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Hedge Funds Similar to Clear Retirement Advice

13F Portfolio OverlapQ2 2026Clear Retirement Advice portfolio →
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Most similar hedge funds by 13F overlap

Clear Retirement Advice LLC is an institutional investor managing $146M across 54 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 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
$337M
229 positions
#2SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 3 shared positions
$IAU$TJX$CB
$222M
100 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
$236M
52 positions
#7Stone House Investment Management, LLCActive
Some overlap · 3 shared positions
$IAU$CB$TJX
$752M
1,339 positions
#8Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$SGOL$IAU$CB
$1.3B
275 positions
#9Terra Nova Asset Management LLCPassive
Some overlap · 3 shared positions
$SGOL$IAU$AZO
$163M
93 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
$421M
152 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
115 positions
#16Cyndeo Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$IAU$CB$TJX
$2.1B
517 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
$122M
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
226 positions
#22Nicollet Investment Management, Inc.Active
Slight overlap · 3 shared positions
$FAST$CB$TJX
$324M
77 positions
#23CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$FAST$CB$TJX
$6.4B
290 positions
#24Financial & Tax Architects, LLCPassive
Slight overlap · 3 shared positions
$IAU$SGOL$AZO
$474M
110 positions
#25True North Advisors, LLCPassive
Slight overlap · 3 shared positions
$IAU$FAST$SGOL
$1.0B
291 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.