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 SUMMITRY

13F Portfolio OverlapQ1 2026SUMMITRY portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SUMMITRY LLC is an institutional investor managing $2.3B across 266 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 SUMMITRY are Rempart Asset, Courant Investment, GARRISON BRADFORD & ASSOCIATES, with shared positions in $LOW, $WFC, $TMO, $ULTA, $VZ, $SCHW. The full ranking of 25 similar funds is below.

#1Rempart Asset Management Inc.Active

Notable overlap · 5 shared positions

$LOW $WFC $TMO $ULTA $VZ

$475M

36 positions

#2Courant Investment Management LLCActive

Notable overlap · 4 shared positions

$LOW $ULTA $SCHW $FISV

$102M

7 positions

#3GARRISON BRADFORD & ASSOCIATES INCActive

Notable overlap · 4 shared positions

$TMO $SCHW $LOW $ODFL

$88M

38 positions

#4MCRAE CAPITAL MANAGEMENT INCActive

Notable overlap · 4 shared positions

$LOW $TMO $CRM $FISV

$482M

106 positions

#5Terra Alpha Investments LLC

Notable overlap · 5 shared positions

$A $SBUX $CARR $CRM $ETN

$98M

32 positions

#6Evergreen Private Wealth LLCPassive

Notable overlap · 6 shared positions

$TMO $ULTA $ROST $SSL $T $CRM

$247M

86 positions

#7DELTA ASSET MANAGEMENT LLC/TNActive

Notable overlap · 5 shared positions

$LOW $WFC $CARR $ETN $EMR

$1.1B

596 positions

#8Heron Bay Capital ManagementActive

Notable overlap · 4 shared positions

$ULTA $SCHW $CRM $ZBRA

$1.1B

78 positions

#9Poehling Capital Management, INC.Passive

Notable overlap · 4 shared positions

$SCHW $WFC $FISV $CRM

$475M

153 positions

#10S.E.E.D. Planning Group LLCPassive

Notable overlap · 4 shared positions

$A $TMO $LOW $USB

$344M

89 positions

#11COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 5 shared positions

$ULTA $SBUX $FISV $USB $EMR

$537M

47 positions

#12Longview Partners (Guernsey) LTDActive

Notable overlap · 4 shared positions

$TMO $FISV $CRM $MCO

$7.1B

25 positions

#13DKRT Investments Corp.Active

Notable overlap · 3 shared positions

$A $TMO $WFC

$395M

48 positions

#14CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$LOW $WFC $SBUX $MCO $ETN $EMR

$1.2B

103 positions

#15INKWELL CAPITAL LLCActive

Notable overlap · 4 shared positions

$SBUX $SCHW $MCO $WFC

$98M

31 positions

#16BRISTOL JOHN W & CO INC /NY/Active

Notable overlap · 4 shared positions

$TMO $SBUX $SCHW $MCO

$6.1B

61 positions

#17Gs Investments, Inc.Passive

Notable overlap · 5 shared positions

$TMO $SCHW $ROST $CRM $USB

$175M

134 positions

#18CALEDONIA INVESTMENTS PLCSmart money

Notable overlap · 3 shared positions

$TMO $SCHW $MCO

$856M

15 positions

#19R.H. Dinel Investment Counsel, Inc.Active

Notable overlap · 5 shared positions

$SBUX $TMO $A $VZ $T

$124M

40 positions

#20R.H. Investment Group, LLCPassive

Notable overlap · 5 shared positions

$WFC $TMO $MCD $USB $VZ

$130M

45 positions

#21Mondrian Investment Partners LTDActive

Some overlap · 4 shared positions

$SCHW $TMO $CRM $WFC

$6.7B

103 positions

#22Harrington Investments, INCPassive

Some overlap · 5 shared positions

$SCHW $TMO $SBUX $VZ $EMR

$190M

84 positions

#23Ironvine Capital Partners, LLCActive

Some overlap · 3 shared positions

$TMO $LOW $MCO

$910M

56 positions

#24Legal Advantage Investments, Inc.Passive

Some overlap · 3 shared positions

$SCHW $FISV $TMO

$194M

79 positions

#25Castlefield Investment Partners LLPActive

Some overlap · 4 shared positions

$LOW $TMO $MCO $CRM

$131M

35 positions

Compare SUMMITRY’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 SUMMITRY’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.