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 Claro Advisors

13F Portfolio OverlapQ1 2026Claro Advisors portfolio →

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Most similar hedge funds by 13F overlap

Claro Advisors LLC is an institutional investor managing $830M across 506 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 Claro Advisors are Upper Left Wealth ,, Spectrum Planning & Advisory Services, Dorato, with shared positions in $HUBS, $GLDM, $GBTC, $MDLZ, $MCD, $SHW. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$HUBS $GLDM $GBTC

$169M

68 positions

#2Spectrum Planning & Advisory Services Inc.Passive

Slight overlap · 5 shared positions

$MDLZ $GLDM $GBTC $MCD $SHW

$202M

114 positions

#3Dorato Capital ManagementPassive

Slight overlap · 4 shared positions

$MDLZ $KLAC $MCD $SHW

$135M

254 positions

#4Sumitomo Mitsui DS Asset Management Company, LtdActive

Slight overlap · 4 shared positions

$GLDM $MCD $SHW $HON

$12.4B

770 positions

#544 WEALTH MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$MDLZ $KLAC $MCD $HON

$286M

183 positions

#6FIRST FINANCIAL BANKSHARES INCActive

Slight overlap · 4 shared positions

$MDLZ $MCD $HON $VLTO

$5.0B

201 positions

#7KICKSTAND VENTURES, LLC.Active

Slight overlap · 4 shared positions

$GLDM $MDLZ $SHW $KLAC

$475M

130 positions

#8INVESCO, LLCPassive

Slight overlap · 4 shared positions

$KLAC $MCD $SHW $HON

$286M

132 positions

#9MARSICO CAPITAL MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$KLAC $MCD $SHW $HON

$3.4B

65 positions

#10PFG AdvisorsPassive

Slight overlap · 4 shared positions

$GLDM $SHW $VLTO $DDOG

$2.1B

788 positions

#11Keystone Global Partners, LLCActive

Slight overlap · 5 shared positions

$SHW $VLTO $DDOG $GBTC $GLDM

$225M

54 positions

#12Cardinal Strategic Wealth GuidanceSmart money

Slight overlap · 4 shared positions

$GLDM $MDLZ $SHW $HON

$379M

63 positions

#13WEALTHGARDEN F.S. LLCPassive

Slight overlap · 4 shared positions

$MDLZ $GLDM $DDOG $SHW

$147M

165 positions

#14WT Wealth ManagementPassive

Slight overlap · 3 shared positions

$GLDM $MDLZ $SHW

$336M

138 positions

#15TABLEAUX LLCPassive

Slight overlap · 4 shared positions

$GLDM $HON $TD $MCD

$206M

113 positions

#16Compagnie Lombard Odier SCmAActive

Slight overlap · 4 shared positions

$MDLZ $MCD $HON $DDOG

$8.1B

454 positions

#17Miller Capital Partners, Inc.Passive

Slight overlap · 4 shared positions

$KLAC $MCD $HON $DDOG

$208M

262 positions

#18Mills Wealth Advisors LLCActive

Slight overlap · 3 shared positions

$GLDM $GBTC $MCD

$286M

80 positions

#19Quantum Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$GLDM $MDLZ $VLTO

$891M

231 positions

#20Copia Wealth ManagementPassive

Slight overlap · 3 shared positions

$GLDM $GBTC $SHW

$146M

532 positions

#21ACIMA PRIVATE WEALTH, LLCActive

Slight overlap · 4 shared positions

$HUBS $SHW $MCD $DDOG

$319M

177 positions

#22KFA Private Wealth Group, LLCActive

Slight overlap · 4 shared positions

$MDLZ $MCD $SHW $HON

$417M

160 positions

#23Beaumont Financial Advisors, LLCPassive

Slight overlap · 3 shared positions

$GLDM $GBTC $MCD

$1.5B

369 positions

#24CURTIS WEALTH MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$GLDM $MDLZ $DDOG

$107M

50 positions

#25FINANCIAL LIFE ADVISORSActive

Slight overlap · 3 shared positions

$GLDM $MDLZ $DDOG

$321M

52 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.