Hedge Funds Similar to CLEAR INVESTMENT RESEARCH

13F Portfolio OverlapQ2 2026CLEAR INVESTMENT RESEARCH portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CLEAR INVESTMENT RESEARCH, LLC is an institutional investor managing $64M across 57 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 CLEAR INVESTMENT RESEARCH are Gunpowder , dba Oliver Wealth, Faithward Advisors, Kure Advisory, with shared positions in $IAU, $SLV, $PLTR, $GPK. The full ranking of 22 similar funds is below.

#1Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive

Some overlap · 3 shared positions

$IAU $SLV $PLTR

$142M

408 positions

#2Faithward Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $PLTR $SLV

$819M

339 positions

#3Kure Advisory, LLCActive

Some overlap · 3 shared positions

$IAU $PLTR $SLV

$216M

62 positions

#4CATHY PARETO & ASSOCIATES, INCActive

Some overlap · 3 shared positions

$IAU $SLV $PLTR

$175M

98 positions

#5Strategic Investment Solutions, Inc. /ILPassive

Some overlap · 3 shared positions

$IAU $SLV $PLTR

$437M

707 positions

#6LifeWealth Investments, LLCActive

Some overlap · 3 shared positions

$IAU $SLV $PLTR

$360M

139 positions

#7Sharp Financial Services, LLCActive

Some overlap · 3 shared positions

$IAU $PLTR $SLV

$216M

127 positions

#8Fielder Capital Group LLCPassive

Some overlap · 3 shared positions

$IAU $PLTR $SLV

$462M

303 positions

#9NTV ASSET MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$IAU $PLTR $SLV

$1.1B

331 positions

#10FIDUCIARY FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$IAU $PLTR $SLV

$857M

394 positions

#11Independent Wealth Network Inc.Passive

Some overlap · 3 shared positions

$SLV $PLTR $IAU

$397M

335 positions

#12Synergy Investment Management, LLCPassive

Some overlap · 3 shared positions

$IAU $SLV $PLTR

$413M

1,086 positions

#13Foguth Wealth Management, LLC.Active

Some overlap · 3 shared positions

$IAU $SLV $PLTR

$986M

227 positions

#14Sovran Advisors, LLCPassive

Some overlap · 3 shared positions

$PLTR $SLV $IAU

$1.3B

615 positions

#15AMG National Trust BankActive

Slight overlap · 3 shared positions

$4.9B

444 positions

#16OpenArc Corporate Advisory, LLCActive

Slight overlap · 3 shared positions

$PLTR $GPK $IAU

$8.9B

931 positions

#17Wealth Management Associates, Inc.Passive

Slight overlap · 3 shared positions

$PLTR $IAU $SLV

$362M

254 positions

#18Vantage Point Financial LLCActive

Slight overlap · 3 shared positions

$PLTR $SLV $IAU

$328M

188 positions

#19Scarborough Advisors, LLCActive

Slight overlap · 3 shared positions

$IAU $PLTR $SLV

$24M

7 positions

#20Sigma Planning CorpPassive

Slight overlap · 3 shared positions

$IAU $PLTR $SLV

$3.9B

1,325 positions

#21Ameritas Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$PLTR $SLV $IAU

$5.0B

1,942 positions

#22Golden State Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$PLTR $IAU $SLV

$1.1B

1,620 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.