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 Spectrum Financial Alliance Ltd

13F Portfolio OverlapQ2 2026Spectrum Financial Alliance Ltd portfolio →

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Most similar hedge funds by 13F overlap

Spectrum Financial Alliance Ltd LLC is an institutional investor managing $679M across 31 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 Spectrum Financial Alliance Ltd are Minneapolis Portfolio Group, Trace Wealth Advisors, BIRMINGHAM, with shared positions in $DE, $BA, $LMT, $QCOM, $SCHW, $C. The full ranking of 25 similar funds is below.

#1Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 4 shared positions

$DE $BA $LMT $QCOM

$1.1B

34 positions

#2Trace Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$QCOM $DE $SCHW

$153M

69 positions

#3BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Notable overlap · 4 shared positions

$DE $LMT $BA $C

$263M

90 positions

#4Hel Ved Capital Management LtdActive

Notable overlap · 3 shared positions

$QCOM $DE $F

$1.4B

72 positions

#5CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Notable overlap · 4 shared positions

$C $BA $DE $LMT

$200M

76 positions

#6HOERTKORN RICHARD CHARLESActive

Notable overlap · 4 shared positions

$MRVL $BA $F $SCHW

$149M

71 positions

#7MASTERS CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$BA $C $IP

$3.9B

80 positions

#8STALEY CAPITAL ADVISERS INCActive

Notable overlap · 3 shared positions

$QCOM $BA $C

$2.6B

193 positions

#9SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$DE $QCOM $MRVL

$205M

55 positions

#10Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$DE $LMT $SCHW $BA

$282M

73 positions

#11DMKC Advisory Services, LLCActive

Notable overlap · 4 shared positions

$DE $BA $LMT $C

$530M

92 positions

#12BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$MRVL $C $QCOM $BA

$679M

104 positions

#13Insight Inv LLCPassive

Notable overlap · 3 shared positions

$MRVL $C $QCOM

$212M

109 positions

#14Rayburn West Financial Services LLCPassive

Notable overlap · 3 shared positions

$LMT $C $DE

$181M

81 positions

#15Barnes Dennig Private Wealth Management LLCPassive

Notable overlap · 3 shared positions

$MRVL $DE $SCHW

$125M

365 positions

#16CERTUITY, LLCActive

Notable overlap · 3 shared positions

$C $F $BA

$2.0B

674 positions

#17R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$QCOM $BA $C

$188M

39 positions

#18Gleason Group, Inc.Active

Notable overlap · 3 shared positions

$DE $QCOM $C

$1.1B

449 positions

#19Mengis Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$DE $MRVL $QCOM $BA

$658M

218 positions

#20SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 3 shared positions

$QCOM $BA $C

$3.2B

40 positions

#21Palouse Capital Management, Inc.Passive

Notable overlap · 3 shared positions

$QCOM $C $BA

$160M

124 positions

#22Summa Corp.Smart money

Notable overlap · 3 shared positions

$MRVL $QCOM $DE

$319M

83 positions

#23Tarbox Group, Inc.Smart money

Some overlap · 4 shared positions

$DE $BA $C $IP

$698M

96 positions

#24BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 4 shared positions

$QCOM $DE $LMT $SCHW

$2.5B

270 positions

#25TL Private WealthSmart money

Some overlap · 3 shared positions

$LMT $MRVL $C

$273M

54 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.