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Hedge Funds Similar to Clarity Wealth Advisors

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

Clarity Wealth Advisors, LLC is an institutional investor managing $567M across 117 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 Wealth Advisors are Processus Wealth, Riggs Asset Managment, Mandatum Life Insurance Ltd, with shared positions in $C, $AMGN, $CRWD, $PLTR, $ANET, $DIS. The full ranking of 25 similar funds is below.

#1Processus Wealth & Capital Management, LLCActive
Some overlap · 4 shared positions
$C$AMGN$CRWD$PLTR
$169M
35 positions
#2Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$C$ANET$CRWD$PLTR
$560M
132 positions
#3Mandatum Life Insurance Co LtdSmart money
Some overlap · 4 shared positions
$C$ANET$PLTR$DIS
$540M
90 positions
#4Inlet Private Wealth, LLCPassive
Some overlap · 3 shared positions
$C$AMGN$FISV
$411M
133 positions
#5Round Hill Asset ManagementActive
Some overlap · 3 shared positions
$C$AMGN$DIS
$159M
62 positions
#6SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$C$ANET$CRWD
$5.6B
669 positions
#7Blume Capital Management, Inc.Passive
Some overlap · 3 shared positions
$C$FISV$DIS
$684M
359 positions
#8Balanced Rock Investment Advisors LLCActive
Some overlap · 3 shared positions
$C$AMGN$SNPS
$160M
102 positions
#9Peloton Wealth StrategistsPassive
Some overlap · 3 shared positions
$C$AMGN$ANET
$271M
91 positions
#10TERRIL BROTHERS, INC.Active
Some overlap · 3 shared positions
$C$DIS$PLTR
$388M
71 positions
#11KAHN BROTHERS GROUP INCActive
Some overlap · 3 shared positions
$C$DIS$PEG
$564M
48 positions
#12MRA Advisory GroupPassive
Some overlap · 4 shared positions
$AMGN$C$SNPS$PEG
$276M
159 positions
#13SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$C$ANET$SNPS$DIS
$895M
185 positions
#14Rokos Capital Management LLPSmart money
Some overlap · 4 shared positions
$C$ANET$CRWD$PLTR
$26.8B
194 positions
#15Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$C$AMGN$CRWD$PLTR
$288M
141 positions
#16Asio Capital, LLCActive
Some overlap · 3 shared positions
$C$ANET$CRWD
$781M
109 positions
#17GKV Capital Management Co., Inc.Passive
Some overlap · 3 shared positions
$AMGN$C$ANET
$310M
83 positions
#18SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$C$PEG$DIS
$3.2B
40 positions
#19EDMP, INC.Passive
Some overlap · 3 shared positions
$AMGN$C$SMCI
$124M
70 positions
#20Schear Investment Advisers, LLCPassive
Some overlap · 3 shared positions
$C$AMGN$CRWD
$299M
83 positions
#21Bluebird Wealth Management LLCPassive
Some overlap · 3 shared positions
$C$ANET$CRWD
$115M
89 positions
#22WealthShield Partners, LLCPassive
Slight overlap · 3 shared positions
$C$CRWD$CDNS
$654M
379 positions
#23ALBION FINANCIAL GROUP /UTPassive
Slight overlap · 3 shared positions
$C$AMGN$DIS
$1.7B
652 positions
#24Fusion Capital, LLCActive
Slight overlap · 3 shared positions
$AMGN$C$CRWD
$430M
112 positions
#25STALEY CAPITAL ADVISERS INCActive
Slight overlap · 3 shared positions
$C$FISV$DIS
$2.6B
193 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.