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 Clifford Group,

13F Portfolio OverlapQ1 2026Clifford Group, portfolio →

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Most similar hedge funds by 13F overlap

Clifford Group, LLC is an institutional investor managing $130M across 80 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 Clifford Group, are Fingerlakes Wealth ,, Gratus Wealth Advisors,, Praetorian Wealth ,, with shared positions in $NTRB, $MAR, $MS, $SCHW, $NEE, $COR. The full ranking of 25 similar funds is below.

#1Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$NTRB $MAR $MS $SCHW $NEE

$151M

97 positions

#2Gratus Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$NTRB $MAR $MS $COR $ADI

$691M

138 positions

#3Praetorian Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$NTRB $MAR $SCHW

$526M

77 positions

#4Portfolio Strategies, Inc.Active

Notable overlap · 6 shared positions

$NTRB $MAR $LIN $MS $COR $ADP

$811M

75 positions

#5Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$NTRB $MAR $NEE

$302M

51 positions

#6Blackston Financial Advisory Group, LLCActive

Notable overlap · 3 shared positions

$NTRB $MAR $PSX

$160M

106 positions

#7Cassaday & Co Wealth Management LLCActive

Notable overlap · 5 shared positions

$NTRB $SE $MAR $SCHW $ABT

$4.7B

1,361 positions

#8Randall & Associates Wealth ManagementActive

Notable overlap · 5 shared positions

$NTRB $PSX $NEE $ADP $ADI

$148M

56 positions

#9FC Advisory LLCActive

Notable overlap · 3 shared positions

$NTRB $MS $SCHW

$342M

115 positions

#10Black Diamond Financial, LLCActive

Notable overlap · 3 shared positions

$NTRB $SCHW $MAR

$916M

185 positions

#11Leelyn Smith, LLCPassive

Notable overlap · 3 shared positions

$NTRB $SCHW $ADI

$713M

154 positions

#12IFC Advisors LLCActive

Notable overlap · 3 shared positions

$NTRB $NEE $MS

$699M

158 positions

#13Cedar Point Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$NTRB $SCHW $NEE

$154M

71 positions

#14Clarus Wealth AdvisorsPassive

Notable overlap · 4 shared positions

$NTRB $MAR $MS $NEE

$235M

88 positions

#15Capital Planning LLCActive

Notable overlap · 4 shared positions

$NTRB $MAR $MS $ABT

$307M

82 positions

#16Zeit Capital LLCActive

Notable overlap · 3 shared positions

$NTRB $SCHW $ABT

$149M

52 positions

#17Gladwyn Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$NTRB $SE $NEE $UNP

$160M

82 positions

#18ASSETMARK, INCPassive

Notable overlap · 3 shared positions

$NTRB $SE $SCHW

$49.0B

3,443 positions

#19Cornerstone Financial Management LLCPassive

Notable overlap · 3 shared positions

$NTRB $MS $SE

$109M

1,311 positions

#20Falcon Wealth PlanningActive

Notable overlap · 3 shared positions

$NTRB $SCHW $SE

$1.5B

236 positions

#21VANTAGEPOINT INVESTMENT ADVISERS LLCActive

Notable overlap · 3 shared positions

$MAR $NTRB $MS

$11.8B

55 positions

#22McClarren Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$NTRB $MAR $SCHW $UNP

$169M

79 positions

#23Coquina Private Wealth LLCActive

Notable overlap · 4 shared positions

$NTRB $MS $NEE $MAR

$124M

96 positions

#24AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 3 shared positions

$NTRB $SE $SCHW

$206M

97 positions

#25Merited Wealth, LLCPassive

Some overlap · 3 shared positions

$NTRB $SE $MS

$121M

79 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.