What hedge funds are most similar to Spartan Wealth Advisory Services LLC?

The funds with the most similar 13F portfolios to Spartan Wealth Advisory Services LLC are Anther Ltd, Central Asset Investments & (HK) Ltd, WT Asset Ltd, 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 Spartan Wealth Advisory Services

13F Portfolio OverlapQ1 2026Spartan Wealth Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

Spartan Wealth Advisory Services LLC is an institutional investor managing $1.1B across 311 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 Spartan Wealth Advisory Services are Anther Ltd, Central Asset Investments & (HK) Ltd, WT Asset Ltd, with shared positions in $MU, $SNDK, $WDC, $AMAT, $ASML, $USB. The full ranking of 25 similar funds is below.

#1Anther Capital LtdActive

Notable overlap · 5 shared positions

$MU $SNDK $WDC $AMAT $ASML

$3.8B

31 positions

#2Central Asset Investments & Management Holdings (HK) LtdActive

Notable overlap · 4 shared positions

$MU $SNDK $WDC $ASML

$108M

24 positions

#3WT Asset Management LtdSmart money

Notable overlap · 5 shared positions

$MU $SNDK $WDC $USB $ASML

$4.8B

32 positions

#4Markin Volterra Fund LPActive

Notable overlap · 5 shared positions

$MU $SNDK $WDC $AMAT $ASML

$65M

34 positions

#5Tairen Capital LtdActive

Notable overlap · 5 shared positions

$MU $SNDK $AMAT $LIN $ASML

$924M

44 positions

#6Trivest Advisors LtdSmart money

Notable overlap · 5 shared positions

$MU $WDC $SNDK $AMAT $LIN

$1.4B

29 positions

#7Q Fund Management (Hong Kong) LtdSmart money

Notable overlap · 4 shared positions

$MU $SNDK $UNH $USB

$107M

33 positions

#8Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active

Notable overlap · 5 shared positions

$MU $WDC $CRWD $AMAT $LIN

$1.2B

51 positions

#9KCM Capital IncActive

Notable overlap · 3 shared positions

$MU $SNDK $MCD

$622M

34 positions

#10Appaloosa LPActive

Notable overlap · 4 shared positions

$MU $SNDK $ASML $UNH

$5.9B

31 positions

#11Grand Alliance Asset Management LtdActive

Notable overlap · 3 shared positions

$MU $SNDK $WDC

$165M

13 positions

#12Situational Awareness LPActive

Notable overlap · 3 shared positions

$MU $SNDK $ASML

$13.7B

42 positions

#13Rakuten Securities, Inc.Passive

Notable overlap · 3 shared positions

$MU $SNDK $UNH

$241M

879 positions

#14Optiver Holding B.V.Active

Notable overlap · 4 shared positions

$MU $AMAT $CRWD $PANW

$289.5B

2,301 positions

#15JACKSON SQUARE CAPITAL, LLCPassive

Notable overlap · 4 shared positions

$MU $ANET $LIN $PANW

$477M

129 positions

#16Alta Park Capital, LPActive

Notable overlap · 5 shared positions

$SNDK $WDC $AMAT $PANW $ASML

$642M

25 positions

#17Collar Capital Management, LLCPassive

Notable overlap · 4 shared positions

$MU $WDC $UNH $C

$155M

72 positions

#18Benchmark Investment Advisors LLCPassive

Notable overlap · 8 shared positions

$MU $SNDK $ANET $CRWD $AMAT $PANW

$172M

76 positions

#19KEMPNER CAPITAL MANAGEMENT INC.

Notable overlap · 3 shared positions

$MU $UNH $C

$106M

43 positions

#20Decker Retirement Planning Inc.Passive

Notable overlap · 3 shared positions

$MU $WDC $ASML

$221M

284 positions

#21WS MANAGEMENT LLLPActive

Notable overlap · 3 shared positions

$MU $TXN $USB

$1.1B

56 positions

#22Williamson Legacy Group, LLCPassive

Notable overlap · 3 shared positions

$SNDK $WDC $MU

$133M

81 positions

#23DCF Advisers, LLCActive

Notable overlap · 3 shared positions

$MU $C $USB

$375M

86 positions

#24Retireful, LLCPassive

Notable overlap · 4 shared positions

$WDC $MU $SNDK $AMAT

$71M

84 positions

#25S&T BANK/PAPassive

Notable overlap · 4 shared positions

$SNDK $WDC $FLEX $PANW

$268M

411 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.