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Hedge Funds Similar to Clay Northam Wealth

13F Portfolio OverlapQ3 2026Clay Northam Wealth portfolio →
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Most similar hedge funds by 13F overlap

Clay Northam Wealth Management, LLC is an institutional investor managing $214M across 109 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Clay Northam Wealth are Kessler Investment Group, Arthedge, Strategy, with shared positions in $CRWD, $DOCN, $PLTR, $VRT, $MELI, $GLBE. The full ranking of 25 similar funds is below.

#1Kessler Investment Group, LLCPassive
Notable overlap · 4 shared positions
$CRWD$DOCN$PLTR$VRT
$207M
82 positions
#2Arthedge Capital Management, LLCActive
Notable overlap · 4 shared positions
$CRWD$MELI$GLBE$SHOP
$161M
13 positions
#3Strategy Capital LLCSmart money
Notable overlap · 3 shared positions
$CRWD$ALAB$SHOP
$1.6B
11 positions
#4ITHAKA GROUP LLCActive
Notable overlap · 5 shared positions
$CRWD$MELI$PLTR$VRT$SHOP
$551M
40 positions
#5WIN ADVISORS, INCActive
Some overlap · 4 shared positions
$CRWD$ALAB$STX$VRT
$281M
75 positions
#6Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$CRWD$PLTR$VRT
$917M
38 positions
#7Elm Partners Management LLCActive
Some overlap · 4 shared positions
$CRWD$VRT$STX$IAU
$3.4B
160 positions
#8Arbor Wealth Management LLC\AZSmart money
Some overlap · 3 shared positions
$CRWD$SHOP$IBIT
$112M
23 positions
#9Dedeker Financial LLCActive
Some overlap · 4 shared positions
$CRWD$ALAB$STX$PLTR
$176M
56 positions
#10Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$CRWD$PLTR$VRT$SHOP
$599M
225 positions
#11PURSUE WEALTH PARTNERS LLCPassive
Some overlap · 3 shared positions
$CRWD$BABA$IBIT
$179M
91 positions
#12Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$CRWD$ALPS$PLTR$VRT
$120M
92 positions
#13PRAKASH INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$CRWD$ALAB$PLTR$VRT
$165M
86 positions
#14Valtrion Capital Management, LLCActive
Some overlap · 3 shared positions
$CRWD$STX$SHOP
$134M
103 positions
#15Bluebird Wealth Management LLCPassive
Some overlap · 3 shared positions
$CRWD$MELI$VRT
$115M
89 positions
#16Disciplined Equity Management, Inc.Smart money
Some overlap · 3 shared positions
$CRWD$PLTR$TXN
$227M
47 positions
#17Forefront Wealth Partners, LLCPassive
Some overlap · 7 shared positions
$CRWD$MELI$ALAB$PLTR$VRT$SHOP
$323M
177 positions
#18Stelac Advisory Services LLCPassive
Some overlap · 5 shared positions
$CRWD$VRT$PLTR$BABA$IBIT
$537M
168 positions
#19Retireful, LLCPassive
Some overlap · 5 shared positions
$ALAB$CRWD$STX$VRT$TXN
$116M
86 positions
#20Realta Investment AdvisorsPassive
Some overlap · 4 shared positions
$CRWD$ALAB$PLTR$VRT
$342M
362 positions
#21WEALTH EFFECTS LLCPassive
Some overlap · 4 shared positions
$DOCN$ALAB$MELI$VRT
$370M
251 positions
#22Paragon Advisors, LLCSmart money
Some overlap · 5 shared positions
$CRWD$ALAB$VRT$MELI$PLTR
$476M
77 positions
#23ESG Planning DBA Harper InvestingPassive
Some overlap · 4 shared positions
$CRWD$STX$IBIT$TXN
$323M
86 positions
#24Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 3 shared positions
$CRWD$PLTR$ALAB
$188M
427 positions
#25Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$CRWD$MELI$TXN
$1.1B
154 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.