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 OverlapQ2 2026Sunburst Financial Group portfolio →

Institutional-grade research for retail investors

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 Q2 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 ALBION FINANCIAL GROUP, Fiduciary Group, 6th Street Advisors, with shared positions in $PWR, $APH, $AMGN, $QCOM, $PEP, $UNP. The full ranking of 25 similar funds is below.

#1ALBION FINANCIAL GROUP /UTPassive

Some overlap · 7 shared positions

$PWR $APH $AMGN $QCOM $PEP $UNP

$1.7B

652 positions

#2Fiduciary Group, LLCPassive

Some overlap · 7 shared positions

$SO $AXP $AMGN $PEP $APH $UNP

$1.3B

305 positions

#36th Street Advisors, LLCActive

Some overlap · 5 shared positions

$SO $RF $PWR $APH $PGR

$174M

61 positions

#4CHEMUNG CANAL TRUST COActive

Some overlap · 6 shared positions

$AXP $ADI $SO $PEP $UNP $AMGN

$541M

111 positions

#5Resonant Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$ADI $QCOM $PGR $AMGN $AXP $APH

$2.1B

538 positions

#6Aull & Monroe Investment Management CorpPassive

Some overlap · 5 shared positions

$SO $RF $AMGN $PEP $UNP

$239M

126 positions

#7Nicholson Wealth Management Group, LLCPassive

Some overlap · 5 shared positions

$SO $APH $ADI $AMGN $PEP

$170M

111 positions

#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 5 shared positions

$SO $ADI $QCOM $AMGN $PEP

$201M

57 positions

#9Visionary Wealth AdvisorsPassive

Some overlap · 5 shared positions

$PWR $SO $QCOM $AMGN $PEP

$2.5B

666 positions

#10Walsky Investment Management, Inc.Passive

Some overlap · 5 shared positions

$SO $QCOM $AMGN $PEP $UNP

$108M

52 positions

#11Park Place Capital CorpPassive

Some overlap · 6 shared positions

$PWR $APH $PGR $QCOM $SFBS $PEP

$629M

1,092 positions

#12Curat Global, LLCPassive

Some overlap · 5 shared positions

$AXP $APH $ADI $AMGN $PEP

$122M

251 positions

#13Sharkey, Howes & JaverActive

Some overlap · 5 shared positions

$PWR $APH $ADI $UNP $AXP

$829M

163 positions

#14PEOPLES FINANCIAL SERVICES CORP.Passive

Some overlap · 5 shared positions

$AXP $ADI $QCOM $SO $AMGN

$231M

270 positions

#15BRADLEY FOSTER & SARGENT INC/CTActive

Some overlap · 5 shared positions

$PWR $APH $ADI $PEP $UNP

$7.1B

535 positions

#16Navigate Wealth Management, LLCActive

Some overlap · 4 shared positions

$SO $SFBS $AXP $RF

$161M

79 positions

#17JLB & ASSOCIATES INCPassive

Some overlap · 5 shared positions

$AXP $APH $AMGN $PGR $PEP

$748M

68 positions

#18BANK OF STOCKTONActive

Some overlap · 5 shared positions

$AXP $ADI $QCOM $PGR $UNP

$356M

126 positions

#19Blossom Wealth ManagementActive

Some overlap · 5 shared positions

$APH $ADI $QCOM $AMGN $PEP

$71M

72 positions

#20Bank OZK

Some overlap · 4 shared positions

$SO $PWR $AXP $AMGN

$337M

159 positions

#21INVESCO, LLCActive

Some overlap · 5 shared positions

$AXP $APH $ADI $AMGN $SO

$323M

133 positions

#22JACOBS & CO/CAPassive

Some overlap · 5 shared positions

$AXP $QCOM $AMGN $PEP $UNP

$1.2B

134 positions

#23RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$SO $MAR $ADI $QCOM

$1.1B

90 positions

#24Advanced Asset Management Advisors IncActive

Some overlap · 5 shared positions

$SO $QCOM $AMGN $PEP $UNP

$380M

85 positions

#25Welch Group, LLCPassive

Some overlap · 4 shared positions

$SO $SFBS $QCOM $PEP

$2.9B

326 positions

Compare Sunburst Financial Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Sunburst Financial Group’s holdings

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.