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Hedge Funds Similar to Spartan Planning & Wealth

13F Portfolio OverlapQ3 2026Spartan Planning & Wealth portfolio →
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Most similar hedge funds by 13F overlap

Spartan Planning & Wealth Management is an institutional investor managing $153M across 74 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Spartan Planning & Wealth are Busey Wealth, GLOBALT Investments / GA, ALBION FINANCIAL GROUP, with shared positions in $PM, $LIN, $QCOM, $C, $TXN, $AMGN. The full ranking of 25 similar funds is below.

#1Busey Wealth ManagementActive
Some overlap · 6 shared positions
$PM$LIN$QCOM$C$TXN$AMGN
$4.2B
387 positions
#2GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$PM$TXN$MS$C$AMGN
$2.9B
212 positions
#3ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$TXN$MS$QCOM$C$AMGN
$1.8B
792 positions
#4US Asset Management LLCPassive
Some overlap · 5 shared positions
$TXN$LIN$PM$C$AMGN
$131M
112 positions
#5ALLIANZ SEActive
Some overlap · 5 shared positions
$PM$LIN$QCOM$C$MS
$9.5B
519 positions
#6PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADOActive
Some overlap · 4 shared positions
$PM$TXN$LIN$MS
$28.9B
1,842 positions
#7Advisors Capital Management, LLCPassive
Some overlap · 4 shared positions
$PM$TXN$QCOM$C
$9.4B
634 positions
#8Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$TXN$MS$QCOM$AMGN$PM
$158M
78 positions
#9Manhattan West Asset Management, LLCPassive
Some overlap · 4 shared positions
$PM$LIN$QCOM$C
$599M
185 positions
#10Stronghold Wealth Management L.L.C.Passive
Some overlap · 4 shared positions
$PM$LIN$QCOM$C
$72M
125 positions
#11Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$PM$MS$QCOM$C
$10.2B
208 positions
#12YANKCOM PartnershipPassive
Slight overlap · 4 shared positions
$PM$MS$QCOM$C
$288M
322 positions
#13Oak Harvest Investment ServicesPassive
Slight overlap · 4 shared positions
$PM$TXN$MS$AMGN
$1.1B
166 positions
#14Zurich Insurance Group Ltd/FIPassive
Slight overlap · 4 shared positions
$TXN$PM$MS$C
$14.4B
323 positions
#15Stokes Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$TXN$LIN$MS$QCOM
$455M
118 positions
#16Clarendon Private LLCPassive
Slight overlap · 4 shared positions
$TXN$LIN$MS$QCOM
$156M
124 positions
#17Knights of Columbus Asset Advisors LLCPassive
Slight overlap · 4 shared positions
$TXN$LIN$MS$C
$2.0B
386 positions
#18McKinley Carter Wealth Services, Inc.Active
Slight overlap · 4 shared positions
$TXN$LIN$MS$C
$2.0B
323 positions
#19Foster Victor Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$PM$QCOM$C$AMGN
$2.0B
266 positions
#20BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Slight overlap · 4 shared positions
$TXN$LIN$QCOM$C
$371M
394 positions
#21United Super Pty Ltd in its capacity as Trustee for the ConsActive
Slight overlap · 4 shared positions
$TXN$LIN$QCOM$C
$5.6B
184 positions
#22Axecap Investments, LLCPassive
Slight overlap · 4 shared positions
$TXN$MS$QCOM$C
$169M
77 positions
#23Teucrium Investment Advisors, LLCActive
Slight overlap · 4 shared positions
$TXN$MS$QCOM$C
$112M
47 positions
#24BSN Capital Partners LtdActive
Slight overlap · 4 shared positions
$TXN$MS$QCOM$C
$2.5B
18 positions
#25Linscomb Wealth, Inc.Passive
Slight overlap · 4 shared positions
$PM$QCOM$C$AMGN
$2.3B
311 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.