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Hedge Funds Similar to Clark Asset ,

13F Portfolio OverlapQ1 2026Clark Asset , portfolio →
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Most similar hedge funds by 13F overlap

Clark Asset Management, LLC is an institutional investor managing $1.3B across 294 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 Clark Asset , are Cornerstone Financial, MATHER GROUP,, FC Advisory, with shared positions in $SNOW, $VLTO, $DDOG, $MKL, $WT, $BRZE. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive
Some overlap · 3 shared positions
$SNOW$VLTO$DDOG
$109M
1,311 positions
#2MATHER GROUP, LLC.Active
Some overlap · 5 shared positions
$SNOW$VLTO$DDOG$MKL$WT
$10.0B
1,896 positions
#3FC Advisory LLCActive
Some overlap · 6 shared positions
$SNOW$VLTO$DDOG$MKL$BRZE$DHR
$342M
115 positions
#4WealthCollab, LLCPassive
Some overlap · 7 shared positions
$SNOW$DDOG$MKL$BRZE$NKE$AMN
$243M
977 positions
#5Centennial Bank/AR/Passive
Some overlap · 5 shared positions
$SNOW$VLTO$MKL$NSC$WT
$279M
323 positions
#6Passive Capital Management, LLC.Active
Some overlap · 6 shared positions
$SNOW$DDOG$MKL$NKE$AMN$WT
$335M
104 positions
#7LINCOLN NATIONAL CORPActive
Some overlap · 4 shared positions
$SNOW$VLTO$MKL$BRZE
$3.5B
19 positions
#8Verus Financial Partners, Inc.Smart money
Some overlap · 7 shared positions
$SNOW$DDOG$MKL$BRZE$NKE$DHR
$1.1B
121 positions
#9Graetz Wealth LLCPassive
Some overlap · 5 shared positions
$SNOW$VLTO$DDOG$GLDM$TT
$112M
80 positions
#10Leeward Financial Partners, LLCPassive
Some overlap · 3 shared positions
$SNOW$VLTO$DDOG
$336M
97 positions
#11Windward Private Wealth Management Inc.Smart money
Some overlap · 5 shared positions
$SNOW$VLTO$DDOG$WT$DHR
$289M
44 positions
#12Kestra Investment Management, LLCActive
Some overlap · 7 shared positions
$DDOG$VLTO$SNOW$MKL$NKE$AMN
$5.8B
439 positions
#13Altiora Financial Group, LLCActive
Some overlap · 5 shared positions
$SNOW$DDOG$BRZE$NKE$NSC
$607M
110 positions
#14GENESIS PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$SNOW$DDOG$VLTO$BRZE
$318M
182 positions
#15Retirement Wealth Solutions LLCPassive
Some overlap · 5 shared positions
$SNOW$VLTO$BRZE$DDOG$NKE
$159M
822 positions
#16Parker Financial LLCSmart money
Some overlap · 3 shared positions
$SNOW$VLTO$MKL
$250M
37 positions
#17Sterling Financial Planning, Inc.Active
Some overlap · 6 shared positions
$SNOW$DDOG$NKE$DE$NSC$WT
$337M
117 positions
#18Savant Capital, LLCActive
Some overlap · 8 shared positions
$SNOW$DDOG$MKL$BRZE$NKE$AMN
$20.7B
1,500 positions
#19WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$VLTO$DDOG$SNOW$BRZE
$350M
95 positions
#20Mustard Seed Financial, LLCPassive
Some overlap · 4 shared positions
$SNOW$DDOG$BRZE$NKE
$167M
92 positions
#21San Luis Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$SNOW$DDOG$BRZE$CDNS$DHR
$604M
175 positions
#22Towneley Capital Management, Inc / DESmart money
Some overlap · 6 shared positions
$SNOW$DDOG$BRZE$AMN$MKL$NKE
$478M
42 positions
#23Forthright Family Wealth Advisory LLCActive
Some overlap · 3 shared positions
$SNOW$VLTO$NKE
$149M
63 positions
#24Red Tortoise LLCPassive
Some overlap · 4 shared positions
$SNOW$DDOG$MKL$NKE
$240M
591 positions
#25Seneca Financial Advisors LLCActive
Some overlap · 4 shared positions
$VLTO$DDOG$SNOW$BRZE
$341M
64 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.