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Hedge Funds Similar to Spartan Wealth Advisory Services

13F Portfolio OverlapQ2 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 $1.2B across 320 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 Spartan Wealth Advisory Services are Bluebird Wealth, GUERRA PAN ADVISORS, Riggs Asset Managment, with shared positions in $CRWD, $ANET, $C, $ASML, $LIN, $VRT. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive
Notable overlap · 6 shared positions
$CRWD$ANET$C$ASML$LIN$VRT
$115M
89 positions
#2GUERRA PAN ADVISORS, LLCPassive
Some overlap · 5 shared positions
$CRWD$ANET$ASML$VRT$MS
$179M
118 positions
#3Riggs Asset Managment Co. Inc.Passive
Some overlap · 5 shared positions
$ANET$CRWD$C$SNDK$VRT
$560M
132 positions
#4GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$CRWD$ANET$SNDK$VRT
$363M
43 positions
#5Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$ANET$CRWD$ASML$SNDK$VRT
$228M
70 positions
#6Darden Wealth Group IncPassive
Some overlap · 4 shared positions
$CRWD$ANET$ASML$SNDK
$252M
155 positions
#7Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$CRWD$ANET$C$MS
$181M
73 positions
#8Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$ANET$CRWD$ASML$MS$DE
$345M
111 positions
#9Asio Capital, LLCActive
Some overlap · 5 shared positions
$CRWD$C$ASML$ANET$MS
$781M
109 positions
#10Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 3 shared positions
$CRWD$ANET$ASML
$2.7B
206 positions
#11Snider Financial GroupPassive
Some overlap · 3 shared positions
$CRWD$ANET$ASML
$393M
103 positions
#12Synergy Financial Group, LTDPassive
Some overlap · 3 shared positions
$CRWD$ANET$ASML
$139M
119 positions
#13WD RUTHERFORD LLCPassive
Some overlap · 3 shared positions
$CRWD$ANET$VRT
$276M
75 positions
#14True Vision MN LLC
Some overlap · 3 shared positions
$CRWD$ANET$VRT
$194M
98 positions
#15ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$CRWD$ANET$VRT
$551M
40 positions
#16Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$CRWD$ANET$VRT
$234M
81 positions
#17Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$ANET$CRWD$ASML$VRT
$819M
339 positions
#18FAIRFIELD, BUSH & CO.Passive
Some overlap · 3 shared positions
$CRWD$ANET$ASML
$203M
126 positions
#19Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$ANET$CRWD$ASML$VRT
$476M
77 positions
#20Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$ANET$ASML$SNDK$MS$VRT
$29.1B
66 positions
#21Retireful, LLCPassive
Some overlap · 4 shared positions
$ANET$CRWD$SNDK$VRT
$107M
81 positions
#22Goldstream Capital Management LtdActive
Some overlap · 4 shared positions
$CRWD$ASML$SNDK$VRT
$132M
45 positions
#23Left Brain Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CRWD$ANET$VRT
$332M
99 positions
#24Schear Investment Advisers, LLCPassive
Some overlap · 5 shared positions
$CRWD$C$LIN$MS$VRT
$299M
83 positions
#25Traynor Capital Management, Inc.Active
Some overlap · 4 shared positions
$CRWD$ASML$VRT$DE
$2.2B
369 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.