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Hedge Funds Similar to Summit Trail Advisors

13F Portfolio OverlapQ2 2026Summit Trail Advisors portfolio →
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Most similar hedge funds by 13F overlap

Summit Trail Advisors, LLC is an institutional investor managing $7.9B across 1,474 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 Trail Advisors are ODDO BHF ASSET SAS, Benchmark Investment Advisors, Union Heritage, with shared positions in $APH, $PLTR, $SNDK, $DDOG, $WDC, $ANET. The full ranking of 25 similar funds is below.

#1ODDO BHF ASSET MANAGEMENT SASPassive
Some overlap · 6 shared positions
$APH$PLTR$SNDK$DDOG$WDC$ANET
$2.2B
253 positions
#2Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$APH$PLTR$SNDK$CRWD$ANET
$228M
70 positions
#3Union Heritage Capital, LLCPassive
Some overlap · 3 shared positions
$APH$EXPD$AON
$295M
65 positions
#4JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$APH$EXPD$AON
$748M
68 positions
#5Markin Volterra Fund LPActive
Some overlap · 6 shared positions
$APH$PLTR$SNDK$CRWD$WDC$ANET
$147M
69 positions
#6Inspire Investing, LLCPassive
Some overlap · 5 shared positions
$APH$PLTR$SNDK$WDC$ANET
$2.4B
1,266 positions
#7Ducere Wealth Management LLCPassive
Some overlap · 4 shared positions
$APH$PLTR$CRWD$ANET
$333M
135 positions
#8Fortress Financial Solutions, LLC
Some overlap · 4 shared positions
$APH$PLTR$CRWD$APO
$96M
56 positions
#9Values First Advisors, Inc.Passive
Some overlap · 3 shared positions
$APH$EXPD$IAU
$219M
187 positions
#10FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$APH$PLTR$CRWD$ANET
$490M
188 positions
#11Knollwood Investment Advisory, LLCPassive
Some overlap · 6 shared positions
$APH$PLTR$CRWD$DDOG$IAU$ANET
$1.1B
270 positions
#12Emergent Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$APH$SNDK$CRWD$WDC
$192M
122 positions
#13ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$APH$PLTR$CRWD$ANET
$551M
40 positions
#14Nutshell Asset Management LtdPassive
Some overlap · 4 shared positions
$APH$SNDK$WDC$ANET
$300M
45 positions
#15N10 ASSETS, LLC
Some overlap · 3 shared positions
$APH$PLTR$SNDK
$231M
34 positions
#16CORNERSTONE ENTERPRISES, LLCActive
Some overlap · 3 shared positions
$APH$PLTR$CRWD
$219M
42 positions
#17N10 WEALTH, LLCActive
Some overlap · 3 shared positions
$APH$PLTR$SNDK
$282M
43 positions
#18SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$APH$PLTR$ANET
$125M
51 positions
#19MorganRosel Wealth Management, LLCActive
Slight overlap · 4 shared positions
$APH$SNDK$DOV$WDC
$296M
104 positions
#20QUEST INVESTMENT MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$APH$PLTR$IAU$ANET
$856M
115 positions
#21JENNISON ASSOCIATES LLCActive
Slight overlap · 5 shared positions
$APH$PLTR$SNDK$CRWD$DDOG
$166.7B
567 positions
#22Paragon Advisors, LLCActive
Slight overlap · 4 shared positions
$APH$PLTR$CRWD$ANET
$476M
77 positions
#23Alamar Capital Management, LLCActive
Slight overlap · 3 shared positions
$APH$SNDK$OKTA
$198M
88 positions
#24PCB Capital LLCPassive
Slight overlap · 3 shared positions
$APH$AON$ANET
$82M
114 positions
#25Amanah Holdings TrustSmart money
Slight overlap · 3 shared positions
$APH$SNDK$WDC
$1.7B
20 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.