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Hedge Funds Similar to Cladis Investment Advisory

13F Portfolio OverlapQ2 2026Cladis Investment Advisory portfolio →
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Most similar hedge funds by 13F overlap

Cladis Investment Advisory, LLC is an institutional investor managing $214M across 173 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 Cladis Investment Advisory are Cornerstone, MFG WEALTH, Palouse, with shared positions in $VRT, $VZ, $UBER, $NKE, $DIS, $DELL. The full ranking of 25 similar funds is below.

#1Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$VRT$VZ$UBER$NKE$DIS
$1.1B
120 positions
#2MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$DELL$QXO$UPS$T$F
$140M
63 positions
#3Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$DELL$VZ$UPS$T$DIS
$160M
124 positions
#4WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$VRT$UBER$T$DELL$VZ
$245M
149 positions
#5McKinney Capital Management, LLCActive
Some overlap · 5 shared positions
$DELL$UPS$VZ$T$F
$254M
87 positions
#6VILLERE ST DENIS J & CO LLCPassive
Some overlap · 4 shared positions
$FIBK$VZ$UBER$UPS
$838M
85 positions
#7Roberts Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$NEE$SNOW$VZ$NKE$DIS
$440M
111 positions
#8Unifi Asset Management LPActive
Some overlap · 6 shared positions
$VZ$T$F$DIS$UBER$NEE
$251M
62 positions
#9ADAPT Investment Managers SAActive
Some overlap · 5 shared positions
$DELL$SNOW$UBER$NKE$VZ
$12.6B
133 positions
#10CORRADO ADVISORS, LLCPassive
Some overlap · 6 shared positions
$VZ$QXO$T$DIS$NEE$SNOW
$217M
120 positions
#11IBEX WEALTH ADVISORSPassive
Some overlap · 4 shared positions
$VRT$DELL$VZ$T
$1.3B
209 positions
#12Richard C. Young & CO., LTD.Passive
Some overlap · 4 shared positions
$VRT$DELL$VZ$T
$1.4B
101 positions
#13CLARK FINANCIAL SERVICES GROUP INC /BDActive
Some overlap · 5 shared positions
$DELL$ECG$KNF$VRT$T
$212M
96 positions
#14LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 4 shared positions
$VRT$DELL$SNOW$UBER
$1.6B
232 positions
#15Arnhold LLCActive
Some overlap · 4 shared positions
$VRT$VZ$UBER$T
$1.4B
113 positions
#16Verity & Verity, LLCActive
Some overlap · 4 shared positions
$DELL$NEE$VZ$UPS
$1.5B
138 positions
#17Ally Financial Inc.Active
Some overlap · 5 shared positions
$VZ$UPS$DIS$NKE$UBER
$775M
131 positions
#18Cherry Creek Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$VRT$QXO$UPS$T
$254M
128 positions
#19Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$VRT$DELL$T$VZ
$238M
149 positions
#20MACKAY SHIELDS LLCActive
Some overlap · 4 shared positions
$NEE$QXO$UBER$SNOW
$3.0B
108 positions
#21ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 4 shared positions
$VRT$SNOW$DELL$UBER
$4.4B
109 positions
#22VIKING FUND MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$DELL$NEE$VZ$T
$1.1B
146 positions
#23DCM Advisors, LLCActive
Some overlap · 5 shared positions
$DELL$NKE$DIS$T$VZ
$253M
38 positions
#24Unify Financial AdvisorsPassive
Some overlap · 4 shared positions
$DELL$VZ$UBER$NEE
$108M
90 positions
#25Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$DELL$ECG$QXO$KNF
$399M
113 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.