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Hedge Funds Similar to Summit Financial Wealth Advisors,

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

Summit Financial Wealth Advisors, LLC is an institutional investor managing $782M across 225 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 Wealth Advisors, are MFG WEALTH ,, Deane Retirement Strategies,, DMKC Advisory Services,, with shared positions in $AGQ, $T, $VLO, $FITB, $IBM, $BA. The full ranking of 25 similar funds is below.

#1MFG WEALTH MANAGEMENT, INC.Passive
Notable overlap · 6 shared positions
$AGQ$T$VLO$FITB$IBM$BA
$121M
61 positions
#2Deane Retirement Strategies, Inc.Passive
Notable overlap · 3 shared positions
$AGQ$VLO$LMT
$249M
57 positions
#3DMKC Advisory Services, LLCPassive
Notable overlap · 6 shared positions
$CMI$MMM$LMT$ETN$USB$PFE
$240M
84 positions
#4PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 3 shared positions
$AGQ$CMI$ETN
$166M
72 positions
#5Prasad Wealth Partners, LLCPassive
Notable overlap · 5 shared positions
$AGQ$ALPS$ETN$IBM$FITB
$367M
146 positions
#6Stack Financial Management, IncActive
Notable overlap · 3 shared positions
$AGQ$T$LMT
$1.4B
52 positions
#7VIAWEALTH, LLCPassive
Notable overlap · 5 shared positions
$AGQ$VLO$UNH$USB$BA
$180M
159 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$CMI$T$LMT$IBM$OKE
$220M
148 positions
#9ForthRight Wealth Management, LLCActive
Notable overlap · 4 shared positions
$AGQ$ALPS$IBM$GPC
$353M
75 positions
#10Valtrion Capital Management, LLCActive
Some overlap · 3 shared positions
$AGQ$CMI$ALPS
$106M
93 positions
#11CINCINNATI INSURANCE COActive
Some overlap · 5 shared positions
$CMI$VLO$MMM$USB$UNH
$6.6B
63 positions
#12Global View Capital Management LLCActive
Some overlap · 4 shared positions
$AGQ$FITB$USB$OKE
$377M
140 positions
#13SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$T$MMM$USB$IBM$PFE
$728M
79 positions
#14Avant Capital LLCPassive
Some overlap · 3 shared positions
$AGQ$ALPS$HWC
$142M
76 positions
#15Del-Sette Capital Management, LLCActive
Some overlap · 3 shared positions
$ALPS$FITB$IBM
$167M
44 positions
#16Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$GRMN$T$LMT$MMM$PFE
$302M
93 positions
#17REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AGQ$USB$VLO$BA
$697M
218 positions
#18IAM Advisory, LLCActive
Some overlap · 3 shared positions
$AGQ$LMT$USB
$446M
95 positions
#19Connective Capital Management, LLCPassive
Some overlap · 3 shared positions
$AGQ$UNH$USB
$121M
66 positions
#20Lynch Asset Management, Inc.Active
Some overlap · 4 shared positions
$CMI$ETN$UNH$IBM
$298M
51 positions
#21EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$T$LMT$UNH$USB$PFE
$1.4B
56 positions
#22Northwest Financial AdvisorsPassive
Some overlap · 3 shared positions
$AGQ$LMT$IBM
$52M
66 positions
#23Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$CMI$T$ETN$LMT$IBM
$215M
125 positions
#24Heritage Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$VLO$T$ETN$AGQ
$202M
157 positions
#25Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$FITB$LMT$UNH$USB$PFE
$139M
62 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.