What hedge funds are most similar to Summit Trail Advisors, LLC?

The funds with the most similar 13F portfolios to Summit Trail Advisors, LLC are REUTER JAMES WEALTH ,, Alpha Zero, Systelligence,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Summit Trail Advisors,

13F Portfolio OverlapQ1 2026Summit Trail Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Summit Trail Advisors, LLC is an institutional investor managing $7.0B across 1,441 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 Trail Advisors, are REUTER JAMES WEALTH ,, Alpha Zero, Systelligence,, with shared positions in $WT, $APH, $IAU, $OKTA, $DOV, $MAR. The full ranking of 25 similar funds is below.

#1REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$WT $APH $IAU

$697M

218 positions

#2Alpha Zero LLCActive

Notable overlap · 4 shared positions

$WT $APH $IAU $OKTA

$198M

79 positions

#3Systelligence, LLCPassive

Notable overlap · 4 shared positions

$WT $DOV $IAU $MAR

$514M

56 positions

#4Sharper & Granite LLCPassive

Notable overlap · 5 shared positions

$WT $IAU $MAR $ANET $SCHW

$293M

107 positions

#5Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$WT $PLTR $IAU

$285M

176 positions

#6Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $PLTR $MAR

$126M

67 positions

#7Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $DOV $IAU $SCHW

$90M

65 positions

#8Arta Finance Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $PLTR $IAU

$202M

95 positions

#9OPTIMA CAPITAL LLCPassive

Notable overlap · 3 shared positions

$WT $PLTR $DOV

$215M

159 positions

#10LWM Advisory Services, LLCPassive

Notable overlap · 3 shared positions

$WT $APH $AON

$94M

76 positions

#11Oxinas Partners Wealth Management LLCPassive

Notable overlap · 4 shared positions

$WT $MAR $PLTR $OKTA

$219M

145 positions

#12WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$WT $IAU $SCHW $OKTA

$508M

107 positions

#13Key FInancial IncPassive

Notable overlap · 3 shared positions

$WT $PLTR $MAR

$562M

1,394 positions

#14Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$WT $APH $IAU

$150M

134 positions

#15Bonfire FinancialActive

Notable overlap · 4 shared positions

$WT $MAR $OKTA $PLTR

$133M

57 positions

#16Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$WT $IAU $SCHW $PLTR

$365M

111 positions

#17Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 3 shared positions

$WT $DOV $IAU

$132M

80 positions

#18Yoder Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$WT $PLTR $IAU $MAR

$219M

124 positions

#19CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $IAU $MAR

$149M

96 positions

#20Quattro Advisors LLCActive

Notable overlap · 3 shared positions

$WT $PLTR $SCHW

$115M

51 positions

#21M Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $DOV $PLTR

$119M

55 positions

#22Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $DOV $SCHW

$89M

81 positions

#23Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $DOV $SCHW

$313M

138 positions

#24LRI Investments, LLCActive

Notable overlap · 3 shared positions

$WT $IAU $SCHW

$1.1B

1,415 positions

#25Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $SCHW

$3.2B

481 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.