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 Clearwave ,

13F Portfolio OverlapQ1 2026Clearwave , portfolio →

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Most similar hedge funds by 13F overlap

Clearwave Capital, LLC is an institutional investor managing $146M across 146 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 Clearwave , are AMJ Financial Wealth, KAYNE ANDERSON ADVISORS, Sprinkle Financial Consultants, with shared positions in $OKE, $GLW, $ANET, $ENB, $EPD, $ETR. The full ranking of 25 similar funds is below.

#1AMJ Financial Wealth ManagementPassive

Notable overlap · 3 shared positions

$OKE $GLW $ANET

$424M

86 positions

#2KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 4 shared positions

$OKE $ENB $EPD $ETR

$5.2B

48 positions

#3Sprinkle Financial Consultants LLCPassive

Notable overlap · 4 shared positions

$OKE $VZ $GE $BAH

$217M

99 positions

#4Vickerman Investment Advisors, Inc.Active

Notable overlap · 3 shared positions

$OKE $GE $AMGN

$476M

94 positions

#5WESPAC Advisors, LLCPassive

Notable overlap · 3 shared positions

$OKE $GE $MU

$183M

178 positions

#6Heronetta Management, L.P.Active

Notable overlap · 3 shared positions

$OKE $ENB $EPD

$110M

16 positions

#7TABR Capital Management, LLCActive

Notable overlap · 3 shared positions

$OKE $MU $GLW

$109M

54 positions

#8SL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$OKE $ENB $EPD

$59M

32 positions

#9Good Steward Wealth Advisors,LLCPassive

Notable overlap · 3 shared positions

$OKE $DE $GE

$156M

68 positions

#10Recurrent Investment Advisors LLCActive

Notable overlap · 3 shared positions

$OKE $ENB $EPD

$1.7B

67 positions

#11TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 4 shared positions

$OKE $ENB $EPD $ETR

$9.6B

90 positions

#12Shore Point Advisors, LLCActive

Some overlap · 3 shared positions

$OKE $CB $VZ

$253M

76 positions

#13Blue Water Asset ManagementActive

Some overlap · 3 shared positions

$OKE $CB $VZ

$289M

103 positions

#14LeClair Wealth Partners LLCPassive

Some overlap · 3 shared positions

$OKE $CB $VZ

$289M

103 positions

#15Hudson Value Partners, LLCPassive

Some overlap · 5 shared positions

$GLW $OKE $DE $AMD $AMGN

$335M

101 positions

#16Bulwark Capital CorpActive

Some overlap · 4 shared positions

$OKE $SAN $VZ $GE

$162M

100 positions

#17IRONWOOD WEALTH MANAGEMENT, INC.Active

Some overlap · 3 shared positions

$OKE $VZ $ENB

$223M

31 positions

#18Cambridge Financial Group, Inc.Active

Some overlap · 3 shared positions

$OKE $ANET $GE

$267M

33 positions

#19MILESTONE ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$OKE $VZ $AMD $ANET

$543M

235 positions

#20CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Some overlap · 3 shared positions

$OKE $ENB $EPD

$2.0B

66 positions

#21Andrew Hill Investment Advisors, Inc.Passive

Some overlap · 5 shared positions

$OKE $DE $ANET $AMD $GE

$112M

54 positions

#22IFS Group,LLCPassive

Some overlap · 4 shared positions

$OKE $GLW $GE $AMD

$112M

144 positions

#23Teamwork Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$ANET $OKE $DE $AMD $GE

$946M

216 positions

#24Owen LaRue, LLCPassive

Some overlap · 6 shared positions

$OKE $SAN $GLW $GE $AMGN $AMD

$261M

128 positions

#25BOS Asset Management, LLCPassive

Some overlap · 3 shared positions

$OKE $MU $VZ

$392M

200 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.