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 Clarendon Private

13F Portfolio OverlapQ2 2026Clarendon Private portfolio →

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Most similar hedge funds by 13F overlap

Clarendon Private LLC is an institutional investor managing $156M across 124 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 Clarendon Private are Stokes Advisors, Signet Private Wealth, HOWE & RUSLING, with shared positions in $MS, $TXN, $LIN, $TT, $NEE, $TJX. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Some overlap · 8 shared positions

$MS $TXN $LIN $TT $NEE $TJX

$467M

118 positions

#2Signet Private Wealth LLCPassive

Some overlap · 7 shared positions

$MS $TXN $KLAC $ETN $NEE $APH

$125M

127 positions

#3HOWE & RUSLING INCPassive

Some overlap · 7 shared positions

$MS $KLAC $NEE $TJX $APH $ASML

$1.7B

479 positions

#4BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 8 shared positions

$LIN $ETN $NEE $TJX $ASML $MDY

$8.0B

1,334 positions

#5Chesapeake Wealth ManagementPassive

Some overlap · 6 shared positions

$MS $TXN $KLAC $NEE $TJX $AXP

$357M

168 positions

#6Aventura Private Wealth, LLCPassive

Some overlap · 7 shared positions

$MS $TXN $WFC $ETN $ASML $TJX

$326M

986 positions

#7Clifford Group, LLCSmart money

Some overlap · 6 shared positions

$MS $KLAC $LIN $ETN $NEE $AXP

$145M

86 positions

#8RFG - Bristol Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$TXN $LIN $ETN $TT $MDY $TJX

$414M

188 positions

#9Evansbrook LLCActive

Some overlap · 7 shared positions

$MS $NEE $TXN $WFC $ETN $ASML

$168M

127 positions

#10Blue Chip Partners, LLCActive

Some overlap · 6 shared positions

$MS $KLAC $ETN $NEE $TJX $ASML

$1.6B

184 positions

#11PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADOActive

Some overlap · 7 shared positions

$TXN $MS $KLAC $LIN $APH $AXP

$28.9B

1,842 positions

#12BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$MS $TXN $LIN $NEE $TJX $APH

$499M

73 positions

#13RWA WEALTH PARTNERS, LLCActive

Some overlap · 7 shared positions

$KLAC $LIN $NEE $ETN $TJX $ASML

$10.4B

645 positions

#14CONNORS INVESTOR SERVICES INCPassive

Some overlap · 6 shared positions

$MS $WFC $LIN $ETN $TJX $AXP

$1.2B

153 positions

#15STRATEGIC PLANNING GROUP, LLCActive

Some overlap · 6 shared positions

$MS $LIN $ETN $TT $TJX $ASML

$918M

75 positions

#16Trust Investment AdvisorsPassive

Some overlap · 6 shared positions

$MS $KLAC $ETN $TT $TJX $QCOM

$209M

97 positions

#17Moran Wealth Management, LLCPassive

Some overlap · 7 shared positions

$TXN $KLAC $TT $LIN $HWM $APH

$3.7B

491 positions

#18Texas Capital Bank Wealth Management Services IncActive

Some overlap · 6 shared positions

$MS $KLAC $TT $NEE $TJX $APH

$1.9B

349 positions

#19GLOBALT Investments LLC / GAActive

Some overlap · 6 shared positions

$MS $TXN $KLAC $ETN $WFC $TJX

$3.0B

213 positions

#20MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$MS $TXN $WFC $NEE $QCOM $MDY

$1.2B

106 positions

#21BTC Capital Management, Inc.Passive

Some overlap · 6 shared positions

$MS $WFC $ETN $NEE $TJX $APH

$1.6B

207 positions

#22Union Heritage Capital, LLCPassive

Some overlap · 6 shared positions

$MS $KLAC $WFC $TJX $APH $AXP

$295M

65 positions

#23Union Bankshares CorpPassive

Some overlap · 7 shared positions

$MDY $KLAC $ETN $TJX $QCOM $AXP

$6.0B

1,699 positions

#24CYPRESS ASSET MANAGEMENT INC/TXActive

Some overlap · 7 shared positions

$KLAC $LIN $ETN $TXN $ASML $QCOM

$514M

107 positions

#25GREENWOOD CAPITAL ASSOCIATES LLCPassive

Some overlap · 6 shared positions

$TXN $MS $ETN $NEE $TJX $QCOM

$1.0B

284 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.