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Hedge Funds Similar to SPINNAKER

13F Portfolio OverlapQ1 2026SPINNAKER portfolio →
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Most similar hedge funds by 13F overlap

SPINNAKER TRUST is an institutional investor managing $1.8B across 285 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SPINNAKER are RAM Investment Partners,, Impact Investors,, LFA - Lugano Financial Advisors SA, with shared positions in $NOW, $IAU, $NEE, $UNH, $ASML, $SSL. The full ranking of 25 similar funds is below.

#1RAM Investment Partners, LLCActive
Notable overlap · 4 shared positions
$NOW$IAU$NEE$UNH
$569M
121 positions
#2Impact Investors, IncPassive
Notable overlap · 3 shared positions
$NOW$IAU$ASML
$144M
106 positions
#3LFA - Lugano Financial Advisors SAActive
Notable overlap · 5 shared positions
$NOW$SSL$AFRM$HLT$IAU
$197M
223 positions
#4High Note Wealth, LLCPassive
Some overlap · 5 shared positions
$NOW$UBER$SSL$UNH$HLT
$509M
938 positions
#5Forefront Analytics, LLCSmart money
Some overlap · 3 shared positions
$NOW$DE$UNH
$110M
39 positions
#6Torren Management, LLCActive
Some overlap · 3 shared positions
$NOW$NEE$UNIT
$201M
983 positions
#7Mokosak Advisory Group, LLCSmart money
Some overlap · 3 shared positions
$NOW$UNIT$DE
$399M
34 positions
#8Birchwood Financial Partners, Inc.Passive
Some overlap · 6 shared positions
$NOW$MMM$IAU$UNH$AFRM$DE
$104M
348 positions
#9Torrey Growth & Income AdvisorsActive
Some overlap · 3 shared positions
$NOW$UNH$UBER
$239M
110 positions
#10Bond & Devick Financial Network, Inc.Passive
Some overlap · 3 shared positions
$NOW$UNH$ASML
$358M
188 positions
#11Windsor Capital Management, LLCActive
Some overlap · 4 shared positions
$NOW$SSL$HLT$PLD
$355M
123 positions
#12Boothe Investment Group, Inc.Active
Some overlap · 3 shared positions
$NOW$NEE$UBER
$311M
40 positions
#13MYECFO, LLCActive
Some overlap · 3 shared positions
$NOW$IAU$AFRM
$239M
66 positions
#14POLEN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$NOW$UBER$ASML
$14.5B
221 positions
#15Twin Tree Management, LPPassive
Some overlap · 3 shared positions
$IAU$NOW$ASML
$4.7B
1,240 positions
#16BloombergSen Inc.Smart money
Some overlap · 4 shared positions
$NOW$UNH$UBER$AFRM
$1.3B
30 positions
#17Great Waters Wealth ManagementSmart money
Some overlap · 3 shared positions
$MMM$NOW$UNH
$945M
121 positions
#18Everest Financial Group LLCPassive
Some overlap · 5 shared positions
$NOW$IAU$ASML$UNH$UBER
$607M
199 positions
#19RCS Financial Planning, LLCPassive
Some overlap · 4 shared positions
$IAU$NOW$NEE$UNIT
$193M
98 positions
#20STABLEFORD CAPITAL II LLCPassive
Some overlap · 4 shared positions
$IAU$ARCC$ASML$PLD
$269M
144 positions
#21Midwest Financial Partners Investments, Inc.Active
Some overlap · 4 shared positions
$NOW$MMM$DE$UNH
$189M
76 positions
#22TriaGen Wealth Management LLCPassive
Some overlap · 4 shared positions
$IAU$NOW$NEE$UNIT
$366M
171 positions
#23Quent Long Short Global Small Cap Fund, LP
Some overlap · 4 shared positions
$IAU$NOW$AFRM$UNIT
$1.2B
299 positions
#24NOVEM GROUPPassive
Some overlap · 4 shared positions
$NOW$SSL$HLT$PLD
$873M
437 positions
#25VUB Generali dochodkova spravcovska spolocnost, a.s.Passive
Some overlap · 5 shared positions
$IAU$DE$NEE$UNH$PLD
$127M
91 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.