13F Pro

Hedge Funds Similar to Clear Retirement Advice

13F Portfolio OverlapQ3 2026Clear Retirement Advice portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Clear Retirement Advice LLC is an institutional investor managing $149M across 60 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Clear Retirement Advice are Ameliora Wealth Ltd., SAGE PRIVATE WEALTH GROUP, Regency \DE, with shared positions in $SGOL, $TJX, $IAU, $CB, $FAST, $AZO. The full ranking of 25 similar funds is below.

#1Ameliora Wealth Management Ltd.Passive
Notable overlap · 3 shared positions
$SGOL$TJX$IAU
$350M
239 positions
#2SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 3 shared positions
$IAU$TJX$CB
$298M
135 positions
#3Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$IAU$FAST$CB
$251M
64 positions
#4BFSG, LLCPassive
Some overlap · 3 shared positions
$IAU$SGOL$TJX
$1.1B
768 positions
#5Evelyn Partners Asset Management Ltd
Some overlap · 4 shared positions
$SGOL$IAU$AZO$CB
$406M
308 positions
#6Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$IAU$CB$TJX
$244M
53 positions
#7Stone House Investment Management, LLCActive
Some overlap · 3 shared positions
$IAU$CB$TJX
$768M
215 positions
#8Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$SGOL$IAU$CB
$1.4B
275 positions
#9Terra Nova Asset Management LLCPassive
Some overlap · 3 shared positions
$SGOL$IAU$AZO
$155M
95 positions
#10OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$IAU$FAST$AZO
$560M
145 positions
#11DSG Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$AZO$TJX
$704M
118 positions
#12DELTA FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$IAU$CB$TJX
$425M
151 positions
#13Evercore Wealth Management, LLCActive
Some overlap · 4 shared positions
$AZO$CB$IAU$TJX
$7.1B
433 positions
#14CAMDEN NATIONAL BANKPassive
Some overlap · 3 shared positions
$IAU$CB$TJX
$767M
184 positions
#15Townsend & Associates, IncActive
Some overlap · 3 shared positions
$IAU$AZO$TJX
$1.2B
111 positions
#16Cyndeo Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$IAU$CB$TJX
$2.2B
562 positions
#17Van Hulzen Asset Management, LLCPassive
Slight overlap · 3 shared positions
$IAU$CB$TJX
$1.4B
387 positions
#18MARSHFIELD ASSOCIATESActive
Slight overlap · 3 shared positions
$AZO$FAST$TJX
$4.3B
17 positions
#19Hardworking Capital Advisors, LLCActive
Slight overlap · 3 shared positions
$AZO$FAST$TJX
$121M
84 positions
#20Evelyn Partners Investment Management LLP
Slight overlap · 3 shared positions
$AZO$CB$TJX
$3.7B
410 positions
#21TRUST CO OF VIRGINIA /VAPassive
Slight overlap · 3 shared positions
$FAST$CB$TJX
$1.3B
220 positions
#22Nicollet Investment Management, Inc.Active
Slight overlap · 3 shared positions
$FAST$CB$TJX
$336M
77 positions
#23CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$FAST$CB$TJX
$6.0B
294 positions
#24Financial & Tax Architects, LLCPassive
Slight overlap · 3 shared positions
$IAU$SGOL$AZO
$486M
109 positions
#25True North Advisors, LLCPassive
Slight overlap · 3 shared positions
$IAU$FAST$SGOL
$1.4B
302 positions

Compare Clear Retirement Advice’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Clear Retirement Advice’s holdings

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.