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 Clear Creek Financial ,

13F Portfolio OverlapQ1 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 $1.3B across 608 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 Clear Creek Financial , are COLUMBIA ADVISORY PARTNERS, Daviman Financial,, Glen Eagle Advisors,, with shared positions in $WT, $LEN, $JHG, $MU, $HUM, $REGN. The full ranking of 25 similar funds is below.

#1COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 8 shared positions

$WT $LEN $JHG $MU $HUM $REGN

$157M

92 positions

#2Daviman Financial, LLCPassive

Notable overlap · 6 shared positions

$WT $LEN $SE $AGQ $BITB $SHW

$169M

84 positions

#3Glen Eagle Advisors, LLCPassive

Notable overlap · 6 shared positions

$WT $LEN $AGQ $HUM $REGN $SHW

$714M

1,021 positions

#4Per Stirling Capital Management, LLC.Passive

Notable overlap · 6 shared positions

$WT $IAU $JHG $HUM $REGN $AGQ

$905M

310 positions

#5First Financial Group CorpActive

Notable overlap · 6 shared positions

$WT $IAU $JHG $SHW $HUM $CRWD

$122M

80 positions

#6GREAT VALLEY ADVISOR GROUP, INC.Passive

Notable overlap · 6 shared positions

$WT $JHG $REGN $CRM $SHW $HUM

$5.5B

999 positions

#7Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 7 shared positions

$WT $LEN $MU $JHG $SHW $CRWD

$144M

387 positions

#8tru Independence LLCPassive

Notable overlap · 6 shared positions

$WT $JHG $CRM $AGQ $FND $HUM

$202M

102 positions

#9ShoreHaven Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $SE $IAU $JHG

$278M

103 positions

#10Vantage Point Financial LLCPassive

Notable overlap · 5 shared positions

$WT $IAU $LEN $SE $PLTR

$285M

176 positions

#11BLUELINE ADVISORS LLCActive

Some overlap · 5 shared positions

$WT $SE $JHG $SHW $HUM

$129M

217 positions

#12Reyes Financial Architecture, Inc.Passive

Some overlap · 4 shared positions

$WT $LEN $AGQ $HUM

$122M

348 positions

#13BEACON FINANCIAL GROUPPassive

Some overlap · 5 shared positions

$WT $SE $HUM $JHG $LEN

$1.0B

348 positions

#14Catalyst Investment Management LLCPassive

Some overlap · 4 shared positions

$WT $SE $IAU $HUM

$90M

65 positions

#15CRA Financial Services, LLCPassive

Some overlap · 4 shared positions

$WT $LEN $JHG $HUM

$770M

296 positions

#16Ausdal Financial Partners, Inc.Passive

Some overlap · 6 shared positions

$WT $LEN $REGN $SHW $MU $PLTR

$2.3B

985 positions

#17Vigilare Wealth ManagementActive

Some overlap · 5 shared positions

$WT $JHG $HUM $AGQ $PLTR

$296M

109 positions

#18Carmel Capital Partners, LLCPassive

Some overlap · 3 shared positions

$WT $LEN $AGQ

$277M

118 positions

#19Catalina Capital Group, LLCPassive

Some overlap · 4 shared positions

$WT $SE $HUM $LEN

$168M

176 positions

#20Arta Finance Wealth Management LLCPassive

Some overlap · 5 shared positions

$WT $IAU $CRM $AGQ $PLTR

$202M

95 positions

#21Fortune Financial Group, Inc.Active

Some overlap · 4 shared positions

$WT $LEN $REGN $AGQ

$111M

84 positions

#22WESCAP Management Group, Inc.Active

Some overlap · 4 shared positions

$WT $SE $IAU $HUM

$508M

107 positions

#23MBA Advisors LLCPassive

Some overlap · 4 shared positions

$WT $IAU $JHG $AGQ

$260M

146 positions

#24Cascade Financial Partners, LLCActive

Some overlap · 5 shared positions

$WT $HUM $SE $AGQ $CRWD

$970M

263 positions

#25Elmwood Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$WT $SE $HUM $CRM

$362M

178 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.