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Hedge Funds Similar to Total Clarity Wealth ,

13F Portfolio OverlapQ1 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 $426M across 311 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 Total Clarity Wealth , are Per Stirling ,, Financial Security Advisor,, tru Independence, with shared positions in $WT, $JHG, $BAH, $AGQ, $IAU, $D. The full ranking of 25 similar funds is below.

#1Per Stirling Capital Management, LLC.Passive
Notable overlap · 5 shared positions
$WT$JHG$BAH$AGQ$IAU
$905M
310 positions
#2Financial Security Advisor, Inc.Active
Notable overlap · 4 shared positions
$WT$JHG$BAH$D
$544M
160 positions
#3tru Independence LLCPassive
Notable overlap · 4 shared positions
$WT$JHG$FITB$AGQ
$202M
102 positions
#4AIFG Consultants Ltd.
Some overlap · 4 shared positions
$WT$JHG$FITB$ANET
$58M
54 positions
#5Magnolia Private Wealth, LLCPassive
Some overlap · 4 shared positions
$WT$JHG$UNIT$IAU
$150M
134 positions
#6COLUMBIA ADVISORY PARTNERS LLCActive
Some overlap · 3 shared positions
$WT$JHG$FCFS
$157M
92 positions
#7Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$WT$JHG$VRT$APP$IAU
$477M
70 positions
#8CGN Advisors LLCPassive
Some overlap · 4 shared positions
$WT$JHG$UNIT$ENB
$1.3B
317 positions
#9Harbour Wealth Management Group, Inc.Passive
Some overlap · 4 shared positions
$WT$JHG$INTC$IAU
$133M
89 positions
#10MBA Advisors LLCPassive
Some overlap · 4 shared positions
$WT$JHG$AGQ$IAU
$260M
146 positions
#11Three Magnolias Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$WT$JHG$SHOP$D
$157M
103 positions
#12Ameritas Advisory Services, LLCPassive
Some overlap · 4 shared positions
$WT$JHG$OKE$UNIT
$2.6B
1,075 positions
#13Sanchez Wealth Management GroupActive
Some overlap · 4 shared positions
$WT$JHG$AGQ$IAU
$462M
53 positions
#14Vigilare Wealth ManagementActive
Some overlap · 3 shared positions
$WT$JHG$AGQ
$296M
109 positions
#15WT Wealth ManagementPassive
Some overlap · 3 shared positions
$WT$JHG$SHOP
$336M
138 positions
#16Collaborative Wealth Managment Inc.Passive
Some overlap · 5 shared positions
$WT$FCFS$FITB$UNIT$UPS
$218M
162 positions
#17First Financial Group CorpActive
Some overlap · 3 shared positions
$WT$JHG$IAU
$122M
80 positions
#18Spectrum Wealth Advisory Group, LLCActive
Some overlap · 6 shared positions
$WT$FCFS$FITB$AGQ$JHG$D
$269M
58 positions
#19Ritter Daniher Financial Advisory LLC / DEActive
Some overlap · 3 shared positions
$WT$JHG$UNIT
$589M
590 positions
#20Retirement Management Systems Inc.Active
Some overlap · 3 shared positions
$WT$JHG$IAU
$415M
51 positions
#21M Wealth Management, LLCActive
Some overlap · 3 shared positions
$WT$JHG$OKE
$119M
55 positions
#22GREAT VALLEY ADVISOR GROUP, INC.Passive
Some overlap · 3 shared positions
$WT$JHG$BAH
$5.5B
999 positions
#23Clearwater Capital Advisors, LLCActive
Some overlap · 3 shared positions
$WT$JHG$AGQ
$1.2B
177 positions
#24Hamilton Capital, LLCSmart money
Some overlap · 3 shared positions
$WT$JHG$IAU
$1.9B
152 positions
#25Sharper & Granite LLCPassive
Some overlap · 4 shared positions
$WT$UNIT$ANET$IAU
$293M
107 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.