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Hedge Funds Similar to Clark Wealth Partners

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

Clark Wealth Partners is an institutional investor managing $177M across 571 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 Wealth Partners are Willis Investment Counsel, Richwood Investment Advisors, Exeter Financial, with shared positions in $MCD, $GD, $LMT, $ETN, $MDT, $COP. The full ranking of 25 similar funds is below.

#1Willis Investment CounselActive
Some overlap · 6 shared positions
$MCD$GD$LMT$ETN$MDT$COP
$2.1B
125 positions
#2Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$MCD$SNA$GD$LMT$ETN$DE
$142M
106 positions
#3Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$MCD$GD$LMT$LIN$COP$PSX
$261M
101 positions
#4Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$MCD$LMT$ETN$MDT$COP$NEE
$227M
73 positions
#5FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$MCD$LMT$ETN$MDT$COP$NEE
$5.3B
210 positions
#6Beaumont Asset Management, L.L.C.Smart money
Some overlap · 5 shared positions
$MCD$GD$LMT$LIN$MDT
$257M
79 positions
#7CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$GD$MCD$LMT$LIN$MDT$DE
$200M
76 positions
#8Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$MCD$SNA$GD$LMT
$455M
57 positions
#9BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 5 shared positions
$MCD$SNA$LMT$LIN$NEE
$453M
121 positions
#10ALBERT D MASON INCPassive
Some overlap · 5 shared positions
$MCD$SNA$ETN$LIN$ATO
$176M
139 positions
#11Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$MCD$GD$LMT$ETN$DE
$214M
33 positions
#12Somerset Trust CoPassive
Some overlap · 6 shared positions
$MCD$GD$LIN$MDT$PSX$NEE
$354M
186 positions
#13CAPE ANN SAVINGS BANKActive
Some overlap · 6 shared positions
$MCD$GD$ETN$MDT$DE$NEE
$212M
113 positions
#14Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$MCD$GD$LMT$MDT$NEE
$327M
94 positions
#15Farmers National BankPassive
Some overlap · 5 shared positions
$MCD$GD$ETN$MDT$NEE
$479M
180 positions
#16DONALDSON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MCD$GD$ETN$LIN
$3.5B
311 positions
#17MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 5 shared positions
$MCD$SNA$MDT$COP$PSX
$3.8B
152 positions
#18Bedell Frazier Investment Counselling, LLC
Some overlap · 4 shared positions
$MCD$LMT$ETN$LIN
$495M
128 positions
#19MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MCD$GD$LMT$MDT
$233M
122 positions
#20Cypress Capital, LLCActive
Some overlap · 4 shared positions
$MCD$LMT$ETN$MDT
$370M
113 positions
#21MRWM Advisors, LLCActive
Some overlap · 4 shared positions
$MCD$LMT$ETN$MDT
$243M
80 positions
#22Gradient Investments LLCPassive
Some overlap · 6 shared positions
$ETN$MCD$MDT$COP$ASML$NEE
$7.2B
448 positions
#23ICW Investment Advisors LLCPassive
Some overlap · 4 shared positions
$MCD$GD$LMT$LIN
$286M
144 positions
#24Papamarkou Wellner Asset Management inc.Passive
Some overlap · 5 shared positions
$MCD$LMT$ETN$ASML$DE
$159M
75 positions
#25Citadel Investment Advisory, Inc.Active
Some overlap · 4 shared positions
$MCD$GD$MDT$ETN
$220M
76 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.