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Hedge Funds Similar to CLG

13F Portfolio OverlapQ1 2026CLG portfolio →
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Most similar hedge funds by 13F overlap

CLG LLC is an institutional investor managing $455M across 156 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 CLG are MOULTON WEALTH ,, Clearwater Advisors,, MAINSTAY /ADV, with shared positions in $WT, $AAAU, $USB, $JHG, $LRCX, $IBM. The full ranking of 25 similar funds is below.

#1MOULTON WEALTH MANAGEMENT, INCActive
Notable overlap · 3 shared positions
$WT$AAAU$USB
$147M
52 positions
#2Clearwater Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$WT$USB$JHG
$1.2B
177 positions
#3MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 4 shared positions
$WT$USB$LRCX$IBM
$1.3B
143 positions
#4BIP Wealth, LLCActive
Notable overlap · 4 shared positions
$WT$USB$JHG$DOV
$2.5B
453 positions
#5Systelligence, LLCPassive
Notable overlap · 3 shared positions
$WT$USB$DOV
$514M
56 positions
#6Lauer Wealth, LLCActive
Notable overlap · 3 shared positions
$WT$USB$VZ
$126M
67 positions
#7IAM Advisory, LLCActive
Notable overlap · 3 shared positions
$WT$USB$HON
$446M
95 positions
#8tru Independence LLCPassive
Notable overlap · 3 shared positions
$WT$CRM$JHG
$202M
102 positions
#9Exit Wealth Advisors, LLC.Active
Notable overlap · 4 shared positions
$WT$AAAU$JHG$LRCX
$195M
131 positions
#10Morton Capital Management LLC/CASmart money
Notable overlap · 3 shared positions
$WT$USB$HON
$672M
139 positions
#11SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money
Notable overlap · 3 shared positions
$WT$NKE$BA
$139M
37 positions
#12COLUMBIA ADVISORY PARTNERS LLCActive
Notable overlap · 4 shared positions
$WT$JHG$FCFS$BA
$157M
92 positions
#13Sanchez Wealth Management GroupActive
Notable overlap · 5 shared positions
$WT$JHG$BA$UNP$LRCX
$462M
53 positions
#14SK Wealth Management, LLCActive
Notable overlap · 4 shared positions
$WT$BAH$LRCX$HON
$360M
77 positions
#15Value Investment Professionals, LLCPassive
Notable overlap · 3 shared positions
$WT$JHG$DOV
$89M
81 positions
#16Global View Capital Management LLCActive
Notable overlap · 3 shared positions
$WT$USB$VZ
$377M
140 positions
#17Goldenstone Wealth Management LLCActive
Notable overlap · 3 shared positions
$WT$NKE$LRCX
$137M
89 positions
#18Encompass More Asset ManagementPassive
Notable overlap · 3 shared positions
$WT$AAAU$USB
$597M
251 positions
#19Etesian Wealth Advisors, Inc.Passive
Notable overlap · 4 shared positions
$WT$IBM$FCFS$DOV
$313M
138 positions
#20Gaddis Premier Wealth Advisors LLCPassive
Notable overlap · 3 shared positions
$WT$JHG$FCFS
$136M
85 positions
#21IAG Wealth Partners, LLCPassive
Notable overlap · 3 shared positions
$WT$JHG$BA
$896M
509 positions
#22ESL Trust Services, LLCSmart money
Notable overlap · 4 shared positions
$WT$NKE$IBM$INTC
$524M
258 positions
#23Boyce & Associates Wealth Consulting, Inc.Active
Notable overlap · 3 shared positions
$WT$FCFS$DOV
$132M
80 positions
#24WJ Interests, LLCSmart money
Notable overlap · 3 shared positions
$WT$DOV$IBM
$260M
20 positions
#25Marathon Mission, Inc.Active
Notable overlap · 3 shared positions
$WT$IBM$LRCX
$200M
57 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.