How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Spectrum Planning & Advisory Services

13F Portfolio OverlapQ1 2026Spectrum Planning & Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

Spectrum Planning & Advisory Services Inc. is an institutional investor managing $223M across 120 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 Planning & Advisory Services are Asempa Wealth Advisors, TSA Wealth Managment, MB Generational Wealth,, with shared positions in $MDLZ, $SE, $IAU, $GLDM, $MCD, $GMM. The full ranking of 25 similar funds is below.

#1Asempa Wealth AdvisorsPassive

Notable overlap · 5 shared positions

$MDLZ $SE $IAU $GLDM $MCD

$115M

115 positions

#2TSA Wealth Managment LLCPassive

Some overlap · 4 shared positions

$MDLZ $SE $IAU $GMM

$309M

105 positions

#3MB Generational Wealth, LLCActive

Some overlap · 3 shared positions

$MDLZ $SE $GMM

$181M

66 positions

#4CURTIS WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$SE $MDLZ $IAU $GLDM

$107M

50 positions

#5ONE Advisory Partners, LLCActive

Some overlap · 4 shared positions

$SE $MDLZ $IAU $GMM

$324M

72 positions

#6High Falls Advisors, Inc

Some overlap · 4 shared positions

$MDLZ $IAU $SE $GLDM

$494M

144 positions

#7One Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$MDLZ $SE $IAU $GLDM

$803M

304 positions

#8Kelly Financial Services LLCPassive

Some overlap · 5 shared positions

$SE $MDLZ $IAU $SHW $GMM

$414M

128 positions

#9Detalus Advisors, LLCActive

Some overlap · 4 shared positions

$MDLZ $SE $GLDM $GMM

$438M

186 positions

#10ALTERNA WEALTH MANAGEMENT, INCPassive

Some overlap · 3 shared positions

$SE $MDLZ $IAU

$132M

105 positions

#115T Wealth, LLCPassive

Some overlap · 4 shared positions

$SE $MDLZ $IAU $SHW

$253M

129 positions

#12Polaris Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$MDLZ $SE $IAU

$137M

70 positions

#13Davis Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$SE $MDLZ $IAU $GMM

$120M

72 positions

#14Kinetic Partners Management, LPActive

Some overlap · 3 shared positions

$SE $WWD $SHW

$1.8B

49 positions

#15Kilter Group LLCPassive

Some overlap · 3 shared positions

$MDLZ $IAU $AMGN

$232M

1,567 positions

#16Cardinal Strategic Wealth GuidanceSmart money

Some overlap · 4 shared positions

$MDLZ $GLDM $SIVR $SHW

$379M

63 positions

#17Quantum Financial Advisors, LLCActive

Some overlap · 4 shared positions

$MDLZ $GLDM $AXP $AMGN

$891M

231 positions

#18Financial Enhancement Group LLCPassive

Some overlap · 3 shared positions

$MDLZ $GLDM $GMM

$807M

135 positions

#19ShoreHaven Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$MDLZ $SE $IAU $GMM $GLDM

$278M

103 positions

#20Panoramic Capital Partners, LLCActive

Some overlap · 3 shared positions

$MDLZ $WWD $SHW

$162M

63 positions

#21Shared Vision Wealth Group LLCActive

Some overlap · 3 shared positions

$SE $MDLZ $IAU

$245M

95 positions

#22CM WEALTH ADVISORS LLCActive

Some overlap · 3 shared positions

$MDLZ $IAU $MCD

$470M

146 positions

#23EDGAR LOMAX CO/VAActive

Some overlap · 3 shared positions

$MDLZ $UNH $AMGN

$1.4B

56 positions

#24Horst & Graben Wealth Management LLCPassive

Some overlap · 4 shared positions

$SE $MDLZ $IAU $GLDM

$729M

195 positions

#25Sharkey, Howes & JaverActive

Some overlap · 4 shared positions

$SE $IAU $MDLZ $GMM

$742M

153 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.