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 Sunburst Financial Group,

13F Portfolio OverlapQ1 2026Sunburst Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Sunburst Financial Group, LLC is an institutional investor managing $617M across 134 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 Sunburst Financial Group, are VSM Wealth Advisory,, Employees' Retirement Fund of the City of Fort Worth, Quaker Wealth ,, with shared positions in $COP, $KKR, $HUM, $IBM, $MAR, $GMM. The full ranking of 25 similar funds is below.

#1VSM Wealth Advisory, LLCPassive

Notable overlap · 5 shared positions

$COP $KKR $HUM $IBM $MAR

$335M

505 positions

#2Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$COP $KKR $HUM

$230M

21 positions

#3Quaker Wealth Management, LLCActive

Notable overlap · 4 shared positions

$COP $KKR $HUM $MAR

$320M

972 positions

#4Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 5 shared positions

$COP $HUM $KKR $GMM $MS

$1.2B

1,060 positions

#5CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$COP $HUM $MS $IBM

$363M

102 positions

#6Beacon Financial Strategies CORPActive

Notable overlap · 4 shared positions

$COP $HUM $IBM $DUK

$176M

177 positions

#7Forbes Financial Planning, Inc.Active

Notable overlap · 5 shared positions

$COP $GMM $MS $SO $AMGN

$173M

38 positions

#8Rockbridge Investment Management, LCCSmart money

Notable overlap · 5 shared positions

$COP $GMM $KKR $HUM $IBM

$1.1B

137 positions

#9Johnson Bixby & Associates, LLCActive

Notable overlap · 3 shared positions

$COP $HUM $MAR

$806M

127 positions

#10RW Investment Management LLCActive

Notable overlap · 5 shared positions

$COP $PWR $KKR $MS $AMGN

$1.0B

113 positions

#11Mustard Seed Financial, LLCPassive

Notable overlap · 3 shared positions

$COP $KKR $MAR

$167M

92 positions

#12MARYLAND CAPITAL ADVISORS INC.

Notable overlap · 4 shared positions

$COP $HUM $IBM $AMGN

$295M

271 positions

#13Montis Financial, LLCActive

Notable overlap · 5 shared positions

$COP $KKR $HUM $IBM $MS

$484M

150 positions

#14Wolff Financial Management LLCActive

Notable overlap · 6 shared positions

$COP $KKR $HUM $GMM $MS $MAR

$453M

103 positions

#15Minot DeBlois Advisors LLCPassive

Notable overlap · 3 shared positions

$COP $HUM $AXP

$110M

226 positions

#16Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$COP $HUM $MAR

$67M

42 positions

#17Compass Advisory Group LLCActive

Notable overlap · 3 shared positions

$COP $HUM $MAR

$374M

86 positions

#18Lighthouse Financial LLCActive

Notable overlap · 3 shared positions

$COP $IBM $AMGN

$166M

76 positions

#19PECAUT & CO.Active

Notable overlap · 3 shared positions

$COP $HUM $AXP

$308M

66 positions

#20Tandem Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$COP $MS $MAR

$224M

47 positions

#21Foundation Wealth Management, LLC\PAActive

Notable overlap · 3 shared positions

$COP $GMM $MAR

$284M

91 positions

#22SpringVest Wealth Management LLCActive

Notable overlap · 3 shared positions

$COP $DUK $HUM

$146M

67 positions

#23DecisionPoint Financial, LLCActive

Notable overlap · 4 shared positions

$COP $MAR $AXP $RF

$464M

679 positions

#24EAGLE CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$COP $HUM $MS

$29.8B

60 positions

#25AAFMAA Wealth Management & Trust LLCPassive

Notable overlap · 3 shared positions

$COP $HUM $MS

$258M

96 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.