What hedge funds are most similar to Summit Investment Advisory Services, LLC?

The funds with the most similar 13F portfolios to Summit Investment Advisory Services, LLC are Seven Springs Wealth Group,, Provident Wealth ,, SVRN Asset ,, based on overlapping conviction holdings in the latest SEC filings.

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 Summit Investment Advisory Services,

13F Portfolio OverlapQ1 2026Summit Investment Advisory Services, portfolio →

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Most similar hedge funds by 13F overlap

Summit Investment Advisory Services, LLC is an institutional investor managing $269M across 81 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 Investment Advisory Services, are Seven Springs Wealth Group,, Provident Wealth ,, SVRN Asset ,, with shared positions in $MS, $HUM, $BPRE, $WT, $NTRB, $BRZE. The full ranking of 25 similar funds is below.

#1Seven Springs Wealth Group, LLCActive

Substantial overlap · 3 shared positions

$MS $HUM $BPRE

$432M

81 positions

#2Provident Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$MS $WT $HUM $NTRB

$331M

134 positions

#3SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $BRZE

$103M

37 positions

#4Adirondack Capital Advisors, LLCSmart money

Notable overlap · 4 shared positions

$MS $NTRB $HUM $DHR

$156M

44 positions

#5truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$MS $WT $HUM

$97M

49 positions

#6Gratus Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $NTRB $HUM

$691M

138 positions

#7KOM Wealth Management Group, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $BRZE $DHR

$147M

89 positions

#8Balanced Rock Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$MS $NTRB $MDT

$143M

96 positions

#9Talisman Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$MS $WT $HUM

$124M

101 positions

#10Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 3 shared positions

$MS $WT $HUM

$589M

590 positions

#11SWEENEY & MICHEL, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $WT

$340M

145 positions

#12Wright Wealth LLCActive

Notable overlap · 3 shared positions

$MS $WT $HUM

$149M

51 positions

#13Provenance Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $HUM $BRZE $ALPS $ARKO

$945M

412 positions

#14Strategies Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $BRZE

$995M

193 positions

#15Capital Planning LLCActive

Notable overlap · 3 shared positions

$MS $NTRB $HUM

$307M

82 positions

#16DAGCO, INC.Passive

Notable overlap · 3 shared positions

$MS $HUM $DHR

$461M

353 positions

#17Madson Wealth Advisors IncPassive

Notable overlap · 3 shared positions

$MS $HUM $DHR

$120M

84 positions

#18ProVise Management Group, LLCPassive

Notable overlap · 3 shared positions

$MS $HUM $MDT

$1.4B

261 positions

#19Ledyard National BankPassive

Notable overlap · 3 shared positions

$MS $HUM $MDT

$1.2B

236 positions

#20Meridian Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$MS $WT $HUM

$183M

141 positions

#21TME FINANCIAL, INC.Passive

Notable overlap · 3 shared positions

$MS $NTRB $ALPS

$144M

65 positions

#22TRB Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$MS $WT $BRZE

$704M

285 positions

#23Hughes Financial Services, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $NTRB

$651M

1,720 positions

#24FC Advisory LLCActive

Notable overlap · 5 shared positions

$MS $NTRB $HUM $BRZE $DHR

$342M

115 positions

#25Hoese & Co LLPActive

Some overlap · 3 shared positions

$MS $HUM $MDT

$135M

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.