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Hedge Funds Similar to Spectrum Strategic

13F Portfolio OverlapQ2 2026Spectrum Strategic portfolio →
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Most similar hedge funds by 13F overlap

Spectrum Strategic Capital Management, LLC is an institutional investor managing $202M across 79 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 Strategic are Networth Advisors, Firestone, Objective, with shared positions in $IAUM, $COF, $MS, $SHW, $FBTC, $LNG. The full ranking of 25 similar funds is below.

#1Networth Advisors, LLCActive
Some overlap · 4 shared positions
$IAUM$COF$MS$SHW
$172M
383 positions
#2Firestone Capital ManagementActive
Some overlap · 3 shared positions
$IAUM$FBTC$MS
$537M
168 positions
#3Objective Capital Management, LLCPassive
Some overlap · 3 shared positions
$FBTC$LNG$MS
$113M
103 positions
#4Beaumont Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$FBTC$ABT$AEP
$1.6B
383 positions
#5Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$COF$ABT$MS$PLD
$856M
89 positions
#6SMART Wealth LLCPassive
Some overlap · 3 shared positions
$YMM$FBTC$MS
$464M
222 positions
#7Cyndeo Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$ABT$YMM$MS$AEP
$2.1B
517 positions
#8Volterra Technologies LPPassive
Some overlap · 3 shared positions
$LNG$ABT$COF
$694M
303 positions
#9Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 3 shared positions
$YMM$FBTC$MS
$241M
215 positions
#10DAVIS SELECTED ADVISERSActive
Some overlap · 3 shared positions
$COF$JBS$YMM
$23.3B
112 positions
#11Guardian Wealth Advisors, LLCActive
Slight overlap · 4 shared positions
$FDS$ABT$APD$VLO
$200M
66 positions
#12Smart Portfolios, LLC
Slight overlap · 3 shared positions
$YMM$ABT$APD
$100M
99 positions
#13Nordwand Advisors, LLCPassive
Slight overlap · 4 shared positions
$ABT$NCLH$MS$APD
$652M
146 positions
#14PEAK FINANCIAL ADVISORS LLCPassive
Slight overlap · 3 shared positions
$YMM$LNG$MS
$242M
78 positions
#15FWL INVESTMENT MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$LNG$CDNS$YMM
$545M
501 positions
#16Lewis Asset Management, LLCPassive
Slight overlap · 4 shared positions
$COF$ABT$LNG$VLO
$285M
219 positions
#17OLD SECOND NATIONAL BANK OF AURORAPassive
Slight overlap · 4 shared positions
$COF$MS$VLO$PLD
$530M
275 positions
#18Close Asset Management LtdActive
Slight overlap · 3 shared positions
$COF$EME$CDNS
$3.8B
269 positions
#19Caitlin John, LLCPassive
Slight overlap · 3 shared positions
$EME$FDS$YMM
$183M
1,001 positions
#20Talon Private Wealth, LLC
Slight overlap · 3 shared positions
$LNG$EME$MS
$1.7B
462 positions
#21Cincinnati Specialty Underwriters Insurance COActive
Slight overlap · 4 shared positions
$ABT$VLO$PLD$APD
$449M
45 positions
#22River Street Advisors LLCPassive
Slight overlap · 4 shared positions
$COF$MS$VLO$PLD
$340M
177 positions
#23Liberty Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$EME$CDNS$ABT
$582M
184 positions
#24EAGLE HARBOR ASSET MANAGEMENT INC /ADVPassive
Slight overlap · 3 shared positions
$COF$ABT$ENS
$127M
135 positions
#25VIKING FUND MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$LNG$DOCN$MS
$1.1B
146 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.