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Hedge Funds Similar to Clay Northam Wealth ,

13F Portfolio OverlapQ1 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 $178M across 101 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 Clay Northam Wealth , are Cyr Financial, GEN Financial ,, Presidio ,, with shared positions in $REGN, $PLTR, $SHOP, $IAU, $HON, $VRT. The full ranking of 25 similar funds is below.

#1Cyr Financial Inc.Active
Notable overlap · 4 shared positions
$REGN$PLTR$SHOP$IAU
$170M
58 positions
#2GEN Financial Management, INC.Active
Notable overlap · 3 shared positions
$REGN$IAU$HON
$162M
51 positions
#3Presidio Capital Management, LLCActive
Notable overlap · 4 shared positions
$REGN$VRT$GSAT$IAU
$344M
79 positions
#4GLR Partners, LLCPassive
Notable overlap · 3 shared positions
$REGN$MELI$IAU
$183M
100 positions
#5Owen LaRue, LLCPassive
Notable overlap · 5 shared positions
$REGN$PLTR$TMO$CRWD$IBIT
$261M
128 positions
#6Prota Financial, LLCActive
Notable overlap · 4 shared positions
$REGN$ALPS$TMO$AMAT
$138M
67 positions
#7Argo Wealth Advisory, LLCActive
Notable overlap · 3 shared positions
$REGN$HON$NEE
$170M
48 positions
#8RiverTree Advisors, LLCPassive
Notable overlap · 4 shared positions
$REGN$ALPS$TMO$SHOP
$158M
60 positions
#9Orion Investment CoActive
Notable overlap · 4 shared positions
$REGN$PLTR$SHOP$NEE
$315M
69 positions
#10Winter & Associates, Inc.Passive
Notable overlap · 3 shared positions
$REGN$PLTR$HON
$114M
84 positions
#11CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 5 shared positions
$REGN$ALPS$IBIT$IAU$NEE
$149M
96 positions
#12GuoLine Advisory Pte LtdActive
Notable overlap · 3 shared positions
$REGN$CRWD$TMO
$956M
24 positions
#13Paragon Capital Management LtdActive
Notable overlap · 3 shared positions
$REGN$DOCN$HON
$476M
199 positions
#14Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$REGN$TMO$HON$NEE
$118M
73 positions
#15Fermata Advisors, LLCPassive
Some overlap · 4 shared positions
$REGN$ALPS$IAU$GSAT
$444M
232 positions
#16Oxford Wealth Group, LLCPassive
Some overlap · 4 shared positions
$REGN$PLTR$AMAT$VRT
$183M
88 positions
#17American Alpha Advisors, LLCActive
Some overlap · 5 shared positions
$REGN$ALPS$CRWD$SHOP$GSAT
$188M
96 positions
#18Endowment Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$REGN$PLTR$ALPS$GSAT$IAU
$226M
165 positions
#19Bellecapital International Ltd.Passive
Some overlap · 6 shared positions
$REGN$MELI$TMO$SHOP$IBIT$IAU
$538M
116 positions
#20Aprio Wealth Management, LLCPassive
Some overlap · 3 shared positions
$REGN$ALPS$NEE
$1.8B
613 positions
#21Sterling Investment Advisors, Ltd.Passive
Some overlap · 7 shared positions
$CRWD$ALPS$PLTR$SHOP$VRT$GSAT
$552M
212 positions
#22Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$CRWD$REGN$MELI$SHOP$BABA
$98M
77 positions
#23Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$REGN$ALPS$SHOP$IAU
$426M
229 positions
#24ELLERSON GROUP INC /ADVPassive
Some overlap · 3 shared positions
$REGN$PLTR$TMO
$153M
61 positions
#25Tamar Securities, LLCActive
Some overlap · 5 shared positions
$REGN$MELI$BABA$PLTR$IBIT
$934M
91 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.