What hedge funds are most similar to SUMMIT WEALTH & RETIREMENT PLANNING, INC.?

The funds with the most similar 13F portfolios to SUMMIT WEALTH & RETIREMENT PLANNING, INC. are BTC, FLC Advisors, AAFMAA Wealth, 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 WEALTH & RETIREMENT PLANNING

13F Portfolio OverlapQ2 2026SUMMIT WEALTH & RETIREMENT PLANNING portfolio →

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Most similar hedge funds by 13F overlap

SUMMIT WEALTH & RETIREMENT PLANNING, INC. is an institutional investor managing $472M across 113 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 WEALTH & RETIREMENT PLANNING are BTC, FLC Advisors, AAFMAA Wealth, with shared positions in $STT, $ORLY, $MS, $MAR, $GLTR, $QCOM. The full ranking of 25 similar funds is below.

#1BTC Capital Management, Inc.Passive

Slight overlap · 4 shared positions

$STT $ORLY $MS $MAR

$1.6B

207 positions

#2FLC Capital AdvisorsPassive

Slight overlap · 4 shared positions

$GLTR $STT $QCOM $SCHW

$622M

236 positions

#3AAFMAA Wealth Management & Trust LLCActive

Slight overlap · 4 shared positions

$STT $ORLY $MS $SYK

$286M

95 positions

#4Pine Haven Investment Counsel, IncPassive

Slight overlap · 5 shared positions

$STT $MAR $SCHW $BLK $SYK

$149M

116 positions

#5McGuire Investment Group, LLCActive

Slight overlap · 5 shared positions

$MS $QCOM $SCHW $BLK $SYK

$1.1B

137 positions

#6Harvest Investment Advisors, LLCActive

Slight overlap · 4 shared positions

$STT $MS $QCOM $BLK

$202M

58 positions

#7Sherman Asset Management, Inc.Active

Slight overlap · 5 shared positions

$MS $QCOM $STT $BLK $SCHW

$129M

136 positions

#8Orion Capital Management LLCPassive

Slight overlap · 4 shared positions

$ORLY $MS $QCOM $BLK

$323M

511 positions

#9SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$STT $MS $QCOM $SRE

$166M

122 positions

#10NEW VERNON INVESTMENT MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$ORLY $MS $MAR $SYK

$82M

37 positions

#11Port Capital LLCActive

Slight overlap · 3 shared positions

$SSD $ORLY $CPRT

$2.5B

108 positions

#12TOEWS CORP /ADVActive

Slight overlap · 4 shared positions

$STT $MAR $QCOM $SCHW

$686M

151 positions

#13Stonebridge Capital Advisors LLCPassive

Slight overlap · 4 shared positions

$STT $MAR $QCOM $BLK

$1.6B

215 positions

#14FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Slight overlap · 3 shared positions

$GLTR $SYK $SCHW

$206M

80 positions

#15FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive

Slight overlap · 4 shared positions

$STT $MS $SCHW $SYK

$8.2B

442 positions

#16ROCKLAND TRUST COPassive

Slight overlap · 4 shared positions

$CPRT $MS $SCHW $BLK

$2.5B

317 positions

#17BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$CPRT $MS $SCHW $BLK

$499M

73 positions

#18ABN AMRO Bank N.V.Active

Slight overlap · 4 shared positions

$ORLY $MS $BLK $SYK

$7.7B

231 positions

#19Collaborative Wealth Managment Inc.Active

Slight overlap · 3 shared positions

$GLTR $STT $QCOM

$238M

170 positions

#20COLTON GROOME FINANCIAL ADVISORS, LLCActive

Slight overlap · 4 shared positions

$STT $QCOM $SCHW $BLK

$414M

164 positions

#21KMG FIDUCIARY PARTNERS, LLCPassive

Slight overlap · 4 shared positions

$MS $MAR $QCOM $BLK

$1.1B

207 positions

#22Odyssey Capital Advisors, Inc.Passive

Slight overlap · 4 shared positions

$MS $QCOM $MAR $SYK

$140M

101 positions

#23Pitti Group Wealth Management, LLCActive

Slight overlap · 4 shared positions

$MS $MAR $QCOM $SYK

$137M

84 positions

#24Zullo Investment Group, Inc.Active

Slight overlap · 4 shared positions

$MS $QCOM $STT $SCHW

$293M

157 positions

#25RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Slight overlap · 4 shared positions

$ORLY $QCOM $BLK $SYK

$794M

188 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.