$NTRB $C $UNH

$753M

134 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.