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Hedge Funds Similar to Clark Group

13F Portfolio OverlapQ2 2026Clark Group portfolio →
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Most similar hedge funds by 13F overlap

Clark Capital Management Group, Inc. is an institutional investor managing $18.3B across 542 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 Group are TODD ASSET, Horizon Investment Services, CONNORS INVESTOR SERVICES, with shared positions in $MS, $CB, $CMI, $PH, $KLAC, $SAN. The full ranking of 25 similar funds is below.

#1TODD ASSET MANAGEMENT LLCActive
Some overlap · 6 shared positions
$MS$CB$CMI$PH$KLAC$SAN
$5.6B
182 positions
#2Horizon Investment Services, LLCPassive
Some overlap · 5 shared positions
$STRL$CB$EME$AXP$KLAC
$360M
143 positions
#3CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$MS$CB$AXP$WMB$DUK
$1.2B
153 positions
#4BANK OF STOCKTONActive
Some overlap · 6 shared positions
$CMI$AXP$PH$MS$KLAC$WSM
$356M
126 positions
#5Great Diamond Partners, LLCPassive
Some overlap · 6 shared positions
$MS$CMI$PH$WMB$KLAC$WSM
$582M
238 positions
#6Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$MS$CB$CBOE$WMB$KLAC
$345M
111 positions
#7Orca Wealth Management, LLCPassive
Some overlap · 6 shared positions
$CB$CMI$AZN$DUK$KLAC$SAN
$167M
83 positions
#8EVEXIA WEALTH LLCPassive
Some overlap · 6 shared positions
$CB$EME$PH$KLAC$WSM$MS
$369M
77 positions
#9Rithm Capital Corp.Active
Some overlap · 4 shared positions
$NVT$STRL$EME$DUK
$81M
38 positions
#10Cunning Capital Partners, LPActive
Some overlap · 5 shared positions
$MS$AXP$CB$KLAC$WSM
$248M
55 positions
#11Alphinity Investment Management Pty LtdActive
Some overlap · 4 shared positions
$MS$CB$AXP$PH
$6.0B
27 positions
#12Northwest Bancshares, Inc.Active
Some overlap · 4 shared positions
$MS$CB$CMI$HAL
$555M
175 positions
#13CIM, LLCPassive
Some overlap · 4 shared positions
$STRL$CBOE$EME$CMI
$773M
171 positions
#14Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MS$CB$AXP$WMB
$467M
118 positions
#15Retireful, LLCPassive
Some overlap · 4 shared positions
$NVT$STRL$KLAC$CMI
$107M
81 positions
#16ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$MS$CB$CMI$DUK
$665M
122 positions
#17OneAscent Investment Solutions LLCPassive
Some overlap · 5 shared positions
$NVT$KLAC$PH$PLD$RPRX
$106M
144 positions
#18Longbow Finance SAPassive
Some overlap · 5 shared positions
$CMI$AXP$PH$WMB$KLAC
$782M
59 positions
#19INSPIRE TRUST CO, N.A.Passive
Some overlap · 4 shared positions
$MS$CB$PLD$WMB
$727M
111 positions
#20LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$STRL$EME$PH$KLAC
$218M
80 positions
#21LVM CAPITAL MANAGEMENT LTD/MIActive
Some overlap · 3 shared positions
$NVT$MS$AXP
$1.2B
163 positions
#22NatWest Group plcActive
Some overlap · 4 shared positions
$MS$CBOE$AZN$KLAC
$560M
48 positions
#23Regents Gate Capital LLPActive
Some overlap · 4 shared positions
$NVT$PH$CMI$EME
$75M
37 positions
#24Hartford Funds Management Co LLCSmart money
Some overlap · 5 shared positions
$MS$PH$WMB$KLAC$DUK
$1.3B
98 positions
#25STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 3 shared positions
$MS$STRL$CBOE
$918M
75 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.