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Hedge Funds Similar to Spinnaker Investment Group

13F Portfolio OverlapQ2 2026Spinnaker Investment Group portfolio →
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Most similar hedge funds by 13F overlap

Spinnaker Investment Group, LLC is an institutional investor managing $624M across 179 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 Spinnaker Investment Group are SHERMAN PORFOLIOS, ZIONS BANCORPORATION, NATIONAL ASSOCIATION, FEDERATED HERMES, with shared positions in $BPRE, $AMGN, $DUK, $PEP, $AZN, $PM. The full ranking of 25 similar funds is below.

#1SHERMAN PORFOLIOS, LLCSmart money
Slight overlap · 5 shared positions
$BPRE$AMGN$DUK$PEP$AZN
$1.3B
97 positions
#2ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active
Slight overlap · 5 shared positions
$AMGN$PM$DUK$PEP$PFE
$1.7B
1,629 positions
#3FEDERATED HERMES, INC.Passive
Slight overlap · 5 shared positions
$AMGN$PM$DUK$PEP$PFE
$69.6B
2,038 positions
#4First Bank & TrustPassive
Slight overlap · 5 shared positions
$AMGN$PM$DUK$PEP$PFE
$680M
270 positions
#5MBA Advisors LLCPassive
Slight overlap · 5 shared positions
$AMGN$PM$DUK$PEP$IAU
$297M
166 positions
#6BELLEVUE ASSET MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$BPRE$AMGN$PM$PEP
$217M
578 positions
#7WealthPoint Financial, LLCPassive
Slight overlap · 3 shared positions
$BPRE$PM$DUK
$137M
126 positions
#8Innova Wealth PartnersPassive
Slight overlap · 4 shared positions
$AMGN$PM$AGNC$PEP
$244M
180 positions
#9ProVise Management Group, LLCPassive
Slight overlap · 4 shared positions
$AMGN$PM$DUK$PEP
$1.5B
282 positions
#10LOWE BROCKENBROUGH & CO INCActive
Slight overlap · 4 shared positions
$AMGN$PM$DUK$PEP
$2.2B
341 positions
#11Powers Advisory Group, LLCActive
Slight overlap · 4 shared positions
$AMGN$PM$DUK$PEP
$319M
130 positions
#12Slagle Financial, LLCPassive
Slight overlap · 4 shared positions
$AMGN$PM$DUK$PEP
$334M
127 positions
#13Pathway Financial Advisers, LLCPassive
Slight overlap · 4 shared positions
$AMGN$PM$DUK$PEP
$397M
167 positions
#14First City Capital Management, Inc.Passive
Slight overlap · 4 shared positions
$AMGN$PM$DUK$PEP
$206M
164 positions
#15Sunbelt Securities, Inc.
Slight overlap · 3 shared positions
$BPRE$PM$IAU
$1.6B
2,954 positions
#16Magnolia Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$BPRE$PM$IAU
$182M
153 positions
#17Phillips Wealth Planners LLCPassive
Slight overlap · 4 shared positions
$AMGN$PM$DUK$AZN
$136M
217 positions
#18Code Waechter LLCPassive
Slight overlap · 4 shared positions
$AMGN$PM$DUK$PFE
$193M
127 positions
#19Paradigm Capital Management, LLC/NVActive
Slight overlap · 4 shared positions
$AMGN$PM$DUK$PFE
$116M
65 positions
#20P.A.W. CAPITAL CORPPassive
Slight overlap · 4 shared positions
$AMGN$PM$PEP$PFE
$133M
66 positions
#21Beacon Harbor Wealth Advisors, Inc.Passive
Slight overlap · 4 shared positions
$AMGN$PM$PEP$PFE
$513M
70 positions
#22Mengis Capital Management, Inc.Passive
Slight overlap · 5 shared positions
$PM$PEP$AZN$IAU$HSY
$658M
218 positions
#23Novak & Powell Financial Services, Inc.Passive
Slight overlap · 4 shared positions
$AMGN$PM$DUK$IAU
$212M
171 positions
#24Verity Asset Management, Inc.Passive
Slight overlap · 4 shared positions
$AMGN$PM$DUK$IAU
$264M
223 positions
#25PINKERTON WEALTH, LLCActive
Slight overlap · 4 shared positions
$AMGN$DUK$PEP$AZN
$1.2B
103 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.