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 McClarren Financial Advisors,

13F Portfolio OverlapQ1 2026McClarren Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

McClarren Financial Advisors, Inc. is an institutional investor managing $193M across 85 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 McClarren Financial Advisors, are Blackston Financial Advisory Group,, Provenance Wealth Advisors,, Sherman Wealth, with shared positions in $NTRB, $HUM, $KKR, $MAR, $HSY, $MCK. The full ranking of 25 similar funds is below.

#1Blackston Financial Advisory Group, LLCActive

Notable overlap · 6 shared positions

$NTRB $HUM $KKR $MAR $HSY $MCK

$160M

106 positions

#2Provenance Wealth Advisors, LLCSmart money

Notable overlap · 5 shared positions

$BRZE $HUM $EPAM $KKR $MCK

$945M

412 positions

#3Sherman Wealth Management LLCActive

Notable overlap · 4 shared positions

$NTRB $HUM $KKR $UNIT

$116M

80 positions

#4Family CFO IncActive

Notable overlap · 6 shared positions

$BRZE $HUM $UNIT $MKL $AFRM $SCHW

$223M

41 positions

#5Cornerstone Financial Management LLCPassive

Notable overlap · 6 shared positions

$NTRB $HUM $KKR $NU $UNIT $UPST

$109M

1,311 positions

#6Breakwater Investment ManagementPassive

Notable overlap · 8 shared positions

$BRZE $HUM $NTRB $KKR $MKL $SCHW

$269M

506 positions

#7Wheelhouse Advisory Group LLCActive

Notable overlap · 5 shared positions

$NTRB $HUM $MAR $HSY $KKR

$302M

51 positions

#8ANGELES WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$NTRB $BRZE $KKR

$1.8B

524 positions

#9Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$BRZE $HUM $KKR $SCHW

$255M

70 positions

#10Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$BRZE $HUM $KKR $AMGN

$341M

64 positions

#11AMARA FINANCIAL, LLC.Active

Notable overlap · 3 shared positions

$NTRB $HUM $AFRM

$145M

45 positions

#12Alexis Investment Partners, LLCActive

Notable overlap · 3 shared positions

$NTRB $HUM $MAR

$145M

35 positions

#13White Lighthouse Investment Management Inc.Active

Notable overlap · 9 shared positions

$BRZE $HUM $KKR $AFRM $MAR $UNIT

$721M

145 positions

#14Mosaic Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $EPAM $NTRB $MAR $MKL

$67M

42 positions

#15FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $HUM $SCHW

$264M

25 positions

#16HANOVER ADVISORS INCSmart money

Notable overlap · 7 shared positions

$HUM $EPAM $KKR $MAR $SCHW $HSY

$246M

118 positions

#17Pacific Center for Financial ServicesActive

Notable overlap · 5 shared positions

$BRZE $NTRB $KKR $SCHW $DIS

$394M

513 positions

#18Junk Investment Group, LLCPassive

Notable overlap · 8 shared positions

$HUM $NTRB $KKR $MAR $UNIT $MKL

$191M

88 positions

#19BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$HUM $BRZE $KKR $MKL $DIS

$689M

134 positions

#20New England Private Wealth Advisors LLCActive

Notable overlap · 7 shared positions

$HUM $BRZE $KKR $MAR $AFRM $MKL

$866M

194 positions

#21HB Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $MKL

$15.5B

1,547 positions

#22CDM FINANCIAL COUNSELING SERVICES, INC.Active

Notable overlap · 5 shared positions

$HUM $NTRB $KKR $MAR $UNP

$105M

80 positions

#23Howard Capital Management Inc.Active

Notable overlap · 3 shared positions

$HUM $NTRB $KKR

$6.1B

332 positions

#24Baring Financial LLCActive

Notable overlap · 3 shared positions

$NTRB $HUM $EPAM

$163M

72 positions

#25Good Harbor Advisors, Inc.Active

Notable overlap · 3 shared positions

$HUM $BRZE $UNP

$92M

82 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.