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Hedge Funds Similar to CLUNE & ASSOCIATES, LTD.

13F Portfolio OverlapQ3 2026CLUNE & ASSOCIATES, LTD. portfolio →
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Most similar hedge funds by 13F overlap

CLUNE & ASSOCIATES, LTD. is an institutional investor managing $654M across 163 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CLUNE & ASSOCIATES, LTD. are POTOMAC FUND, DAVIS-REA LTD., Greystone Financial Group, with shared positions in $SNPS, $MCD, $ABT, $WM, $AON, $MDY. The full ranking of 25 similar funds is below.

#1POTOMAC FUND MANAGEMENT INC /ADVSmart money
Some overlap · 4 shared positions
$SNPS$MCD$ABT$WM
$4.0B
109 positions
#2DAVIS-REA LTD.Active
Some overlap · 3 shared positions
$SNPS$ABT$MCD
$379M
41 positions
#3Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SNPS$MCD$WM
$360M
73 positions
#4Sustainable Growth Advisers, LPActive
Some overlap · 3 shared positions
$SNPS$AON$WM
$9.9B
49 positions
#5IAMS WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$SNPS$ABT$MCD$WM
$342M
184 positions
#6Trust CoActive
Some overlap · 3 shared positions
$SNPS$MCD$WM
$1.1B
915 positions
#7McIlrath & Eck, LLC
Some overlap · 4 shared positions
$SNPS$WM$MCD$MDY
$1.3B
1,645 positions
#8Gladwyn Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$SNPS$MDY$MCD$WM
$157M
81 positions
#9Note Advisors, LLCSmart money
Some overlap · 3 shared positions
$SNPS$MCD$UAL
$231M
86 positions
#10LFA - Lugano Financial Advisors SAActive
Some overlap · 3 shared positions
$SNPS$ABT$MCD
$166M
274 positions
#11Nearwater Capital Markets, LtdPassive
Some overlap · 3 shared positions
$SNPS$TER$UAL
$5.8B
100 positions
#12Savant Capital, LLCPassive
Some overlap · 3 shared positions
$SNPS$MCD$MDY
$34.1B
1,838 positions
#13LAM GROUP, INC.Active
Some overlap · 3 shared positions
$SNPS$MDY$MCD
$199M
137 positions
#14Midway Capital Research & ManagementActive
Some overlap · 3 shared positions
$SNPS$MCD$WM
$118M
50 positions
#15Miramar Capital, LLCPassive
Some overlap · 5 shared positions
$ABT$MCD$KR$WM$MDY
$455M
57 positions
#16SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 3 shared positions
$SNPS$TER$PWR
$895M
185 positions
#17MATHER GROUP, LLC.Active
Some overlap · 3 shared positions
$SNPS$ABT$MCD
$11.8B
2,251 positions
#18Bell Asset Management LtdPassive
Some overlap · 4 shared positions
$ABT$MCD$AON$WM
$277M
68 positions
#19Covington Investment Advisors Inc.Active
Some overlap · 3 shared positions
$SNPS$ABT$MCD
$774M
73 positions
#20VIKING GLOBAL INVESTORS LPActive
Some overlap · 3 shared positions
$LII$MCD$AON
$35.1B
90 positions
#21Volterra Technologies LPPassive
Slight overlap · 4 shared positions
$ABT$MCD$KR$UAL
$694M
303 positions
#22First Long Island Investors, LLCActive
Slight overlap · 3 shared positions
$ABT$SNPS$MCD
$1.4B
73 positions
#23RBA Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SNPS$WM$TXT
$273M
80 positions
#24MIROVAActive
Slight overlap · 3 shared positions
$SNPS$WM$PWR
$2.7B
185 positions
#25MONARCH CAPITAL MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$ABT$MCD$KR$PWR
$436M
130 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.