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 Clearview Wealth Advisors

13F Portfolio OverlapQ4 2025Clearview Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Clearview Wealth Advisors LLC is an institutional investor managing $158M across 103 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Clearview Wealth Advisors are WINEBRENNER, Bridgewealth Advisory Group,, First Financial Group, with shared positions in $JHG, $SNOW, $MCD, $KKR, $PNC, $BAC. The full ranking of 25 similar funds is below.

#1WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$JHG $SNOW $MCD $KKR $PNC

$156M

139 positions

#2Bridgewealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$JHG $SNOW $BAC $KKR

$482M

135 positions

#3First Financial Group CorpActive

Notable overlap · 3 shared positions

$JHG $SNOW $NSC

$122M

80 positions

#4Miller Global Investments, LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $SCHW

$121M

295 positions

#5Flaharty Asset Management, LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $SCHW

$806M

133 positions

#6Medallion Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$JHG $SNOW $KKR $SCHW

$306M

1,121 positions

#7EPIQ PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$JHG $BAC $CB $SCHW

$214M

83 positions

#8INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$JHG $GLDM $KKR

$803M

181 positions

#9Seed Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$JHG $MCD $TEL $DELL

$145M

98 positions

#10Orion Capital Management LLCPassive

Notable overlap · 4 shared positions

$JHG $KKR $SCHW $BAC

$290M

485 positions

#11Guardian Financial Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $KKR

$237M

67 positions

#12NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$JHG $GLDM $MTB

$777M

112 positions

#13FIRETHORN WEALTH PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$JHG $BAC $HON $CB

$273M

190 positions

#14Sovereign Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $EMR

$472M

106 positions

#15Tower Wealth Partners, Inc.Active

Notable overlap · 3 shared positions

$JHG $PPL $MCD

$181M

87 positions

#16Leelyn Smith, LLCPassive

Notable overlap · 6 shared positions

$JHG $MCD $LMT $KKR $SCHW $HON

$713M

154 positions

#17PFS Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $CB $HON

$218M

590 positions

#18Financial Enhancement Group LLCPassive

Notable overlap · 3 shared positions

$JHG $GLDM $KKR

$807M

135 positions

#19Symphony Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$JHG $LMT $HON

$195M

99 positions

#20MIDLAND WEALTH ADVISORS LLCSmart money

Notable overlap · 4 shared positions

$JHG $NUE $MCD $KKR

$1.9B

160 positions

#21BARD ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $SCHW

$398M

292 positions

#22Dynamic Financial GroupActive

Notable overlap · 3 shared positions

$JHG $SNOW $MCD

$122M

69 positions

#23IVC Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$JHG $MCD $WM

$230M

173 positions

#24Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 3 shared positions

$JHG $WM $KKR

$144M

387 positions

#25MARS JEWETT FINANCIAL GROUP, INC.Smart money

Notable overlap · 3 shared positions

$JHG $KKR $HON

$316M

37 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.