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Hedge Funds Similar to LeClair Wealth Partners

13F Portfolio OverlapQ1 2026LeClair Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

LeClair Wealth Partners LLC is an institutional investor managing $289M across 103 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 LeClair Wealth Partners are Blue Water Asset, Pine Harbor Wealth ,, Bulwark, with shared positions in $OKE, $JXN, $CMS, $ETN, $KKR, $DTB. The full ranking of 25 similar funds is below.

#1Blue Water Asset ManagementActive
Substantial overlap · 29 shared positions
$OKE$JXN$CMS$ETN$KKR$DTB
$289M
103 positions
#2Pine Harbor Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$OKE$SYK$MS$KO
$334M
102 positions
#3Bulwark Capital CorpActive
Notable overlap · 7 shared positions
$OKE$KKR$GLDM$ALPS$MS$VZ
$162M
100 positions
#4Lakeshore Financial Planning, Inc.Active
Notable overlap · 5 shared positions
$OKE$DTB$FITB$KO$DTM
$276M
85 positions
#5Crane Advisory, LLCSmart money
Notable overlap · 3 shared positions
$OKE$AON$BA
$668M
52 positions
#6Good Steward Wealth Advisors,LLCPassive
Notable overlap · 3 shared positions
$OKE$SLV$ETN
$156M
68 positions
#7Sprinkle Financial Consultants LLCPassive
Notable overlap · 4 shared positions
$OKE$SLV$DHR$VZ
$217M
99 positions
#8IRONWOOD WEALTH MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$OKE$KKR$VZ
$223M
31 positions
#9Clark Wealth PartnersActive
Notable overlap · 3 shared positions
$OKE$ETN$KO
$149M
604 positions
#10Peak Planning Group, LLCActive
Notable overlap · 4 shared positions
$OKE$ETN$MS$SHW
$361M
120 positions
#11AMJ Financial Wealth ManagementPassive
Notable overlap · 3 shared positions
$OKE$ETN$GLDM
$424M
86 positions
#12AFG FIDUCIARY SERVICES LIMITED PARTNERSHIPActive
Notable overlap · 3 shared positions
$OKE$SLV$BA
$171M
92 positions
#13Navigation Group, LLCActive
Notable overlap · 4 shared positions
$OKE$KKR$LRCX$SHW
$427M
113 positions
#14Shore Point Advisors, LLCActive
Notable overlap · 4 shared positions
$OKE$CB$SYK$VZ
$253M
76 positions
#15MBM WEALTH CONSULTANTS, LLCPassive
Notable overlap · 3 shared positions
$OKE$KKR$LRCX
$436M
387 positions
#16Live Oak Investment PartnersPassive
Notable overlap · 3 shared positions
$OKE$MS$KO
$169M
93 positions
#17Clearwave Capital, LLCPassive
Some overlap · 3 shared positions
$OKE$CB$VZ
$146M
146 positions
#18KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 3 shared positions
$OKE$DTM$XEL
$5.2B
48 positions
#19Innovative Wealth Building LLCActive
Some overlap · 3 shared positions
$OKE$KKR$MS
$142M
70 positions
#20TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 5 shared positions
$OKE$DTM$XEL$DTB$CMS
$9.6B
90 positions
#21Fulcrum Equity ManagementPassive
Some overlap · 3 shared positions
$OKE$SLV$LRCX
$103M
127 positions
#221 NORTH WEALTH SERVICES LLCPassive
Some overlap · 4 shared positions
$OKE$USB$ALPS$FITB
$277M
270 positions
#23BOS Asset Management, LLCPassive
Some overlap · 5 shared positions
$OKE$LRCX$SLV$USB$VZ
$392M
200 positions
#24MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$OKE$LRCX$VZ
$543M
235 positions
#25Fairvoy Private Wealth, LLCPassive
Some overlap · 3 shared positions
$OKE$FITB$DHR
$419M
201 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.