13F Pro

Hedge Funds Similar to Spectrum Planning & Advisory Services

13F Portfolio OverlapQ2 2026Spectrum Planning & Advisory Services portfolio →
Institutional-grade research for retail investors

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
$193M
68 positions
#2NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$IAU$GLDM$GBTC$AXP
$283M
75 positions
#3MACROVIEW INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$IAU$GLDM$PHYS$AXP
$167M
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
$266M
72 positions
#6Apeiron RIA LLCActive
Some overlap · 3 shared positions
$IAU$GLDM$SIVR
$440M
136 positions
#7CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 3 shared positions
$IAU$GLDM$AXP
$777M
203 positions
#8SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 3 shared positions
$IAU$GLDM$AXP
$298M
135 positions
#9A4 Wealth Advisors LLCActive
Some overlap · 3 shared positions
$IAU$GLDM$MAR
$153M
76 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
$326M
102 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
$639M
208 positions
#17New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$IAU$PHYS$SIVR
$669M
62 positions
#18Connective Portfolio Management, LLCPassive
Some overlap · 3 shared positions
$IAU$PHYS$AXP
$67M
39 positions
#19REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$IAU$PHYS$AXP
$1.9B
100 positions
#20Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 3 shared positions
$IAU$GLDM$SHW
$165M
79 positions
#21JSF Financial, LLCActive
Some overlap · 3 shared positions
$IAU$WWD$MAR
$655M
146 positions
#22Elevated Financial Group LLCActive
Some overlap · 3 shared positions
$IAU$AXP$MAR
$357M
117 positions
#23REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$BA$SHW
$769M
225 positions
#24Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$IAU$BKNG$BA
$637M
125 positions
#25Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$IAU$GLDM$GBTC
$166M
570 positions

Compare Spectrum Planning & Advisory Services’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Spectrum Planning & Advisory Services’s holdings

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.