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Hedge Funds Similar to Clarion Wealth Managment Partners,

13F Portfolio OverlapQ1 2026Clarion Wealth Managment Partners, portfolio →
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Most similar hedge funds by 13F overlap

Clarion Wealth Managment Partners, LLC is an institutional investor managing $110M across 84 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 Clarion Wealth Managment Partners, are LifePlan Financial,, POM Investment Strategies,, STEVENS PARTNERS, with shared positions in $IAU, $CTVA, $DUK, $SNOW, $MCD, $GE. The full ranking of 25 similar funds is below.

#1LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$IAU$CTVA$DUK$SNOW$MCD
$135M
83 positions
#2POM Investment Strategies, LLCPassive
Some overlap · 6 shared positions
$DUK$GE$SNOW$GEV$AHR$T
$80M
433 positions
#3STEVENS CAPITAL PARTNERSPassive
Some overlap · 3 shared positions
$TPR$SNOW$CTVA
$416M
126 positions
#4CADINHA & CO LLCActive
Some overlap · 5 shared positions
$IAU$DUK$GE$GEV$MCD
$537M
103 positions
#5First Financial Group CorpActive
Some overlap · 5 shared positions
$IAU$SNOW$DUK$GE$GEV
$122M
80 positions
#6ANDERSON HOAGLAND & COPassive
Some overlap · 5 shared positions
$IAU$GE$GEV$SNOW$PWR
$1.2B
136 positions
#7Summit Place Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$CTVA$GE$GEV
$208M
106 positions
#8Red Mountain Financial, LLCPassive
Some overlap · 4 shared positions
$IAU$SNOW$CTVA$MCD
$106M
79 positions
#9Slocum, Gordon & Co LLPPassive
Some overlap · 6 shared positions
$DUK$GE$GEV$T$MCD$D
$147M
64 positions
#10Widmann Financial Services, Inc.Passive
Some overlap · 6 shared positions
$SNOW$DUK$MO$T$CTVA$MCD
$168M
121 positions
#11SageGuard Financial Group, LLCPassive
Some overlap · 5 shared positions
$DUK$GE$IAU$T$MCD
$646M
196 positions
#12Viewpoint Capital Management LLCActive
Some overlap · 5 shared positions
$CTVA$GE$GEV$MO$T
$214M
135 positions
#13Stablepoint Partners, LLCPassive
Some overlap · 5 shared positions
$IAU$DUK$D$T$MCD
$673M
260 positions
#14Family Legacy, Inc.Passive
Some overlap · 4 shared positions
$SNOW$DUK$GE$GEV
$333M
124 positions
#15Next Level Private LLCPassive
Some overlap · 5 shared positions
$CSL$GE$GEV$MO$T
$443M
175 positions
#16Weinberger Asset Management, IncActive
Some overlap · 5 shared positions
$GE$CTVA$GEV$IAU$MO
$267M
92 positions
#17CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 4 shared positions
$IAU$GE$GEV$MCD
$689M
198 positions
#18MBA Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$SNOW$MCD$GE
$260M
146 positions
#19Hilton Head Capital Partners, LLCPassive
Some overlap · 6 shared positions
$GE$D$MO$T$PWR$MCD
$177M
989 positions
#20PETRA FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$IAU$GE$GEV$AHR
$162M
117 positions
#21Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$GE$DUK$GEV$T$CTVA
$685M
380 positions
#22FCF Advisors LLCPassive
Some overlap · 3 shared positions
$TPR$GEV$MO
$444M
52 positions
#23Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$IAU$SNOW$CTVA
$607M
110 positions
#24Wealth Dimensions Group, Ltd.Active
Some overlap · 6 shared positions
$IAU$GE$CTVA$DUK$GEV$MCD
$508M
170 positions
#25Zhang Financial LLCActive
Some overlap · 3 shared positions
$IAU$SNOW$CTVA
$2.9B
367 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.