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 Wealth Advisors,

13F Portfolio OverlapQ1 2026Clarity Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Clarity Wealth Advisors, LLC is an institutional investor managing $486M across 108 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 Wealth Advisors, are McCarthy Asset ,, Seneca Financial Advisors, Alexis Investment Partners,, with shared positions in $HUM, $BRZE, $SNOW, $AMAT, $AMGN, $DIA. The full ranking of 25 similar funds is below.

#1McCarthy Asset Management, Inc.

Notable overlap · 4 shared positions

$HUM $BRZE $SNOW $AMAT

$192M

27 positions

#2Seneca Financial Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $BRZE $SNOW $AMGN $DIA

$341M

64 positions

#3Alexis Investment Partners, LLCActive

Notable overlap · 3 shared positions

$HUM $DIA $AMAT

$145M

35 positions

#4McClarren Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$HUM $BRZE $AMGN

$169M

79 positions

#5SIGNATUREFD, LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $PLTR

$6.5B

3,465 positions

#6Provenance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $AGQ

$945M

412 positions

#7Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$HUM $BRZE $SNOW

$104M

20 positions

#8CWS Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$BRZE $HUM $CRM

$390M

157 positions

#9Breakwater Investment ManagementPassive

Notable overlap · 5 shared positions

$BRZE $HUM $SNOW $SNPS $PLTR

$269M

506 positions

#10Confluence Wealth Services, Inc.Active

Notable overlap · 3 shared positions

$HUM $SNOW $CRM

$2.6B

365 positions

#11Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $CRM $HUM $PLTR

$151M

54 positions

#12Calder Financial LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $SNOW $DIA

$101M

40 positions

#13Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 3 shared positions

$BRZE $SNOW $HUM

$111M

63 positions

#14Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $SNOW $AMGN

$194M

54 positions

#15New England Private Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $AGQ

$866M

194 positions

#16Human Investing LLCSmart money

Notable overlap · 5 shared positions

$HUM $SNOW $BRZE $AMGN $INTC

$687M

96 positions

#17Madison Park Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$BRZE $DIA $HUM $AGQ $CRM

$127M

62 positions

#18CONQUIS FINANCIAL LLCSmart money

Notable overlap · 5 shared positions

$HUM $SNOW $BRZE $INTC $AMGN

$121M

54 positions

#19GENESIS PRIVATE WEALTH, LLCPassive

Notable overlap · 3 shared positions

$HUM $SNOW $BRZE

$318M

182 positions

#20Opus Financial Solutions LLCPassive

Notable overlap · 3 shared positions

$HUM $SNOW $BRZE

$106M

103 positions

#21Asset Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$HUM $SNOW $BRZE $AMGN

$199M

116 positions

#22360 Financial, Inc.Active

Notable overlap · 4 shared positions

$HUM $SNOW $AMGN $PLTR

$332M

80 positions

#23PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$HUM $SNOW $BRZE $AMAT

$198M

106 positions

#24Enclave Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $SNOW $PLTR $AGQ

$729M

132 positions

#25Family Investment Center, Inc.Active

Notable overlap · 3 shared positions

$HUM $SNOW $BRZE

$520M

91 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.