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Hedge Funds Similar to SUMMIT SECURITIES GROUP,

13F Portfolio OverlapQ1 2026SUMMIT SECURITIES GROUP, portfolio →
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Most similar hedge funds by 13F overlap

SUMMIT SECURITIES GROUP, LLC is an institutional investor managing $810M across 1,015 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 SECURITIES GROUP, are DB&C Advisors,, ADAPT Investment Managers SA, Drexel Morgan &, with shared positions in $IBM, $UPS, $PFE, $NKE, $C, $UNP. The full ranking of 25 similar funds is below.

#1DB&C Advisors, LLCPassive
Some overlap · 3 shared positions
$IBM$UPS$PFE
$77M
67 positions
#2ADAPT Investment Managers SAActive
Some overlap · 3 shared positions
$IBM$NKE$C
$7.6B
133 positions
#3Drexel Morgan & Co.Active
Some overlap · 3 shared positions
$IBM$UPS$UNP
$682M
60 positions
#4Situational Awareness LPActive
Some overlap · 4 shared positions
$BE$APLD$IREN$CRWV
$13.7B
42 positions
#5Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$IBM$UPS$PFE$TGT$C
$223M
109 positions
#6Value Aligned Research Advisors, LLCActive
Some overlap · 4 shared positions
$BE$APLD$IREN$CRWV
$20.7B
107 positions
#7Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$IBM$UNP$CTVA$PFE$C
$685M
380 positions
#8Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$IBM$B$CTVA$PFE$C
$168M
121 positions
#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$IBM$UNP$UPS$RIO$C
$220M
148 positions
#10Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$IBM$UPS$PFE$TGT$C
$170M
82 positions
#11BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 3 shared positions
$BE$ECHO$MRVL
$277M
114 positions
#12CMC Financial GroupActive
Some overlap · 3 shared positions
$IBM$ET$MRVL
$51M
38 positions
#13WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$IBM$CTVA$UPS
$698M
119 positions
#14SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$IBM$UNP$NKE$PFE$C
$728M
79 positions
#15ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$IBM$UNP$UPS$PFE$TGT
$639M
126 positions
#16Fund Advisors of America Inc/FLPassive
Some overlap · 4 shared positions
$IBM$ET$RIO$MRVL
$99M
118 positions
#17Shelter Mutual Insurance CoPassive
Some overlap · 4 shared positions
$IBM$UNP$PFE$TGT
$450M
58 positions
#18Elemental Capital Partners LLCActive
Some overlap · 3 shared positions
$BE$ET$PFE
$235M
12 positions
#19CHESAPEAKE CAPITAL CORP /IL/Passive
Some overlap · 6 shared positions
$VALE$BE$CTVA$AU$TTE$RIO
$139M
156 positions
#20Redwood Wealth Management Group, LLCPassive
Some overlap · 3 shared positions
$IBM$ET$MRVL
$232M
169 positions
#21BONNESS ENTERPRISES INCActive
Some overlap · 3 shared positions
$IBM$UPS$PFE
$273M
39 positions
#22M.E. ALLISON & CO., INC.Passive
Some overlap · 4 shared positions
$BE$IBM$PFE$TGT
$151M
193 positions
#23Alliance Private Wealth, LLCActive
Some overlap · 4 shared positions
$B$UPS$IBM$PFE
$278M
80 positions
#24Persium Advisors, LLCActive
Some overlap · 4 shared positions
$IBM$UNP$PFE$TTE
$127M
60 positions
#25Game Creek Capital, LPPassive
Some overlap · 3 shared positions
$B$IBM$PFE
$301M
93 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.