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Hedge Funds Similar to Summit Financial,

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

Summit Financial, LLC is an institutional investor managing $7.8B across 1,397 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, are Grange ,, Sightline Wealth Advisors,, Pinnacle Financial Group, / IL, with shared positions in $MKL, $PLTR, $UNIT, $WT, $KKR, $GSAT. The full ranking of 25 similar funds is below.

#1Grange Capital, LLCActive
Some overlap · 6 shared positions
$MKL$PLTR$UNIT$WT$KKR$GSAT
$100M
46 positions
#2Sightline Wealth Advisors, LLCActive
Some overlap · 7 shared positions
$MKL$SNOW$UNIT$HLT$USB$GSAT
$236M
91 positions
#3Pinnacle Financial Group, LLC / ILPassive
Some overlap · 6 shared positions
$MKL$UNIT$WT$KKR$USB$PLTR
$365M
111 positions
#4Efficient Advisors, LLCActive
Some overlap · 4 shared positions
$MKL$UNIT$SNOW$WT
$1.4B
58 positions
#5FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$MKL$UNIT$USB$KKR
$133M
121 positions
#6Evergreen Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MKL$UNIT$SNOW$KKR
$194M
54 positions
#7Valpey Financial Services, LLCPassive
Some overlap · 4 shared positions
$MKL$UNIT$SNOW$USB
$154M
75 positions
#8MEANS INVESTMENT CO., INC.Active
Some overlap · 4 shared positions
$MKL$PLTR$SHW$KKR
$1.1B
212 positions
#9Williams Financial, LLCSmart money
Some overlap · 4 shared positions
$MKL$USB$SNOW$WT
$172M
25 positions
#10Sage Financial Management Group, Inc.Active
Some overlap · 5 shared positions
$MKL$SNOW$SHW$KKR$UNIT
$325M
57 positions
#11Newton One Investments LLCActive
Some overlap · 6 shared positions
$MKL$UNIT$USB$SNOW$KKR$WT
$368M
121 positions
#12Principia Wealth Advisory, LLC
Some overlap · 4 shared positions
$MKL$UNIT$USB$KKR
$160M
1,015 positions
#13PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Some overlap · 5 shared positions
$MKL$USB$KKR$GSAT$UNIT
$1.6B
236 positions
#14Hegarty Advisors, LLCActive
Some overlap · 4 shared positions
$MKL$UNIT$KKR$USB
$127M
57 positions
#15Archvest Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$MKL$USB$SHW$SNOW
$155M
74 positions
#16Cherry Tree Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MKL$UNIT$WT$KKR$HLT$USB
$473M
582 positions
#17VSM Wealth Advisory, LLCPassive
Some overlap · 4 shared positions
$MKL$UNIT$KKR$SNOW
$335M
505 positions
#18Gladwyn Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$MKL$UNIT$USB
$160M
82 positions
#19Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$MKL$UNIT$SNOW
$1.1B
121 positions
#20GreatBanc Trust COActive
Some overlap · 4 shared positions
$MKL$WT$UNIT$KKR
$143M
67 positions
#21Hillcrest Wealth Advisors - NY, LLCActive
Some overlap · 3 shared positions
$MKL$USB$SNOW
$247M
51 positions
#22Idaho Trust CoPassive
Some overlap · 3 shared positions
$MKL$USB$SNOW
$308M
97 positions
#23HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 3 shared positions
$MKL$USB$SHW
$280M
107 positions
#24Pasadena Private Wealth, LLCPassive
Some overlap · 3 shared positions
$MKL$UNIT$WT
$723M
277 positions
#25Next Level Wealth Planning, LLCSmart money
Some overlap · 4 shared positions
$MKL$PLTR$KKR$SNOW
$195M
73 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.