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Hedge Funds Similar to Summit Financial Strategies

13F Portfolio OverlapQ2 2026Summit Financial Strategies portfolio →
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Most similar hedge funds by 13F overlap

Summit Financial Strategies, Inc. is an institutional investor managing $1.4B across 173 U.S. equity positions as of Q2 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 Monte Financial Group, SHUTTLEWORTH, Weaver C. Barksdale & Associates, with shared positions in $PKG, $TXN, $ABT, $ETN, $WOR, $CINF. The full ranking of 25 similar funds is below.

#1Monte Financial Group, LLCPassive
Some overlap · 3 shared positions
$PKG$TXN$ABT
$312M
102 positions
#2SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$PKG$ETN$WOR$ABT
$125M
51 positions
#3Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$PKG$TXN$CINF$AMGN
$111M
62 positions
#4HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$PKG$AMGN$ETN
$410M
53 positions
#5Norman Fields, Gottscho Capital Management, LLCActive
Some overlap · 3 shared positions
$PKG$DE$ABT
$330M
64 positions
#6Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PKG$BNY$DE$ETN
$284M
73 positions
#7Teamwork Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$PKG$BNY$DE$ETN
$1.1B
215 positions
#8SKBA CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$PKG$TXN$AMGN
$606M
79 positions
#9BNC WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$PKG$BNY$DE$ETN
$414M
106 positions
#10CONNING INC.Passive
Slight overlap · 4 shared positions
$PKG$BNY$ABT$AMGN
$3.3B
327 positions
#11Windsor Advisory Group, LLCActive
Slight overlap · 6 shared positions
$PRK$IBP$WOR$HBAN$AMGN$TXN
$138M
97 positions
#12CAMDEN NATIONAL BANKPassive
Slight overlap · 3 shared positions
$PKG$TXN$DE
$767M
184 positions
#13Sun Financial IncPassive
Slight overlap · 4 shared positions
$PKG$BNY$DE$ETN
$212M
161 positions
#14Walsky Investment Management, Inc.Passive
Slight overlap · 5 shared positions
$TXN$BNY$ABT$ETN$AMGN
$108M
52 positions
#15Palisade Asset Management, LLCPassive
Slight overlap · 5 shared positions
$TXN$ECL$DE$ABT$AMGN
$1.1B
204 positions
#16GREENWOOD CAPITAL ASSOCIATES LLCPassive
Slight overlap · 5 shared positions
$TXN$DE$HBAN$ETN$AMGN
$1.0B
284 positions
#17ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Slight overlap · 4 shared positions
$TXN$BNY$ABT$AMGN
$460M
220 positions
#18MATRIX ASSET ADVISORS INC/NYActive
Slight overlap · 4 shared positions
$TXN$BNY$ABT$AMGN
$1.2B
106 positions
#19FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.Passive
Slight overlap · 4 shared positions
$TXN$BNY$ETN$AMGN
$3.3B
446 positions
#20Portland Global Advisors LLCActive
Slight overlap · 4 shared positions
$TXN$BNY$ETN$AMGN
$1.1B
154 positions
#21Northside Capital Management, LLCActive
Slight overlap · 3 shared positions
$TXN$ET$HBAN
$1.2B
187 positions
#22SENTINEL TRUST CO LBASmart money
Slight overlap · 3 shared positions
$TXN$ET$HBAN
$1.1B
136 positions
#23Bigelow Investment Advisors, LLCPassive
Slight overlap · 4 shared positions
$TXN$ECL$DE$ETN
$276M
157 positions
#24Texas Bank & Trust CoPassive
Slight overlap · 3 shared positions
$TXN$ET$ABT
$305M
185 positions
#25PAYDEN & RYGELPassive
Slight overlap · 3 shared positions
$TXN$ET$ETN
$1.3B
131 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.