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Hedge Funds Similar to Spire Wealth

13F Portfolio OverlapQ1 2026Spire Wealth portfolio →
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Most similar hedge funds by 13F overlap

Spire Wealth Management is an institutional investor managing $3.3B across 2,226 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 Spire Wealth are Wall Street Financial Group,, ATX Financial Planning,, Gratus Wealth Advisors,, with shared positions in $MAR, $MS, $AMAT, $PLTR, $LRCX, $KLAC. The full ranking of 25 similar funds is below.

#1Wall Street Financial Group, Inc.Passive
Some overlap · 6 shared positions
$MAR$MS$AMAT$PLTR$LRCX$KLAC
$169M
667 positions
#2ATX Financial Planning, LLCPassive
Some overlap · 5 shared positions
$MAR$MS$AGQ$LEN$IAU
$132M
81 positions
#3Gratus Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$MAR$MS$MCK$PWR
$691M
138 positions
#4Wealth Group LtdSmart money
Some overlap · 3 shared positions
$MAR$MS$AGQ
$439M
94 positions
#5Capital Planning LLCActive
Some overlap · 3 shared positions
$MAR$MS$PWR
$307M
82 positions
#6Fingerlakes Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$MAR$MS$AMAT
$151M
97 positions
#7Junto Capital Management LPPassive
Some overlap · 3 shared positions
$MAR$MS$AMAT
$4.7B
87 positions
#8Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MAR$MS$KLAC
$224M
47 positions
#9Sound Stewardship, LLCActive
Some overlap · 4 shared positions
$MAR$MS$IAU$PWR
$218M
63 positions
#10SNOWWATER INVESTMENT PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MAR$MS$LRCX
$106M
89 positions
#11CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 4 shared positions
$MAR$AGQ$AMAT$IAU
$689M
198 positions
#12KTF INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$MAR$MS$PLTR$KLAC
$584M
91 positions
#13ATLAS CAPITAL ADVISORS LLCPassive
Some overlap · 6 shared positions
$MAR$AMAT$KLAC$MCK$PWR$LRCX
$875M
989 positions
#14Fairway Financial, LLCActive
Some overlap · 3 shared positions
$MAR$MS$AMAT
$132M
23 positions
#15Bravias Capital Group, LLCActive
Some overlap · 3 shared positions
$MAR$AGQ$AMAT
$153M
96 positions
#16Eldridge Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$MAR$MS$MCK
$456M
154 positions
#17Innovative Wealth Building LLCActive
Some overlap · 3 shared positions
$MAR$MS$AGQ
$142M
70 positions
#18Guardian Capital, LLCPassive
Some overlap · 3 shared positions
$MAR$MS$PLTR
$105M
81 positions
#19Camarda Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$MAR$AGQ$AMAT$KLAC$LRCX
$190M
104 positions
#20Gross & Hartman Investments LLCSmart money
Some overlap · 3 shared positions
$MAR$MS$PLTR
$192M
72 positions
#21ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 3 shared positions
$MAR$MS$AGQ
$138M
59 positions
#22Atlas Legacy Advisors, LLCPassive
Some overlap · 4 shared positions
$MAR$LEN$PLTR$MS
$550M
195 positions
#23Retireful, LLCPassive
Some overlap · 3 shared positions
$MAR$LITE$AMAT
$71M
84 positions
#24Hartford Financial Management Inc.Passive
Some overlap · 3 shared positions
$MAR$AMAT$KLAC
$392M
344 positions
#25Ridge Creek Global, IncActive
Some overlap · 3 shared positions
$MAR$PWR$IAU
$118M
85 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.