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Hedge Funds Similar to SPRENG ,

13F Portfolio OverlapQ1 2026SPRENG , portfolio →
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Most similar hedge funds by 13F overlap

SPRENG CAPITAL MANAGEMENT, INC. is an institutional investor managing $275M across 77 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 SPRENG , are SWAN, Juno Financial Group, Western Pacific Wealth ,, with shared positions in $HUM, $KKR, $SO, $MU, $MPC, $DE. The full ranking of 25 similar funds is below.

#1SWAN Capital LLCPassive
Notable overlap · 5 shared positions
$HUM$KKR$SO$MU$MPC
$272M
554 positions
#2Juno Financial Group LLCActive
Notable overlap · 5 shared positions
$HUM$KKR$DE$MO$SAN
$255M
70 positions
#3Western Pacific Wealth Management, LPActive
Notable overlap · 3 shared positions
$HUM$KKR$MPC
$98M
197 positions
#4Ariston Services GroupActive
Notable overlap · 4 shared positions
$HUM$KKR$TMO$DE
$167M
71 positions
#5Sherman Wealth Management LLCPassive
Notable overlap · 3 shared positions
$HUM$KKR$AGQ
$116M
80 positions
#6Mittelman Wealth ManagementActive
Notable overlap · 3 shared positions
$HUM$KKR$AGQ
$160M
52 positions
#7Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$HUM$KKR$AMGN
$341M
64 positions
#8Buska Wealth Management, LLCActive
Notable overlap · 3 shared positions
$HUM$KKR$KO
$249M
74 positions
#9Granite FO LLCActive
Notable overlap · 3 shared positions
$HUM$KKR$MU
$169M
170 positions
#10Evergreen Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$HUM$KKR$AMGN
$194M
54 positions
#11Crews Bank & TrustPassive
Notable overlap · 3 shared positions
$HUM$KKR$DE
$690M
673 positions
#12Human Investing LLCSmart money
Notable overlap · 4 shared positions
$KKR$HUM$AMGN$MU
$687M
96 positions
#13Arlington Trust Co LLCActive
Notable overlap · 3 shared positions
$KKR$HUM$AGQ
$1.1B
844 positions
#14Accretive Wealth Partners, LLCPassive
Notable overlap · 5 shared positions
$HUM$KKR$UNP$MPC$KO
$356M
180 positions
#15FLYWHEEL PRIVATE WEALTH LLCPassive
Notable overlap · 3 shared positions
$HUM$KKR$AMGN
$176M
104 positions
#16Cannon Wealth Management Services, LLCPassive
Notable overlap · 4 shared positions
$KKR$HUM$KO$SO
$148M
85 positions
#17KDT Advisors, LLCPassive
Notable overlap · 4 shared positions
$KKR$HUM$UNP$HON
$63M
69 positions
#18Financial Perspectives, IncPassive
Notable overlap · 4 shared positions
$KKR$HUM$MU$AMGN
$358M
716 positions
#19HOWARD WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$KKR$HUM$SAN
$238M
142 positions
#20Howard Capital Management Inc.Active
Notable overlap · 4 shared positions
$HUM$KKR$AGQ$TMO
$6.1B
332 positions
#21CDM FINANCIAL COUNSELING SERVICES, INC.Active
Notable overlap · 6 shared positions
$HUM$KKR$UNP$DE$KO$TMO
$105M
80 positions
#22DAGCO, INC.Passive
Notable overlap · 3 shared positions
$KKR$HUM$TMO
$461M
353 positions
#23Forum Private Client Group LLCActive
Notable overlap · 4 shared positions
$KKR$HUM$KR$VZ
$300M
80 positions
#24HANOVER ADVISORS INCActive
Notable overlap · 3 shared positions
$HUM$KKR$KO
$246M
118 positions
#25360 Financial, Inc.Active
Notable overlap · 6 shared positions
$HUM$KKR$SAN$KO$AMGN$HON
$332M
80 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.