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Hedge Funds Similar to Clear Point Advisors

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

Clear Point Advisors Inc. is an institutional investor managing $113M across 93 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 Point Advisors are YOUNGS ADVISORY GROUP, Conservest Advisors, Corsicana, with shared positions in $MDY, $ET, $DIS, $STT, $VZ, $MCK. The full ranking of 25 similar funds is below.

#1YOUNGS ADVISORY GROUP, INC.Smart money
Notable overlap · 3 shared positions
$MDY$ET$DIS
$319M
69 positions
#2Conservest Capital Advisors, Inc.Active
Notable overlap · 3 shared positions
$MDY$STT$ET
$1.3B
132 positions
#3Corsicana & Co.Passive
Notable overlap · 4 shared positions
$MDY$STT$VZ$ET
$206M
309 positions
#4Atlantic Edge Private Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$MDY$STT$MCK$VZ
$489M
619 positions
#5Pacific Center for Financial ServicesActive
Some overlap · 5 shared positions
$MDY$T$DIS$STT$VZ
$448M
500 positions
#6MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$MDY$STT$VZ
$174M
78 positions
#7RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$MDY$STT$GLDM
$581M
172 positions
#8Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$MDY$VZ$DIS
$226M
97 positions
#9Henderson Brothers Financial Partners, LLCActive
Some overlap · 5 shared positions
$MDY$T$VZ$GLDM$MCK
$211M
77 positions
#10Carolina Wealth Management IncActive
Some overlap · 3 shared positions
$MDY$VZ$MCK
$217M
114 positions
#11LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MDY$STT$GLDM
$1.2B
232 positions
#12Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$VZ$DIS$T
$310M
144 positions
#13LAM GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$VZ$DIS
$201M
139 positions
#14ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$MDY$STT$GLDM
$621M
90 positions
#15Mill Creek Capital Advisors, LLC
Some overlap · 3 shared positions
$MDY$STT$DIS
$4.9B
260 positions
#16CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$MCK$DIS
$165M
92 positions
#17Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$MDY$STT$DIS
$683M
137 positions
#18Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$MDY$ET$VZ
$310M
144 positions
#19LSV ASSET MANAGEMENTActive
Some overlap · 4 shared positions
$STT$VZ$T$DIS
$55.1B
889 positions
#20Selby Wealth Management, LLCActive
Some overlap · 3 shared positions
$STT$MDY$T
$282M
83 positions
#21Forvis Mazars Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$STT$MCK$GLDM$DIS
$6.0B
433 positions
#22FARMERS TRUST CO
Some overlap · 3 shared positions
$STT$VZ$T
$637M
203 positions
#23VERITY Wealth AdvisorsSmart money
Some overlap · 3 shared positions
$STT$VZ$T
$166M
81 positions
#24Shulman DeMeo Asset Management LLCSmart money
Some overlap · 3 shared positions
$MDY$DIS$VZ
$535M
146 positions
#25Piedmont Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$VZ$GLDM
$198M
58 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.