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 FINANCIAL SERVICES GROUP

13F Portfolio OverlapQ3 2026CLARK FINANCIAL SERVICES GROUP portfolio →

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Most similar hedge funds by 13F overlap

CLARK FINANCIAL SERVICES GROUP INC /BD is an institutional investor managing $214M across 94 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CLARK FINANCIAL SERVICES GROUP are Cornerstone Select Advisors, Hudson Value Partners, Left Brain Wealth, with shared positions in $DELL, $CAH, $VRT, $CRDO, $MO, $ANET. The full ranking of 25 similar funds is below.

#1Cornerstone Select Advisors, LLCPassive

Some overlap · 8 shared positions

$DELL $CAH $VRT $CRDO $MO $ANET

$238M

149 positions

#2Hudson Value Partners, LLCPassive

Some overlap · 5 shared positions

$ECG $DELL $MDU $KNF $CRWD

$399M

113 positions

#3Left Brain Wealth Management, LLCPassive

Some overlap · 6 shared positions

$DELL $VRT $CRDO $ANET $CRWD $MO

$332M

99 positions

#4Axecap Investments, LLCPassive

Some overlap · 6 shared positions

$DELL $ANET $CRWD $CDNS $BNY $MPC

$169M

77 positions

#5Convergence Investment Partners, LLCPassive

Some overlap · 6 shared positions

$DELL $ANET $CAH $MO $BNY $MPC

$1.1B

241 positions

#6Markin Volterra Fund LPActive

Some overlap · 5 shared positions

$DELL $VRT $CRDO $ANET $CRWD

$147M

69 positions

#7NLB Skladi, upravljanje premozenja, d.o.o.Passive

Some overlap · 5 shared positions

$DELL $CRDO $ANET $CRWD $VRT

$2.7B

361 positions

#8Cladis Investment Advisory, LLCPassive

Some overlap · 5 shared positions

$DELL $ECG $KNF $VRT $T

$214M

173 positions

#9Richard C. Young & CO., LTD.Passive

Some overlap · 5 shared positions

$DELL $VRT $MO $LHX $T

$1.4B

101 positions

#10C M BIDWELL & ASSOCIATES LTDPassive

Some overlap · 6 shared positions

$CAH $VRT $ANET $DELL $BNY $MPC

$245M

494 positions

#11FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 4 shared positions

$DELL $CAH $ANET $CRWD

$487M

190 positions

#12J. Team Financial, Inc.Passive

Some overlap · 5 shared positions

$DELL $ANET $CRWD $BNY $T

$103M

102 positions

#13Quantum Private Wealth, LLCPassive

Some overlap · 4 shared positions

$DELL $VRT $ECG $CRWD

$391M

164 positions

#14Retireful, LLCPassive

Some overlap · 4 shared positions

$DELL $VRT $ANET $CRWD

$116M

86 positions

#15Werlinich Asset Management, LLCActive

Some overlap · 4 shared positions

$DELL $VRT $ANET $CRWD

$258M

57 positions

#16ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 5 shared positions

$DELL $VRT $CRDO $ANET $CRWD

$4.4B

118 positions

#17Robbins FarleyPassive

Some overlap · 4 shared positions

$DELL $CRDO $ANET $CRWD

$262M

158 positions

#18Angeles Investment Advisors, LLCSmart money

Some overlap · 3 shared positions

$ECG $MDU $KNF

$1.7B

38 positions

#19IBEX WEALTH ADVISORSPassive

Some overlap · 4 shared positions

$DELL $VRT $ANET $T

$1.3B

209 positions

#20Acumen Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$DELL $VRT $ANET $CASS

$472M

493 positions

#21STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive

Some overlap · 4 shared positions

$DELL $CAH $MO $ANET

$105M

83 positions

#22Beck Bode, LLCPassive

Some overlap · 5 shared positions

$MDU $CAH $ANET $CRWD $DELL

$660M

108 positions

#23JACKSON SQUARE CAPITAL, LLCActive

Some overlap · 5 shared positions

$DELL $VRT $ANET $CRWD $CDNS

$667M

144 positions

#24VMS Asset Management LimitedActive

Some overlap · 4 shared positions

$DELL $VRT $CRDO $CRWD

$264M

32 positions

#25LSV ASSET MANAGEMENTActive

Some overlap · 4 shared positions

$DELL $MO $MPC $T

$55.1B

889 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.