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Hedge Funds Similar to Sunesis Advisors,

13F Portfolio OverlapQ1 2026Sunesis Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Sunesis Advisors, LLC is an institutional investor managing $242M across 61 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 Sunesis Advisors, are Altiora Financial Group,, Verus Financial Partners,, Towneley , / DE, with shared positions in $BRZE, $SNOW, $DDOG, $IAU, $NKE, $IBM. The full ranking of 25 similar funds is below.

#1Altiora Financial Group, LLCActive
Notable overlap · 5 shared positions
$BRZE$SNOW$DDOG$IAU$NKE
$607M
110 positions
#2Verus Financial Partners, Inc.Smart money
Notable overlap · 7 shared positions
$BRZE$SNOW$DDOG$IAU$NKE$IBM
$1.1B
121 positions
#3Towneley Capital Management, Inc / DESmart money
Notable overlap · 5 shared positions
$BRZE$SNOW$DDOG$IAU$NKE
$478M
42 positions
#4WealthCollab, LLCPassive
Notable overlap · 6 shared positions
$BRZE$SNOW$DDOG$IAU$NKE$BA
$243M
977 positions
#5Mustard Seed Financial, LLCPassive
Notable overlap · 5 shared positions
$BRZE$SNOW$DDOG$NKE$FBTC
$167M
92 positions
#6Sagace Wealth Management LLCPassive
Notable overlap · 4 shared positions
$BRZE$SNOW$IAU$IBM
$149M
70 positions
#7Zhang Financial LLCActive
Notable overlap · 3 shared positions
$BRZE$SNOW$IAU
$2.9B
367 positions
#8TRB Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$BRZE$SNOW$DDOG$WT
$704M
285 positions
#9Clarity Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$BRZE$SNOW$NKE
$215M
95 positions
#10Manuka Financial, LLCActive
Notable overlap · 3 shared positions
$BRZE$SNOW$DDOG
$162M
56 positions
#11Gordian Advisors LLCSmart money
Notable overlap · 3 shared positions
$BRZE$SNOW$IBM
$150M
55 positions
#12Valpey Financial Services, LLCPassive
Notable overlap · 3 shared positions
$BRZE$SNOW$IBM
$154M
75 positions
#13PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$BRZE$SNOW$IAU$NKE$DDOG
$1.4B
283 positions
#14Breakwater Investment ManagementPassive
Some overlap · 4 shared positions
$BRZE$SNOW$DDOG$WT
$269M
506 positions
#15Shade Tree Advisors LLCActive
Some overlap · 4 shared positions
$BRZE$DDOG$SNOW$FBTC
$140M
27 positions
#16Optimus Prime Fund Management Co., Ltd.Smart money
Some overlap · 3 shared positions
$BRZE$SNOW$DDOG
$1.0B
27 positions
#17Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 3 shared positions
$BRZE$SNOW$NKE
$111M
63 positions
#18Sellwood Investment Partners LLCSmart money
Some overlap · 4 shared positions
$BRZE$SNOW$DDOG$NKE
$254M
59 positions
#19Greenline Partners, LLCActive
Some overlap · 4 shared positions
$BRZE$SNOW$IAU$CB
$930M
144 positions
#20Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$BRZE$SNOW$WT
$1.4B
58 positions
#21Capital Investment Management, Inc.Active
Some overlap · 4 shared positions
$BRZE$SNOW$NKE$IAU
$291M
125 positions
#22Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$BRZE$DDOG$IAU$__PARK_1390777
$578M
118 positions
#23L.K. Benson & Company, P.C.Active
Some overlap · 5 shared positions
$BRZE$DDOG$SNOW$NKE$IBM
$302M
113 positions
#24Orcam Financial GroupSmart money
Some overlap · 3 shared positions
$BRZE$DDOG$IAU
$141M
62 positions
#25White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$BRZE$IAU$SNOW$DDOG
$721M
145 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.