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Hedge Funds Similar to Claris Financial

13F Portfolio OverlapQ1 2026Claris Financial portfolio →
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Most similar hedge funds by 13F overlap

Claris Financial LLC is an institutional investor managing $183M across 177 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 Claris Financial are Paradigm, Graver, Slagle Financial, with shared positions in $D, $MO, $DUK, $MCD, $PM, $NEE. The full ranking of 25 similar funds is below.

#1Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$D$MO$DUK$MCD$PM
$116M
65 positions
#2Graver Capital Management, LLCSmart money
Some overlap · 5 shared positions
$D$MO$DUK$MCD$PM
$140M
26 positions
#3Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$MO$DUK$MCD$NEE$PM
$334M
127 positions
#4RAHLFS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$DUK$MCD$MO$D$PM
$136M
86 positions
#5Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$D$MO$DUK$PM
$486M
249 positions
#6Clarion Wealth Managment Partners, LLCActive
Some overlap · 4 shared positions
$D$DUK$MO$MCD
$124M
87 positions
#7Salomon & Ludwin, LLCPassive
Some overlap · 4 shared positions
$D$MO$MCD$PM
$1.2B
2,116 positions
#8Stablepoint Partners, LLCPassive
Some overlap · 4 shared positions
$D$DUK$MCD$NEE
$723M
260 positions
#9FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$MO$DUK$MCD$NEE
$1.7B
256 positions
#10Mayflower Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$MO$DUK$MCD$NEE
$1.2B
499 positions
#11Zinnia Wealth Advisory, LLCPassive
Some overlap · 4 shared positions
$MO$DUK$MCD$NEE
$98M
97 positions
#12MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 4 shared positions
$MO$DUK$MCD$PM
$628M
202 positions
#13BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$MO$DUK$MCD$PM
$515M
142 positions
#14Visionary Wealth AdvisorsPassive
Some overlap · 4 shared positions
$MO$DUK$MCD$NEE
$2.5B
666 positions
#15Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$D$MO$PM$DUK
$1.2B
127 positions
#16WEST CHESTER CAPITAL ADVISORS, INCSmart money
Some overlap · 4 shared positions
$MO$DUK$MCD$PM
$150M
54 positions
#17Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$MO$DUK$NEE$PM
$10.2B
208 positions
#18GQG Partners LLCActive
Some overlap · 4 shared positions
$MO$DUK$NEE$PM
$53.8B
102 positions
#19Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$MO$D$NEE$PM
$198M
912 positions
#20Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$MO$DUK$NEE$PM
$148M
110 positions
#21BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 4 shared positions
$DUK$DHI$MCD$NEE
$453M
121 positions
#22Wolff Financial Management LLCActive
Some overlap · 4 shared positions
$MO$MCD$DUK$PM
$501M
106 positions
#23Founders Financial Alliance, LLCPassive
Some overlap · 4 shared positions
$MO$DUK$PM$MCD
$754M
779 positions
#24MBA Advisors LLCPassive
Some overlap · 4 shared positions
$MO$MCD$DUK$PM
$297M
166 positions
#25Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$MO$MCD$NEE$PM
$497M
948 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.