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Hedge Funds Similar to Clarity Asset

13F Portfolio OverlapQ2 2026Clarity Asset portfolio →
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Most similar hedge funds by 13F overlap

Clarity Asset Management, Inc. is an institutional investor managing $204M across 66 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 Clarity Asset are Mokosak Advisory Group, Legacy Financial Group, Midwest Financial Partners Investments, with shared positions in $CASY, $PFG, $DE, $MMM. The full ranking of 7 similar funds is below.

#1Mokosak Advisory Group, LLCSmart money
Some overlap · 3 shared positions
$CASY$PFG$DE
$462M
38 positions
#2Legacy Financial Group LLCActive
Some overlap · 3 shared positions
$CASY$PFG$DE
$888M
133 positions
#3Midwest Financial Partners Investments, Inc.Active
Some overlap · 3 shared positions
$MMM$CASY$DE
$241M
80 positions
#4DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$MMM$PFG$DE
$530M
92 positions
#5Foster Group, Inc.Active
Some overlap · 3 shared positions
$CASY$DE$PFG
$3.8B
318 positions
#6Basepoint Wealth LLCPassive
Slight overlap · 3 shared positions
$DE$PFG$MMM
$175M
632 positions
#7MILLER WEALTH ADVISORS, LLCSmart money
Slight overlap · 3 shared positions
$DE$MMM$PFG
$237M
122 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.