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 Spire Wealth

13F Portfolio OverlapQ2 2026Spire Wealth portfolio →

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Most similar hedge funds by 13F overlap

Spire Wealth Management is an institutional investor managing $3.3B across 2,226 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 Spire Wealth are Markin Volterra Fund, PATTON FUND, Hilltop National Bank, with shared positions in $KLAC, $FIX, $PWR, $ANET, $LITE, $STX. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive

Some overlap · 9 shared positions

$KLAC $FIX $PWR $ANET $LITE $STX

$147M

69 positions

#2PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$KLAC $FIX $LITE $STX $DELL $IAU

$462M

86 positions

#3Hilltop National BankPassive

Some overlap · 7 shared positions

$KLAC $PWR $ANET $STX $DELL $IAU

$468M

805 positions

#4Gunderson Capital Management Inc.Active

Some overlap · 6 shared positions

$KLAC $PWR $ANET $STX $DELL $MRVL

$370M

52 positions

#5Great Lakes Retirement, Inc.Passive

Some overlap · 6 shared positions

$KLAC $PWR $ANET $STX $DELL $MRVL

$1.1B

216 positions

#6Winslow Capital Management, LLCActive

Some overlap · 6 shared positions

$KLAC $PWR $ANET $LITE $STX $MCK

$29.1B

66 positions

#7ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 7 shared positions

$PWR $KLAC $ANET $FIX $DELL $CRWD

$4.4B

109 positions

#8Highview Capital Management LLC/DE/Passive

Some overlap · 6 shared positions

$KLAC $PWR $MAR $DELL $CRWD $MRVL

$347M

118 positions

#9SEEDS INVESTOR LLCPassive

Some overlap · 7 shared positions

$KLAC $FIX $LITE $STX $DELL $IAU

$973M

379 positions

#10Fedenia Advisers LLCPassive

Some overlap · 6 shared positions

$KLAC $FIX $LITE $STX $DELL $MRVL

$421M

459 positions

#11Polar Capital Holdings PlcActive

Some overlap · 6 shared positions

$KLAC $ANET $LITE $STX $CRWD $MRVL

$42.4B

245 positions

#12Davidson Capital Management Inc.Active

Some overlap · 5 shared positions

$KLAC $PWR $FIX $ANET $MCK

$624M

96 positions

#13Park Capital Management, LLC / WIPassive

Some overlap · 6 shared positions

$KLAC $FIX $LITE $STX $DELL $MRVL

$170M

161 positions

#14Retireful, LLCPassive

Some overlap · 7 shared positions

$FIX $KLAC $ANET $STX $DELL $CRWD

$107M

81 positions

#15BALDWIN WEALTH PARTNERS LLC/MAPassive

Some overlap · 5 shared positions

$KLAC $PWR $MAR $MCK $IAU

$1.5B

234 positions

#16Geneva Partners, LLCPassive

Some overlap · 6 shared positions

$KLAC $FIX $STX $DELL $MRVL $PWR

$375M

75 positions

#17Menard Financial Group LLCActive

Some overlap · 5 shared positions

$KLAC $PWR $MCK $DELL $CRWD

$184M

80 positions

#18Cunning Capital Partners, LPActive

Some overlap · 5 shared positions

$KLAC $PWR $MCK $DELL $CRWD

$248M

55 positions

#19Axecap Investments, LLCPassive

Some overlap · 5 shared positions

$KLAC $MAR $ANET $DELL $CRWD

$181M

73 positions

#20Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$KLAC $FIX $ANET $CRWD $MRVL

$228M

70 positions

#21OAK RIDGE INVESTMENTS LLCActive

Some overlap · 5 shared positions

$KLAC $PWR $CRWD $MRVL $MAR

$1.8B

170 positions

#22GLR Partners, LLCPassive

Some overlap · 5 shared positions

$KLAC $FIX $ANET $IAU $MRVL

$215M

111 positions

#23JACKSON SQUARE CAPITAL, LLCActive

Some overlap · 5 shared positions

$KLAC $ANET $LITE $DELL $CRWD

$719M

138 positions

#24Zweig-DiMenna Associates LLCActive

Some overlap · 6 shared positions

$PWR $LITE $STX $DELL $CRWD $MRVL

$1.1B

70 positions

#25Bensler, LLCPassive

Some overlap · 4 shared positions

$KLAC $PWR $FIX $ANET

$1.1B

198 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.