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Hedge Funds Similar to Claro Advisors

13F Portfolio OverlapQ2 2026Claro Advisors portfolio →
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Most similar hedge funds by 13F overlap

Claro Advisors LLC is an institutional investor managing $953M across 533 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 Claro Advisors are Parcion Private Wealth, PeakShares, Fairvoy Private Wealth, with shared positions in $KLAC, $GLDM, $ETN, $TJX, $IAU, $MCD. The full ranking of 25 similar funds is below.

#1Parcion Private Wealth LLCPassive
Some overlap · 5 shared positions
$KLAC$GLDM$ETN$TJX$IAU
$1.8B
529 positions
#2PeakShares LLCActive
Some overlap · 5 shared positions
$KLAC$MCD$TJX$CRWD$GLW
$134.4B
122 positions
#3Fairvoy Private Wealth, LLCPassive
Some overlap · 5 shared positions
$KLAC$MCD$TJX$CRWD$GLW
$496M
210 positions
#4CGN Advisors LLCPassive
Some overlap · 5 shared positions
$KLAC$MCD$TJX$CRWD$GLW
$1.3B
297 positions
#5Prosperity Financial Group, Inc.Passive
Some overlap · 4 shared positions
$KLAC$GBTC$ETN$TJX
$323M
184 positions
#6Churchill Financial Advisors, LLCActive
Some overlap · 4 shared positions
$KLAC$GLDM$MCD$TJX
$511M
127 positions
#7Apriem AdvisorsActive
Some overlap · 4 shared positions
$KLAC$GLDM$ETN$CRWD
$1.2B
182 positions
#8Argos Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$KLAC$GLDM$IAU$CRWD
$378M
224 positions
#9Miller Capital Partners, Inc.Active
Some overlap · 4 shared positions
$KLAC$MCD$ETN$TJX
$257M
258 positions
#10BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$KLAC$MCD$ETN$TJX
$1.8B
356 positions
#11Leelyn Smith, LLCActive
Some overlap · 4 shared positions
$KLAC$MCD$ETN$CRWD
$822M
157 positions
#12River Street Advisors LLCPassive
Some overlap · 4 shared positions
$KLAC$MCD$ETN$GLW
$324M
176 positions
#13Community Financial Services Group, LLCPassive
Some overlap · 4 shared positions
$KLAC$MCD$ETN$GLW
$655M
539 positions
#14Valley Brook Capital Group, Inc.Passive
Some overlap · 4 shared positions
$KLAC$MCD$TJX$CRWD
$178M
118 positions
#15Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$KLAC$GLDM$ETN
$258M
228 positions
#16Chatterton & Associates Inc.Active
Some overlap · 3 shared positions
$KLAC$GLDM$ETN
$170M
101 positions
#17Heritage Family Offices, LLPPassive
Some overlap · 3 shared positions
$KLAC$GLDM$ETN
$259M
233 positions
#18HOLDERNESS INVESTMENTS COPassive
Some overlap · 5 shared positions
$KLAC$MCD$ETN$IRM$GLW
$600M
261 positions
#19Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$KLAC$ETN$TJX$CRWD
$1.6B
184 positions
#20JSF Financial, LLCActive
Some overlap · 5 shared positions
$KLAC$PFG$TRV$IAU$GLW
$655M
146 positions
#21Trust Investment AdvisorsPassive
Some overlap · 4 shared positions
$KLAC$ETN$TJX$IRM
$229M
102 positions
#22CABOT WEALTH MANAGEMENT INCPassive
Some overlap · 3 shared positions
$KLAC$GLDM$TJX
$982M
142 positions
#23Strategic Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$KLAC$GLDM$TJX
$2.3B
157 positions
#24Dakota Wealth ManagementPassive
Some overlap · 4 shared positions
$KLAC$ETN$TJX$IAU
$5.2B
776 positions
#25American TrustActive
Some overlap · 3 shared positions
$KLAC$GLDM$TJX
$1.3B
334 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.