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Hedge Funds Similar to Spahn Wealth & Retirement

13F Portfolio OverlapQ2 2026Spahn Wealth & Retirement portfolio →
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Most similar hedge funds by 13F overlap

Spahn Wealth & Retirement LLC is an institutional investor managing $155M across 38 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 Spahn Wealth & Retirement are Connective Portfolio, Hosking Partners LLP, Arrow Pty Ltd, with shared positions in $C, $SPCX, $AXP, $IBKR, $BKNG, $IBIT. The full ranking of 25 similar funds is below.

#1Connective Portfolio Management, LLCPassive
Notable overlap · 3 shared positions
$C$SPCX$AXP
$60M
39 positions
#2Hosking Partners LLPActive
Notable overlap · 4 shared positions
$C$IBKR$AXP$BKNG
$3.0B
98 positions
#3Arrow Capital Pty LtdActive
Notable overlap · 3 shared positions
$C$SPCX$IBKR
$118M
25 positions
#4Pilgrim Partners Asia Pte LtdActive
Notable overlap · 3 shared positions
$IBKR$IBIT$ETHA
$234M
108 positions
#5WINMILL & CO. INCActive
Some overlap · 4 shared positions
$IBKR$LPLA$AMP$SLV
$452M
56 positions
#6Capital Advisor Network LLCActive
Some overlap · 3 shared positions
$SLV$IBIT$ETHA
$80M
183 positions
#7Corecam Pte. Ltd.Passive
Some overlap · 4 shared positions
$SLV$IBIT$ETHA$C
$264M
82 positions
#8Corecam AGPassive
Some overlap · 3 shared positions
$SLV$IBIT$ETHA
$117M
50 positions
#9RIA Advisory Group LLCActive
Some overlap · 3 shared positions
$SLV$SPCX$IBIT
$460M
154 positions
#10Copia Wealth Management
Some overlap · 4 shared positions
$SLV$IBIT$STT$ETHA
$166M
570 positions
#11Ameliora Wealth Management Ltd.Passive
Some overlap · 4 shared positions
$C$SLV$IBKR$IBIT
$337M
229 positions
#12RoundAngle Advisors LLC
Some overlap · 3 shared positions
$SLV$IBIT$ETHA
$134M
60 positions
#13PROATHLETE WEALTH MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$IBIT$C$SPCX$AXP
$404M
300 positions
#14Longbow Finance SAPassive
Some overlap · 5 shared positions
$IBKR$C$STT$AXP$RL
$782M
59 positions
#15Marathon Trading Investment Management LLCActive
Some overlap · 3 shared positions
$SLV$IBIT$ETHA
$3.2B
278 positions
#16Parkwood LLCActive
Some overlap · 3 shared positions
$IBIT$C$SPCX
$1.4B
72 positions
#17HARVARD MANAGEMENT CO INCActive
Some overlap · 3 shared positions
$SPCX$IBIT$BKNG
$4.3B
19 positions
#18RIK SAYLOR FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$SPCX$IBIT$SLV
$151M
89 positions
#19BIRINYI ASSOCIATES INCSmart money
Some overlap · 3 shared positions
$C$AXP$BKNG
$423M
61 positions
#20Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$SLV$STT$IBIT
$309M
142 positions
#21DWM Financial Group, Inc.Active
Some overlap · 3 shared positions
$IBIT$ETHA$SLV
$112M
40 positions
#22Hyposwiss Advisors SAActive
Some overlap · 4 shared positions
$SLV$IBIT$BKNG$STT
$106M
105 positions
#23Twelve Points Wealth Management LLCPassive
Some overlap · 3 shared positions
$SLV$STT$AXP
$499M
213 positions
#24ABOUND FINANCIAL, LLCActive
Some overlap · 3 shared positions
$IBIT$ETHA$BKNG
$251M
297 positions
#25Schonfeld Strategic Advisors LLCPassive
Some overlap · 4 shared positions
$SPCX$SLV$IBIT$BKNG
$27.9B
2,556 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.