What hedge funds are most similar to Spectrum Strategic Capital Management, LLC?

The funds with the most similar 13F portfolios to Spectrum Strategic Capital Management, LLC are Networth Advisors, Firestone, Objective, based on overlapping conviction holdings in the latest SEC filings.

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 Strategic

13F Portfolio OverlapQ3 2026Spectrum Strategic portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Spectrum Strategic Capital Management, LLC is an institutional investor managing $203M across 72 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 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, LLCActive

Some overlap · 3 shared positions

$FBTC $LNG $MS

$112M

99 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

$2.2B

562 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

$250M

217 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

$294M

223 positions

#17OLD SECOND NATIONAL BANK OF AURORAPassive

Slight overlap · 4 shared positions

$COF $MS $VLO $PLD

$501M

276 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, LLCPassive

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

$324M

176 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

$133M

141 positions

#25VIKING FUND MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$LNG $DOCN $MS

$1.1B

141 positions

Compare Spectrum Strategic’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Spectrum Strategic’s holdings

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.