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 Clearstead Advisors,

13F Portfolio OverlapQ1 2026Clearstead Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Clearstead Advisors, LLC is an institutional investor managing $10.9B across 2,241 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 Clearstead Advisors, are Clarius Group,, HARBOUR INVESTMENT, Eliot Finkel Investment Counsel,, with shared positions in $PCAR, $NEE, $SBUX, $DHR, $JHG, $NSC. The full ranking of 25 similar funds is below.

#1Clarius Group, LLC

Notable overlap · 4 shared positions

$PCAR $NEE $SBUX $DHR

$1.8B

384 positions

#2HARBOUR INVESTMENT MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$PCAR $NEE $DHR $SBUX $JHG

$184M

101 positions

#3Eliot Finkel Investment Counsel, LLCActive

Some overlap · 3 shared positions

$PCAR $NSC $ETN

$184M

32 positions

#4HFR Wealth Management, LLCActive

Some overlap · 4 shared positions

$NEE $VLTO $DHR $ETN

$407M

49 positions

#5Stack Financial Management, IncActive

Some overlap · 3 shared positions

$NEE $PCAR $DHR

$1.4B

52 positions

#6O'Brien Greene & Co. IncPassive

Some overlap · 3 shared positions

$NEE $VLTO $DHR

$353M

133 positions

#7Mirova US LLCActive

Some overlap · 3 shared positions

$NEE $VLTO $DHR

$8.8B

42 positions

#8Kestra Investment Management, LLCActive

Some overlap · 5 shared positions

$NEE $VLTO $WT $JHG $TXN

$5.8B

439 positions

#9SENTINEL WEALTH MANAGEMENT, INC.Active

Some overlap · 4 shared positions

$NEE $DHR $WT $EPAM

$125M

39 positions

#10BDFS Capital LLCActive

Some overlap · 3 shared positions

$NEE $VLTO $WT

$208M

137 positions

#11MCDANIEL TERRY & COActive

Some overlap · 3 shared positions

$PCAR $ETN $TXN

$1.2B

81 positions

#12Schubert & CoActive

Some overlap · 3 shared positions

$NEE $DHR $VLTO

$123M

69 positions

#13Unify Financial AdvisorsPassive

Some overlap · 5 shared positions

$VLTO $NEE $SBUX $DHR $HUM

$96M

89 positions

#14Grunden Financial Advisory, Inc.

Some overlap · 3 shared positions

$NEE $PCAR $TXN

$256M

35 positions

#15Geneos Wealth Management Inc.Passive

Some overlap · 6 shared positions

$DHR $WT $NSC $EPAM $NEE $JHG

$4.3B

2,465 positions

#16GREENWOOD CAPITAL ASSOCIATES LLCPassive

Some overlap · 5 shared positions

$NEE $DHR $VLTO $ETN $TXN

$908M

286 positions

#17BCV Asset Management Inc.Active

Some overlap · 4 shared positions

$NEE $DHR $TXN $HUM

$2.9B

120 positions

#18WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$NEE $VLTO $HUM

$350M

95 positions

#19Madison Asset Management, LLCPassive

Some overlap · 3 shared positions

$PCAR $DHR $TXN

$8.1B

349 positions

#20CPA Asset Management LLCActive

Some overlap · 4 shared positions

$NEE $NSC $DHR $HUM

$298M

99 positions

#21Essential Planning, LLC.Active

Some overlap · 5 shared positions

$VLTO $WT $DHR $NSC $HUM

$315M

85 positions

#22Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 4 shared positions

$PCAR $NSC $TXN $HUM

$111M

63 positions

#23Terra Alpha Investments LLC

Some overlap · 4 shared positions

$VLTO $DHR $SBUX $ETN

$98M

32 positions

#24Farmers National BankPassive

Some overlap · 4 shared positions

$NEE $WT $NSC $SBUX

$453M

185 positions

#25ST GERMAIN D J CO INCPassive

Some overlap · 4 shared positions

$NEE $VLTO $DHR $JHG

$2.5B

901 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.