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 Clarity Advisors,

13F Portfolio OverlapQ1 2026Clarity Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Clarity Capital Advisors, LLC is an institutional investor managing $239M across 95 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 Clarity Advisors, are Zhang Financial, White Lighthouse Investment, Sagace Wealth, with shared positions in $BRZE, $SNOW, $KKR, $COP, $UNIT, $GLDM. The full ranking of 25 similar funds is below.

#1Zhang Financial LLCActive

Notable overlap · 6 shared positions

$BRZE $SNOW $KKR $COP $UNIT $GLDM

$2.9B

367 positions

#2White Lighthouse Investment Management Inc.Active

Notable overlap · 11 shared positions

$BRZE $KKR $COP $UNIT $USB $SCHW

$721M

145 positions

#3Sagace Wealth Management LLCPassive

Notable overlap · 6 shared positions

$BRZE $SNOW $KKR $COP $USB $UNIT

$149M

70 positions

#4Efficient Advisors, LLCActive

Notable overlap · 7 shared positions

$SNOW $BRZE $SCHW $COP $UNIT $UPST

$1.4B

58 positions

#5Verus Financial Partners, Inc.Smart money

Notable overlap · 6 shared positions

$BRZE $SNOW $UNIT $NKE $MKL $UPST

$1.1B

121 positions

#6Mustard Seed Financial, LLCPassive

Notable overlap · 8 shared positions

$SNOW $BRZE $COP $UNIT $SCHW $NKE

$167M

92 positions

#7McCarthy Asset Management, Inc.

Notable overlap · 4 shared positions

$BRZE $SNOW $COP $HUM

$192M

27 positions

#8Breakwater Investment ManagementPassive

Notable overlap · 9 shared positions

$BRZE $KKR $SNOW $UPST $SCHW $MKL

$269M

506 positions

#9WealthCollab, LLCPassive

Notable overlap · 7 shared positions

$BRZE $SNOW $SCHW $MKL $NKE $COP

$243M

977 positions

#10Valpey Financial Services, LLCPassive

Notable overlap · 6 shared positions

$BRZE $SNOW $UNIT $UPST $MKL $USB

$154M

75 positions

#11FIDUCIARY ADVISORS, INC.Active

Notable overlap · 7 shared positions

$BRZE $KKR $COP $UNIT $USB $MKL

$133M

121 positions

#12Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 8 shared positions

$BRZE $SNOW $KKR $UNIT $NKE $UPST

$111M

63 positions

#13Gordian Advisors LLCSmart money

Notable overlap · 3 shared positions

$BRZE $SNOW $COP

$150M

55 positions

#14Family CFO IncActive

Notable overlap · 8 shared positions

$BRZE $UNIT $USB $NKE $SCHW $MKL

$223M

41 positions

#15Towneley Capital Management, Inc / DESmart money

Notable overlap · 6 shared positions

$BRZE $SNOW $COP $UPST $MKL $NKE

$478M

42 positions

#16Altiora Financial Group, LLCActive

Notable overlap · 6 shared positions

$SNOW $BRZE $UPST $NKE $COP $UNIT

$607M

110 positions

#17PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 8 shared positions

$BRZE $UNIT $USB $SCHW $SNOW $NKE

$1.4B

283 positions

#18TRB Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$BRZE $SNOW $COP $KKR $GMM

$704M

285 positions

#19Discipline Wealth Solutions, LLCActive

Notable overlap · 8 shared positions

$SNOW $UPST $BRZE $SCHW $UNIT $COP

$950M

192 positions

#20SVRN Asset Management, LLCActive

Notable overlap · 6 shared positions

$BRZE $SCHW $UNIT $MKL $GLDM $HUM

$103M

37 positions

#21CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 7 shared positions

$BRZE $COP $SCHW $NKE $UNIT $KKR

$532M

162 positions

#22FIDELIS iM, LLCSmart money

Notable overlap · 4 shared positions

$BRZE $SCHW $COP $HUM

$264M

25 positions

#23Winter & Associates, Inc.Passive

Notable overlap · 5 shared positions

$BRZE $COP $NKE $UPST $SCHW

$114M

84 positions

#24Luminvest Wealth Management LLCSmart money

Notable overlap · 7 shared positions

$BRZE $COP $USB $KKR $MKL $HUM

$382M

55 positions

#25David Kennon IncSmart money

Notable overlap · 4 shared positions

$BRZE $SCHW $UPST $GMM

$279M

41 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.