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 Clifford Group

13F Portfolio OverlapQ2 2026Clifford Group portfolio →

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Most similar hedge funds by 13F overlap

Clifford Group, LLC is an institutional investor managing $145M across 86 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 Clifford Group are Stokes Advisors, Nordwand Advisors, Somerset, with shared positions in $MS, $UNP, $NEE, $LIN, $ADP, $ABT. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$MS $UNP $NEE $LIN $ADP $ABT

$467M

118 positions

#2Nordwand Advisors, LLCPassive

Notable overlap · 7 shared positions

$MS $TEL $UNP $PSX $ETN $ABT

$652M

146 positions

#3Somerset Trust CoPassive

Some overlap · 7 shared positions

$ADP $NEE $LIN $PSX $MS $ABT

$354M

186 positions

#4MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$MS $TEL $NEE $ADP $PEP $ABT

$1.2B

106 positions

#5FORBES J M & CO LLPActive

Some overlap · 7 shared positions

$UNP $NEE $LIN $ETN $ABT $PEP

$1.3B

159 positions

#6EASTERN BANKPassive

Some overlap · 7 shared positions

$NEE $UNP $PLD $ETN $LIN $KLAC

$6.5B

1,038 positions

#7Alley Investment Management Company, LLCActive

Some overlap · 6 shared positions

$MS $UNP $PLD $ETN $PSX $ABT

$856M

89 positions

#8Community Financial Services Group, LLCPassive

Some overlap · 7 shared positions

$NEE $LIN $PLD $ETN $KLAC $AXP

$686M

532 positions

#9OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 6 shared positions

$MS $ETN $NEE $PLD $KLAC $PEP

$530M

275 positions

#10Minot DeBlois Advisors LLCPassive

Some overlap · 6 shared positions

$ADP $UNP $NEE $ABT $AXP $PEP

$116M

240 positions

#11HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 6 shared positions

$ADP $UNP $NEE $ABT $AXP $PEP

$321M

107 positions

#12SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

Some overlap · 6 shared positions

$ADP $TEL $UNP $LIN $ABT $PEP

$169M

104 positions

#13Brentview Investment Management LLCActive

Some overlap · 5 shared positions

$MS $UNP $NEE $LIN $PEP

$253M

63 positions

#14SECURITY NATIONAL BANK OF SO DAK

Some overlap · 6 shared positions

$TEL $UNP $ADP $LIN $ABT $PEP

$207M

119 positions

#15MASTER'S WEALTH MANAGEMENT INC.Smart money

Some overlap · 6 shared positions

$UNP $NEE $PSX $MS $PLD $AJG

$332M

91 positions

#16River Street Advisors LLCPassive

Some overlap · 6 shared positions

$MS $ETN $NEE $KLAC $PEP $PLD

$340M

177 positions

#17RWA WEALTH PARTNERS, LLCActive

Some overlap · 7 shared positions

$NEE $LIN $UNP $KLAC $AXP $ETN

$10.4B

645 positions

#18Blue Chip Partners, LLCActive

Some overlap · 6 shared positions

$MS $NEE $ETN $KLAC $ABT $PEP

$1.6B

184 positions

#19AAFMAA Wealth Management & Trust LLCPassive

Some overlap · 5 shared positions

$MS $NEE $LIN $UNP $ETN

$286M

95 positions

#20WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 6 shared positions

$ADP $NEE $HLI $AJG $ABT $ETN

$2.1B

131 positions

#21BAXTER BROS INCPassive

Some overlap · 4 shared positions

$MS $ADP $UNP $AXP

$864M

172 positions

#22MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 5 shared positions

$MS $LIN $ETN $UNP $ABT

$1.9B

264 positions

#23Cushing Capital Partners, LLCPassive

Some overlap · 5 shared positions

$ADP $NEE $PSX $LIN $PLD

$145M

99 positions

#24MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$COR $ADP $NEE $LIN $ABT

$857M

166 positions

#25Fruth Investment ManagementPassive

Some overlap · 6 shared positions

$ADP $LIN $UNP $ETN $AXP $PEP

$421M

225 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.