What hedge funds are most similar to Spinnaker Investment Group, LLC?

The funds with the most similar 13F portfolios to Spinnaker Investment Group, LLC are Morton /CA, IAM Advisory,, Wealthcare Partners,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Spinnaker Investment Group,

13F Portfolio OverlapQ1 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 Q1 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 Morton /CA, IAM Advisory,, Wealthcare Partners,, with shared positions in $WT, $HUM, $AMGN, $HON, $GSAT, $UNH. The full ranking of 25 similar funds is below.

#1Morton Capital Management LLC/CASmart money

Substantial overlap · 4 shared positions

$WT $HUM $AMGN $HON

$672M

139 positions

#2IAM Advisory, LLCActive

Substantial overlap · 4 shared positions

$WT $GSAT $AMGN $HON

$446M

95 positions

#3Wealthcare Capital Partners, LLCActive

Substantial overlap · 4 shared positions

$WT $HUM $UNH $HSY

$213M

153 positions

#4Reyes Financial Architecture, Inc.Passive

Substantial overlap · 5 shared positions

$WT $AMGN $DUK $HUM $KO

$122M

348 positions

#5TopTier Wealth Management, LLCPassive

Substantial overlap · 4 shared positions

$WT $HUM $SNOW $UNH

$163M

795 positions

#6COLUMBIA ADVISORY PARTNERS LLCActive

Substantial overlap · 3 shared positions

$WT $HUM $GSAT

$157M

92 positions

#7MB, LEVIS & ASSOCIATES, LLCPassive

Substantial overlap · 3 shared positions

$WT $AMGN $UNIT

$240M

234 positions

#8INVENIO WEALTH PARTNERS LLCActive

Substantial overlap · 3 shared positions

$WT $SNOW $HON

$252M

89 positions

#9Team Financial Group, LLCActive

Substantial overlap · 4 shared positions

$WT $SNOW $UNH $HUM

$220M

273 positions

#10Envision Financial LLCActive

Substantial overlap · 3 shared positions

$WT $UNIT $BPRE

$186M

46 positions

#11Quattro Advisors LLCActive

Substantial overlap · 3 shared positions

$WT $KO $HSY

$115M

51 positions

#12RESOLUTE CAPITAL, LLCActive

Substantial overlap · 3 shared positions

$WT $DUK $HUM

$247M

57 positions

#13Lunt Capital Management, Inc.Active

Substantial overlap · 3 shared positions

$WT $DUK $GSAT

$260M

97 positions

#14tru Independence LLCPassive

Substantial overlap · 3 shared positions

$WT $HUM $HSY

$202M

102 positions

#15Serenus Wealth Advisors, LLCSmart money

Substantial overlap · 3 shared positions

$WT $HUM $UNIT

$501M

68 positions

#16Retirement Planning Group, LLCActive

Substantial overlap · 4 shared positions

$WT $HUM $SNOW $DUK

$3.2B

481 positions

#17BIP Wealth, LLCActive

Notable overlap · 5 shared positions

$WT $HUM $UNIT $KO $AMGN

$2.5B

453 positions

#18Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $UNIT

$142M

76 positions

#19Systelligence, LLCPassive

Notable overlap · 3 shared positions

$WT $GSAT $SNOW

$514M

56 positions

#20Berkeley, IncActive

Notable overlap · 3 shared positions

$WT $BPRE $UNIT

$298M

81 positions

#21Catalina Capital Group, LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $KO

$168M

176 positions

#22AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $UNIT $KO

$206M

97 positions

#23CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $BPRE $UNIT

$149M

96 positions

#24Compass Financial Services IncActive

Notable overlap · 4 shared positions

$WT $HUM $GSAT $KO

$231M

56 positions

#25Phillip James Consulting Co.Passive

Notable overlap · 3 shared positions

$WT $SNOW $UNH

$132M

378 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.