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Hedge Funds Similar to Summit Financial Strategies,

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

Summit Financial Strategies, Inc. is an institutional investor managing $1.3B across 170 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 Financial Strategies, are Norman Fields, Gottscho ,, Monte Financial Group,, SHUTTLEWORTH &, with shared positions in $PKG, $ABT, $DE, $TXN, $AMAT, $JHG. The full ranking of 25 similar funds is below.

#1Norman Fields, Gottscho Capital Management, LLCActive
Slight overlap · 3 shared positions
$PKG$ABT$DE
$302M
65 positions
#2Monte Financial Group, LLCPassive
Slight overlap · 3 shared positions
$PKG$TXN$ABT
$282M
100 positions
#3SHUTTLEWORTH & CoPassive
Slight overlap · 3 shared positions
$PKG$AMAT$ABT
$111M
52 positions
#4Virtue Capital Management, LLCPassive
Slight overlap · 4 shared positions
$JHG$AMAT$ET$MKL
$657M
322 positions
#5Teamwork Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$PKG$__PARK_1390777$OKE$DE
$946M
216 positions
#6WFA of San Diego, LLCPassive
Slight overlap · 4 shared positions
$JHG$AMAT$__PARK_1390777$MKL
$125M
404 positions
#7FORTEM FINANCIAL GROUP, LLCPassive
Slight overlap · 3 shared positions
$JHG$AMAT$ET
$399M
173 positions
#8Ballast Rock Private Wealth LLCPassive
Slight overlap · 3 shared positions
$JHG$AMAT$ET
$181M
177 positions
#9Grant Street Asset Management, Inc.Smart money
Slight overlap · 4 shared positions
$JHG$AMAT$MKL$DE
$519M
96 positions
#10Stony Point Wealth Management Inc.Passive
Slight overlap · 4 shared positions
$JHG$TXN$MKL$OKE
$252M
96 positions
#11Barnes Wealth Management Group, IncPassive
Slight overlap · 4 shared positions
$JHG$TXN$MKL$OKE
$197M
184 positions
#12Vivid Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$PKG$__PARK_1390777$OKE$DE
$247M
66 positions
#13BNC WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$PKG$__PARK_1390777$DE
$360M
106 positions
#14Entelevest, LLCPassive
Slight overlap · 3 shared positions
$JHG$AMAT$TXN
$100M
137 positions
#15Cottage Street Advisors LLCPassive
Slight overlap · 3 shared positions
$JHG$AMAT$TXN
$231M
138 positions
#16INSPIRION WEALTH ADVISORS, LLCActive
Slight overlap · 4 shared positions
$JHG$TXN$ABT$DE
$803M
181 positions
#17LINCOLN CAPITAL CORPPassive
Slight overlap · 3 shared positions
$JHG$AMAT$ABT
$272M
99 positions
#18Cadent Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$JHG$AMAT$OKE
$386M
187 positions
#19Marshall Financial Group, LLCPassive
Slight overlap · 3 shared positions
$JHG$AMAT$OKE
$625M
293 positions
#20Advisory Resource GroupPassive
Slight overlap · 3 shared positions
$JHG$AMAT$OKE
$581M
172 positions
#21Leelyn Smith, LLCPassive
Slight overlap · 3 shared positions
$JHG$AMAT$OKE
$713M
154 positions
#22Uptown Financial Advisors LLCActive
Slight overlap · 3 shared positions
$JHG$ET$TXN
$126M
76 positions
#23Burford Brothers, Inc.Passive
Slight overlap · 3 shared positions
$JHG$ET$TXN
$244M
172 positions
#24RAHLFS CAPITAL, LLCPassive
Slight overlap · 3 shared positions
$JHG$ET$TXN
$136M
86 positions
#25Peak Asset Management, LLCPassive
Slight overlap · 3 shared positions
$JHG$AMAT$ECL
$567M
148 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.