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Hedge Funds Similar to Spectrum Investment Advisors

13F Portfolio OverlapQ2 2026Spectrum Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Spectrum Investment Advisors, Inc. is an institutional investor managing $245M across 76 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 Investment Advisors are Lineweaver Wealth Advisors, SHUFRO ROSE, Annex Advisory Services, with shared positions in $ALPS, $NEE, $ASML, $MCD, $ABT, $TMO. The full ranking of 25 similar funds is below.

#1Lineweaver Wealth Advisors, LLCPassive
Notable overlap · 5 shared positions
$ALPS$NEE$ASML$MCD$ABT
$845M
182 positions
#2SHUFRO ROSE & CO LLCActive
Notable overlap · 5 shared positions
$ALPS$TMO$TXN$CRM$PEP
$1.7B
315 positions
#3Annex Advisory Services, LLCActive
Notable overlap · 8 shared positions
$ALPS$ADI$MS$NEE$ASML$TPL
$5.9B
356 positions
#4Trilogy Capital Inc.Active
Notable overlap · 3 shared positions
$ALPS$FCX$MS
$2.6B
404 positions
#5Stratos Investment Management, LLCPassive
Notable overlap · 4 shared positions
$ALPS$MS$ASML$TMO
$2.8B
382 positions
#6Prasad Wealth Partners, LLCPassive
Notable overlap · 3 shared positions
$ALPS$PEP$ETN
$416M
160 positions
#7CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ALPS$ETN$NEE$CRM$TMO$MS
$338M
143 positions
#8SENTINEL PENSION ADVISORS, LLCActive
Some overlap · 3 shared positions
$ALPS$NEE$MCD
$762M
147 positions
#9BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 8 shared positions
$ADI$PEP$ETN$NEE$ASML$TMO
$8.0B
1,334 positions
#10Somerset Trust CoPassive
Some overlap · 7 shared positions
$ADI$WEC$MS$PEP$NEE$MCD
$354M
186 positions
#11Signet Private Wealth LLCPassive
Some overlap · 8 shared positions
$MS$ETN$PEP$NEE$ASML$TXN
$125M
127 positions
#12BARNES PETTEY FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ALPS$NEE$ASML
$319M
175 positions
#13Banco de Sabadell, S.APassive
Some overlap · 8 shared positions
$ADI$ETN$NEE$ASML$USB$TMO
$170M
61 positions
#14Avantax Planning Partners, Inc.Active
Some overlap · 3 shared positions
$ALPS$PEP$TXN
$4.0B
454 positions
#15Sovereign Investment Advisors, LLCActive
Some overlap · 4 shared positions
$ALPS$ADI$MS$NEE
$533M
109 positions
#16CINCINNATI INSURANCE COActive
Some overlap · 7 shared positions
$ADI$PEP$WEC$USB$TMO$MCD
$6.9B
64 positions
#17Blossom Wealth ManagementActive
Some overlap · 7 shared positions
$ADI$WEC$PEP$NEE$ASML$TXN
$71M
72 positions
#18THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.Passive
Some overlap · 6 shared positions
$ALPS$ADI$WEC$NEE$TXN$MCD
$275M
1,236 positions
#19CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 6 shared positions
$ADI$PEP$WEC$ETN$TXN$WMB
$1.3B
99 positions
#20Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 7 shared positions
$ADI$WEC$NEE$USB$TMO$MCD
$449M
45 positions
#21Charter Oak Capital Management, LLC
Some overlap · 7 shared positions
$ADI$MS$NEE$CRM$TXN$PEP
$1.3B
208 positions
#22Nicholson Wealth Management Group, LLCPassive
Some overlap · 6 shared positions
$ADI$PEP$WEC$NEE$TXN$MCD
$170M
111 positions
#23Evansbrook LLCActive
Some overlap · 7 shared positions
$MS$ADI$NEE$ETN$ASML$TXN
$168M
127 positions
#24MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 7 shared positions
$MS$PEP$NEE$USB$TMO$TXN
$1.2B
106 positions
#25BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$MS$PEP$WEC$NEE$TMO$TXN
$499M
73 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.