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Hedge Funds Similar to Summit Place Financial Advisors,

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

Summit Place Financial Advisors, LLC is an institutional investor managing $208M across 106 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 Place Financial Advisors, are BECK ,, First Financial Group, One Madison Group, with shared positions in $GEV, $IAU, $WELL, $GE, $CRWD, $WT. The full ranking of 25 similar funds is below.

#1BECK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$GEV$IAU$WELL$GE$CRWD
$437M
115 positions
#2First Financial Group CorpActive
Notable overlap · 7 shared positions
$IAU$WT$LH$GE$GEV$CRWD
$122M
80 positions
#3One Madison Group LLCActive
Notable overlap · 4 shared positions
$GEV$GE$MLM$TTWO
$866M
28 positions
#4CADINHA & CO LLCActive
Notable overlap · 4 shared positions
$IAU$GE$GEV$DHR
$537M
103 positions
#5Ridge Creek Global, IncActive
Notable overlap · 4 shared positions
$IAU$WT$DIS$ALC
$118M
85 positions
#6CHATHAM CAPITAL GROUP, INC.Passive
Notable overlap · 3 shared positions
$IAU$GEV$GE
$689M
198 positions
#7Harbour Wealth Management Group, Inc.Passive
Notable overlap · 3 shared positions
$IAU$WT$YMM
$133M
89 positions
#8Newport Trust Company, LLCSmart money
Notable overlap · 5 shared positions
$GEV$GE$DIS$HIG$WBD
$40.7B
64 positions
#9ANDERSON HOAGLAND & COPassive
Notable overlap · 4 shared positions
$IAU$GE$GEV$WT
$1.2B
136 positions
#10TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 4 shared positions
$GEV$GE$BABA$DHR
$200M
110 positions
#11Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$IAU$WT$DHR
$90M
65 positions
#12HOERTKORN RICHARD CHARLESActive
Some overlap · 4 shared positions
$GEV$GE$APA$DIS
$122M
75 positions
#13REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$WT$GE
$697M
218 positions
#14Financial Harvest, LLCActive
Some overlap · 3 shared positions
$IAU$WT$DIS
$170M
57 positions
#15Hamilton Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$WT$CRWD
$1.4B
114 positions
#16Independent Family Office, LLCActive
Some overlap · 3 shared positions
$IAU$CTVA$TOST
$243M
90 positions
#17Exit Wealth Advisors, LLC.Active
Some overlap · 3 shared positions
$IAU$WT$PSLV
$195M
131 positions
#18MBA Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$WT$GE
$260M
146 positions
#19Terra Nova Asset Management LLCPassive
Some overlap · 3 shared positions
$GEV$GE$IAU
$135M
83 positions
#20Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$GEV$MLM$CRWD$DHR
$465M
81 positions
#21Next Level Private LLCPassive
Some overlap · 3 shared positions
$GEV$GE$WT
$443M
175 positions
#22Schear Investment Advisers, LLCPassive
Some overlap · 4 shared positions
$GEV$GE$CRWD$MLM
$227M
77 positions
#23SHARPEPOINT LLCPassive
Some overlap · 3 shared positions
$GEV$WT$DHR
$168M
86 positions
#24Rather & Kittrell, Inc.Active
Some overlap · 3 shared positions
$IAU$MLM$DHR
$648M
113 positions
#25Viewpoint Capital Management LLCActive
Some overlap · 4 shared positions
$GE$CTVA$GEV$WT
$214M
135 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.