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Hedge Funds Similar to Clarity Financial

13F Portfolio OverlapQ2 2026Clarity Financial portfolio →
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Most similar hedge funds by 13F overlap

Clarity Financial LLC is an institutional investor managing $1.2B across 132 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 Clarity Financial are International Private Wealth Advisors, Disciplined Equity, IBEX WEALTH ADVISORS, with shared positions in $PLTR, $VZ, $VRT, $AEP, $OKE, $BLK. The full ranking of 25 similar funds is below.

#1International Private Wealth Advisors LLCPassive
Notable overlap · 10 shared positions
$PLTR$VZ$VRT$AEP$OKE$BLK
$194M
160 positions
#2Disciplined Equity Management, Inc.Smart money
Notable overlap · 6 shared positions
$PLTR$VZ$OKE$KMI$ANET$MO
$227M
47 positions
#3IBEX WEALTH ADVISORSPassive
Notable overlap · 6 shared positions
$VRT$PLTR$KMI$OKE$VZ$ANET
$1.3B
209 positions
#4FFG Partners, LLCPassive
Notable overlap · 3 shared positions
$PLTR$VRT$IAU
$338M
50 positions
#5Genesis Financial Group, LLCPassive
Some overlap · 3 shared positions
$PLTR$KMI$APLD
$154M
100 positions
#6Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$APLD$PWR
$119M
113 positions
#7Measured Risk Portfolios, Inc.Active
Some overlap · 6 shared positions
$VZ$AEP$KMI$MO$DUK$PSX
$94M
64 positions
#8ELLERSON GROUP INC /ADVPassive
Some overlap · 4 shared positions
$PLTR$KMI$CBRE$PSX
$169M
64 positions
#9DB&C Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$VRT$VZ$BLK$DUK
$96M
76 positions
#10Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$VZ$BLK$OKE
$455M
57 positions
#11Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$PLTR$KMI$BLK
$545M
93 positions
#12VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$BLK$KMI$VZ$DUK$PSX
$203M
58 positions
#13Wealth Management Associates, Inc.Passive
Some overlap · 5 shared positions
$PLTR$KMI$APLD$VZ$IAU
$362M
254 positions
#14Sargent Investment Group, LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$KMI$DUK
$832M
279 positions
#15Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$OKE$KMI$AEP$PWR$DUK
$6.4B
88 positions
#16N10 ASSETS, LLCActive
Some overlap · 3 shared positions
$VRT$PLTR$PWR
$263M
34 positions
#17Rithm Capital Corp.Active
Some overlap · 5 shared positions
$VRT$AEP$OKE$PWR$DUK
$81M
38 positions
#18Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$VZ$KMI$OKE$MO$DUK
$116M
65 positions
#19N10 WEALTH, LLCActive
Some overlap · 3 shared positions
$VRT$PLTR$PWR
$348M
65 positions
#20Sage Capital Advisors,llcPassive
Some overlap · 3 shared positions
$VZ$PLTR$VRT
$498M
145 positions
#21Dupree Financial Group, LLCPassive
Some overlap · 4 shared positions
$VZ$KMI$VRT$APLD
$277M
79 positions
#22ShoreHaven Wealth Partners, LLCActive
Some overlap · 4 shared positions
$VRT$VZ$BLK$IAU
$326M
102 positions
#23Columbus Macro, LLCPassive
Some overlap · 4 shared positions
$OKE$KMI$BXSL$MO
$1.0B
208 positions
#24CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$PLTR$VZ$PWR$DUK
$1.2B
153 positions
#25Vennlight Capital Management, LPActive
Some overlap · 3 shared positions
$AEP$VRT$APLD
$149M
32 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.