How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Clarendon Private

13F Portfolio OverlapQ1 2026Clarendon Private portfolio →

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Most similar hedge funds by 13F overlap

Clarendon Private LLC is an institutional investor managing $130M across 119 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 Clarendon Private are GERMAN AMERICAN BANCORP,, FERGUSON WELLMAN ,, Merited Wealth,, with shared positions in $LEN, $MS, $BAC, $UNH, $TJX, $WFC. The full ranking of 25 similar funds is below.

#1GERMAN AMERICAN BANCORP, INC.Active

Notable overlap · 5 shared positions

$LEN $MS $BAC $UNH $TJX

$1.2B

148 positions

#2FERGUSON WELLMAN CAPITAL MANAGEMENT, INCPassive

Notable overlap · 5 shared positions

$LEN $MS $WFC $TJX $ETN

$7.3B

406 positions

#3Merited Wealth, LLCPassive

Notable overlap · 4 shared positions

$LEN $MS $SE $UNH

$121M

79 positions

#4Dentgroup LLC

Some overlap · 4 shared positions

$LEN $SE $MDY $MKL

$146M

93 positions

#5Arcadia Wealth Management, LLCActive

Some overlap · 4 shared positions

$LEN $SE $TJX $TT

$276M

67 positions

#6Physician Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$LEN $MS $SE $WFC

$719M

2,057 positions

#7Asempa Wealth AdvisorsPassive

Some overlap · 3 shared positions

$LEN $SE $MKL

$115M

115 positions

#8Ehrenkranz Partners L.P.Smart money

Some overlap · 4 shared positions

$LEN $MKL $MS $NEE

$126M

47 positions

#9Kure Advisory, LLCActive

Some overlap · 3 shared positions

$LEN $UPST $WFC

$184M

56 positions

#10CUMBERLAND ADVISORS INCActive

Some overlap · 4 shared positions

$LEN $BAC $MDY $WFC

$255M

48 positions

#11TLWMSmart money

Some overlap · 4 shared positions

$LEN $MS $BAC $UNH

$555M

69 positions

#12Dominguez Wealth Management Solutions, Inc.Active

Some overlap · 3 shared positions

$LEN $NEE $BAC

$165M

67 positions

#13Winthrop Advisory Group LLCActive

Some overlap · 4 shared positions

$LEN $MS $MDY $BAC

$1.2B

195 positions

#14GoodHaven Capital Management, LLCSmart money

Some overlap · 3 shared positions

$LEN $BAC $MKL

$287M

26 positions

#15Sageworth Trust CoActive

Some overlap · 4 shared positions

$LEN $GSAT $MDY $TJX

$2.3B

172 positions

#16Premier Path Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$LEN $MS $BAC

$767M

398 positions

#17Sandbox Financial Partners, LLCActive

Some overlap · 3 shared positions

$LEN $NEE $MS

$356M

117 positions

#18MONTGOMERY INVESTMENT MANAGEMENT INCActive

Some overlap · 3 shared positions

$LEN $BAC $NEE

$293M

103 positions

#19CENTRAL VALLEY ADVISORS, LLCPassive

Some overlap · 3 shared positions

$LEN $BAC $TT

$366M

187 positions

#20Glen Eagle Advisors, LLCPassive

Some overlap · 5 shared positions

$LEN $MS $NEE $TJX $MDY

$714M

1,021 positions

#21Evansbrook LLCActive

Some overlap · 7 shared positions

$MS $BAC $UPST $WFC $NEE $UNH

$150M

117 positions

#22Red Tortoise LLCActive

Some overlap · 5 shared positions

$LEN $MS $UPST $MKL $SE

$240M

591 positions

#23WHALEROCK POINT PARTNERS, LLCActive

Some overlap · 7 shared positions

$MS $BAC $NEE $WFC $MDY $TJX

$518M

197 positions

#24Brightwater Advisory LLCActive

Some overlap · 3 shared positions

$LEN $MDY $MKL

$151M

60 positions

#25Calamos Wealth Management LLCPassive

Some overlap · 5 shared positions

$LEN $LIN $TJX $MS $WFC

$2.9B

546 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.