Hedge Funds Similar to Clearview Wealth

13F Portfolio OverlapQ1 2026Clearview Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Clearview Wealth Management LLC is an institutional investor managing $156M across 62 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 Clearview Wealth are Towneley , / DE, CORNERSTONE ADVISORS ASSET ,, Advisory Resource Group, with shared positions in $JHG, $COP, $DDOG, $GMM, $LOAR. The full ranking of 25 similar funds is below.

#1Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$JHG $COP $DDOG

$478M

42 positions

#2CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$JHG $DDOG $COP

$648M

134 positions

#3Advisory Resource GroupPassive

Notable overlap · 3 shared positions

$581M

172 positions

#4Stirlingshire Investments, Inc.Passive

Notable overlap · 3 shared positions

$JHG $COP $DDOG

$114M

196 positions

#5Northeast Financial Group, Inc.Active

Some overlap · 3 shared positions

$404M

90 positions

#6Kensington Asset Management, LLCSmart money

Some overlap · 3 shared positions

$1.9B

41 positions

#7TPG Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$JHG $DDOG $GMM

$307M

76 positions

#8VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 3 shared positions

$301M

176 positions

#9Clearwater Capital Advisors, LLCActive

Some overlap · 3 shared positions

$JHG $COP $DDOG

$1.2B

177 positions

#10Adams Wealth ManagementPassive

Some overlap · 3 shared positions

$JHG $COP $DDOG

$455M

145 positions

#11CacheTech Inc.Passive

Some overlap · 3 shared positions

$JHG $COP $DDOG

$519M

177 positions

#12Resonant Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$JHG $COP $DDOG

$1.9B

495 positions

#13Brucke Financial, Inc.Passive

Some overlap · 3 shared positions

$JHG $COP $DDOG

$197M

166 positions

#14SIMON QUICK ADVISORS, LLCPassive

Some overlap · 3 shared positions

$JHG $DDOG $COP

$2.2B

378 positions

#15TAGStone Capital, Inc.Passive

Some overlap · 3 shared positions

$COP $DDOG $GMM

$283M

137 positions

#16Hassell Wealth Management, LLCSmart money

Some overlap · 3 shared positions

$COP $DDOG $GMM

$298M

28 positions

#17ONE Advisory Partners, LLCActive

Some overlap · 3 shared positions

$LOAR $DDOG $GMM

$324M

72 positions

#18SAGE RHINO CAPITAL LLCPassive

Some overlap · 3 shared positions

$JHG $COP $DDOG

$535M

330 positions

#19Aspen Wealth Strategies, LLCActive

Some overlap · 3 shared positions

$JHG $COP $DDOG

$187M

89 positions

#20PLANWISER FINANCIAL, LLCActive

Some overlap · 3 shared positions

$JHG $DDOG $GMM

$138M

47 positions

#21Kelly Financial Services LLCPassive

Some overlap · 3 shared positions

$414M

128 positions

#22WFA of San Diego, LLCPassive

Some overlap · 3 shared positions

$JHG $COP $DDOG

$125M

404 positions

#23Level Wealth Management LLCSmart money

Some overlap · 3 shared positions

$DDOG $COP $GMM

$213M

67 positions

#24ABSOLUTE CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$301M

146 positions

#25Pacific Park Financial, Inc.Active

Some overlap · 3 shared positions

$COP $JHG $DDOG

$153M

73 positions

Compare Clearview Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Clearview Wealth’s holdings

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.