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Hedge Funds Similar to Clarion Wealth Managment Partners

13F Portfolio OverlapQ2 2026Clarion Wealth Managment Partners portfolio →
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Most similar hedge funds by 13F overlap

Clarion Wealth Managment Partners, LLC is an institutional investor managing $124M across 87 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 Clarion Wealth Managment Partners are Verus Financial Partners, Pillar Financial Advisors, Plan Group Financial, with shared positions in $IAU, $D, $MO, $GLW, $DOV, $DUK. The full ranking of 25 similar funds is below.

#1Verus Financial Partners, Inc.Smart money
Some overlap · 6 shared positions
$IAU$D$MO$GLW$DOV$DUK
$1.2B
127 positions
#2Pillar Financial Advisors, LLCActive
Some overlap · 4 shared positions
$WPC$IAU$D$DOV
$183M
113 positions
#3Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$IAU$D$DUK$MO
$510M
228 positions
#4A4 Wealth Advisors LLCActive
Some overlap · 4 shared positions
$IAU$D$DUK$AHR
$153M
76 positions
#5ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$D$DUK$WPC$MCD
$646M
122 positions
#6TruWealth Advisors, LLC
Some overlap · 4 shared positions
$WPC$IAU$PWR$MCD
$2.1B
182 positions
#7Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$DUK$MO$PPG$GLW$MCD
$186M
123 positions
#8CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$IAU$DUK$PWR$MCD
$767M
184 positions
#9Graver Capital Management, LLCSmart money
Some overlap · 4 shared positions
$D$DUK$MO$MCD
$140M
26 positions
#10Novak & Powell Financial Services, Inc.Passive
Some overlap · 5 shared positions
$IAU$GLW$DOV$DUK$MCD
$212M
171 positions
#11BCWM, LLCPassive
Some overlap · 3 shared positions
$IAU$DUK$MO
$342M
57 positions
#12BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$DUK$MO$GLW$DOV$MCD
$504M
136 positions
#13MBA Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$MO$DUK$MCD
$297M
166 positions
#14Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$D$DUK$MO$MCD
$116M
65 positions
#15MAIMON WEALTH MANAGEMENT LTD.Active
Some overlap · 4 shared positions
$IAU$MO$DOV$MCD
$130M
80 positions
#16WESPAC Advisors, LLCPassive
Some overlap · 4 shared positions
$AHR$IAU$TPR$DOV
$198M
202 positions
#17Stablepoint Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$D$DUK$MCD
$723M
260 positions
#18CADINHA & CO LLCActive
Some overlap · 3 shared positions
$IAU$DUK$MCD
$616M
107 positions
#19Battery Global Advisors, LLCSmart money
Some overlap · 4 shared positions
$IAU$GLW$DOV$WPC
$200M
157 positions
#20John Boyer, Inc.Smart money
Some overlap · 3 shared positions
$D$DUK$MO
$115M
39 positions
#21BridgePort Financial Solutions, LLCPassive
Some overlap · 3 shared positions
$IAU$WPC$MO
$393M
240 positions
#22Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 4 shared positions
$IAU$DOV$GLW$MCD
$437M
707 positions
#23Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$MO$D
$248M
77 positions
#24Capital Square, LLCPassive
Some overlap · 3 shared positions
$WPC$MO$DUK
$227M
252 positions
#25Northstar Financial Companies, Inc.Passive
Some overlap · 3 shared positions
$IAU$DUK$MO
$148M
117 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.