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Hedge Funds Similar to Clarus Group,

13F Portfolio OverlapQ1 2026Clarus Group, portfolio →
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Most similar hedge funds by 13F overlap

Clarus Group, Inc. is an institutional investor managing $279M across 113 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 Clarus Group, are 6th Street Advisors,, BROGAN FINANCIAL,, KFG WEALTH ,, with shared positions in $DUK, $PWR, $FANG, $PGR, $KO, $SLV. The full ranking of 25 similar funds is below.

#16th Street Advisors, LLCActive
Substantial overlap · 4 shared positions
$DUK$PWR$FANG$PGR
$159M
59 positions
#2BROGAN FINANCIAL, INC.Smart money
Substantial overlap · 4 shared positions
$DUK$PWR$FANG$KO
$227M
56 positions
#3KFG WEALTH MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$DUK$PWR$SLV
$774M
216 positions
#4Second Line Capital, LLCActive
Notable overlap · 4 shared positions
$DUK$PWR$FANG$PGR
$528M
185 positions
#5Lord & Richards Wealth Management, LLCActive
Notable overlap · 4 shared positions
$DUK$PWR$FANG$PGR
$114M
50 positions
#6Purewater Capital LLCActive
Notable overlap · 4 shared positions
$DUK$FANG$COP$INTC
$104M
68 positions
#7Park Place Capital CorpPassive
Some overlap · 5 shared positions
$DUK$PWR$FANG$PGR$KO
$499M
850 positions
#8Sunburst Financial Group, LLCActive
Some overlap · 3 shared positions
$DUK$COP$PWR
$543M
132 positions
#9SevenBridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$DUK$PWR$FANG
$640M
202 positions
#10Aptus Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$DUK$COP$FANG$PWR$PGR
$12.7B
1,671 positions
#11MBE Wealth Management, LLCActive
Some overlap · 3 shared positions
$DUK$COP$SLV
$241M
141 positions
#12Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$DUK$AMN$COP
$1.0B
279 positions
#13Investment Partners Asset Management, Inc.Passive
Some overlap · 4 shared positions
$GSAT$DUK$PANW$KO
$162M
163 positions
#14Energy Income Partners, LLCActive
Some overlap · 6 shared positions
$DUK$ET$EPD$PWR$KMI$WMB
$6.2B
87 positions
#15TrueWealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DUK$KMI$WMB
$398M
233 positions
#16MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 6 shared positions
$ET$PAA$EPD$COP$KMI$WMB
$3.7B
138 positions
#17MARIPAU WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$DUK$SLV$FANG$PWR
$227M
166 positions
#18INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$ET$PAA$EPD$DUK$KMI$WMB
$1.4B
149 positions
#19PCG Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$GSAT$AMN$SLV
$395M
164 positions
#20ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DUK$PWR$FANG
$237M
89 positions
#21Renasant BankPassive
Some overlap · 5 shared positions
$DUK$EPD$PWR$PANW$KO
$141M
137 positions
#22Fund Advisors of America Inc/FLPassive
Some overlap · 5 shared positions
$DUK$ET$EPD$KMI$WMB
$99M
118 positions
#23Uniting Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$DUK$AMN$KO
$470M
205 positions
#24KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 6 shared positions
$ET$PAA$EPD$KMI$WMB$PWR
$5.2B
48 positions
#25BERKLEY W R CORPActive
Some overlap · 5 shared positions
$ET$PAA$EPD$KMI$PGR
$1.9B
345 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.