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Hedge Funds Similar to CLIFTONLARSONALLEN WEALTH ADVISORS

13F Portfolio OverlapQ2 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 Q2 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 Cedar Point Partners, Walsky Investment, Walsh & Associates, with shared positions in $STT, $ROK, $NEE, $ADP, $MCD, $EMR. The full ranking of 25 similar funds is below.

#1Cedar Point Capital Partners, LLCActive
Some overlap · 3 shared positions
$STT$ROK$NEE
$174M
77 positions
#2Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$STT$ADP$MCD$NEE$EMR
$108M
52 positions
#3Walsh & Associates, LLCActive
Some overlap · 4 shared positions
$STT$FSS$CEG$EXC
$122M
245 positions
#4J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$STT$TPL$WM
$103M
102 positions
#5ERn Financial, LLCActive
Some overlap · 3 shared positions
$STT$ROK$BMO
$604M
161 positions
#6Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$STT$ROK$MCD$BITB
$309M
142 positions
#7Kagan Cocozza Asset ManagementActive
Some overlap · 3 shared positions
$STT$ADP$DUK
$160M
67 positions
#8PROFFITT & GOODSON INCActive
Some overlap · 4 shared positions
$STT$CEG$NEE$EMR
$728M
298 positions
#9Stonebridge Financial Group, LLC/CAPassive
Some overlap · 3 shared positions
$STT$CEG$WM
$722M
310 positions
#10GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$STT$WM$DUK$EMR
$3.0B
213 positions
#11Foguth Wealth Management, LLC.Active
Some overlap · 3 shared positions
$STT$WM$MCD
$879M
213 positions
#12Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$STT$WM$NEE
$246M
210 positions
#13Stonebrook Private Inc.Passive
Some overlap · 3 shared positions
$STT$MPC$MCD
$548M
271 positions
#14GHP Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$STT$ROK$EMR
$2.7B
1,394 positions
#15HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 7 shared positions
$STT$ADP$WM$MCD$NEE$DUK
$321M
107 positions
#16LightSquare Wealth Management, LLCPassive
Some overlap · 3 shared positions
$STT$MPC$NEE
$145M
104 positions
#17Convergence Financial, LLCPassive
Some overlap · 3 shared positions
$STT$MPC$DUK
$1.3B
272 positions
#18HENGEHOLD CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$STT$MCD$EMR
$1.3B
229 positions
#19FAS Wealth Partners, Inc.Passive
Some overlap · 3 shared positions
$STT$NEE$DUK
$1.9B
520 positions
#20Advisory Alpha, LLCActive
Some overlap · 3 shared positions
$STT$NEE$DUK
$4.1B
571 positions
#21DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$STT$ADP$EMR
$530M
92 positions
#22Bill Few Associates, Inc.Passive
Some overlap · 3 shared positions
$ROK$STT$ADP
$470M
227 positions
#23Creekside PartnersPassive
Some overlap · 3 shared positions
$STT$MCD$NEE
$276M
193 positions
#24IAG Wealth Partners, LLCActive
Some overlap · 3 shared positions
$STT$NEE$MCD
$1.0B
508 positions
#25FARMERS TRUST CO
Some overlap · 3 shared positions
$STT$MCD$NEE
$637M
203 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.