Hedge Funds Similar to SUMMER ROAD

13F Portfolio OverlapQ1 2026SUMMER ROAD portfolio →

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Most similar hedge funds by 13F overlap

SUMMER ROAD LLC is an institutional investor managing $142M across 24 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 SUMMER ROAD are KRAEMATON INVESTMENT ADVISORS,, D1 Partners, GRS Advisors,, with shared positions in $OCUL, $USB, $ALPS, $LINE, $DIS, $FERG. The full ranking of 25 similar funds is below.

#1KRAEMATON INVESTMENT ADVISORS, INCPassive

Slight overlap · 3 shared positions

$OCUL $USB $ALPS

$123M

99 positions

#2D1 Capital Partners L.P.Active

Slight overlap · 3 shared positions

$LINE $DIS $FERG

$11.2B

44 positions

#3GRS Advisors, LLCActive

Slight overlap · 3 shared positions

$LINE $CTRE $EQIX

$1.0B

32 positions

#4Granite Group Advisors, LLCActive

Slight overlap · 3 shared positions

$USB $DIS $ALPS

$165M

86 positions

#5NORTHLAND SECURITIES, INC.Active

Slight overlap · 3 shared positions

$105M

107 positions

#6ASHTON THOMAS SECURITIES, LLCPassive

Slight overlap · 3 shared positions

$797M

444 positions

#7Stonebridge Capital Advisors LLCPassive

Slight overlap · 3 shared positions

$1.4B

211 positions

#8Equita Financial Network, Inc.Active

Slight overlap · 3 shared positions

$318M

87 positions

#9Quadrant Private Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$646M

282 positions

#10Evelyn Partners Asset Management LtdPassive

Slight overlap · 3 shared positions

$406M

308 positions

#11Winch Advisory Services, LLCActive

Slight overlap · 3 shared positions

$USB $DIS $EBAY

$438M

530 positions

#12JNBA Financial AdvisorsActive

Slight overlap · 3 shared positions

$1.2B

819 positions

#131 NORTH WEALTH SERVICES LLCPassive

Slight overlap · 3 shared positions

$USB $ALPS $EQIX

$277M

270 positions

#14London & Capital Asset Management LtdActive

Slight overlap · 3 shared positions

$USB $VMC $FERG

$9.2B

223 positions

#15SONA ASSET MANAGEMENT (US) LLCActive

Slight overlap · 3 shared positions

$USB $DBC $FOUR

$4.7B

344 positions

#16Indie Asset Partners, LLCPassive

Slight overlap · 3 shared positions

$USB $ALPS $MKL

$88M

83 positions

#17Berkeley Capital Partners, LLCActive

Slight overlap · 3 shared positions

$USB $ALPS $MKL

$431M

184 positions

#18FIDUCIENT ADVISORS LLCPassive

Slight overlap · 3 shared positions

$USB $ALPS $MKL

$765M

139 positions

#19RETIREMENT FINANCIAL SOLUTIONS, LLCActive

Slight overlap · 3 shared positions

$USB $ALPS $MKL

$350M

53 positions

#20Novak & Powell Financial Services, Inc.Passive

Slight overlap · 3 shared positions

$USB $ALPS $MKL

$186M

163 positions

#21Fortress Financial Solutions, LLCActive

Slight overlap · 3 shared positions

$USB $ALPS $MKL

$96M

56 positions

#22Hegarty Advisors, LLCActive

Slight overlap · 3 shared positions

$USB $ALPS $MKL

$127M

57 positions

#23Fullerton Advisors, LLCActive

Slight overlap · 3 shared positions

$USB $ALPS $MKL

$97M

53 positions

#24Hamrick Investment Counsel, llcPassive

Slight overlap · 3 shared positions

$USB $ALPS $MKL

$180M

359 positions

#25FIRST AMERICAN TRUST, FSBPassive

Slight overlap · 3 shared positions

$USB $ALPS $MKL

$1.5B

290 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.