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Hedge Funds Similar to Cladis Investment Advisory,

13F Portfolio OverlapQ1 2026Cladis Investment Advisory, portfolio →
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Most similar hedge funds by 13F overlap

Cladis Investment Advisory, LLC is an institutional investor managing $182M across 159 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 Cladis Investment Advisory, are CapWealth Advisors,, Slocum, Gordon & LLP, POM Investment Strategies,, with shared positions in $GE, $GEV, $IBM, $T, $NEE, $UPS. The full ranking of 25 similar funds is below.

#1CapWealth Advisors, LLCActive
Notable overlap · 6 shared positions
$GE$GEV$IBM$T$NEE$UPS
$1.3B
118 positions
#2Slocum, Gordon & Co LLPPassive
Notable overlap · 7 shared positions
$GE$VZ$T$GEV$IBM$NEE
$147M
64 positions
#3POM Investment Strategies, LLCPassive
Notable overlap · 8 shared positions
$GE$IBM$VZ$GEV$T$PFE
$80M
433 positions
#4Next Level Private LLCPassive
Notable overlap · 6 shared positions
$GE$GEV$IBM$T$PFE$F
$443M
175 positions
#5WD RUTHERFORD LLCPassive
Notable overlap · 6 shared positions
$GE$GEV$NEE$VRT$AMD$SNOW
$225M
71 positions
#6Newport Trust Company, LLCSmart money
Notable overlap · 6 shared positions
$GE$GEV$T$DIS$F$NKE
$40.7B
64 positions
#7Andrew Hill Investment Advisors, Inc.Passive
Notable overlap · 5 shared positions
$GE$GEV$IBM$NEE$AMD
$112M
54 positions
#8Estabrook Capital ManagementPassive
Notable overlap · 7 shared positions
$IBM$VZ$GE$GEV$T$PFE
$685M
380 positions
#9WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 6 shared positions
$GE$VRT$T$PFE$IBM$VZ
$210M
141 positions
#10London & Capital Asset Management LtdActive
Some overlap · 4 shared positions
$GE$GEV$IBM$AMD
$9.2B
223 positions
#11HFM Investment Advisors, LLCActive
Some overlap · 5 shared positions
$GE$GEV$IBM$AMD$VZ
$260M
1,210 positions
#12CORRADO ADVISORS, LLCPassive
Some overlap · 7 shared positions
$IBM$VZ$T$QXO$DIS$NEE
$192M
115 positions
#13HOERTKORN RICHARD CHARLESActive
Some overlap · 6 shared positions
$GE$GEV$AMD$F$DIS$PFE
$122M
75 positions
#14Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$GE$GEV$AMD$VRT$SNOW
$25.6B
60 positions
#15Telligent Fund, LPActive
Some overlap · 4 shared positions
$GE$GEV$VRT$AMD
$94M
24 positions
#16Pavion Blue Capital, LLCPassive
Some overlap · 5 shared positions
$GE$GEV$IBM$UPS$DIS
$230M
108 positions
#17TRUSTCO BANK CORP N YPassive
Some overlap · 4 shared positions
$GE$GEV$IBM$DIS
$113M
71 positions
#18DARA CAPITAL US, INC.Passive
Some overlap · 5 shared positions
$GE$GEV$AMD$VRT$IBM
$105M
119 positions
#19Widmann Financial Services, Inc.Passive
Some overlap · 6 shared positions
$IBM$T$VZ$PFE$SNOW$F
$168M
121 positions
#20FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$IBM$VZ$T$NEE$PFE
$1.5B
235 positions
#21MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$GE$IBM$T$UPS$F
$121M
61 positions
#22Munro PartnersActive
Some overlap · 4 shared positions
$GEV$GE$NEE$VRT
$3.0B
59 positions
#23Parrish Capital LLCPassive
Some overlap · 4 shared positions
$GE$GEV$VZ$T
$112M
86 positions
#24Drexel Morgan & Co.Active
Some overlap · 6 shared positions
$IBM$T$UPS$DIS$F$VZ
$682M
60 positions
#25MEYER HANDELMAN COActive
Some overlap · 5 shared positions
$IBM$VZ$GE$GEV$PFE
$3.2B
220 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.