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Hedge Funds Similar to Spectrum Planning & Advisory Services

13F Portfolio OverlapQ2 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 Q2 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 Upper Left Wealth, NavPoint Financial, MACROVIEW INVESTMENT, with shared positions in $IAU, $GLDM, $GBTC, $AXP, $PHYS, $SIVR. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$GLDM$GBTC
$180M
73 positions
#2NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$IAU$GLDM$GBTC$AXP
$270M
74 positions
#3MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$IAU$GLDM$PHYS$AXP
$162M
106 positions
#4Fielder Capital Group LLCPassive
Some overlap · 4 shared positions
$IAU$GBTC$AXP$SIVR
$462M
303 positions
#5MYECFO, LLCSmart money
Some overlap · 3 shared positions
$IAU$GLDM$SIVR
$265M
73 positions
#6Apeiron RIA LLCActive
Some overlap · 3 shared positions
$IAU$GLDM$SIVR
$390M
162 positions
#7CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 3 shared positions
$IAU$GLDM$AXP
$783M
200 positions
#8SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 3 shared positions
$IAU$GLDM$AXP
$222M
100 positions
#9A4 Wealth Advisors LLCActive
Some overlap · 3 shared positions
$IAU$GLDM$MAR
$151M
92 positions
#10STEPHEN J. GARRY & ASSOCIATES, LLCActive
Some overlap · 3 shared positions
$IAU$GBTC$BA
$137M
55 positions
#11Palisades Hudson Asset Management, L.P.Active
Some overlap · 4 shared positions
$IAU$AXP$MAR$BA
$286M
108 positions
#12Independent Family Office, LLCActive
Some overlap · 4 shared positions
$IAU$PHYS$SHW$AXP
$249M
85 positions
#13ShoreHaven Wealth Partners, LLCActive
Some overlap · 3 shared positions
$IAU$GLDM$MAR
$318M
106 positions
#14Zhang Financial LLCActive
Some overlap · 3 shared positions
$IAU$GLDM$AXP
$3.4B
392 positions
#15Oxbow Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$BA$BKNG
$1.2B
265 positions
#16Chemistry Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$BKNG$AXP
$625M
210 positions
#17New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$IAU$PHYS$SIVR
$633M
68 positions
#18Connective Portfolio Management, LLCPassive
Some overlap · 3 shared positions
$IAU$PHYS$AXP
$60M
39 positions
#19REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$IAU$PHYS$AXP
$1.9B
103 positions
#20Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 3 shared positions
$IAU$GLDM$SHW
$144M
82 positions
#21JSF Financial, LLCActive
Some overlap · 3 shared positions
$IAU$WWD$MAR
$632M
142 positions
#22Elevated Financial Group LLCActive
Some overlap · 3 shared positions
$IAU$AXP$MAR
$365M
125 positions
#23REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$BA$SHW
$760M
229 positions
#24Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$IAU$BKNG$BA
$637M
125 positions
#25Copia Wealth Management
Some overlap · 3 shared positions
$IAU$GLDM$GBTC
$166M
570 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.