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Hedge Funds Similar to CLARK ESTATES

13F Portfolio OverlapQ2 2026CLARK ESTATES portfolio →
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Most similar hedge funds by 13F overlap

CLARK ESTATES INC/NY is an institutional investor managing $434M across 90 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 ESTATES are Saratoga Research & Investment, CLIFFORD PARTNERS, EUBEL BRADY & SUTTMAN ASSET, with shared positions in $UL, $DIS, $MDT, $SOLV, $HSIC, $WEX. The full ranking of 25 similar funds is below.

#1Saratoga Research & Investment ManagementActive
Notable overlap · 3 shared positions
$UL$DIS$MDT
$1.8B
46 positions
#2CLIFFORD CAPITAL PARTNERS LLCActive
Notable overlap · 4 shared positions
$SOLV$HSIC$DIS$WEX
$727M
43 positions
#3EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$DIS$IQV$MDT$CROX$GNTX
$842M
118 positions
#4Keystone Financial Planning, Inc.Smart money
Notable overlap · 4 shared positions
$UL$MDT$MO$HLN
$388M
39 positions
#5Leith Wheeler Investment Counsel Ltd.Active
Notable overlap · 4 shared positions
$DIS$MDT$HSIC$GNTX
$1.3B
85 positions
#6LAKEWOOD CAPITAL MANAGEMENT, LPActive
Some overlap · 4 shared positions
$IQV$AMRZ$WEX$VTRS
$1.9B
65 positions
#7SECTOR GAMMA ASActive
Some overlap · 4 shared positions
$IQV$MDT$BIIB$INCY
$461M
40 positions
#8Israel Discount Bank of New YorkActive
Some overlap · 3 shared positions
$UL$DIS$BIIB
$54M
43 positions
#9Tevis Investment ManagementPassive
Some overlap · 3 shared positions
$UL$MDT$DIS
$183M
104 positions
#10Kazazian Asset Management, LLCActive
Some overlap · 3 shared positions
$DIS$EXPE$BLCO
$111M
51 positions
#11Legacy Advisory Services, LLCActive
Some overlap · 3 shared positions
$DIS$MDT$CROX
$142M
54 positions
#12LYRICAL ASSET MANAGEMENT LPActive
Some overlap · 5 shared positions
$IQV$HSIC$WEX$EXPE$SONY
$7.9B
41 positions
#13Clarkston Capital Partners, LLCActive
Some overlap · 3 shared positions
$HSIC$IQV$WLY
$1.2B
96 positions
#14Autumn Glory Partners, LLCPassive
Some overlap · 3 shared positions
$UL$MDT$DIS
$353M
212 positions
#15SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$DIS$MDT$INCY
$3.2B
40 positions
#16CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$DIS$MO$EXPE
$171M
71 positions
#17Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$UL$MDT$MO
$497M
948 positions
#18Arlington Partners LLCActive
Some overlap · 4 shared positions
$SOLV$UL$HLN$MDT
$55M
64 positions
#19Oregon Pacific Wealth Management, LLCActive
Some overlap · 3 shared positions
$IQV$DIS$MDT
$107M
115 positions
#20River Road Asset Management, LLCActive
Some overlap · 4 shared positions
$AMRZ$DIS$SNN$AOS
$9.0B
175 positions
#21ASO GROUP LtdSmart money
Some overlap · 3 shared positions
$SOLV$MDT$GILD
$236M
56 positions
#22MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$MDT$MO$BIIB$GILD
$112M
100 positions
#23HUSSMAN STRATEGIC ADVISORS, INC.Passive
Some overlap · 6 shared positions
$BIIB$ZD$TDC$INCY$HALO$MTCH
$434M
231 positions
#24Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MDT$UL$MO$BBY
$255M
278 positions
#25RBO & CO LLCActive
Some overlap · 3 shared positions
$DIS$WMG$MO
$628M
56 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.