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 WAVE WEALTH

13F Portfolio OverlapQ1 2026CLEAR WAVE WEALTH portfolio →

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Most similar hedge funds by 13F overlap

CLEAR WAVE WEALTH MANAGEMENT LLC is an institutional investor managing $463M across 177 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 WAVE WEALTH are TME FINANCIAL,, TriaGen Wealth, Alhambra Investment Partners, with shared positions in $MS, $IAU, $UNIT, $SNOW, $AMGN, $KO. The full ranking of 25 similar funds is below.

#1TME FINANCIAL, INC.Passive

Notable overlap · 4 shared positions

$MS $IAU $UNIT $SNOW

$144M

65 positions

#2TriaGen Wealth Management LLCPassive

Notable overlap · 3 shared positions

$MS $IAU $UNIT

$366M

171 positions

#3Alhambra Investment Partners LLCPassive

Notable overlap · 5 shared positions

$MS $UNIT $IAU $AMGN $KO

$217M

176 positions

#4Strategies Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $UNIT $HUM $SNOW $KO

$995M

193 positions

#5Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$IAU $UNIT $MS $HUM $BAC

$98M

68 positions

#6Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$MS $UNIT $SNOW

$313M

119 positions

#7Forbes Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$MS $UNIT $AMGN

$173M

38 positions

#8Accel Wealth ManagementPassive

Notable overlap · 4 shared positions

$MS $SAN $HUM $APP

$383M

290 positions

#9Smith Thornton Advisors LLCPassive

Notable overlap · 5 shared positions

$MS $IAU $BAC $VZ $KO

$199M

130 positions

#10Well Done, LLCActive

Notable overlap · 4 shared positions

$MS $IAU $SAN $HUM

$681M

197 positions

#11Beacon Bridge Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$MS $IAU $SAN $HUM

$299M

101 positions

#12WealthCare Investment Partners, LLCPassive

Some overlap · 7 shared positions

$IAU $SAN $UNIT $HUM $VZ $MS

$360M

191 positions

#13Systelligence, LLCPassive

Some overlap · 4 shared positions

$MS $IAU $SAN $SNOW

$514M

56 positions

#14Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$MS $IAU $AMGN $KO $SNOW

$1.2B

262 positions

#15Forza Wealth Management, LLCPassive

Some overlap · 6 shared positions

$IAU $UNIT $MS $HUM $AMGN $VZ

$287M

188 positions

#16SWEENEY & MICHEL, LLCActive

Some overlap · 5 shared positions

$MS $HUM $BAC $AMGN $VZ

$340M

145 positions

#17Pinnacle Financial Group, LLC / ILPassive

Some overlap · 4 shared positions

$UNIT $IAU $HUM $MS

$365M

111 positions

#18SVRN Asset Management, LLCActive

Some overlap · 3 shared positions

$MS $UNIT $HUM

$103M

37 positions

#19FIFTH THIRD SECURITIES, INC.Passive

Some overlap · 5 shared positions

$MS $IAU $UNIT $SAN $SNOW

$1.5B

341 positions

#20American Investment Services, Inc.Active

Some overlap · 5 shared positions

$IAU $UNIT $AMGN $VZ $SNOW

$448M

132 positions

#21Seven Springs Wealth Group, LLCActive

Some overlap · 5 shared positions

$MS $HUM $BAC $VZ $KO

$432M

81 positions

#22CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 3 shared positions

$IAU $UNIT $SAN

$149M

96 positions

#23Meridian Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$MS $UNIT $HUM $APP

$183M

141 positions

#24Madson Wealth Advisors IncPassive

Some overlap · 4 shared positions

$MS $IAU $HUM $KO

$120M

84 positions

#25Wolff Financial Management LLCActive

Some overlap · 4 shared positions

$MS $UNIT $HUM $VZ

$453M

103 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.