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Hedge Funds Similar to Clayton Financial Group

13F Portfolio OverlapQ1 2026Clayton Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Clayton Financial Group LLC is an institutional investor managing $195M across 614 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 Clayton Financial Group are Discipline Wealth Solutions,, Efficient Advisors,, Zeit, with shared positions in $UNIT, $SCHW, $FLEX, $BMY, $IBM, $ABT. The full ranking of 25 similar funds is below.

#1Discipline Wealth Solutions, LLCActive
Notable overlap · 3 shared positions
$UNIT$SCHW$FLEX
$950M
192 positions
#2Efficient Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$SCHW$FLEX
$1.4B
58 positions
#3Zeit Capital LLCActive
Notable overlap · 5 shared positions
$UNIT$SCHW$BMY$IBM$ABT
$149M
52 positions
#4Traveka Wealth, LLCPassive
Notable overlap · 3 shared positions
$UNIT$SCHW$EMR
$262M
186 positions
#5TrueWealth Financial PartnersActive
Notable overlap · 3 shared positions
$UNIT$SCHW$BA
$251M
66 positions
#6Marotta Asset ManagementActive
Notable overlap · 3 shared positions
$UNIT$SCHW$IBM
$543M
103 positions
#7Northwest Quadrant Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$UNIT$SCHW$AXP
$481M
67 positions
#8Grey Fox Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$SCHW$PNC
$518M
140 positions
#9FAMILY WEALTH PARTNERS, LLCActive
Notable overlap · 4 shared positions
$UNIT$SCHW$NKE$BMY
$293M
105 positions
#10LAM GROUP, INC.Passive
Some overlap · 5 shared positions
$UNIT$BA$SCHW$NKE$IBM
$182M
136 positions
#11Family CFO IncActive
Some overlap · 3 shared positions
$UNIT$SCHW$NKE
$223M
41 positions
#12Oath Planning, LLCActive
Some overlap · 5 shared positions
$UNIT$SCHW$NKE$PNC$IBM
$113M
69 positions
#13Partners in Financial PlanningActive
Some overlap · 3 shared positions
$UNIT$SCHW$NKE
$603M
122 positions
#14Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$UNIT$SCHW$ABT
$619M
138 positions
#15RF&L WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$UNIT$ABT$NKE
$134M
52 positions
#16Sterling Wealth Management, Inc.Active
Some overlap · 4 shared positions
$UNIT$SCHW$AXP$NKE
$364M
112 positions
#17FLYWHEEL PRIVATE WEALTH LLCPassive
Some overlap · 3 shared positions
$UNIT$SCHW$EMR
$176M
104 positions
#18ASPIRIANT, LLCActive
Some overlap · 3 shared positions
$UNIT$NKE$SCHW
$3.5B
338 positions
#19Grove Street Fiduciary, LLCActive
Some overlap · 3 shared positions
$UNIT$ABT$IBM
$227M
74 positions
#2025 LLCActive
Some overlap · 3 shared positions
$UNIT$NKE$BA
$324M
69 positions
#21Pillar Financial Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$NKE$CVS
$171M
106 positions
#22Cherry Tree Wealth Management, LLCPassive
Some overlap · 5 shared positions
$UNIT$SCHW$EMR$NKE$AXP
$473M
582 positions
#23PRESILIUM PRIVATE WEALTH, LLCActive
Some overlap · 4 shared positions
$UNIT$SCHW$NKE$IBM
$567M
75 positions
#24Creekside PartnersPassive
Some overlap · 3 shared positions
$UNIT$SCHW$IBM
$243M
183 positions
#25Prosperity Planning, Inc.Active
Some overlap · 3 shared positions
$UNIT$NKE$SCHW
$395M
110 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.