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Hedge Funds Similar to Spectrum Financial Alliance Ltd

13F Portfolio OverlapQ1 2026Spectrum Financial Alliance Ltd portfolio →
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Most similar hedge funds by 13F overlap

Spectrum Financial Alliance Ltd LLC is an institutional investor managing $520M across 30 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 Spectrum Financial Alliance Ltd are SALZHAUER MICHAEL, Newport Company,, CERTUITY,, with shared positions in $C, $BAC, $COF, $BA, $GE, $F. The full ranking of 25 similar funds is below.

#1SALZHAUER MICHAELSmart money
Substantial overlap · 3 shared positions
$C$BAC$COF
$212M
75 positions
#2Newport Trust Company, LLCSmart money
Substantial overlap · 5 shared positions
$BA$GE$F$T$COF
$40.7B
64 positions
#3CERTUITY, LLCPassive
Substantial overlap · 7 shared positions
$C$MU$GE$BAC$F$BA
$1.5B
659 positions
#4Delta Accumulation, LLCActive
Notable overlap · 3 shared positions
$C$BAC$BA
$1.2B
87 positions
#5HOERTKORN RICHARD CHARLESActive
Notable overlap · 6 shared positions
$GE$BAC$BA$MRVL$SCHW$F
$122M
75 positions
#6Provident Living Financial Services, Inc.Active
Notable overlap · 3 shared positions
$C$BAC$T
$91M
48 positions
#7TERRIL BROTHERS, INC.Active
Notable overlap · 4 shared positions
$C$BAC$GE$T
$366M
75 positions
#8DCF Advisers, LLCActive
Notable overlap · 4 shared positions
$MU$BAC$C$MRVL
$375M
86 positions
#9Hedges Asset Management LLC
Notable overlap · 4 shared positions
$GE$BA$AGQ$F
$142M
108 positions
#10KEMPNER CAPITAL MANAGEMENT INC.
Notable overlap · 3 shared positions
$MU$C$BAC
$106M
43 positions
#11Themes Management Co LLCPassive
Notable overlap · 3 shared positions
$GE$BA$LMT
$162M
151 positions
#12CALIFORNIA FIRST LEASING CORPActive
Notable overlap · 3 shared positions
$MU$MRVL$BAC
$312M
39 positions
#13Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 3 shared positions
$LMT$BA$DE
$942M
33 positions
#14Blume Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$C$MU$BAC$SCHW$DE$COF
$588M
337 positions
#15Griffith & Werner, Inc.Active
Notable overlap · 5 shared positions
$C$BAC$MRVL$LMT$T
$202M
72 positions
#16Rayburn West Financial Services LLCPassive
Notable overlap · 6 shared positions
$LMT$BAC$C$DE$HSY$T
$170M
82 positions
#17Cambridge Financial Group, Inc.Active
Notable overlap · 4 shared positions
$BAC$C$GE$BA
$267M
33 positions
#18Evergreen Quality Fund GP, Ltd.Smart money
Notable overlap · 3 shared positions
$GE$MU$MRVL
$4.4B
40 positions
#19SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 4 shared positions
$BAC$C$BA$MRVL
$3.0B
40 positions
#20Sassicaia Capital Advisers LLCActive
Notable overlap · 3 shared positions
$MU$MRVL$AGQ
$89M
34 positions
#21CMG Global Holdings, LLCPassive
Notable overlap · 3 shared positions
$BA$GE$BAC
$210M
96 positions
#22DMKC Advisory Services, LLCPassive
Notable overlap · 4 shared positions
$BAC$DE$LMT$C
$240M
84 positions
#23Xcel Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$BAC$BA$F$COF
$362M
133 positions
#24Henson-Edgewater Management, LLCPassive
Notable overlap · 4 shared positions
$BAC$BA$MU$GE
$157M
66 positions
#25Bedell Frazier Investment Counselling, LLCPassive
Notable overlap · 6 shared positions
$AGQ$LMT$C$BAC$BA$SCHW
$495M
128 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.