What hedge funds are most similar to Spartan Planning & Wealth Management?

The funds with the most similar 13F portfolios to Spartan Planning & Wealth Management are Estabrook, Beacon Harbor Wealth Advisors,, Avanza Fonder AB, based on overlapping conviction holdings in the latest SEC filings.

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 Spartan Planning & Wealth

13F Portfolio OverlapQ1 2026Spartan Planning & Wealth portfolio →

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Most similar hedge funds by 13F overlap

Spartan Planning & Wealth Management is an institutional investor managing $135M across 69 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 Spartan Planning & Wealth are Estabrook, Beacon Harbor Wealth Advisors,, Avanza Fonder AB, with shared positions in $AMGN, $T, $VZ, $C, $NEE, $GE. The full ranking of 25 similar funds is below.

#1Estabrook Capital ManagementPassive

Some overlap · 10 shared positions

$AMGN $T $VZ $C $NEE $GE

$685M

380 positions

#2Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 8 shared positions

$KO $WT $AMGN $VZ $C $NEE

$477M

70 positions

#3Avanza Fonder ABActive

Some overlap · 8 shared positions

$KO $LIN $AMGN $T $GILD $VZ

$3.6B

484 positions

#4Wahed Invest LLCPassive

Some overlap · 8 shared positions

$KO $LIN $INTC $T $GILD $AMD

$770M

225 positions

#5EDGAR LOMAX CO/VAActive

Some overlap · 8 shared positions

$KO $AMGN $T $NEE $GILD $PFE

$1.4B

56 positions

#6Griffith & Werner, Inc.Active

Some overlap · 8 shared positions

$KO $T $VZ $C $GILD $PFE

$202M

72 positions

#7Meiji Yasuda America IncActive

Some overlap · 8 shared positions

$KO $AMGN $NEE $GILD $GE $COP

$404M

57 positions

#8Alpha Family TrustPassive

Some overlap · 8 shared positions

$INTC $KO $AMGN $T $LIN $GILD

$206M

203 positions

#9EXCALIBUR MANAGEMENT CORPPassive

Some overlap · 7 shared positions

$KO $INTC $AMGN $T $VZ $GILD

$278M

160 positions

#10Lansforsakringar Fondforvaltning AB (publ)Active

Some overlap · 8 shared positions

$KO $VZ $C $GILD $LIN $AMD

$19.1B

554 positions

#11FUKOKU MUTUAL LIFE INSURANCE CoPassive

Some overlap · 7 shared positions

$KO $T $VZ $C $NEE $GILD

$1.5B

235 positions

#12Argyle Capital Management, LLCPassive

Some overlap · 7 shared positions

$KO $INTC $AMGN $T $VZ $PFE

$308M

137 positions

#13Stablepoint Partners, LLCPassive

Some overlap · 7 shared positions

$KO $AMGN $T $VZ $NEE $PFE

$673M

260 positions

#14CapWealth Advisors, LLCActive

Some overlap · 7 shared positions

$KO $AMGN $T $NEE $GILD $GE

$1.3B

118 positions

#15Rayburn West Financial Services LLCPassive

Some overlap · 7 shared positions

$KO $AMGN $T $VZ $C $PFE

$170M

82 positions

#16BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 7 shared positions

$KO $WT $VZ $NEE $COP $LMT

$199M

110 positions

#17Yoffe Investment Management, LLCPassive

Some overlap · 7 shared positions

$KO $INTC $AMGN $VZ $GE $PM

$78M

111 positions

#18FRANKLIN RESOURCES INCPassive

Some overlap · 7 shared positions

$KO $LIN $C $NEE $COP $PM

$408.3B

3,148 positions

#19Widmann Financial Services, Inc.Passive

Some overlap · 7 shared positions

$KO $T $VZ $C $PFE $CTVA

$168M

121 positions

#20NORDEA INVESTMENT MANAGEMENT ABActive

Some overlap · 7 shared positions

$LIN $AMGN $VZ $C $NEE $GILD

$107.2B

864 positions

#21FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 7 shared positions

$KO $AMGN $C $NEE $COP $LMT

$5.0B

201 positions

#22OmniStar Financial Group, Inc.Passive

Some overlap · 7 shared positions

$KO $AMGN $VZ $GILD $PM $LMT

$193M

108 positions

#23Eurizon Capital SGR S.p.A.Passive

Some overlap · 7 shared positions

$KO $INTC $C $AMD $COP $PM

$32.0B

1,193 positions

#24ProShare Advisors LLCActive

Some overlap · 7 shared positions

$LIN $INTC $AMGN $KO $GILD $AMD

$67.5B

1,865 positions

#25Signet Investment Advisory Group, Inc.Passive

Some overlap · 7 shared positions

$KO $AMGN $NEE $PFE $COP $LMT

$218M

69 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.