How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Clear Trail Advisors,

13F Portfolio OverlapQ1 2026Clear Trail Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Clear Trail Advisors, LLC is an institutional investor managing $601M across 149 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 Clear Trail Advisors, are HARRELL INVESTMENT PARTNERS,, Phoenix Wealth Advisors, Comprehensive Financial Consultants Institutional,, with shared positions in $ETN, $MSI, $CME, $MPC, $CB, $DRI. The full ranking of 25 similar funds is below.

#1HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 13 shared positions

$ETN $MSI $CME $MPC $CB $DRI

$419M

144 positions

#2Phoenix Wealth AdvisorsActive

Notable overlap · 12 shared positions

$ETN $MPC $CME $MSI $DRI $CB

$253M

126 positions

#3Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 12 shared positions

$MPC $ETN $CME $MSI $CB $VZ

$337M

193 positions

#4Winthrop Partners - WNY, LLCPassive

Notable overlap · 12 shared positions

$ETN $MSI $CME $MPC $CB $DRI

$188M

87 positions

#5Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 14 shared positions

$SNOW $MPC $ETN $JCI $MSI $CB

$224M

71 positions

#6Tulsa Wealth Advisors, INCActive

Notable overlap · 15 shared positions

$ETN $MSI $MPC $CME $ADI $CB

$570M

150 positions

#7CrossGen Wealth, LLCPassive

Notable overlap · 11 shared positions

$ETN $MPC $MSI $CME $CB $JCI

$114M

200 positions

#8Bowman & Co S.C.

Notable overlap · 13 shared positions

$MSI $ETN $JHG $ADI $CB $CME

$237M

118 positions

#9Wealth Intelligence, LLCActive

Notable overlap · 10 shared positions

$ETN $MPC $CME $CB $VZ $MSI

$208M

58 positions

#10Scissortail Wealth Management, LLCPassive

Notable overlap · 11 shared positions

$MPC $CME $ETN $MSI $CB $VZ

$498M

115 positions

#11Core Alternative CapitalPassive

Notable overlap · 10 shared positions

$CME $MS $CB $MDT $VZ $APD

$339M

205 positions

#12ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$GIS $MS $CB $VZ $MDT $MCD

$639M

126 positions

#13PINKERTON WEALTH, LLCActive

Notable overlap · 4 shared positions

$DRI $SNOW $AMGN $MCD

$1.1B

138 positions

#14VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 8 shared positions

$DRI $CB $VZ $MDT $ADI $MCD

$187M

55 positions

#15Heritage Wealth Management, Inc.Passive

Notable overlap · 8 shared positions

$MS $ETN $CB $ADI $MPC $JCI

$202M

157 positions

#16Hamlin Capital Management, LLCActive

Notable overlap · 4 shared positions

$DRI $MS $CME $EPD

$4.1B

30 positions

#17Capital Wealth Planning, LLCActive

Notable overlap · 8 shared positions

$MPC $CME $MDT $VZ $TJX $AXP

$18.1B

151 positions

#18TMB Capital Partners, LLCPassive

Notable overlap · 10 shared positions

$MSI $ADI $ETN $MPC $JCI $CME

$297M

176 positions

#19Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$SNOW $MS $MDT $TJX $AXP $MCD

$272M

95 positions

#20Invera Wealth Advisors, LLCPassive

Notable overlap · 10 shared positions

$JCI $ETN $MPC $CB $TJX $CME

$156M

98 positions

#21Brentview Investment Management LLCPassive

Notable overlap · 7 shared positions

$MS $CME $MDT $TJX $NEE $O

$231M

63 positions

#22Nemes Rush Group LLCPassive

Notable overlap · 6 shared positions

$MSI $CME $ETN $CB $JCI $UNP

$1.1B

944 positions

#23Stonebridge Financial Group, LLCPassive

Notable overlap · 8 shared positions

$MS $SNOW $JHG $ADI $NEE $MCD

$1.2B

262 positions

#24Echo Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MS $SNOW $GIS

$174M

47 positions

#25SPRING CAPITAL MANAGEMENT, LLCActive

Notable overlap · 8 shared positions

$ETN $VZ $MDT $APD $MCD $NEE

$198M

49 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.