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Hedge Funds Similar to Summit Asset ,

13F Portfolio OverlapQ1 2026Summit Asset , portfolio →
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Most similar hedge funds by 13F overlap

Summit Asset Management, LLC is an institutional investor managing $719M across 172 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 Summit Asset , are Marion Wealth, RVW Wealth,, Powers Advisory Group,, with shared positions in $USB, $WT, $DE, $TJX, $KO, $NEE. The full ranking of 25 similar funds is below.

#1Marion Wealth ManagementPassive
Notable overlap · 6 shared positions
$USB$WT$DE$TJX$KO$NEE
$451M
146 positions
#2RVW Wealth, LLCActive
Notable overlap · 3 shared positions
$SSL$WT$HLT
$1.3B
176 positions
#3Powers Advisory Group, LLCActive
Notable overlap · 4 shared positions
$USB$WT$DE$KO
$284M
125 positions
#4WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$USB$WT$SLV
$508M
107 positions
#5Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 3 shared positions
$USB$WT$IBM
$153M
344 positions
#6Causey Wealth LLCPassive
Notable overlap · 3 shared positions
$USB$WT$IBM
$236M
81 positions
#71 NORTH WEALTH SERVICES LLCPassive
Notable overlap · 4 shared positions
$USB$WT$DIA$EMR
$277M
270 positions
#8TAGStone Capital, Inc.Passive
Notable overlap · 5 shared positions
$USB$WT$TJX$BAC$UNP
$283M
137 positions
#9CMC Financial GroupActive
Notable overlap · 3 shared positions
$USB$WT$IBM
$51M
38 positions
#10THREADGILL FINANCIAL, LLCActive
Notable overlap · 4 shared positions
$SSL$HLT$AZO$KO
$344M
44 positions
#11HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 7 shared positions
$USB$EMR$TJX$HON$KO$UNP
$280M
107 positions
#12OxenFree Capital LLCActive
Notable overlap · 4 shared positions
$USB$WT$SLV$NEE
$206M
56 positions
#13David R. Rahn & Associates Inc.Passive
Notable overlap · 4 shared positions
$USB$SLV$FDX$WT
$354M
122 positions
#14Hilton Capital Management, LLCActive
Notable overlap · 5 shared positions
$USB$BAC$EMR$TJX$HON
$1.3B
129 positions
#15ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$USB$WT$BAC
$112M
69 positions
#16FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 4 shared positions
$USB$WT$UNP$NEE
$354M
66 positions
#17Breachway Investments LLCActive
Notable overlap · 4 shared positions
$SSL$HLT$WT$UNP
$104M
96 positions
#18SHUFRO ROSE & CO LLCActive
Notable overlap · 5 shared positions
$HLT$USB$JCI$AZO$IBM
$1.5B
307 positions
#19Essex LLCActive
Notable overlap · 5 shared positions
$USB$EMR$DE$HON$IBM
$566M
175 positions
#20Aspen Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$USB$DIA$DE
$404M
77 positions
#21MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 4 shared positions
$WT$USB$SLV$IBM
$1.3B
143 positions
#22REBALANCE, LLCSmart money
Notable overlap · 5 shared positions
$USB$SSL$HLT$IBM$KO
$1.7B
101 positions
#23Windsor Capital Management, LLCActive
Notable overlap · 4 shared positions
$SSL$HLT$DIA$KO
$355M
123 positions
#24Bridgewater Advisors Inc.Passive
Notable overlap · 3 shared positions
$USB$DIA$NEE
$1.7B
456 positions
#25Gratus Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$SSL$HLT$BAC$IBM
$691M
138 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.