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 Clearstead Advisors

13F Portfolio OverlapQ2 2026Clearstead Advisors portfolio →

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Most similar hedge funds by 13F overlap

Clearstead Advisors, LLC is an institutional investor managing $10.6B across 3,662 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 Clearstead Advisors are Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S, FIDUCIENT ADVISORS, First Washington, with shared positions in $PCAR, $NSC, $DOV, $TXN, $MDY, $ETN. The full ranking of 25 similar funds is below.

#1Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 4 shared positions

$PCAR $NSC $DOV $TXN

$127M

65 positions

#2FIDUCIENT ADVISORS LLCActive

Some overlap · 3 shared positions

$PCAR $DOV $MDY

$698M

153 positions

#3First Washington CORPActive

Some overlap · 3 shared positions

$PCAR $ETN $MRVL

$418M

51 positions

#4Eliot Finkel Investment Counsel, LLCActive

Some overlap · 4 shared positions

$PCAR $NSC $ETN $PEP

$214M

33 positions

#5MCDANIEL TERRY & COActive

Some overlap · 5 shared positions

$PCAR $DOV $ETN $TXN $PEP

$1.3B

81 positions

#6DELTA CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$PCAR $NSC $PEP

$206M

105 positions

#7OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 5 shared positions

$NSC $DOV $ETN $PEP $BX

$501M

276 positions

#8Stack Financial Management, IncActive

Some overlap · 3 shared positions

$PCAR $DOV $PEP

$1.3B

54 positions

#9Mengis Capital Management, Inc.Passive

Some overlap · 3 shared positions

$PCAR $MRVL $PEP

$673M

215 positions

#10OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 4 shared positions

$NSC $ETN $PEP $BX

$329M

323 positions

#11Night Squared LPPassive

Some overlap · 3 shared positions

$PCAR $ETN $TXN

$930M

69 positions

#12Taylor Financial Group, Inc.Active

Some overlap · 4 shared positions

$NSC $MDY $PEP $BX

$182M

103 positions

#13M. Kraus & CoPassive

Some overlap · 4 shared positions

$NSC $ETN $PEP $MDY

$373M

83 positions

#14Robinswood Financial LLCPassive

Some overlap · 3 shared positions

$PCAR $PEP $DOV

$324M

72 positions

#15MARYLAND CAPITAL ADVISORS INC.Active

Slight overlap · 5 shared positions

$NSC $MDY $MRVL $TXN $DOV

$319M

1,049 positions

#16LOWE BROCKENBROUGH & CO INCPassive

Slight overlap · 3 shared positions

$NSC $ETN $PEP

$2.2B

341 positions

#17Mayfair Advisory Group, LLCPassive

Slight overlap · 3 shared positions

$NSC $DOV $BX

$345M

186 positions

#18MeadowBrook Investment Advisors LLCPassive

Slight overlap · 4 shared positions

$DOV $ETN $MRVL $PEP

$126M

196 positions

#19RFG - Bristol Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$ETN $PCAR $MDY $TXN

$420M

172 positions

#20River Street Advisors LLCPassive

Slight overlap · 4 shared positions

$DOV $ETN $PEP $BX

$324M

176 positions

#21St. Clair Advisors, LLCSmart money

Slight overlap · 4 shared positions

$NSC $ETN $PEP $BX

$402M

81 positions

#22WEST PACES ADVISORS INC.Active

Slight overlap · 3 shared positions

$NSC $MDY $TXN

$586M

692 positions

#23PLANNING DIRECTIONS INCActive

Slight overlap · 4 shared positions

$DOV $NSC $MRVL $PEP

$216M

110 positions

#24DILLON & ASSOCIATES INCActive

Slight overlap · 3 shared positions

$NSC $ETN $PEP

$849M

79 positions

#25Gibson Wealth Advisors LLCSmart money

Slight overlap · 3 shared positions

$NSC $PEP $TXN

$162M

32 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.