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Hedge Funds Similar to CLARIS ADVISORS, / MO /

13F Portfolio OverlapQ1 2026CLARIS ADVISORS, / MO / portfolio →
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Most similar hedge funds by 13F overlap

CLARIS ADVISORS, LLC / MO / is an institutional investor managing $334M across 70 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 CLARIS ADVISORS, / MO / are Three Arch Wealth, Meritas Wealth ,, KEB ASSET ,, with shared positions in $NKE, $AMN, $NEE, $UNIT, $DIS, $UNH. The full ranking of 25 similar funds is below.

#1Three Arch Wealth Management LLCActive
Highly similar · 4 shared positions
$NKE$AMN$NEE$UNIT
$556M
61 positions
#2Meritas Wealth Management, LLCActive
Highly similar · 5 shared positions
$NKE$AMN$NEE$UNIT$DIS
$221M
60 positions
#3KEB ASSET MANAGEMENT, LLCActive
Highly similar · 5 shared positions
$NKE$AMN$NEE$UNIT$UNH
$522M
97 positions
#4Team Hewins, LLCSmart money
Highly similar · 3 shared positions
$NKE$AMN$UNIT
$337M
41 positions
#5Capstone Wealth Management, LLCActive
Highly similar · 3 shared positions
$NKE$AMN$NEE
$143M
50 positions
#6Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 7 shared positions
$AMN$NKE$NEE$SE$COP$PCAR
$1.1B
81 positions
#7TCI Wealth Advisors, Inc.Active
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$1.9B
251 positions
#8Kane Co Wealth Management, Inc.Active
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$119M
51 positions
#9Trailhead Planners LLCActive
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$104M
49 positions
#10Oceanside Advisors LLCActive
Substantial overlap · 4 shared positions
$NKE$NEE$AMN$MU
$175M
53 positions
#11HMV Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$213M
81 positions
#12Meredith Wealth PlanningActive
Substantial overlap · 7 shared positions
$AMN$NEE$NKE$COP$MU$UNIT
$369M
70 positions
#13McCartney Wealth Management LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$119M
65 positions
#14COGENT STRATEGIC WEALTH LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$NEE$MU
$97M
56 positions
#15EnRich Financial Partners LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$377M
64 positions
#16DOPKINS WEALTH MANAGEMENT, LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$NEE$PFE$UNIT
$249M
92 positions
#17Torren Management, LLCActive
Substantial overlap · 5 shared positions
$AMN$NEE$UNIT$MU$AMAT
$201M
983 positions
#18STOLZ & ASSOCIATES, PSSmart money
Substantial overlap · 3 shared positions
$AMN$NEE$SE
$143M
30 positions
#19Vistica Wealth Advisors, LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$NEE$MU$SE
$100M
49 positions
#20Planning Center, Inc.Smart money
Substantial overlap · 3 shared positions
$NKE$NEE$UNH
$987M
78 positions
#21SATOVSKY ASSET MANAGEMENT LLCSmart money
Substantial overlap · 5 shared positions
$AMN$NEE$AMAT$PFE$EPD
$566M
73 positions
#22Peirce Capital Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$COP
$256M
43 positions
#23MB Generational Wealth, LLCActive
Substantial overlap · 5 shared positions
$AMN$NEE$NKE$UNIT$SE
$181M
66 positions
#24Generations Wealth, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$103M
29 positions
#25Lauterbach Financial Advisors, LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$NEE$PFE$UNIT
$205M
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.