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Hedge Funds Similar to Clear Retirement Advice

13F Portfolio OverlapQ1 2026Clear Retirement Advice portfolio →
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Most similar hedge funds by 13F overlap

Clear Retirement Advice LLC is an institutional investor managing $146M across 54 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 Retirement Advice are Efficient Advisors,, Discipline Wealth Solutions,, Retirement Investment Advisors,, with shared positions in $SNOW, $UNIT, $COP, $IAU, $MAR, $GMM. The full ranking of 25 similar funds is below.

#1Efficient Advisors, LLCActive
Substantial overlap · 3 shared positions
$SNOW$UNIT$COP
$1.4B
58 positions
#2Discipline Wealth Solutions, LLCActive
Notable overlap · 4 shared positions
$SNOW$UNIT$IAU$COP
$950M
192 positions
#3Retirement Investment Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$SNOW$UNIT$COP$MAR
$1.2B
67 positions
#4CHRISTINE MESSMER PCActive
Notable overlap · 4 shared positions
$SNOW$COP$UNIT$MAR
$156M
80 positions
#5NavPoint Financial, Inc.Active
Notable overlap · 4 shared positions
$SNOW$COP$IAU$GMM
$247M
71 positions
#6Grey Fox Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$SNOW$UNIT$COP$GMM$MAR
$518M
140 positions
#7STEPHEN J. GARRY & ASSOCIATES, LLCActive
Notable overlap · 3 shared positions
$SNOW$COP$IAU
$124M
51 positions
#8FIDUCIARY FINANCIAL GROUP, LLCPassive
Notable overlap · 4 shared positions
$SNOW$IAU$UNIT$SGOL
$754M
345 positions
#9Cranbrook Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$IAU$UNIT
$492M
385 positions
#10Sage Financial Management Group, Inc.Active
Notable overlap · 4 shared positions
$SNOW$COP$CB$UNIT
$325M
57 positions
#11Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 4 shared positions
$SNOW$IAU$UNIT$TJX
$931M
518 positions
#12MFA WEALTH ADVISORS, LLCActive
Notable overlap · 4 shared positions
$SNOW$IAU$MAR$TJX
$508M
88 positions
#13Pillar Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$UNIT$SNOW$IAU$COP
$171M
106 positions
#14BCM ADVISORS, LLCActive
Notable overlap · 3 shared positions
$SNOW$SGOL$COP
$507M
78 positions
#15Windward Private Wealth Management Inc.Smart money
Notable overlap · 4 shared positions
$SNOW$COP$UNIT$FAST
$289M
44 positions
#16Grove Street Fiduciary, LLCActive
Notable overlap · 3 shared positions
$SNOW$UNIT$MAR
$227M
74 positions
#17HOGE FINANCIAL SERVICES, LLCActive
Notable overlap · 3 shared positions
$SNOW$UNIT$COP
$187M
72 positions
#18Leo H. Evart, Inc.Passive
Notable overlap · 4 shared positions
$SNOW$UNIT$SGOL$MAR
$117M
298 positions
#19Passive Capital Management, LLC.Active
Notable overlap · 3 shared positions
$SNOW$MAR$UNIT
$335M
104 positions
#20Sagace Wealth Management LLCPassive
Notable overlap · 4 shared positions
$SNOW$COP$IAU$UNIT
$149M
70 positions
#21Family Investment Center, Inc.Active
Notable overlap · 4 shared positions
$SNOW$GMM$UNIT$COP
$520M
91 positions
#22PURE PORTFOLIOS HOLDINGS LLC
Notable overlap · 4 shared positions
$SNOW$SGOL$UNIT$IAU
$332M
104 positions
#23TruNorth Capital Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$UNIT$IAU
$522M
114 positions
#24Darrow Company, Inc.Active
Notable overlap · 3 shared positions
$SNOW$MAR$COP
$222M
56 positions
#25Mach-1 Financial Group, LLCPassive
Notable overlap · 3 shared positions
$SNOW$TJX$CB
$284M
161 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.