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Hedge Funds Similar to McClarren Financial Advisors

13F Portfolio OverlapQ3 2026McClarren Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

McClarren Financial Advisors, Inc. is an institutional investor managing $198M across 84 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 McClarren Financial Advisors are William Allan, SCHARF INVESTMENTS, Granite Group Advisors, with shared positions in $SBUX, $HSY, $PEP, $DIS, $MCK, $UNP. The full ranking of 25 similar funds is below.

#1William Allan CorpActive
Some overlap · 4 shared positions
$SBUX$HSY$PEP$DIS
$199M
65 positions
#2SCHARF INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$HSY$DIS$MCK$UNP
$3.0B
79 positions
#3Granite Group Advisors, LLCActive
Some overlap · 4 shared positions
$DIS$SBUX$PEP$AMGN
$158M
78 positions
#4Arlington Financial Advisors, LLCActive
Some overlap · 4 shared positions
$DIS$SBUX$NU$AMGN
$796M
112 positions
#5JACOBS & CO/CAPassive
Some overlap · 5 shared positions
$SBUX$UNP$AMGN$ROK$PEP
$1.2B
132 positions
#6Pine Haven Investment Counsel, IncPassive
Some overlap · 5 shared positions
$SBUX$UNP$AMGN$PEP$ROK
$149M
116 positions
#7Wilson & Boucher Capital Management, LLCPassive
Some overlap · 5 shared positions
$PEP$AMGN$UNP$SBUX$MCK
$170M
121 positions
#8Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$SBUX$HSY$UNP$AMGN
$856M
89 positions
#9Minot DeBlois Advisors LLCPassive
Some overlap · 4 shared positions
$DIS$PEP$UNP$SBUX
$116M
240 positions
#10INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$HSY$DIS$SBUX
$96M
31 positions
#11LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 3 shared positions
$HSY$DIS$PEP
$360M
59 positions
#12Kennon-Green & Company, LLCActive
Some overlap · 3 shared positions
$HSY$DIS$PEP
$131M
42 positions
#13KLINGENSTEIN FIELDS & CO LPActive
Some overlap · 4 shared positions
$DIS$PEP$UNP$SBUX
$2.9B
195 positions
#14Westfuller Advisors, LLCPassive
Some overlap · 5 shared positions
$NU$UNP$SBUX$DIS$PEP
$275M
765 positions
#15ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$SBUX$DIS$PEP$AMGN$UNP
$1.8B
792 positions
#16STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$DIS$AMGN$PEP$UNP$HSY
$589M
181 positions
#17EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$SBUX$PEP$UNP$AMGN
$1.3B
58 positions
#18First Pacific FinancialPassive
Some overlap · 3 shared positions
$NU$PEP$ROK
$978M
538 positions
#19Fiduciary Group, LLCPassive
Some overlap · 5 shared positions
$UNP$AMGN$PEP$DIS$SBUX
$1.3B
305 positions
#20HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$HSY$UNP$AMGN$PEP$SBUX
$363M
92 positions
#21FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$PEP$UNP$DIS$AMGN
$684M
81 positions
#22DRH Investments, Inc.Active
Some overlap · 3 shared positions
$HSY$DIS$UNP
$126M
20 positions
#23TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 4 shared positions
$MCK$UNP$PEP$AMGN
$1.0B
1,024 positions
#24Bull Street Advisors, LLCPassive
Some overlap · 4 shared positions
$PEP$DIS$AMGN$UNP
$221M
92 positions
#25Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$HSY$PEP$UNP
$455M
57 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.