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Hedge Funds Similar to Clark Wealth Partners

13F Portfolio OverlapQ1 2026Clark Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Clark Wealth Partners is an institutional investor managing $149M across 604 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 Wealth Partners are Seed Wealth ,, Good Steward Wealth Advisors,, Blue Water Asset, with shared positions in $OKE, $MCD, $GSAT, $PLTR, $COP, $ETN. The full ranking of 25 similar funds is below.

#1Seed Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$OKE$MCD$GSAT$PLTR
$145M
98 positions
#2Good Steward Wealth Advisors,LLCPassive
Notable overlap · 3 shared positions
$OKE$COP$ETN
$156M
68 positions
#3Blue Water Asset ManagementActive
Notable overlap · 3 shared positions
$OKE$ETN$KO
$289M
103 positions
#4LeClair Wealth Partners LLCPassive
Notable overlap · 3 shared positions
$OKE$ETN$KO
$289M
103 positions
#5Lakeshore Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$OKE$KO$MCD$BAC
$276M
85 positions
#6Peak Planning Group, LLCActive
Notable overlap · 3 shared positions
$OKE$ETN$PLTR
$361M
120 positions
#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 8 shared positions
$OKE$MCD$IBM$LMT$GD$MDT
$220M
148 positions
#8Live Oak Investment PartnersPassive
Notable overlap · 3 shared positions
$OKE$MDT$KO
$169M
93 positions
#9SL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$OKE$LMT$MCD$KO
$59M
32 positions
#10Shore Point Advisors, LLCActive
Notable overlap · 3 shared positions
$OKE$PLTR$IBM
$253M
76 positions
#11Navigation Group, LLCActive
Notable overlap · 4 shared positions
$OKE$BAC$LMT$PLTR
$427M
113 positions
#12Fairvoy Private Wealth, LLCPassive
Some overlap · 4 shared positions
$OKE$IBM$MCD$GD
$419M
201 positions
#13Exeter Financial, LLCPassive
Some overlap · 9 shared positions
$MCD$IBM$BAC$LMT$GD$COP
$245M
98 positions
#14Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$OKE$MCD$LMT$GD
$449M
56 positions
#15Cambridge Financial Group, Inc.Active
Some overlap · 5 shared positions
$OKE$MCD$BAC$ETN$TXN
$267M
33 positions
#16Innovative Wealth Building LLCActive
Some overlap · 3 shared positions
$OKE$MCD$BAC
$142M
70 positions
#17Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$OKE$MCD$IBM$BAC$KO
$223M
109 positions
#181 NORTH WEALTH SERVICES LLCPassive
Some overlap · 3 shared positions
$OKE$GSAT$MCD
$277M
270 positions
#19MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$OKE$GSAT$GRWG$PLTR
$543M
235 positions
#20Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 7 shared positions
$MCD$IBM$BAC$LMT$LIN$ETN
$495M
128 positions
#21Cypress Capital, LLCActive
Some overlap · 7 shared positions
$IBM$LMT$MCD$OKE$MDT$ETN
$351M
95 positions
#22FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 7 shared positions
$MCD$BAC$LMT$COP$MDT$ETN
$5.0B
201 positions
#23Willis Investment CounselActive
Some overlap · 7 shared positions
$MCD$LMT$GD$COP$MDT$ETN
$1.8B
123 positions
#24Embree Financial GroupPassive
Some overlap · 5 shared positions
$OKE$BAC$GD$MCD$PLTR
$849M
265 positions
#25Rayburn West Financial Services LLCPassive
Some overlap · 6 shared positions
$MCD$IBM$BAC$LMT$GD$KO
$170M
82 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.