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Hedge Funds Similar to SPINNAKER

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

SPINNAKER TRUST is an institutional investor managing $2.1B across 309 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 SPINNAKER are REUTER JAMES WEALTH, PARSONS, ANDERSON HOAGLAND, with shared positions in $IAU, $ASML, $DE, $UBER, $TMO, $MMM. The full ranking of 25 similar funds is below.

#1REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$IAU$ASML$DE$UBER$TMO
$760M
229 positions
#2PARSONS CAPITAL MANAGEMENT INC/RIPassive
Some overlap · 4 shared positions
$MMM$TMO$BLK$NEE
$2.2B
525 positions
#3ANDERSON HOAGLAND & COActive
Some overlap · 4 shared positions
$IAU$ASML$MMM$UBER
$1.3B
137 positions
#4Pacific Point Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$NEE
$219M
129 positions
#5Parkside Investments, LLCActive
Some overlap · 4 shared positions
$IAU$YMM$NEE$TMO
$902M
91 positions
#6CAPE ANN SAVINGS BANKActive
Some overlap · 4 shared positions
$IAU$DE$BLK$NEE
$212M
113 positions
#7EverSource Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$APO
$3.0B
4,392 positions
#8Marietta Wealth Management, LLCActive
Some overlap · 6 shared positions
$ASML$DE$BLK$NEE$UBER$TMO
$971M
133 positions
#9FIRST AMERICAN TRUST, FSBPassive
Some overlap · 6 shared positions
$IAU$ASML$MMM$BLK$NEE$TMO
$1.7B
307 positions
#10CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 6 shared positions
$ASML$BLK$NEE$YMM$APO$TMO
$78M
44 positions
#11Summit Place Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$YMM$BLK
$228M
110 positions
#12Bigelow Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$DE$NEE$TMO
$276M
157 positions
#13JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 3 shared positions
$IAU$ASML$BLK
$984M
375 positions
#14Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$ASML$UBER
$2.8B
151 positions
#15Purkiss Capital Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$NEE$STLD$TMO
$263M
189 positions
#16STABLEFORD CAPITAL II LLCPassive
Some overlap · 4 shared positions
$ARCC$IAU$ASML$PLD
$289M
147 positions
#17Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$ASML$DE$NEE
$710M
193 positions
#18Palisades Hudson Asset Management, L.P.Active
Some overlap · 4 shared positions
$IAU$STLD$PLD$DE
$286M
108 positions
#19Birchwood Financial Partners, Inc.Passive
Some overlap · 3 shared positions
$MMM$IAU$DE
$122M
352 positions
#20Victrix Investment AdvisorsPassive
Some overlap · 3 shared positions
$MMM$ASML$NEE
$239M
75 positions
#21Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$IAU$MMM$DE
$368M
123 positions
#22Security National BankPassive
Some overlap · 5 shared positions
$ASML$DE$BLK$NEE$TMO
$838M
392 positions
#23Alpha Zero LLCActive
Some overlap · 4 shared positions
$IAU$ASML$BLK$PLD
$264M
107 positions
#24BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 4 shared positions
$ASML$IAU$NEE$ARCC
$1.5B
234 positions
#25J. R. Prunier Capital Management LLC
Some overlap · 3 shared positions
$IAU$DE$NEE
$235M
67 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.