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Hedge Funds Similar to CLG

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

CLG LLC is an institutional investor managing $455M across 156 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 CLG are GoalVest Advisory, East Coast Asset, Tandem Financial, with shared positions in $AAAU, $MO, $LMT, $ECHO, $UNP, $DOV. The full ranking of 25 similar funds is below.

#1GoalVest Advisory LLCActive
Some overlap · 3 shared positions
$AAAU$MO$LMT
$539M
500 positions
#2East Coast Asset Management, LLC.Active
Some overlap · 3 shared positions
$ECHO$UNP$LMT
$339M
67 positions
#3Tandem Financial, LLCActive
Some overlap · 3 shared positions
$AAAU$DOV$MO
$332M
101 positions
#4Pinion Investment Advisors, LLCActive
Some overlap · 4 shared positions
$AAAU$UNP$MO$LMT
$527M
205 positions
#5AUGUSTINE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$AAAU$ECL$LMT
$494M
121 positions
#6Ipsen Advisor Group LLCPassive
Some overlap · 3 shared positions
$AAAU$UNP$LMT
$155M
107 positions
#7Fortis Group Advisors, LLCPassive
Some overlap · 3 shared positions
$AAAU$DOV$MO
$626M
619 positions
#8CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Slight overlap · 5 shared positions
$UNP$ROK$VZ$MO$LMT
$191M
102 positions
#9NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$UNP$ROK$ECL$BA
$381M
144 positions
#10AMERICAN NATIONAL BANK & TRUSTPassive
Slight overlap · 4 shared positions
$UNP$AAAU$VZ$LMT
$1.2B
631 positions
#11WMG Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$AAAU$DOV$BA
$265M
105 positions
#12CAPITAL ADVISORS INC/OKActive
Slight overlap · 4 shared positions
$ROK$VZ$ECL$BA
$6.8B
374 positions
#13Flagstone Financial ManagementSmart money
Slight overlap · 3 shared positions
$UNP$ROK$VZ
$447M
77 positions
#14Elmwood Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$UNP$ROK$ECL
$400M
200 positions
#15BOSTON FAMILY OFFICE LLCPassive
Slight overlap · 3 shared positions
$UNP$ROK$ECL
$1.6B
314 positions
#16LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Slight overlap · 4 shared positions
$UNP$VZ$DOV$MO
$2.5B
117 positions
#17Bedell Frazier Investment Counselling, LLC
Slight overlap · 4 shared positions
$ROK$VZ$BA$LMT
$495M
128 positions
#18BCWM, LLCPassive
Slight overlap · 4 shared positions
$UNP$VZ$MO$LMT
$342M
57 positions
#19Carolina Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$UNP$VZ$MO$LMT
$255M
278 positions
#20DIAMANT ASSET MANAGEMENT, INC.Active
Slight overlap · 4 shared positions
$UNP$VZ$BA$LMT
$147M
81 positions
#21Resolute Advisors LLCActive
Slight overlap · 3 shared positions
$ECHO$MO$DOV
$417M
82 positions
#22Core Wealth Partners LLCPassive
Slight overlap · 3 shared positions
$ROK$UNP$BA
$235M
191 positions
#23SECURITY NATIONAL BANK OF SO DAK
Slight overlap · 3 shared positions
$UNP$VZ$DOV
$207M
119 positions
#24Glenview Trust CoActive
Slight overlap · 4 shared positions
$UNP$ECL$BA$LMT
$6.4B
500 positions
#25Affiance Financial, LLCSmart money
Slight overlap · 4 shared positions
$UNP$DOV$ECL$LMT
$695M
111 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.