How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Clark Asset

13F Portfolio OverlapQ2 2026Clark Asset portfolio →

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Most similar hedge funds by 13F overlap

Clark Asset Management, LLC is an institutional investor managing $1.3B across 294 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 Clark Asset are LIBRA WEALTH, Churchill Financial Advisors, Baer Investment Advisory, with shared positions in $ADI, $DE, $GLDM, $CDNS, $NSC, $TT. The full ranking of 25 similar funds is below.

#1LIBRA WEALTH LLCSmart money

Slight overlap · 4 shared positions

$ADI $DE $GLDM $CDNS

$391M

70 positions

#2Churchill Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$ADI $DE $GLDM

$519M

125 positions

#3Baer Investment Advisory LLCPassive

Slight overlap · 3 shared positions

$ADI $DE $CDNS

$119M

43 positions

#4Karani Asset Management LLCPassive

Slight overlap · 3 shared positions

$ADI $DE $CDNS

$139M

57 positions

#5Eliot Finkel Investment Counsel, LLCActive

Slight overlap · 3 shared positions

$ADI $DE $NSC

$214M

33 positions

#6Close Asset Management LtdActive

Slight overlap · 3 shared positions

$ADI $DE $CDNS

$3.8B

269 positions

#7CULLEN INVESTMENT GROUP, LTD.Active

Slight overlap · 3 shared positions

$ADI $DE $TT

$827M

181 positions

#8Fruth Investment ManagementPassive

Slight overlap · 3 shared positions

$ADI $DE $TT

$421M

225 positions

#9MARVIN & PALMER ASSOCIATES INCActive

Slight overlap · 3 shared positions

$ADI $DE $SNDK

$159M

28 positions

#10SAGE PRIVATE WEALTH GROUP, LLCActive

Slight overlap · 3 shared positions

$ADI $GLDM $TT

$222M

100 positions

#11NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$ADI $DE $ANET

$381M

144 positions

#12Winslow Capital Management, LLCActive

Slight overlap · 4 shared positions

$ADI $TT $SNDK $ANET

$29.1B

66 positions

#13Huntleigh Advisors, Inc.Passive

Slight overlap · 3 shared positions

$ADI $CDNS $TT

$714M

303 positions

#14GDS Wealth ManagementPassive

Slight overlap · 3 shared positions

$ADI $CDNS $TT

$2.1B

232 positions

#15Aristotle Atlantic Partners, LLCActive

Slight overlap · 3 shared positions

$ADI $NSC $TT

$2.4B

117 positions

#16TRUST CO OF TOLEDO NA /OH/Passive

Slight overlap · 3 shared positions

$ADI $DE $NSC

$1.2B

865 positions

#17Bank of MarinPassive

Slight overlap · 3 shared positions

$ADI $DE $ANET

$143M

133 positions

#18ABSOLUTE CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$ADI $GLDM $CDNS $ANET

$401M

162 positions

#19M.D. Sass, LLCActive

Slight overlap · 3 shared positions

$ADI $CDNS $SNDK

$1.5B

39 positions

#20Axecap Investments, LLCPassive

Slight overlap · 3 shared positions

$ADI $CDNS $ANET

$181M

73 positions

#21Swedbank ABActive

Slight overlap · 3 shared positions

$ADI $CDNS $ANET

$116.0B

696 positions

#22PARK NATIONAL CORP /OH/Passive

Slight overlap · 3 shared positions

$ADI $CDNS $ANET

$3.6B

363 positions

#23Smith Group Asset Management, LLCActive

Slight overlap · 3 shared positions

$ADI $CDNS $ANET

$2.5B

166 positions

#24Green Alpha Advisors, LLCPassive

Slight overlap · 3 shared positions

$ADI $CDNS $ANET

$149M

113 positions

#25ING GROEP NVPassive

Slight overlap · 3 shared positions

$ADI $TT $SNDK

$20.5B

514 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.