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Hedge Funds Similar to SUMMIT WEALTH & RETIREMENT PLANNING,

13F Portfolio OverlapQ1 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 $419M across 108 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 WEALTH & RETIREMENT PLANNING, are Sound Stewardship,, CHOREO,, Ballast Financial Advisors, with shared positions in $GLTR, $MS, $MAR, $UNIT, $BAC, $SCHW. The full ranking of 25 similar funds is below.

#1Sound Stewardship, LLCActive
Notable overlap · 3 shared positions
$GLTR$MS$MAR
$218M
63 positions
#2CHOREO, LLCPassive
Some overlap · 5 shared positions
$UNIT$BAC$MS$MAR$SCHW
$8.1B
1,613 positions
#3Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$UNIT$BAC$KKR$MS
$98M
68 positions
#4JMAC ENTERPRISES LLCPassive
Some overlap · 5 shared positions
$UNIT$KKR$MAR$MS$BAC
$522M
117 positions
#5Black Diamond Financial, LLCActive
Some overlap · 5 shared positions
$UNIT$KKR$MAR$BAC$SCHW
$916M
185 positions
#6Lansing Street AdvisorsPassive
Some overlap · 4 shared positions
$UNIT$KKR$BAC$MS
$397M
151 positions
#7Payne Capital Management, LLCActive
Some overlap · 5 shared positions
$UNIT$MS$MAR$SCHW$BAC
$331M
79 positions
#8Monetary Solutions, LtdActive
Some overlap · 4 shared positions
$UNIT$KKR$MS$MAR
$103M
318 positions
#9Pinnacle Financial Group, LLC / ILPassive
Some overlap · 4 shared positions
$UNIT$KKR$MS$SCHW
$365M
111 positions
#10SWAN Capital LLCPassive
Some overlap · 4 shared positions
$UNIT$KKR$MAR$SCHW
$272M
554 positions
#11Donalies Financial Planning, LLCActive
Some overlap · 4 shared positions
$UNIT$KKR$MAR$SCHW
$117M
74 positions
#12MAINSAIL ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$UNIT$KKR$MAR$ORLY
$223M
112 positions
#13Sterling Wealth Management, Inc.Active
Some overlap · 4 shared positions
$UNIT$KKR$MAR$SCHW
$364M
112 positions
#14FLYWHEEL PRIVATE WEALTH LLCPassive
Some overlap · 4 shared positions
$UNIT$KKR$SCHW$MAR
$176M
104 positions
#15Creekside PartnersPassive
Some overlap · 4 shared positions
$UNIT$KKR$SCHW$WFC
$243M
183 positions
#16FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$UNIT$BAC$KKR$MAR
$133M
121 positions
#17Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$UNIT$GLTR$SCHW
$950M
192 positions
#18Marotta Asset ManagementActive
Some overlap · 4 shared positions
$UNIT$MAR$SCHW$WFC
$543M
103 positions
#19CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$UNIT$BAC$MS
$463M
177 positions
#20Towerpoint Wealth, LLCActive
Some overlap · 4 shared positions
$UNIT$MAR$SCHW$WFC
$248M
93 positions
#21TME FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$UNIT$KKR$MS
$144M
65 positions
#22Hegarty Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$KKR$MS
$127M
57 positions
#23General Partner, Inc.Active
Some overlap · 3 shared positions
$UNIT$BAC$SCHW
$164M
165 positions
#24Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$UNIT$BAC$SCHW
$166M
43 positions
#25John A. Wolfe & Associates, Inc.Active
Some overlap · 3 shared positions
$UNIT$KKR$MAR
$65M
42 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.