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 Wealth Advisory Group

13F Portfolio OverlapQ2 2026Spectrum Wealth Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

Spectrum Wealth Advisory Group, LLC is an institutional investor managing $351M across 543 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 Wealth Advisory Group are SPIREPOINT PRIVATE CLIENT, LifeWealth Investments, Cornerstone Planning, with shared positions in $GD, $PLTR, $NEE, $SO, $AXON, $SLV. The full ranking of 25 similar funds is below.

#1SPIREPOINT PRIVATE CLIENT, LLCPassive

Slight overlap · 5 shared positions

$GD $PLTR $NEE $SO $AXON

$1.2B

332 positions

#2LifeWealth Investments, LLCActive

Slight overlap · 4 shared positions

$SLV $DIS $PLTR $NEE

$374M

136 positions

#3Cornerstone Planning, LLCPassive

Slight overlap · 4 shared positions

$GD $DIS $PLTR $LOW

$432M

136 positions

#4Farmers National BankPassive

Slight overlap · 4 shared positions

$GD $DIS $NEE $DUK

$479M

180 positions

#5Bigelow Investment Advisors, LLCPassive

Slight overlap · 4 shared positions

$GD $DIS $NEE $DUK

$276M

157 positions

#6Brown Miller Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$GD $DIS $NEE $LOW

$397M

204 positions

#7EDGAR LOMAX CO/VAActive

Slight overlap · 5 shared positions

$GD $NEE $SO $AMT $DUK

$1.3B

58 positions

#8Cornerstone National Bank & Trust CoActive

Slight overlap · 4 shared positions

$GD $DIS $PLTR $LOW

$296M

216 positions

#9THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.Passive

Slight overlap · 3 shared positions

$SLV $GD $NEE

$275M

1,236 positions

#10Dougherty & Associates, LLCActive

Slight overlap · 5 shared positions

$GD $NEE $SO $DUK $MMM

$125M

52 positions

#11Belleair Asset Management, LLCActive

Slight overlap · 5 shared positions

$GD $NEE $SO $DUK $LOW

$119M

84 positions

#12AGH Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$SLV $GD $PLTR

$158M

129 positions

#13BROADWATER CAPITAL MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$GD $DIS $SO $MMM

$138M

208 positions

#14United BankPassive

Slight overlap · 4 shared positions

$GD $DIS $SO $LOW

$329M

122 positions

#156th Street Advisors, LLCActive

Slight overlap · 4 shared positions

$GD $PLTR $SO $AMT

$174M

61 positions

#16Murphy, Middleton, Hinkle & Parker, Inc.Passive

Slight overlap · 4 shared positions

$GD $DIS $SO $DUK

$246M

140 positions

#17STUDIO INVESTMENT MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$GD $DIS $NEE

$592M

181 positions

#18AMERICAN NATIONAL BANK & TRUSTPassive

Slight overlap · 3 shared positions

$GD $DIS $NEE

$1.2B

631 positions

#19Nabity-Jensen Investment Management IncActive

Slight overlap · 3 shared positions

$GD $DIS $NEE

$163M

70 positions

#20Glassy Mountain Advisors, Inc.Passive

Slight overlap · 5 shared positions

$GD $DIS $LOW $NEE $SO

$366M

76 positions

#21Zinnia Wealth Advisory, LLCPassive

Slight overlap · 4 shared positions

$GD $NEE $SO $DUK

$98M

97 positions

#22Edgemoor Investment Advisors, Inc.Active

Slight overlap · 4 shared positions

$GD $NEE $SO $LOW

$1.5B

188 positions

#23DDFG, IncActive

Slight overlap · 3 shared positions

$SLV $DIS $PLTR

$504M

92 positions

#24MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive

Slight overlap · 3 shared positions

$GD $PLTR $NEE

$188M

513 positions

#25Brendel Financial Advisors LLCPassive

Slight overlap · 3 shared positions

$GD $PLTR $NEE

$216M

101 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.