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Hedge Funds Similar to Clarity Financial

13F Portfolio OverlapQ1 2026Clarity Financial portfolio →
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Most similar hedge funds by 13F overlap

Clarity Financial LLC is an institutional investor managing $919M across 118 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 Clarity Financial are Jefferson Bridge ,, IBEX WEALTH ADVISORS, Mendel Money, with shared positions in $DUK, $PANW, $VZ, $PLTR, $CRM, $SHW. The full ranking of 25 similar funds is below.

#1Jefferson Bridge Capital, LLCPassive
Some overlap · 6 shared positions
$DUK$PANW$VZ$PLTR$CRM$SHW
$101M
53 positions
#2IBEX WEALTH ADVISORSPassive
Some overlap · 6 shared positions
$PLTR$KMI$VZ$PANW$GEV$ANET
$1.1B
203 positions
#3Mendel Money ManagementPassive
Some overlap · 5 shared positions
$GEV$PANW$DUK$NOW$PWR
$239M
137 positions
#4CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 5 shared positions
$GEV$PLTR$PANW$PWR$SLB
$60M
36 positions
#5Genesis Financial Group, LLCPassive
Some overlap · 4 shared positions
$GEV$PLTR$KMI$ALPS
$158M
103 positions
#6CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$GEV$DUK$PLTR
$1.3B
118 positions
#7CONNORS INVESTOR SERVICES INCActive
Some overlap · 5 shared positions
$PLTR$VZ$DUK$PANW$PWR
$1.1B
149 positions
#8CMH Wealth Management LLCPassive
Some overlap · 5 shared positions
$GEV$PANW$CRM$NOW$BA
$583M
113 positions
#9Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$DUK$VZ$GEV$KMI
$147M
64 positions
#10LifePlan Financial, LLCPassive
Some overlap · 6 shared positions
$VZ$DUK$NTRB$CRM$PANW$SLB
$135M
83 positions
#11Telligent Fund, LPActive
Some overlap · 4 shared positions
$GEV$PLTR$NOW$ANET
$94M
24 positions
#12Fox Hill Wealth ManagementPassive
Some overlap · 4 shared positions
$PLTR$DUK$PANW$ANET
$208M
117 positions
#13BCWM, LLCPassive
Some overlap · 4 shared positions
$DUK$VZ$KMI$MO
$353M
57 positions
#14Measured Risk Portfolios, Inc.Passive
Some overlap · 4 shared positions
$DUK$VZ$KMI$MO
$91M
66 positions
#15Disciplined Equity Management, Inc.Active
Some overlap · 5 shared positions
$PLTR$VZ$KMI$ANET$MO
$199M
44 positions
#16New Millennium Group LLC
Some overlap · 3 shared positions
$GEV$PLTR$PANW
$231M
407 positions
#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$DUK$VZ$KMI
$187M
55 positions
#18Old North State Wealth Management, LLCPassive
Some overlap · 6 shared positions
$DUK$GEV$KMI$VZ$BA$HUM
$216M
112 positions
#19Persium Advisors, LLCActive
Some overlap · 3 shared positions
$DUK$VZ$PANW
$127M
60 positions
#20PeakShares LLCPassive
Some overlap · 6 shared positions
$PLTR$VZ$DUK$PANW$CRM$MO
$109M
116 positions
#21Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$GEV$PLTR$NTRB$SHW
$261M
128 positions
#22ELLERSON GROUP INC /ADVPassive
Some overlap · 3 shared positions
$PLTR$PANW$KMI
$153M
61 positions
#23RED REEF ADVISORS LLCPassive
Some overlap · 5 shared positions
$GEV$PANW$CRM$NOW$PLTR
$96M
179 positions
#24International Private Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$VZ$GEV$PLTR$DUK$PANW$KMI
$163M
152 positions
#25Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$VZ$KMI$CRM$NOW$BA
$210M
79 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.