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Hedge Funds Similar to CLUNE & ASSOCIATES, LTD.

13F Portfolio OverlapQ1 2026CLUNE & ASSOCIATES, LTD. portfolio →
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Most similar hedge funds by 13F overlap

CLUNE & ASSOCIATES, LTD. is an institutional investor managing $661M across 170 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 CLUNE & ASSOCIATES, LTD. are Disciplined Investments,, Verus Financial Partners,, White Lighthouse Investment, with shared positions in $NKE, $COP, $SCHW, $SNPS, $IAU, $UNIT. The full ranking of 25 similar funds is below.

#1Disciplined Investments, LLCPassive
Notable overlap · 7 shared positions
$NKE$COP$SCHW$SNPS$IAU$UNIT
$279M
141 positions
#2Verus Financial Partners, Inc.Smart money
Notable overlap · 7 shared positions
$NKE$BRZE$MKL$UNIT$DHR$IAU
$1.1B
121 positions
#3White Lighthouse Investment Management Inc.Active
Notable overlap · 10 shared positions
$BRZE$COP$UNIT$SCHW$DHR$IAU
$721M
145 positions
#4COGENT STRATEGIC WEALTH LLCActive
Notable overlap · 4 shared positions
$NKE$BRZE$AMN$DHR
$97M
56 positions
#5Index Fund Advisors, Inc.Smart money
Notable overlap · 6 shared positions
$NKE$BRZE$UNIT$SCHW$MKL$AMN
$2.2B
127 positions
#6Winter & Associates, Inc.Passive
Notable overlap · 4 shared positions
$BRZE$NKE$COP$SCHW
$114M
84 positions
#7FIDUCIARY ADVISORS, INC.Active
Notable overlap · 8 shared positions
$BRZE$COP$MKL$UNIT$AMN$DHR
$133M
121 positions
#8Shotwell Rutter Baer IncActive
Notable overlap · 3 shared positions
$NKE$COP$AMN
$170M
38 positions
#9Cedar Point Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$NKE$COP$SCHW
$154M
71 positions
#10Strategic Financial Services, Inc.Smart money
Notable overlap · 5 shared positions
$NKE$COP$SNPS$BRZE$DDOG
$2.1B
152 positions
#11Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 7 shared positions
$BRZE$COP$MKL$DHR$IAU$DDOG
$578M
118 positions
#12MARYLAND CAPITAL ADVISORS INC.
Notable overlap · 6 shared positions
$NKE$COP$UNIT$SCHW$IAU$RELX
$295M
271 positions
#13PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Notable overlap · 11 shared positions
$BRZE$NKE$SCHW$MKL$UNIT$DHR
$1.4B
283 positions
#14Mustard Seed Financial, LLCPassive
Notable overlap · 8 shared positions
$COP$BRZE$UNIT$SCHW$NKE$KKR
$167M
92 positions
#15SwitchPoint Financial Planning, LLCActive
Notable overlap · 4 shared positions
$NKE$BRZE$SCHW$DDOG
$147M
64 positions
#16Pillar Financial Advisors, LLCActive
Notable overlap · 6 shared positions
$NKE$COP$MKL$UNIT$IAU$BRZE
$171M
106 positions
#17Altiora Financial Group, LLCActive
Notable overlap · 6 shared positions
$NKE$BRZE$IAU$DDOG$COP$UNIT
$607M
110 positions
#18Tillman Hartley LLCActive
Notable overlap · 6 shared positions
$NKE$SCHW$COP$AMN$IAU$BRZE
$398M
88 positions
#19Frankly Finances, LLCActive
Notable overlap · 6 shared positions
$NKE$SCHW$MKL$AMN$IAU$BRZE
$110M
64 positions
#20Towneley Capital Management, Inc / DESmart money
Notable overlap · 7 shared positions
$BRZE$COP$AMN$IAU$DDOG$MKL
$478M
42 positions
#21LAM GROUP, INC.Passive
Notable overlap · 6 shared positions
$NKE$SNPS$MKL$UNIT$AMN$SCHW
$182M
136 positions
#22FIDELIS iM, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$COP$SCHW
$264M
25 positions
#23Efficient Advisors, LLCActive
Notable overlap · 6 shared positions
$BRZE$COP$SCHW$MKL$UNIT$FLEX
$1.4B
58 positions
#24Wealth Management NebraskaSmart money
Notable overlap · 5 shared positions
$NKE$COP$KKR$UNIT$IAU
$987M
100 positions
#25ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 7 shared positions
$NKE$SCHW$AMN$KKR$IAU$RELX
$158M
125 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.