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Hedge Funds Similar to Total Clarity Wealth

13F Portfolio OverlapQ3 2026Total Clarity Wealth portfolio →
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Most similar hedge funds by 13F overlap

Total Clarity Wealth Management, Inc. is an institutional investor managing $518M across 364 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Total Clarity Wealth are Verity & Verity, Sage Advisors, Ipsen Advisor Group, with shared positions in $UPS, $ENB, $VZ, $PFH, $AMGN, $OKE. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive
Some overlap · 6 shared positions
$UPS$ENB$VZ$PFH$AMGN$OKE
$1.5B
139 positions
#2Sage Capital Advisors,llcPassive
Some overlap · 5 shared positions
$UPS$VRT$VZ$AMGN$SPCX
$498M
145 positions
#3Ipsen Advisor Group LLCPassive
Some overlap · 6 shared positions
$UPS$PFH$ALL$AMGN$IAU$OKE
$155M
107 positions
#4SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$UPS$ENB$VZ$IAU$OKE
$298M
133 positions
#5IBEX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$VRT$VZ$ANET$AMGN$OKE
$1.3B
209 positions
#6OPAL CAPITAL LLCPassive
Some overlap · 4 shared positions
$UPS$ENB$AIG$VZ
$560M
136 positions
#7TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$UPS$ENB$AIG$VZ
$798M
187 positions
#8San Luis Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$UPS$VRT$VZ$SPCX$LIN
$685M
186 positions
#9CHRISTINE MESSMER PCActive
Some overlap · 5 shared positions
$UPS$VZ$ENB$AMGN$OKE
$177M
86 positions
#10PCB Capital LLCPassive
Slight overlap · 4 shared positions
$UPS$AIG$VZ$ANET
$82M
114 positions
#11Richard W. Paul & Associates, LLCPassive
Slight overlap · 4 shared positions
$UPS$VRT$VZ$D
$327M
320 positions
#12ROWLANDMILLER & PARTNERS.ADVPassive
Slight overlap · 4 shared positions
$UPS$VRT$VZ$AMGN
$549M
195 positions
#13GW HENSSLER & ASSOCIATES LTDPassive
Slight overlap · 5 shared positions
$VZ$ANET$ALL$D$AMGN
$2.3B
224 positions
#14Gilman Hill Asset Management, LLCPassive
Slight overlap · 4 shared positions
$UPS$ENB$VZ$D
$718M
222 positions
#15ADVOCATE GROUP LLCPassive
Slight overlap · 4 shared positions
$UPS$ENB$VZ$D
$646M
122 positions
#16Bluebird Wealth Management LLCPassive
Slight overlap · 4 shared positions
$UPS$VRT$ANET$LIN
$115M
89 positions
#17COWA, LLCPassive
Slight overlap · 5 shared positions
$UPS$PFH$AMGN$IAU$OKE
$399M
181 positions
#18Boomfish Wealth Group, LLCPassive
Slight overlap · 4 shared positions
$UPS$ENB$ANET$AMGN
$231M
102 positions
#19MILESTONE ASSET MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$VRT$VZ$ANET$AMGN
$631M
238 positions
#20Aspire Private Capital, LLCPassive
Slight overlap · 4 shared positions
$UPS$VRT$ALL$LIN
$484M
175 positions
#21Sharp Financial Services, LLCActive
Slight overlap · 4 shared positions
$UPS$VRT$D$IAU
$216M
127 positions
#22DB&C Advisors, LLCPassive
Slight overlap · 4 shared positions
$UPS$VRT$AMGN$VZ
$96M
76 positions
#23Bell BankActive
Slight overlap · 4 shared positions
$UPS$VZ$PFH$AMGN
$2.7B
204 positions
#24P.A.W. CAPITAL CORPPassive
Slight overlap · 4 shared positions
$UPS$VZ$PFH$AMGN
$133M
66 positions
#25INVESTED ADVISORSPassive
Slight overlap · 4 shared positions
$VRT$VZ$PFH$AMGN
$117M
162 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.