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Hedge Funds Similar to Spectrum Asset , (NB/CA)

13F Portfolio OverlapQ3 2026Spectrum Asset , (NB/CA) portfolio →
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Most similar hedge funds by 13F overlap

Spectrum Asset Management, Inc. (NB/CA) is an institutional investor managing $346M across 112 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 Spectrum Asset , (NB/CA) are Powszechne Towarzystwo Emerytalne Allianz Polska S.A., Marotta Asset, PARTNERS INVESTMENT GROUP, LLP, with shared positions in $WFC, $FCX, $EMR, $NVS, $DUK, $MCK. The full ranking of 25 similar funds is below.

#1Powszechne Towarzystwo Emerytalne Allianz Polska S.A.Active
Notable overlap · 3 shared positions
$WFC$FCX$EMR
$373M
13 positions
#2Marotta Asset ManagementActive
Notable overlap · 5 shared positions
$WFC$NVS$DUK$MCK$DE
$589M
101 positions
#3PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 5 shared positions
$IAU$LIN$NVS$SCHW$DE
$2.8B
186 positions
#4Keystone Financial ServicesActive
Notable overlap · 5 shared positions
$IAU$WFC$SCHW$NVS$MCK
$388M
131 positions
#5Deane Retirement Strategies, Inc.Passive
Notable overlap · 4 shared positions
$IAU$WFC$LIN$MCK
$244M
53 positions
#6FORBES J M & CO LLPActive
Notable overlap · 3 shared positions
$IAU$EMR$LIN
$1.3B
157 positions
#7EHRLICH FINANCIAL GROUPActive
Notable overlap · 4 shared positions
$IAU$EW$MRVL$DE
$193M
120 positions
#8Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 5 shared positions
$IAU$SCHW$NVS$WFC$MCK
$637M
125 positions
#9Fearless Solutions, LLC dba Best InvestPassive
Notable overlap · 3 shared positions
$IAU$SCHW$MRVL
$197M
143 positions
#10CADINHA & CO LLCActive
Notable overlap · 3 shared positions
$IAU$DUK$WFC
$616M
107 positions
#11TRUE Private Wealth AdvisorsPassive
Notable overlap · 4 shared positions
$IAU$EMR$WFC$MRVL
$1.2B
289 positions
#12CAMDEN NATIONAL BANKPassive
Notable overlap · 6 shared positions
$LHX$NVS$IAU$DUK$LIN$DE
$767M
184 positions
#13SkyView Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$EME$LIN$ASML
$128M
278 positions
#14Timber Creek Capital Management LLCPassive
Notable overlap · 5 shared positions
$IAU$SCHW$NVS$LIN$ASML
$490M
80 positions
#15ProVise Management Group, LLCPassive
Notable overlap · 5 shared positions
$WFC$SCHW$NVS$DUK$MCK
$1.5B
282 positions
#16BWM Planning, LLCActive
Notable overlap · 3 shared positions
$WFC$DE$SCHW
$431M
99 positions
#17Madson Wealth Advisors IncActive
Notable overlap · 7 shared positions
$NVS$EMR$IAU$HON$HONA$WFC
$144M
93 positions
#18Bigelow Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$DUK$MRVL$DE
$281M
154 positions
#19ANDERSON HOAGLAND & COActive
Some overlap · 3 shared positions
$IAU$FCX$ASML
$1.3B
135 positions
#20Ridge Creek Global, IncPassive
Some overlap · 4 shared positions
$IAU$LIN$HON$HONA
$129M
94 positions
#21ROGCO, LPActive
Some overlap · 3 shared positions
$IAU$EMR$MRVL
$327M
224 positions
#22WEALTHSPAN PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$WFC$DE
$317M
129 positions
#23SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IAU$WFC$NVS$FCX
$298M
133 positions
#24TENET WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$WFC$DE
$142M
107 positions
#25Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$HON$HONA
$227M
73 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.