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Hedge Funds Similar to SPINNAKER

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

SPINNAKER TRUST is an institutional investor managing $2.1B across 309 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 SPINNAKER are REUTER JAMES WEALTH, PARSONS, ANDERSON HOAGLAND, with shared positions in $IAU, $ASML, $DE, $UBER, $TMO, $MMM. The full ranking of 25 similar funds is below.

#1REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$IAU$ASML$DE$UBER$TMO
$769M
225 positions
#2PARSONS CAPITAL MANAGEMENT INC/RIPassive
Some overlap · 4 shared positions
$MMM$TMO$BLK$NEE
$2.2B
525 positions
#3ANDERSON HOAGLAND & COActive
Some overlap · 4 shared positions
$IAU$ASML$MMM$UBER
$1.3B
135 positions
#4Pacific Point Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$NEE
$219M
129 positions
#5Parkside Investments, LLCActive
Some overlap · 4 shared positions
$IAU$YMM$NEE$TMO
$879M
95 positions
#6CAPE ANN SAVINGS BANKActive
Some overlap · 4 shared positions
$IAU$DE$BLK$NEE
$212M
113 positions
#7EverSource Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$APO
$3.0B
4,392 positions
#8Marietta Wealth Management, LLCActive
Some overlap · 6 shared positions
$ASML$DE$BLK$NEE$UBER$TMO
$945M
128 positions
#9FIRST AMERICAN TRUST, FSBPassive
Some overlap · 6 shared positions
$IAU$ASML$MMM$BLK$NEE$TMO
$1.7B
307 positions
#10CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 6 shared positions
$ASML$BLK$NEE$YMM$APO$TMO
$78M
44 positions
#11Summit Place Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$YMM$BLK
$221M
117 positions
#12Bigelow Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$DE$NEE$TMO
$281M
154 positions
#13JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 3 shared positions
$IAU$ASML$BLK
$936M
373 positions
#14Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$ASML$UBER
$2.8B
151 positions
#15Purkiss Capital Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$NEE$STLD$TMO
$263M
189 positions
#16STABLEFORD CAPITAL II LLCPassive
Some overlap · 4 shared positions
$ARCC$IAU$ASML$PLD
$288M
144 positions
#17Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$ASML$DE$NEE
$710M
193 positions
#18Palisades Hudson Asset Management, L.P.Active
Some overlap · 4 shared positions
$IAU$STLD$PLD$DE
$286M
108 positions
#19Birchwood Financial Partners, Inc.Passive
Some overlap · 3 shared positions
$MMM$IAU$DE
$122M
352 positions
#20Victrix Investment AdvisorsPassive
Some overlap · 3 shared positions
$MMM$ASML$NEE
$246M
74 positions
#21Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$IAU$MMM$DE
$368M
123 positions
#22Security National BankPassive
Some overlap · 5 shared positions
$ASML$DE$BLK$NEE$TMO
$865M
473 positions
#23Alpha Zero LLCActive
Some overlap · 4 shared positions
$IAU$ASML$BLK$PLD
$264M
107 positions
#24BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 4 shared positions
$ASML$IAU$NEE$ARCC
$1.5B
234 positions
#25J. R. Prunier Capital Management LLC
Some overlap · 3 shared positions
$IAU$DE$NEE
$235M
67 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.