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 OverlapQ1 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 $269M across 58 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 Wealth Advisory Group, are Warren Street Wealth Advisors,, Hughes Financial Services,, Sage Mountain Advisors, with shared positions in $SOLV, $WT, $PLTR, $XYZ, $D, $JHG. The full ranking of 25 similar funds is below.

#1Warren Street Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$SOLV $WT $PLTR

$393M

129 positions

#2Hughes Financial Services, LLCActive

Notable overlap · 3 shared positions

$SOLV $XYZ $D

$651M

1,720 positions

#3Sage Mountain Advisors LLCActive

Notable overlap · 3 shared positions

$SOLV $JHG $MAR

$1.4B

281 positions

#4LVZ, Inc.Smart money

Notable overlap · 5 shared positions

$SOLV $GD $AMAT $SO $IBM

$876M

161 positions

#5Vertex Planning Partners, LLCActive

Notable overlap · 4 shared positions

$SOLV $WT $JHG $MAR

$515M

135 positions

#6Alpha Zero LLCActive

Notable overlap · 3 shared positions

$SOLV $WT $JHG

$198M

79 positions

#7Goldstone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$SOLV $XYZ $WT $FITB $FCFS $AGQ

$922M

228 positions

#8Sanchez Wealth Management GroupActive

Notable overlap · 5 shared positions

$SOLV $WT $AGQ $JHG $AMAT

$462M

53 positions

#9WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$SOLV $WT $IBM

$340M

136 positions

#10Prism Advisors, Inc.Active

Notable overlap · 3 shared positions

$SOLV $WT $AGQ

$375M

75 positions

#11Roof Eidam Maycock Peralta, LLCActive

Notable overlap · 3 shared positions

$SOLV $WT $XYZ

$436M

125 positions

#12Savant Capital, LLCActive

Notable overlap · 3 shared positions

$SOLV $WT $NEE

$20.7B

1,500 positions

#13Collaborative Wealth Managment Inc.Passive

Notable overlap · 5 shared positions

$WT $SOLV $FCFS $FITB $MAR

$218M

162 positions

#14MBA Advisors LLCPassive

Notable overlap · 5 shared positions

$SOLV $WT $AGQ $JHG $IBM

$260M

146 positions

#15Tenzing Financial LLCActive

Notable overlap · 3 shared positions

$SOLV $JHG $AMAT

$133M

70 positions

#16TFC Financial Management, Inc.Active

Notable overlap · 3 shared positions

$SOLV $IBM $WT

$812M

998 positions

#17Peck Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$SOLV $WT $PLTR $IBM

$100M

122 positions

#18Breakwater Capital GroupPassive

Notable overlap · 6 shared positions

$SOLV $WT $GD $AGQ $NEE $JHG

$747M

373 positions

#19Azora Capital LPActive

Notable overlap · 3 shared positions

$WT $XYZ $FCFS

$1.5B

45 positions

#20Winter & Associates, Inc.Passive

Some overlap · 4 shared positions

$WT $XYZ $PLTR $IBM

$114M

84 positions

#21Tidemark, LLCPassive

Some overlap · 4 shared positions

$WT $XYZ $JHG $MAR

$393M

901 positions

#22Intellus Advisors LLCActive

Some overlap · 3 shared positions

$SOLV $PLTR $FITB

$732M

125 positions

#23LAWOOD & COPassive

Some overlap · 3 shared positions

$SOLV $NEE $IBM

$108M

90 positions

#24Sonoma Allocations LLCPassive

Some overlap · 3 shared positions

$WT $XYZ $AMAT

$290M

145 positions

#25Rice Partnership, LLCActive

Some overlap · 3 shared positions

$WT $XYZ $IBM

$732M

178 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.