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 Clarus Wealth Advisors

13F Portfolio OverlapQ2 2026Clarus Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Clarus Wealth Advisors is an institutional investor managing $260M across 86 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 Clarus Wealth Advisors are Teamwork Financial Advisors, Bluebird Wealth, Avalon Global Asset, with shared positions in $HOOD, $PWR, $NOW, $PLTR, $TJX, $OKE. The full ranking of 25 similar funds is below.

#1Teamwork Financial Advisors, LLCPassive

Notable overlap · 6 shared positions

$HOOD $PWR $NOW $PLTR $TJX $OKE

$1.1B

215 positions

#2Bluebird Wealth Management LLCPassive

Notable overlap · 6 shared positions

$C $VRT $TJX $NOW $HOOD $CARR

$115M

89 positions

#3Avalon Global Asset Management LLCActive

Notable overlap · 5 shared positions

$NET $PLTR $NOW $VRT $EMR

$917M

38 positions

#4GLYNN CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$NET $HOOD $PLTR $VRT

$363M

43 positions

#5RPG Investment Advisory, LLCPassive

Notable overlap · 4 shared positions

$PWR $NOW $NET $PLTR

$973M

93 positions

#6SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Some overlap · 5 shared positions

$HOOD $C $STT $VRT $PWR

$5.6B

669 positions

#7Bannerstone Capital Management, LLCPassive

Some overlap · 4 shared positions

$PLTR $PWR $VRT $STT

$119M

113 positions

#8HARTLINE INVESTMENT CORP/Active

Some overlap · 7 shared positions

$VRT $NET $C $PLTR $NEE $MAR

$1.1B

115 positions

#9SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 4 shared positions

$HOOD $C $VRT $PWR

$895M

185 positions

#10Vivid Wealth Management, LLCPassive

Some overlap · 5 shared positions

$PWR $NOW $TJX $HOOD $OKE

$284M

73 positions

#11BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$PWR $HOOD $TJX $PLTR $NOW

$414M

106 positions

#12Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDActive

Some overlap · 6 shared positions

$NOW $NET $VRT $PLTR $STT $NEE

$809M

72 positions

#13ITHAKA GROUP LLCActive

Some overlap · 4 shared positions

$HOOD $NOW $VRT $PLTR

$551M

40 positions

#14WD RUTHERFORD LLCPassive

Some overlap · 6 shared positions

$VRT $TJX $HOOD $NET $NEE $CASY

$276M

75 positions

#15Sun Financial IncPassive

Some overlap · 5 shared positions

$PLTR $TJX $PWR $NOW $HOOD

$212M

161 positions

#16Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive

Some overlap · 6 shared positions

$NOW $NET $VRT $PLTR $STT $NEE

$2.4B

73 positions

#17Mandatum Life Insurance Co LtdSmart money

Some overlap · 6 shared positions

$C $CARR $TJX $PLTR $QCOM $EMR

$540M

90 positions

#18Ravenswood Partners LPActive

Some overlap · 4 shared positions

$HOOD $NOW $TJX $PWR

$313M

36 positions

#19Beta Wealth Group, Inc.Active

Some overlap · 6 shared positions

$NOW $TJX $C $PLTR $QCOM $EMR

$267M

114 positions

#20Barden Capital Management, Inc.Passive

Some overlap · 4 shared positions

$STT $PWR $CARR $CASY

$108M

53 positions

#21Westwind CapitalPassive

Some overlap · 5 shared positions

$NOW $PLTR $VRT $NEE $MAR

$422M

77 positions

#22Kingstone Capital Partners Texas, LLCActive

Some overlap · 4 shared positions

$HOOD $PLTR $NOW $QCOM

$188M

60 positions

#23FLOYD FINANCIAL GROUP LLCActive

Some overlap · 6 shared positions

$VRT $PLTR $TJX $HOOD $OKE $QCOM

$153M

65 positions

#24SENTINEL TRUST CO LBASmart money

Some overlap · 3 shared positions

$NET $PLTR $PWR

$1.1B

136 positions

#25AMJ Financial Wealth ManagementActive

Some overlap · 4 shared positions

$NET $PWR $TJX $EMR

$424M

86 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.