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Hedge Funds Similar to Spectrum Asset , (NB/CA)

13F Portfolio OverlapQ1 2026Spectrum Asset , (NB/CA) portfolio →
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Most similar hedge funds by 13F overlap

Spectrum Asset Management, Inc. (NB/CA) is an institutional investor managing $315M across 109 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 Asset , (NB/CA) are Powszechne Towarzystwo Emerytalne Allianz Polska S.A., Cushing Partners,, Signet Investment Advisory Group,, with shared positions in $WFC, $FCX, $EMR, $IAU, $BTC, $DUK. The full ranking of 25 similar funds is below.

#1Powszechne Towarzystwo Emerytalne Allianz Polska S.A.Smart money
Notable overlap · 3 shared positions
$WFC$FCX$EMR
$268M
10 positions
#2Cushing Capital Partners, LLCPassive
Notable overlap · 4 shared positions
$IAU$BTC$DUK$LIN
$130M
96 positions
#3Signet Investment Advisory Group, Inc.Passive
Notable overlap · 3 shared positions
$IAU$HON$MDT
$218M
69 positions
#4Exit Wealth Advisors, LLC.Active
Notable overlap · 3 shared positions
$IAU$BTC$AAAU
$195M
131 positions
#5Timber Creek Capital Management LLCPassive
Notable overlap · 4 shared positions
$IAU$SCHW$NVS$LIN
$412M
78 positions
#6LifePlan Financial, LLCPassive
Notable overlap · 3 shared positions
$IAU$MDT$DUK
$135M
83 positions
#7Johnson Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$IAU$SCHW$WFC
$207M
49 positions
#8FORBES J M & CO LLPActive
Notable overlap · 3 shared positions
$IAU$EMR$LIN
$1.2B
150 positions
#9Kure Advisory, LLCActive
Notable overlap · 4 shared positions
$IAU$SCHW$WFC$MDT
$184M
56 positions
#10ProVise Management Group, LLCPassive
Notable overlap · 6 shared positions
$WFC$NVS$SCHW$MDT$MCK$DUK
$1.4B
261 positions
#11CADINHA & CO LLCActive
Notable overlap · 3 shared positions
$IAU$DUK$WFC
$537M
103 positions
#12Veridan Wealth LLCActive
Some overlap · 3 shared positions
$WFC$IAU$MCK
$270M
80 positions
#13Ariston Services GroupActive
Some overlap · 3 shared positions
$IAU$SCHW$MCK
$167M
71 positions
#14Upper Left Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$BTC$SCHW
$169M
68 positions
#15LifeWealth Investments, LLCPassive
Some overlap · 4 shared positions
$IAU$HEI$BTC$EME
$335M
141 positions
#16Burton Enright WelchActive
Some overlap · 3 shared positions
$IAU$SCHW$MCK
$736M
134 positions
#17Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$IAU$HON$MDT$LIN
$752M
61 positions
#18Meridian Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$HON$MCK
$756M
202 positions
#19North Berkeley Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$SCHW$WFC
$189M
73 positions
#20Chemistry Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$SCHW$WFC
$569M
204 positions
#21CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$LHX$NVS$MDT$DUK$LIN
$739M
164 positions
#22Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$DUK$MDT$EMR$HON$LIN$MCK
$272M
95 positions
#23REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$MDT$MCK
$697M
218 positions
#24Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$WFC$IAU$MDT
$180M
73 positions
#25MinichMacGregor Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$HEI$FCX
$567M
136 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.