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Hedge Funds Similar to Clearstead

13F Portfolio OverlapQ2 2026Clearstead portfolio →
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Most similar hedge funds by 13F overlap

Clearstead Trust, LLC is an institutional investor managing $765M across 970 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 are CAMDEN NATIONAL BANK, Aull & Monroe Investment, Pinnacle West Asset, with shared positions in $DE, $LIN, $TMO, $MCD, $TJX, $ADP. The full ranking of 25 similar funds is below.

#1CAMDEN NATIONAL BANKPassive
Some overlap · 8 shared positions
$DE$LIN$TMO$MCD$TJX$ADP
$767M
184 positions
#2Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$STX$DE$ADP$GLW$NEE
$239M
126 positions
#3Pinnacle West Asset Management, Inc.Passive
Some overlap · 4 shared positions
$STX$DE$MCD$ADP
$145M
104 positions
#4Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$STX$DE$LIN$GLW
$955M
337 positions
#5Riverview Trust CoActive
Some overlap · 4 shared positions
$STX$DE$MCD$GLW
$84M
166 positions
#6MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$STX$LIN$MCD$WEC$NEE
$272M
149 positions
#7Safe Harbor Fiduciary, LLCPassive
Some overlap · 4 shared positions
$STX$DE$TJX$O
$128M
61 positions
#8WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$STX$LIN$TMO$TJX$DE$NEE
$1.3B
73 positions
#9MWA Asset ManagementPassive
Some overlap · 3 shared positions
$STX$DE$TJX
$221M
129 positions
#10RICHARDSON FINANCIAL SERVICES INC.Passive
Some overlap · 7 shared positions
$LIN$TMO$STX$MCD$TJX$PWR
$176M
607 positions
#11Fortis Advisors, LLCPassive
Some overlap · 4 shared positions
$STX$TMO$GLW$NEE
$214M
122 positions
#12Evelyn Partners Investment Management Services Ltd
Some overlap · 7 shared positions
$TMO$MCD$TJX$LIN$ADP$SYK
$850M
281 positions
#13CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 7 shared positions
$LIN$TMO$TJX$ADP$PWR$SYK
$456M
67 positions
#14Paragon Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$STX$DE$PWR$GLW
$383M
226 positions
#15BLB&B Advisors, LLCActive
Some overlap · 7 shared positions
$LIN$O$MCD$TJX$PWR$SYK
$2.7B
286 positions
#16Sandro Wealth Management LLCPassive
Some overlap · 7 shared positions
$TMO$MCD$TJX$STX$LIN$PWR
$138M
103 positions
#17Providence Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$DE$LIN$TMO$TJX$PWR$SYK
$660M
385 positions
#18Kingsman Wealth Management, Inc.Active
Some overlap · 4 shared positions
$STX$PWR$GLW$NEE
$214M
76 positions
#19Osprey Private Wealth LLCPassive
Some overlap · 7 shared positions
$TMO$MCD$TJX$DE$SYK$APH
$387M
88 positions
#20Pelham Capital Ltd.Active
Some overlap · 3 shared positions
$STX$LIN$APH
$176M
12 positions
#21GKV Capital Management Co., Inc.Passive
Some overlap · 5 shared positions
$STX$DE$TJX$PWR$GLW
$310M
83 positions
#22Cerro Pacific Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$STX$DE$MCD$GLW
$442M
165 positions
#23LONE PINE CAPITAL LLCActive
Some overlap · 3 shared positions
$STX$LIN$GLW
$16.4B
34 positions
#24WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$STX$LIN$GLW
$55.2B
266 positions
#25WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 3 shared positions
$STX$DE$GLW
$97M
110 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.