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Hedge Funds Similar to Clayton Financial Group

13F Portfolio OverlapQ3 2026Clayton Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Clayton Financial Group LLC is an institutional investor managing $190M across 304 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 Clayton Financial Group are ABSHER WEALTH, CACTI ASSET, LETSON INVESTMENT, with shared positions in $PEP, $EMR, $BA, $ABT, $AXP, $CVS. The full ranking of 25 similar funds is below.

#1ABSHER WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$PEP$EMR$BA$ABT
$878M
73 positions
#2CACTI ASSET MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$AXP$BA$CVS$BMY
$1.9B
79 positions
#3LETSON INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 4 shared positions
$AXP$PEP$ABT$PM
$273M
104 positions
#4Sky Investment Group LLCPassive
Notable overlap · 6 shared positions
$AXP$PEP$ABT$EMR$PNC$PM
$637M
146 positions
#5Westend Capital Management, LLCPassive
Notable overlap · 3 shared positions
$BA$AXP$PWR
$437M
242 positions
#6HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 4 shared positions
$PEP$AXP$ABT$PM
$252M
43 positions
#7Lionhunter Capital Management, LLCPassive
Notable overlap · 4 shared positions
$BA$AXP$ABT$PEP
$222M
109 positions
#8Financial & Tax Architects, LLCPassive
Notable overlap · 3 shared positions
$EMR$PEP$ABT
$486M
109 positions
#9Vertrix Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$AXP$EMR$CVS$ABT
$292M
99 positions
#10DCM Advisors, LLCActive
Notable overlap · 5 shared positions
$AXP$CVS$BA$PM$PEP
$253M
38 positions
#11RNC CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$EMR$PEP$CVS$BMY
$2.4B
181 positions
#12MASTERS CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$BA$CVS$BMY
$3.9B
80 positions
#13Capital Planning LLCActive
Notable overlap · 4 shared positions
$BA$ABT$PWR$AXP
$376M
84 positions
#14BIRCH FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$AXP$AMP$PM
$214M
1,048 positions
#15Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$AXP$PNC$PEP$ABT
$181M
81 positions
#16GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 4 shared positions
$AXP$AMP$CVS$EMR
$906M
153 positions
#17St. Louis Trust CoActive
Some overlap · 5 shared positions
$EMR$PEP$BMY$ABT$CVS
$875M
125 positions
#18InvesTrustPassive
Some overlap · 7 shared positions
$PEP$BMY$EMR$CVS$PM$AXP
$247M
91 positions
#19Colter Lewis Investment Partners LLCActive
Some overlap · 3 shared positions
$AXP$PEP$AMP
$225M
114 positions
#20COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$EMR$PEP$PM
$166M
90 positions
#21Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$PEP$ABT$BMY$PNC
$455M
57 positions
#22Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$AXP$PEP$AMP$BMY
$306M
59 positions
#23BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$EMR$PNC$ABT$BMY$PEP
$2.5B
270 positions
#24VAN STRUM & TOWNE INC.Passive
Some overlap · 5 shared positions
$EMR$PEP$AXP$BMY$AMP
$367M
111 positions
#25CHEMUNG CANAL TRUST COActive
Some overlap · 4 shared positions
$EMR$AXP$PEP$BMY
$541M
111 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.