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 Clear Trail Advisors

13F Portfolio OverlapQ3 2026Clear Trail Advisors portfolio →

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Most similar hedge funds by 13F overlap

Clear Trail Advisors, LLC is an institutional investor managing $657M across 159 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 Trail Advisors are Phoenix Wealth Advisors, Keyes, Stange & Wooten Wealth, Tulsa Wealth Advisors, with shared positions in $ETN, $MPC, $MSI, $DRI, $ADI, $CME. The full ranking of 25 similar funds is below.

#1Phoenix Wealth AdvisorsActive

Substantial overlap · 14 shared positions

$ETN $MPC $MSI $DRI $ADI $CME

$297M

129 positions

#2Keyes, Stange & Wooten Wealth Management, LLCActive

Substantial overlap · 13 shared positions

$ETN $MPC $MSI $DRI $CME $ADI

$251M

74 positions

#3Tulsa Wealth Advisors, INCActive

Substantial overlap · 14 shared positions

$ETN $MPC $MSI $ADI $CB $DRI

$710M

166 positions

#4Scissortail Wealth Management, LLCPassive

Notable overlap · 12 shared positions

$ETN $MPC $MSI $CME $ADI $CB

$520M

106 positions

#5Winthrop Partners - WNY, LLCPassive

Notable overlap · 12 shared positions

$ETN $MPC $MSI $DRI $ADI $CME

$202M

87 positions

#6HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 13 shared positions

$ETN $MSI $MPC $ADI $CB $JCI

$465M

139 positions

#7Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 12 shared positions

$ETN $MPC $ADI $MSI $CB $JCI

$371M

198 positions

#8CrossGen Wealth, LLCPassive

Notable overlap · 11 shared positions

$ETN $MPC $MSI $CME $CB $JCI

$129M

214 positions

#9CALIBER WEALTH MANAGEMENT, LLC / KSActive

Notable overlap · 12 shared positions

$MPC $ADI $ETN $JCI $CB $DRI

$1.0B

300 positions

#10Wealth Intelligence, LLCActive

Notable overlap · 10 shared positions

$ETN $MPC $CB $JCI $CME $VZ

$209M

60 positions

#11TMB Capital Partners, LLCPassive

Notable overlap · 11 shared positions

$ETN $MSI $MPC $ADI $JCI $CB

$329M

181 positions

#12Banco de Sabadell, S.APassive

Notable overlap · 10 shared positions

$ETN $ADI $APD $CME $NEE $TJX

$170M

61 positions

#13LightSquare Wealth Management, LLCActive

Notable overlap · 10 shared positions

$ETN $MPC $JCI $VZ $CB $NEE

$145M

104 positions

#14VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 8 shared positions

$DRI $CB $VZ $ADI $O $MDT

$203M

58 positions

#15ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$GIS $CB $VZ $UNP $MDT $MCD

$646M

122 positions

#16Nemes Rush Group LLCPassive

Notable overlap · 6 shared positions

$ETN $MSI $CB $CME $JCI $UNP

$1.2B

954 positions

#17CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 7 shared positions

$ETN $ADI $JCI $UNP $EPD $O

$857M

179 positions

#18Invera Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$JCI $ETN $MPC $TJX $CB $UNP

$186M

132 positions

#19SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$ETN $VZ $APD $NEE $MDT $MCD

$208M

56 positions

#20Capital Wealth Planning, LLCActive

Notable overlap · 7 shared positions

$MPC $CME $AXP $TJX $VZ $AMGN

$20.0B

154 positions

#21HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 8 shared positions

$ADI $CB $AXP $UNP $EPD $O

$252M

43 positions

#22RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$ETN $ADI $MSI $NEE $TJX $MCD

$1.1B

90 positions

#23Core Alternative CapitalPassive

Notable overlap · 8 shared positions

$CB $APD $CME $NEE $TJX $O

$334M

201 positions

#24Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$ADI $CB $VZ $AXP $NEE $TJX

$116M

240 positions

#25Harbour Wealth Management Group, Inc.Active

Notable overlap · 9 shared positions

$ETN $MSI $TJX $MPC $APD $ADI

$148M

89 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.