13F Pro

Hedge Funds Similar to Clarity Wealth Development

13F Portfolio OverlapQ2 2026Clarity Wealth Development portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Clarity Wealth Development LLC is an institutional investor managing $180M across 59 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 Development are Coston, McIsaac & Partners, EDGAR LOMAX, Welch Group, with shared positions in $SO, $NEE, $GIS, $NKE, $UNP, $LMT. The full ranking of 25 similar funds is below.

#1Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$SO$NEE$GIS$NKE
$497M
948 positions
#2EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$SO$NEE$UNP$LMT
$1.3B
58 positions
#3Welch Group, LLCPassive
Some overlap · 4 shared positions
$SO$NEE$QCOM$LMT
$2.9B
326 positions
#4Sather Financial Group IncActive
Some overlap · 4 shared positions
$NKE$BA$QCOM$UNP
$1.7B
121 positions
#5Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$SO$NEE$UNP$LMT
$239M
126 positions
#6EagleClaw Capital Managment, LLCPassive
Some overlap · 5 shared positions
$NKE$UNP$LMT$QCOM$BA
$745M
145 positions
#7Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$SO$UNP$QCOM$NEE
$108M
52 positions
#8CAMDEN ASSET MANAGEMENT L P /CAActive
Some overlap · 3 shared positions
$SO$NEE$BA
$3.4B
73 positions
#9ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 3 shared positions
$SO$NEE$BA
$4.5B
236 positions
#10PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$SO$NEE$BA
$421M
110 positions
#11Signature Wealth Management Group
Some overlap · 4 shared positions
$SO$GIS$BA$NKE
$263M
128 positions
#12Adalta Capital Management LLCPassive
Some overlap · 5 shared positions
$SO$QCOM$UNP$NU$BA
$228M
103 positions
#13First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$SO$NEE$UNP$LMT
$529M
75 positions
#14Capital Innovations LLCPassive
Some overlap · 3 shared positions
$SO$NEE$UNP
$385M
51 positions
#15Good Harbor Advisors, Inc.Passive
Some overlap · 4 shared positions
$SO$NEE$UNP$QCOM
$102M
87 positions
#16M3 Wealth Management, LLCActive
Some overlap · 3 shared positions
$SO$NEE$LMT
$154M
35 positions
#17Core Alternative CapitalPassive
Some overlap · 4 shared positions
$SO$NEE$QCOM$LMT
$334M
201 positions
#18Wills Financial Group LLCPassive
Some overlap · 4 shared positions
$SO$UNP$LMT$NEE
$275M
82 positions
#19OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 3 shared positions
$SO$NEE$LMT
$329M
323 positions
#20Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$NEE$QCOM$UNP$LMT
$467M
118 positions
#21FARMERS TRUST CO
Some overlap · 4 shared positions
$SO$NEE$LMT$UNP
$637M
203 positions
#22Parkside Investments, LLCActive
Some overlap · 3 shared positions
$SO$NEE$UNP
$902M
91 positions
#23ADVOCATE GROUP LLCPassive
Some overlap · 3 shared positions
$GIS$SO$UNP
$665M
122 positions
#24Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$NEE$BA$QCOM$NKE
$508M
137 positions
#25Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$SO$NEE$QCOM
$226M
42 positions

Compare Clarity Wealth Development’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Clarity Wealth Development’s holdings

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.