13F Pro

Hedge Funds Similar to Claris Financial

13F Portfolio OverlapQ1 2026Claris Financial portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Claris Financial LLC is an institutional investor managing $183M across 177 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 Claris Financial are Guilbault, Wolfstich ,, O'ROURKE & COMPANY,, with shared positions in $IBM, $KO, $HUM, $AGQ, $MO, $DUK. The full ranking of 25 similar funds is below.

#1Guilbault Capital LLCPassive
Some overlap · 6 shared positions
$IBM$KO$HUM$AGQ$MO$DUK
$91M
67 positions
#2Wolfstich Capital, LLCActive
Some overlap · 5 shared positions
$IBM$KO$WT$HUM$MO
$114M
45 positions
#3O'ROURKE & COMPANY, IncPassive
Some overlap · 6 shared positions
$KKR$IBM$AGQ$HSY$KO$HUM
$253M
171 positions
#4Approach Retirement Advisors, LLCActive
Some overlap · 5 shared positions
$IBM$KO$HUM$KKR$DUK
$120M
79 positions
#5Finward BancorpPassive
Some overlap · 5 shared positions
$KKR$KO$HUM$AGQ$DUK
$125M
104 positions
#6First City Capital Management, Inc.Passive
Some overlap · 5 shared positions
$KO$IBM$WT$MO$DUK
$189M
160 positions
#7SBI Securities Co., Ltd.Passive
Some overlap · 7 shared positions
$KKR$HUM$IBM$KO$WT$MO
$3.6B
4,018 positions
#8Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$IBM$KO$D$HSY$MO
$303M
121 positions
#9M.E. ALLISON & CO., INC.Passive
Some overlap · 4 shared positions
$KKR$KO$IBM$HUM
$151M
193 positions
#10Carson Advisory Inc.Passive
Some overlap · 5 shared positions
$IBM$KO$HUM$D$DUK
$193M
188 positions
#11Wealthcare Capital Partners, LLCActive
Some overlap · 5 shared positions
$KKR$WT$HUM$HSY$AGQ
$213M
153 positions
#12Garton & Associates Financial Advisors LLCPassive
Some overlap · 4 shared positions
$KKR$IBM$KO$DUK
$122M
123 positions
#13Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$KKR$KO$IBM$D$DUK
$638M
158 positions
#14RIDGECREST WEALTH PARTNERS, LLCPassive
Some overlap · 4 shared positions
$KKR$KO$IBM$HUM
$181M
96 positions
#15BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$IBM$KO$WT$DUK
$199M
110 positions
#16Talisman Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$KKR$WT$HUM$KO
$124M
101 positions
#17Farmers National BankPassive
Some overlap · 4 shared positions
$IBM$KO$WT$DUK
$453M
185 positions
#18Sherman Wealth Management LLCPassive
Some overlap · 4 shared positions
$KKR$WT$HUM$AGQ
$116M
80 positions
#19SILVERLAKE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KKR$IBM$WT$KO
$479M
377 positions
#20Focus Financial Network, Inc.Passive
Some overlap · 4 shared positions
$KKR$WT$HUM$AGQ
$2.8B
729 positions
#21Ranch Capital Advisors Inc.Passive
Some overlap · 4 shared positions
$KKR$IBM$HUM$DUK
$277M
154 positions
#22WealthBridge Capital Management, LLCPassive
Some overlap · 4 shared positions
$KKR$WT$HUM$AGQ
$434M
221 positions
#23MSH Capital Advisors LLCPassive
Some overlap · 4 shared positions
$KKR$KO$AGQ$HUM
$472M
273 positions
#24TRANSCEND WEALTH COLLECTIVE, LLCPassive
Some overlap · 4 shared positions
$KKR$IBM$HUM$AGQ
$1.2B
721 positions
#25DB&C Advisors, LLCPassive
Some overlap · 4 shared positions
$IBM$KO$HUM$DUK
$77M
67 positions

Compare Claris Financial’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Claris Financial’s holdings

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.