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Hedge Funds Similar to Trace Wealth Advisors

13F Portfolio OverlapQ2 2026Trace Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Trace Wealth Advisors, LLC is an institutional investor managing $153M across 69 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 Trace Wealth Advisors are Spectrum Financial Alliance Ltd, SPRING, Shelter Mutual Insurance, with shared positions in $QCOM, $DE, $SCHW, $PEP, $BMY, $PFE. The full ranking of 25 similar funds is below.

#1Spectrum Financial Alliance Ltd LLCActive
Notable overlap · 3 shared positions
$QCOM$DE$SCHW
$679M
31 positions
#2SPRING CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$QCOM$DE$PEP
$205M
55 positions
#3Shelter Mutual Insurance CoActive
Notable overlap · 5 shared positions
$DE$QCOM$BMY$PEP$PFE
$473M
58 positions
#4Alliance Private Wealth, LLCActive
Notable overlap · 7 shared positions
$DE$QCOM$BMY$DIS$PEP$PFE
$288M
82 positions
#5Juno Financial Group LLCActive
Notable overlap · 4 shared positions
$DE$SCHW$PEP$MO
$282M
73 positions
#6Atala Financial IncPassive
Notable overlap · 3 shared positions
$DE$QCOM$DIS
$165M
121 positions
#7COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$DE$MO$PEP$MS
$166M
88 positions
#8DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$DE$O$PEP$PFE
$530M
92 positions
#9Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$DE$QCOM$PFE
$1.1B
34 positions
#10BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$QCOM$DE$SCHW$BMY$PEP
$2.5B
270 positions
#11Tarbox Group, Inc.Smart money
Some overlap · 4 shared positions
$DE$PEP$PFE$O
$698M
96 positions
#12HOGE FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$QCOM$PEP$MO
$209M
83 positions
#13Baugh & Associates, LLCActive
Some overlap · 6 shared positions
$QCOM$MO$O$PEP$PFE$MS
$226M
42 positions
#14MARKEL GROUP INC.Active
Some overlap · 4 shared positions
$DE$BX$SCHW$DIS
$13.1B
130 positions
#15STALEY CAPITAL ADVISERS INCActive
Some overlap · 4 shared positions
$QCOM$DIS$PFE$FISV
$2.6B
193 positions
#16Investmark Advisory Group LLCPassive
Some overlap · 3 shared positions
$QCOM$MO$PEP
$263M
148 positions
#17Dynamic Financial GroupSmart money
Some overlap · 3 shared positions
$DE$MO$PFE
$132M
76 positions
#18VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$QCOM$BX$O$PEP
$201M
57 positions
#19Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$DE$DVN$PEP
$214M
33 positions
#20Philip James Wealth Mangement, LLCActive
Some overlap · 5 shared positions
$QCOM$MO$PEP$DVN$PFE
$888M
151 positions
#21CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$DE$SCHW$PEP$PFE
$1.1B
157 positions
#22BROOKTREE CAPITAL MANAGEMENTActive
Some overlap · 4 shared positions
$QCOM$FISV$PFE$PEP
$153M
44 positions
#23Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 4 shared positions
$QCOM$BMY$DIS$PFE
$3.2B
82 positions
#24Mengis Capital Management, Inc.Passive
Some overlap · 4 shared positions
$DE$QCOM$PEP$NVS
$658M
218 positions
#25Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$QCOM$DVN$FISV$DIS
$187M
75 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.