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Hedge Funds Similar to CLIFTONLARSONALLEN WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026CLIFTONLARSONALLEN WEALTH ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC is an institutional investor managing $7.6B across 253 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 CLIFTONLARSONALLEN WEALTH ADVISORS, are Allodium Investment Consultants,, Newton One Investments, Beaird Harris Wealth ,, with shared positions in $DDOG, $AGQ, $SNOW, $MKL, $DHR, $DOV. The full ranking of 25 similar funds is below.

#1Allodium Investment Consultants, LLCActive
Notable overlap · 3 shared positions
$DDOG$AGQ$SNOW
$209M
52 positions
#2Newton One Investments LLCActive
Some overlap · 8 shared positions
$DDOG$MKL$DHR$DOV$SNOW$CEG
$368M
121 positions
#3Beaird Harris Wealth Management, LLCActive
Some overlap · 5 shared positions
$DDOG$MKL$AGQ$SNOW$WT
$1.5B
686 positions
#4Luminvest Wealth Management LLCSmart money
Some overlap · 4 shared positions
$DDOG$MKL$DHR$HUM
$382M
55 positions
#5Astoria Strategic Wealth, Inc.Smart money
Some overlap · 4 shared positions
$DDOG$MKL$DHR$DOV
$394M
37 positions
#6ASPIRIANT, LLCActive
Some overlap · 5 shared positions
$DDOG$MKL$HUM$WT$SE
$3.5B
338 positions
#7Passive Capital Management, LLC.Active
Some overlap · 4 shared positions
$DDOG$MKL$SNOW$WT
$335M
104 positions
#8ForthRight Wealth Management, LLCActive
Some overlap · 5 shared positions
$DDOG$AGQ$DHR$HUM$SNOW
$353M
75 positions
#9Topsail Wealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$MKL$HUM
$678M
294 positions
#10Schiavi & Co LLCSmart money
Some overlap · 3 shared positions
$DDOG$MKL$SNOW
$337M
50 positions
#11Gutierrez Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$DDOG$HUM$DOV$SNOW
$161M
70 positions
#12RCS Financial Planning, LLCPassive
Some overlap · 5 shared positions
$DDOG$SNOW$NOW$SE$NEE
$193M
98 positions
#13NewCorp Financial Services, Inc.Active
Some overlap · 4 shared positions
$DDOG$HUM$SNOW$WT
$115M
50 positions
#14Seneca Financial Advisors LLCActive
Some overlap · 4 shared positions
$DDOG$HUM$SNOW$SE
$341M
64 positions
#15REGIMEN WEALTH, LLCActive
Some overlap · 4 shared positions
$DDOG$HUM$WT$KO
$342M
70 positions
#16WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$DDOG$HUM$SNOW$NEE
$350M
95 positions
#17Petersen Hastings Wealth Advisors Inc.Smart money
Some overlap · 5 shared positions
$DDOG$SE$DOV$CEG$NEE
$1.1B
81 positions
#18Level Wealth Management LLCSmart money
Some overlap · 4 shared positions
$DDOG$HUM$KO$NEE
$213M
67 positions
#19West Financial Advisors, LLCActive
Some overlap · 4 shared positions
$DDOG$HUM$DOV$WT
$589M
193 positions
#20Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$DDOG$SNOW$SE$NEE
$607M
110 positions
#21Heritage Investment Group, Inc.Active
Some overlap · 3 shared positions
$DDOG$ADP$DOV
$661M
123 positions
#22Keystone Global Partners, LLCActive
Some overlap · 3 shared positions
$DDOG$HUM$SNOW
$225M
54 positions
#23Mustard Seed Financial, LLCPassive
Some overlap · 3 shared positions
$DDOG$DOV$SNOW
$167M
92 positions
#24BSW Wealth PartnersPassive
Some overlap · 4 shared positions
$DDOG$DOV$NOW$KO
$819M
312 positions
#25Xena Financial Planning, LLCActive
Some overlap · 3 shared positions
$DDOG$DOV$NOW
$89M
33 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.