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Hedge Funds Similar to Clarity Wealth Development

13F Portfolio OverlapQ1 2026Clarity Wealth Development portfolio →
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Most similar hedge funds by 13F overlap

Clarity Wealth Development LLC is an institutional investor managing $123M across 44 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 Wealth Development are Shotwell Rutter Baer, Avant Financial Advisors, Equita Financial Network,, with shared positions in $USB, $TXN, $COP, $NKE, $NU, $LMT. The full ranking of 25 similar funds is below.

#1Shotwell Rutter Baer IncActive
Notable overlap · 5 shared positions
$USB$TXN$COP$NKE$NU
$170M
38 positions
#2Avant Financial Advisors LLCActive
Notable overlap · 4 shared positions
$USB$TXN$COP$NKE
$142M
65 positions
#3Equita Financial Network, Inc.Active
Notable overlap · 4 shared positions
$USB$TXN$COP$NU
$318M
87 positions
#4KEYVANTAGE WEALTH, LLCActive
Notable overlap · 4 shared positions
$USB$TXN$COP$LMT
$227M
92 positions
#5Morton Brown Family Wealth, LLCActive
Notable overlap · 3 shared positions
$USB$TXN$COP
$378M
292 positions
#6Cedar Point Capital Partners, LLCPassive
Notable overlap · 5 shared positions
$TXN$COP$NKE$USB$NEE
$154M
71 positions
#7BRIDGE GENERATIONS WEALTH MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$USB$TXN$NKE$NEE
$174M
32 positions
#8XY Planning Network, Inc.Passive
Notable overlap · 4 shared positions
$USB$TXN$COP$NU
$626M
273 positions
#9EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$USB$COP$TXN$SO$NEE$LMT
$1.4B
56 positions
#10Cornerstone Financial Management LLCPassive
Some overlap · 5 shared positions
$USB$COP$HUM$NU$LMT
$109M
1,311 positions
#11Strategic Financial Services, Inc.Smart money
Some overlap · 4 shared positions
$USB$COP$NKE$NEE
$2.1B
152 positions
#12WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$USB$COP$HUM$NEE$SO
$350M
95 positions
#13MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$USB$TXN$NKE$NEE$LMT
$1.1B
105 positions
#14Integrity Investment Advisors, LLCActive
Some overlap · 5 shared positions
$USB$COP$HUM$LMT$NU
$184M
74 positions
#15VERUS WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$USB$COP$NKE
$108M
49 positions
#16Cordant, Inc.Active
Some overlap · 3 shared positions
$USB$COP$NKE
$246M
75 positions
#17BlueSky Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$USB$COP$NKE
$777M
115 positions
#18CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 4 shared positions
$USB$COP$HUM$LMT
$363M
102 positions
#19Greenspring Advisors, LLCActive
Some overlap · 4 shared positions
$USB$COP$HUM$NKE
$1.6B
318 positions
#20DAVIS SELECTED ADVISERSActive
Some overlap · 3 shared positions
$USB$TXN$COP
$21.8B
112 positions
#21Longview Financial Advisors LLCActive
Some overlap · 3 shared positions
$USB$COP$NKE
$184M
157 positions
#22VIAWEALTH, LLCPassive
Some overlap · 5 shared positions
$USB$TXN$COP$HON$BA
$180M
159 positions
#23Hurlow Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$USB$COP$HUM$NEE
$420M
120 positions
#24Cascade Wealth Advisors, IncActive
Some overlap · 4 shared positions
$USB$COP$HUM$NEE
$228M
60 positions
#25Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$USB$COP$HON$BA
$1.4B
211 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.