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Hedge Funds Similar to Summit Wealth Group,

13F Portfolio OverlapQ1 2026Summit Wealth Group, portfolio →
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Most similar hedge funds by 13F overlap

Summit Wealth Group, LLC is an institutional investor managing $436M across 126 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 Group, are Rochester Wealth Strategies,, Brooklyn FI,, Hudson Oak Wealth Advisory, with shared positions in $RELX, $DDOG, $IAU, $KKR, $BRZE, $AFRM. The full ranking of 25 similar funds is below.

#1Rochester Wealth Strategies, LLCSmart money
Notable overlap · 4 shared positions
$RELX$DDOG$IAU$KKR
$165M
24 positions
#2Brooklyn FI, LLCActive
Notable overlap · 6 shared positions
$DDOG$BRZE$AFRM$NOW$SE$MUFG
$476M
78 positions
#3Hudson Oak Wealth Advisory LLCActive
Notable overlap · 3 shared positions
$DDOG$RELX$IAU
$115M
52 positions
#4Altiora Financial Group, LLCActive
Notable overlap · 5 shared positions
$DDOG$BRZE$IAU$SE$UNH
$607M
110 positions
#5Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 4 shared positions
$RELX$BRZE$IAU$NOW
$589M
138 positions
#6Joel Adams & Associates, Inc.Active
Some overlap · 5 shared positions
$DDOG$BRZE$AFRM$SE$MS
$135M
64 positions
#7Seneca Financial Advisors LLCActive
Some overlap · 5 shared positions
$DDOG$BRZE$VLTO$KKR$SE
$341M
64 positions
#8Towneley Capital Management, Inc / DESmart money
Some overlap · 3 shared positions
$DDOG$BRZE$IAU
$478M
42 positions
#9GeoWealth Management, LLCActive
Some overlap · 6 shared positions
$DDOG$BRZE$NOW$VLTO$MUFG$DHR
$2.8B
853 positions
#10Mallini Complete Financial Planning LLCSmart money
Some overlap · 4 shared positions
$DDOG$BRZE$AFRM$KKR
$126M
61 positions
#11OFC FINANCIAL PLANNING, LLCActive
Some overlap · 3 shared positions
$RELX$BRZE$IAU
$102M
56 positions
#12Plum Street Advisors, LLCActive
Some overlap · 4 shared positions
$RELX$DDOG$IAU$MUFG
$289M
98 positions
#13RCS Financial Planning, LLCPassive
Some overlap · 6 shared positions
$DDOG$IAU$NOW$VLTO$BRZE$SE
$193M
98 positions
#14WealthCollab, LLCPassive
Some overlap · 6 shared positions
$BRZE$DDOG$NOW$AFRM$IAU$DHR
$243M
977 positions
#15Diversified Portfolios, Inc.Active
Some overlap · 5 shared positions
$RELX$DDOG$AFRM$VLTO$KKR
$1.2B
174 positions
#16Luminvest Wealth Management LLCSmart money
Some overlap · 5 shared positions
$DDOG$BRZE$KKR$DHR$MU
$382M
55 positions
#17Gleason Group, Inc.Active
Some overlap · 4 shared positions
$DDOG$BRZE$KKR$DHR
$1.0B
229 positions
#18GENESIS PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$DDOG$BRZE$VLTO$GE
$318M
182 positions
#19Mustard Seed Financial, LLCPassive
Some overlap · 3 shared positions
$DDOG$BRZE$KKR
$167M
92 positions
#20Sunflower Bank, N.A.Active
Some overlap · 3 shared positions
$DDOG$BRZE$GE
$392M
155 positions
#21Global Strategic Investment Solutions, LLCActive
Some overlap · 5 shared positions
$DDOG$RELX$KKR$AFRM$DHR
$1.0B
145 positions
#22Winthrop Advisory Group LLCActive
Some overlap · 5 shared positions
$RELX$BRZE$DDOG$MS$DHR
$1.2B
195 positions
#23Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 6 shared positions
$BRZE$DDOG$IAU$MU$DHR$ADI
$578M
118 positions
#2425 LLCActive
Some overlap · 3 shared positions
$DDOG$BRZE$AFRM
$324M
69 positions
#25Financial Architects, LLCSmart money
Some overlap · 3 shared positions
$DDOG$BRZE$DHR
$190M
25 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.