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Hedge Funds Similar to SUMITOMO MITSUI FINANCIAL GROUP,

13F Portfolio OverlapQ1 2026SUMITOMO MITSUI FINANCIAL GROUP, portfolio →
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Most similar hedge funds by 13F overlap

SUMITOMO MITSUI FINANCIAL GROUP, INC. is an institutional investor managing $4.9B across 190 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SUMITOMO MITSUI FINANCIAL GROUP, are Curated Wealth Partners, Everest, Hamlin ,, with shared positions in $ARES, $MAR, $COP, $INTU, $ANET, $CME. The full ranking of 25 similar funds is below.

#1Curated Wealth Partners LLCActive
Substantial overlap · 3 shared positions
$ARES$MAR$COP
$794M
228 positions
#2Everest Management Corp.Active
Some overlap · 4 shared positions
$ARES$INTU$ANET$MAR
$197M
72 positions
#3Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$CME$ARES$COP
$4.1B
30 positions
#4Fulcrum Capital LLCActive
Some overlap · 6 shared positions
$CME$AMGN$FSLR$DHI$INTU$ULTA
$461M
101 positions
#5NatWest Group plcActive
Some overlap · 4 shared positions
$CME$GE$AMGN$NEM
$462M
44 positions
#6Eurizon SLJ Capital LtdPassive
Some overlap · 3 shared positions
$CME$ANET$GWW
$210M
167 positions
#7Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$CME$AXP$AMGN$KO
$18.1B
151 positions
#8Inlet Private Wealth, LLCPassive
Some overlap · 5 shared positions
$CME$GE$AMGN$NEM$DHI
$392M
128 positions
#9Sandhill Capital Partners LLCActive
Some overlap · 7 shared positions
$ANET$GE$APH$AXP$CME$KO
$1.2B
95 positions
#10London & Capital Asset Management LtdActive
Some overlap · 4 shared positions
$CME$GE$NEM$USB
$9.2B
223 positions
#11CAPITAL COUNSEL LLC/NYSmart money
Some overlap · 3 shared positions
$CME$ANET$JEF
$2.4B
62 positions
#12WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$CME$AMGN$DHI$MAR
$1.2B
69 positions
#13First Washington CORPActive
Some overlap · 3 shared positions
$CME$ANET$USB
$353M
50 positions
#14Vontobel Holding Ltd.Passive
Some overlap · 5 shared positions
$CME$APH$INTU$KO$BSX
$29.1B
1,188 positions
#15Guinness Asset Management LTDActive
Some overlap · 3 shared positions
$CME$APH$KO
$5.8B
143 positions
#16Left Brain Wealth Management, LLCPassive
Some overlap · 4 shared positions
$CME$ANET$GE$APH
$255M
79 positions
#17Saraza Management, LPActive
Some overlap · 3 shared positions
$ARES$APH$INTU
$239M
20 positions
#18CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$CME$ARES$USB
$5.0B
55 positions
#19Shelter Mutual Insurance CoPassive
Some overlap · 3 shared positions
$CME$AXP$SE
$450M
58 positions
#20SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$CME$AMGN$COP$USB
$728M
79 positions
#21STANSBERRY ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$CME$AXP$KO
$973M
141 positions
#22RENAISSANCE GROUP LLCPassive
Some overlap · 6 shared positions
$ANET$AMGN$APH$GWW$INTU$ULTA
$2.4B
234 positions
#23YCG, LLCActive
Some overlap · 3 shared positions
$CME$INTU$KO
$1.1B
42 positions
#24Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$CME$AMGN$COP
$215M
125 positions
#25Life Cycle Investment Partners LtdActive
Some overlap · 3 shared positions
$CME$ANET$NEM
$15.7B
130 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.