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Hedge Funds Similar to Summit Global Investments

13F Portfolio OverlapQ2 2026Summit Global Investments portfolio →
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Most similar hedge funds by 13F overlap

Summit Global Investments is an institutional investor managing $1.8B across 523 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 Global Investments are Peloton Wealth Strategists, Thrive, HUSSMAN STRATEGIC ADVISORS, with shared positions in $MNST, $PGR, $PEP, $NBIX, $APH, $C. The full ranking of 25 similar funds is below.

#1Peloton Wealth StrategistsPassive
Some overlap · 7 shared positions
$MNST$PGR$PEP$NBIX$APH$C
$271M
91 positions
#2Thrive Capital Management, LLCPassive
Some overlap · 4 shared positions
$CL$PGR$PEP$NBIX
$530M
170 positions
#3HUSSMAN STRATEGIC ADVISORS, INC.Passive
Some overlap · 5 shared positions
$INCY$PEP$NEM$NBIX$REGN
$434M
231 positions
#4Te Ahumairangi Investment Management LtdActive
Some overlap · 5 shared positions
$CL$NEM$ED$EG$C
$620M
86 positions
#5Kovitz Investment Group Partners, LLCPassive
Some overlap · 6 shared positions
$NEM$APH$ALL$C$VRTX$CAH
$4.5B
478 positions
#6Delta Accumulation, LLCActive
Some overlap · 6 shared positions
$MNST$CL$C$CAH$PGR$PEP
$2.5B
156 positions
#7Life Cycle Investment Partners LtdActive
Some overlap · 5 shared positions
$PGR$NEM$PLTR$PEP$VRTX
$21.4B
158 positions
#8Vestcor IncPassive
Some overlap · 6 shared positions
$CL$ED$PGR$PEP$ALL$APH
$4.0B
1,189 positions
#9BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$CL$MNST$PEP$APH
$499M
73 positions
#10BI Asset Management Fondsmaeglerselskab A/SActive
Some overlap · 6 shared positions
$NEM$PEP$EME$PGR$ALL$CL
$12.6B
706 positions
#11FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$NEM$PLTR$APH$EME$CAH
$490M
188 positions
#12Quantitative Investment Management, LLCPassive
Some overlap · 5 shared positions
$PEP$NEM$REGN$C$VRTX
$917M
346 positions
#13United Asset Strategies, Inc.Passive
Some overlap · 4 shared positions
$MNST$CL$APH$C
$1.4B
259 positions
#14CIM, LLCPassive
Some overlap · 4 shared positions
$MNST$PGR$APH$EME
$773M
171 positions
#15Wakefield Asset Management LLLPPassive
Some overlap · 4 shared positions
$MNST$NEM$APH$ALL
$444M
225 positions
#16VILLERE ST DENIS J & CO LLCPassive
Some overlap · 3 shared positions
$CL$PGR$PEP
$838M
85 positions
#17Brindle & Bay Financial Advisors, LLCActive
Some overlap · 3 shared positions
$CL$PGR$PEP
$200M
86 positions
#18DIAMANT ASSET MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$CL$PGR$PEP
$147M
81 positions
#19Polianta LtdActive
Some overlap · 4 shared positions
$PGR$NEM$EG$ALL
$809M
86 positions
#20NatWest Group plcActive
Some overlap · 3 shared positions
$CL$MNST$NEM
$560M
48 positions
#21Osprey Private Wealth LLCPassive
Some overlap · 4 shared positions
$PGR$PEP$REGN$APH
$387M
88 positions
#22Presper Financial Architects, LLCSmart money
Some overlap · 4 shared positions
$PGR$PEP$ED$APH
$192M
55 positions
#23WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$CL$NEM$PEP
$742M
119 positions
#24Hardworking Capital Advisors, LLCActive
Some overlap · 3 shared positions
$CL$MNST$PEP
$122M
84 positions
#25RETIREMENT GUYS FORMULA LLCPassive
Some overlap · 4 shared positions
$NEM$PEP$DTB$APH
$266M
158 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.