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 Clarity Financial

13F Portfolio OverlapQ2 2026Clarity Financial portfolio →

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Most similar hedge funds by 13F overlap

Clarity Financial LLC is an institutional investor managing $1.2B across 132 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Clarity Financial are International Private Wealth Advisors, Disciplined Equity, IBEX WEALTH ADVISORS, with shared positions in $PLTR, $VZ, $VRT, $AEP, $OKE, $BLK. The full ranking of 25 similar funds is below.

#1International Private Wealth Advisors LLCPassive

Notable overlap · 10 shared positions

$PLTR $VZ $VRT $AEP $OKE $BLK

$194M

160 positions

#2Disciplined Equity Management, Inc.Smart money

Notable overlap · 6 shared positions

$PLTR $VZ $OKE $KMI $ANET $MO

$226M

45 positions

#3IBEX WEALTH ADVISORSPassive

Notable overlap · 6 shared positions

$VRT $PLTR $KMI $OKE $VZ $ANET

$1.3B

209 positions

#4FFG Partners, LLCActive

Notable overlap · 3 shared positions

$PLTR $VRT $IAU

$352M

42 positions

#5Genesis Financial Group, LLCPassive

Some overlap · 3 shared positions

$PLTR $KMI $APLD

$154M

100 positions

#6Bannerstone Capital Management, LLCPassive

Some overlap · 4 shared positions

$PLTR $VRT $APLD $PWR

$119M

113 positions

#7Measured Risk Portfolios, Inc.Active

Some overlap · 6 shared positions

$VZ $AEP $KMI $MO $DUK $PSX

$112M

63 positions

#8ELLERSON GROUP INC /ADVPassive

Some overlap · 4 shared positions

$PLTR $KMI $CBRE $PSX

$169M

64 positions

#9DB&C Advisors, LLCPassive

Some overlap · 5 shared positions

$PLTR $VRT $VZ $BLK $DUK

$92M

76 positions

#10Miramar Capital, LLCPassive

Some overlap · 3 shared positions

$VZ $BLK $OKE

$455M

57 positions

#11Hedeker Wealth, LLCPassive

Some overlap · 3 shared positions

$PLTR $KMI $BLK

$524M

92 positions

#12VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 5 shared positions

$BLK $KMI $VZ $DUK $PSX

$201M

57 positions

#13Wealth Management Associates, Inc.Passive

Some overlap · 5 shared positions

$PLTR $KMI $APLD $VZ $IAU

$362M

254 positions

#14Sargent Investment Group, LLCPassive

Some overlap · 4 shared positions

$PLTR $VRT $KMI $DUK

$832M

279 positions

#15Energy Income Partners, LLCActive

Some overlap · 5 shared positions

$OKE $KMI $AEP $PWR $DUK

$6.4B

88 positions

#16N10 ASSETS, LLCActive

Some overlap · 3 shared positions

$VRT $PLTR $PWR

$231M

34 positions

#17Rithm Capital Corp.Active

Some overlap · 5 shared positions

$VRT $AEP $OKE $PWR $DUK

$81M

38 positions

#18Paradigm Capital Management, LLC/NVActive

Some overlap · 5 shared positions

$VZ $KMI $OKE $MO $DUK

$116M

65 positions

#19N10 WEALTH, LLCActive

Some overlap · 3 shared positions

$VRT $PLTR $PWR

$282M

43 positions

#20Sage Capital Advisors,llcPassive

Some overlap · 3 shared positions

$VZ $PLTR $VRT

$482M

140 positions

#21Dupree Financial Group, LLCPassive

Some overlap · 4 shared positions

$VZ $KMI $VRT $APLD

$267M

81 positions

#22ShoreHaven Wealth Partners, LLCActive

Some overlap · 4 shared positions

$VRT $VZ $BLK $IAU

$318M

106 positions

#23Columbus Macro, LLCPassive

Some overlap · 4 shared positions

$OKE $KMI $BXSL $MO

$1.0B

207 positions

#24CONNORS INVESTOR SERVICES INCPassive

Some overlap · 4 shared positions

$PLTR $VZ $PWR $DUK

$1.2B

153 positions

#25Vennlight Capital Management, LPPassive

Some overlap · 3 shared positions

$AEP $VRT $APLD

$149M

32 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.