13F Pro

Hedge Funds Similar to CLARIS ADVISORS, / MO

13F Portfolio OverlapQ2 2026CLARIS ADVISORS, / MO portfolio →
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Most similar hedge funds by 13F overlap

CLARIS ADVISORS, LLC / MO / is an institutional investor managing $383M across 74 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 CLARIS ADVISORS, / MO are Crabel, Newport Company, InvesTrust, with shared positions in $BA, $PFE, $PEP, $DIS, $EMR, $GD. The full ranking of 25 similar funds is below.

#1Crabel Capital Management, LLCActive
Some overlap · 4 shared positions
$BA$PFE$PEP$DIS
$137M
51 positions
#2Newport Trust Company, LLCActive
Some overlap · 4 shared positions
$BA$EMR$GD$DIS
$41.5B
63 positions
#3InvesTrustPassive
Some overlap · 6 shared positions
$PEP$PFE$EMR$DIS$NUE$BA
$260M
95 positions
#4Insight Inv LLCPassive
Some overlap · 5 shared positions
$EMR$MRVL$PEP$PCAR$GD
$212M
109 positions
#5Kassira Wealth Management LLCPassive
Some overlap · 3 shared positions
$BA$PFE$GD
$125M
64 positions
#6Raab & Moskowitz Asset Management LLCPassive
Some overlap · 4 shared positions
$STX$PFE$PEP$BA
$497M
198 positions
#7CHAPIN DAVIS, INC.Passive
Some overlap · 6 shared positions
$STX$MRVL$EMR$DIS$PEP$NUE
$569M
256 positions
#8STALEY CAPITAL ADVISERS INCActive
Some overlap · 3 shared positions
$BA$PFE$DIS
$2.6B
193 positions
#9Hillman Capital Management, Inc.Passive
Some overlap · 3 shared positions
$BA$PFE$DIS
$138M
54 positions
#10CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$BA$GD$DIS$PEP
$200M
76 positions
#11CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BA$STX$DIS
$2.0B
76 positions
#12Mengis Capital Management, Inc.Passive
Some overlap · 5 shared positions
$MRVL$PCAR$BA$PEP$EMR
$658M
218 positions
#13SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$BA$PFE$DIS
$3.2B
40 positions
#14ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$BA$EMR$PEP
$878M
73 positions
#15Clayton Financial Group LLCActive
Some overlap · 3 shared positions
$BA$EMR$PEP
$181M
65 positions
#16DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$BA$PFE$PEP$EMR
$530M
92 positions
#17Sanders Capital, LLCActive
Some overlap · 4 shared positions
$STX$GD$DIS$CI
$99.8B
47 positions
#18Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$BA$PFE$PEP$EMR
$797M
110 positions
#19Capital Markets Trading UK LLPActive
Some overlap · 3 shared positions
$BA$MRVL$PFE
$10.4B
351 positions
#20Kimelman & Baird, LLCActive
Some overlap · 5 shared positions
$BA$MRVL$EMR$STX$NUE
$1.3B
261 positions
#21Old North State Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BA$PFE$GD
$234M
112 positions
#22NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$EMR$BA$PEP$GD
$381M
144 positions
#23Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$STX$PFE$PCAR
$955M
337 positions
#24Avala Global LPActive
Some overlap · 3 shared positions
$STX$BA$NUE
$2.7B
30 positions
#25Ally Financial Inc.Active
Some overlap · 4 shared positions
$PFE$PEP$BA$DIS
$775M
131 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.