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 Clarity Asset ,

13F Portfolio OverlapQ1 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Clarity Asset , are Frankly Finances,, D'Orazio & Associates,, FIDUCIARY FINANCIAL GROUP,, with shared positions in $SNOW, $NKE, $WT, $BRZE, $DIS, $BAH. The full ranking of 25 similar funds is below.

#1Frankly Finances, LLCActive

Notable overlap · 5 shared positions

$SNOW $NKE $WT $BRZE $DIS

$110M

64 positions

#2D'Orazio & Associates, Inc.Active

Notable overlap · 4 shared positions

$BAH $SNOW $MS $LOW

$772M

299 positions

#3FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SNOW $NKE $BRZE

$754M

345 positions

#4Tillman Hartley LLCActive

Notable overlap · 6 shared positions

$NKE $SNOW $WT $MMM $BRZE $WFC

$398M

88 positions

#5True Link Financial Advisors, LLCActive

Notable overlap · 6 shared positions

$SNOW $NKE $WT $GE $MS $NOW

$1.6B

418 positions

#6Verus Financial Partners, Inc.Smart money

Notable overlap · 5 shared positions

$SNOW $NKE $BRZE $GE $LOW

$1.1B

121 positions

#7McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$BAH $SNOW $BRZE

$192M

27 positions

#8Keystone Financial Services, LLCActive

Notable overlap · 3 shared positions

$SNOW $BAH $DIS

$149M

58 positions

#9LifeGoal Investments, LLCPassive

Notable overlap · 3 shared positions

$SNOW $BAH $MS

$175M

112 positions

#10Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$SNOW $MS $WT

$415M

51 positions

#11Scott Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$SNOW $MS $BAH $WFC $NKE

$493M

58 positions

#12Echo Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $MS $MMM

$174M

47 positions

#13American TrustActive

Notable overlap · 4 shared positions

$SNOW $MS $DE $PH

$1.1B

313 positions

#14Longview Financial Advisors LLCActive

Notable overlap · 6 shared positions

$SNOW $NKE $WT $MS $PH $WFC

$184M

157 positions

#15Financial Futures Ltd Liability Co.Active

Notable overlap · 3 shared positions

$NKE $SNOW $NOW

$228M

72 positions

#16Team Hewins, LLCSmart money

Notable overlap · 3 shared positions

$NKE $SNOW $WT

$337M

41 positions

#17Confluence Wealth Services, Inc.Active

Notable overlap · 5 shared positions

$NKE $SNOW $MS $BAH $DE

$2.6B

365 positions

#18Pillar Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$NKE $SNOW $BRZE

$171M

106 positions

#19Opus Financial Solutions LLCPassive

Notable overlap · 4 shared positions

$NKE $SNOW $WT $BRZE

$106M

103 positions

#20Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 5 shared positions

$SNOW $NKE $DE $WT $DIS

$931M

518 positions

#21Trademark Financial Management, LLCPassive

Notable overlap · 6 shared positions

$NKE $MS $ZBRA $WT $FGDL $BAH

$204M

102 positions

#22Mach-1 Financial Group, LLCPassive

Notable overlap · 4 shared positions

$SNOW $MS $WT $WFC

$284M

161 positions

#23Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$NKE $SNOW $BRZE

$607M

110 positions

#24FMA Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $BAH $DIS $EMR

$150M

38 positions

#25Fonville Wealth Management LLCPassive

Notable overlap · 3 shared positions

$SNOW $NKE $BRZE

$525M

138 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.