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Hedge Funds Similar to CLEAR WAVE WEALTH

13F Portfolio OverlapQ2 2026CLEAR WAVE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

CLEAR WAVE WEALTH MANAGEMENT LLC is an institutional investor managing $541M across 191 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 WAVE WEALTH are FDx Advisors, Roehl & Yi Investment Advisors, January Advisors, with shared positions in $IAU, $NBIS, $WDC, $SPCX, $APP, $ALAB. The full ranking of 25 similar funds is below.

#1FDx Advisors, Inc.Passive
Notable overlap · 7 shared positions
$IAU$NBIS$WDC$SPCX$APP$ALAB
$332M
179 positions
#2Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$WDC$AMGN
$304M
194 positions
#3January Capital Advisors LLCActive
Some overlap · 3 shared positions
$IAU$WDC$AMGN
$120M
55 positions
#4FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$IAU$XYL$VZ$ECL
$1.3B
157 positions
#5TRUE Private Wealth AdvisorsPassive
Some overlap · 4 shared positions
$IAU$WDC$VZ$MS
$1.2B
289 positions
#6CPA Asset Management LLCActive
Some overlap · 4 shared positions
$IAU$AMGN$MS$ECL
$357M
86 positions
#7MBA Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$AMGN$VZ
$297M
166 positions
#8Forza Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$AMGN$VZ
$346M
194 positions
#9American Investment Services, Inc.Active
Some overlap · 3 shared positions
$IAU$AMGN$VZ
$473M
133 positions
#10JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$AMGN$MS
$593M
122 positions
#11WealthCare Investment Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$VZ$NBIS$ALAB
$412M
206 positions
#12Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$SPCX$CRWD
$405M
118 positions
#13Braeburn Wealth Management LLCActive
Some overlap · 3 shared positions
$IAU$WDC$CRWD
$236M
98 positions
#14Kelly Financial Services LLCActive
Some overlap · 3 shared positions
$IAU$VZ$AMGN
$463M
130 positions
#15ShoreHaven Wealth Partners, LLCActive
Some overlap · 3 shared positions
$IAU$VZ$MS
$326M
102 positions
#16Wealth Management Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$SPCX$ALAB
$426M
155 positions
#17Stone House Investment Management, LLCActive
Some overlap · 3 shared positions
$IAU$MS$SPCX
$768M
215 positions
#18Apeiron RIA LLCActive
Some overlap · 3 shared positions
$IAU$AMGN$NTRA
$440M
136 positions
#19ETF Store, Inc.Active
Some overlap · 3 shared positions
$IAU$AMGN$VZ
$122M
109 positions
#20AlTi Global, Inc.Active
Some overlap · 3 shared positions
$IAU$VZ$AMGN
$4.8B
505 positions
#21FRED ALGER MANAGEMENT, LLCActive
Some overlap · 7 shared positions
$NBIS$WDC$SPCX$APP$ALAB$TLN
$30.0B
425 positions
#22Battery Global Advisors, LLCSmart money
Some overlap · 3 shared positions
$IAU$CRWD$AMGN
$200M
157 positions
#23Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$IAU$XYL$VZ
$275M
82 positions
#24GenWealth Group, Inc.Active
Some overlap · 3 shared positions
$IAU$AMGN$VZ
$641M
88 positions
#25Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$ALAB$SPCX
$142M
408 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.