13F Pro

Hedge Funds Similar to Spectrum Investment Advisors,

13F Portfolio OverlapQ1 2026Spectrum Investment Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Spectrum Investment Advisors, Inc. is an institutional investor managing $201M across 46 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 Investment Advisors, are Kastel Advisors,, Magnolia Wealth ,, Global X Japan , Ltd., with shared positions in $DHR, $UNIT, $ALPS, $HUM, $KKR, $NEE. The full ranking of 25 similar funds is below.

#1Kastel Capital Advisors, LLCActive
Notable overlap · 5 shared positions
$DHR$UNIT$ALPS$HUM$KKR
$163M
55 positions
#2Magnolia Wealth Management, LLCActive
Notable overlap · 3 shared positions
$DHR$NEE$MCD
$172M
212 positions
#3Global X Japan Co., Ltd.Active
Notable overlap · 3 shared positions
$DHR$TXN$MCD
$1.9B
378 positions
#4Tide Cove Capital Partners LLCSmart money
Notable overlap · 4 shared positions
$DHR$HUM$USB$KKR
$147M
13 positions
#5TRUE Private Wealth AdvisorsPassive
Notable overlap · 3 shared positions
$DHR$ALPS$USB
$1.0B
266 positions
#6CAHABA WEALTH MANAGEMENT, INC.Smart money
Notable overlap · 3 shared positions
$DHR$KKR$MCD
$1.5B
154 positions
#7Hegarty Advisors, LLCActive
Notable overlap · 5 shared positions
$UNIT$ALPS$HUM$USB$KKR
$127M
57 positions
#8Compass Ion Advisors, LLCActive
Notable overlap · 5 shared positions
$DHR$UNIT$HUM$NEE$KKR
$1.0B
279 positions
#9Mill Creek Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$DHR$UNIT$KKR$HUM
$4.9B
260 positions
#10Schubert & CoActive
Notable overlap · 4 shared positions
$DHR$T$NEE$KKR
$123M
69 positions
#11Waldron Private Wealth LLCActive
Notable overlap · 3 shared positions
$DHR$UNIT$KKR
$2.6B
342 positions
#12Hardy Reed LLCActive
Notable overlap · 3 shared positions
$DHR$KKR$NEE
$1.4B
243 positions
#13RPS ADVISORY SOLUTIONS LLCActive
Notable overlap · 3 shared positions
$DHR$HUM$T
$176M
108 positions
#14FORTE ASSET MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$DHR$ALPS$USB
$228M
76 positions
#15Gladwyn Financial Advisors, Inc.Active
Notable overlap · 5 shared positions
$UNIT$WEC$USB$NEE$MCD
$160M
82 positions
#16Grove Street Fiduciary, LLCActive
Notable overlap · 3 shared positions
$UNIT$ABT$HUM
$227M
74 positions
#17Mason Investment Advisory Services, Inc.Smart money
Notable overlap · 4 shared positions
$UNIT$HUM$KKR$USB
$2.2B
79 positions
#18Discipline Wealth Solutions, LLCActive
Notable overlap · 3 shared positions
$UNIT$HUM$NEE
$950M
192 positions
#1925 LLCActive
Notable overlap · 3 shared positions
$UNIT$USB$NEE
$324M
69 positions
#20guardian investment managementActive
Notable overlap · 4 shared positions
$DHR$TXN$T$KKR
$127M
60 positions
#21Vantage Financial Partners, LLC
Notable overlap · 4 shared positions
$DHR$WEC$HUM$T
$493M
212 positions
#22Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 3 shared positions
$DHR$MCD$ABT
$199M
40 positions
#23Skyline Advisors, Inc.Passive
Notable overlap · 3 shared positions
$DHR$UNIT$NEE
$287M
120 positions
#24Family CFO IncActive
Notable overlap · 3 shared positions
$UNIT$HUM$USB
$223M
41 positions
#25FIDUCIARY ADVISORS, INC.Active
Notable overlap · 4 shared positions
$DHR$UNIT$USB$KKR
$133M
121 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.