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Hedge Funds Similar to Clear Creek Financial

13F Portfolio OverlapQ2 2026Clear Creek Financial portfolio →
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Most similar hedge funds by 13F overlap

Clear Creek Financial Management, LLC is an institutional investor managing $1.6B across 643 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 Clear Creek Financial are Copia Wealth, TWIN FOCUS PARTNERS, Allie Family Office, with shared positions in $DOV, $IAU, $PWR, $CRWD, $ASML, $BITB. The full ranking of 25 similar funds is below.

#1Copia Wealth Management
Some overlap · 3 shared positions
$DOV$IAU$PWR
$166M
570 positions
#2TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 3 shared positions
$DOV$IAU$CRWD
$983M
170 positions
#3Allie Family Office LLCActive
Some overlap · 3 shared positions
$DOV$IAU$ASML
$269M
107 positions
#4Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$DOV$IAU$ASML
$406M
308 positions
#5Three Bridge Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$IAU$ASML
$399M
87 positions
#6Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$DOV$IAU$ASML
$1.1B
154 positions
#7South Shore Capital AdvisorsPassive
Some overlap · 4 shared positions
$DOV$CRWD$IAU$ASML
$149M
154 positions
#8REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$IAU$ASML
$760M
229 positions
#9Appalachian Capital Management LtdSmart money
Some overlap · 3 shared positions
$BITB$CRWD$DOV
$138M
43 positions
#10BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$BITB$IAU$ETHW
$453M
117 positions
#11Battery Global Advisors, LLCSmart money
Some overlap · 3 shared positions
$IAU$CRWD$DOV
$200M
157 positions
#12Endowment Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$DOV$IAU$ASML$BE
$259M
181 positions
#13Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$CRWD$NBIS$ASML
$819M
339 positions
#14UNIQUE WEALTH, LLCActive
Some overlap · 3 shared positions
$BITB$IAU$ASML
$858M
201 positions
#15Murphy & Mullick Capital Management CorpPassive
Some overlap · 3 shared positions
$DOV$CRWD$ASML
$161M
666 positions
#16Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$DOV$IAU$PWR
$829M
163 positions
#17Lantern Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$DOV$IAU
$218M
184 positions
#18Ameliora Wealth Management Ltd.Passive
Some overlap · 3 shared positions
$DOV$IAU$PWR
$337M
229 positions
#19Well Done, LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$BITB
$743M
202 positions
#20BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 5 shared positions
$IAU$ARCC$DOV$PWR$ASML
$1.5B
234 positions
#21AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$ARCC$ASML
$832M
230 positions
#22IFC & Insurance Marketing, Inc.Active
Some overlap · 3 shared positions
$IAU$CRWD$BE
$114M
78 positions
#23SBI Securities Co., Ltd.Passive
Some overlap · 3 shared positions
$DOV$CRWD$NBIS
$4.4B
4,072 positions
#24Crumly & Associates Inc.Passive
Some overlap · 3 shared positions
$BITB$CRWD$APLD
$522M
196 positions
#25REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$IAU$DOV$CRWD
$1.9B
103 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.