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Hedge Funds Similar to Summa

13F Portfolio OverlapQ1 2026Summa portfolio →
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Most similar hedge funds by 13F overlap

Summa Corp. is an institutional investor managing $242M across 83 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 Summa are AI-Squared Ltd, Torrey Growth & Income Advisors, KELLY LAWRENCE W & ASSOCIATES /CA, with shared positions in $AMD, $SNPS, $BABA, $UBER, $MRVL, $CRM. The full ranking of 25 similar funds is below.

#1AI-Squared Management LtdActive
Notable overlap · 3 shared positions
$AMD$SNPS$BABA
$137M
19 positions
#2Torrey Growth & Income AdvisorsActive
Notable overlap · 4 shared positions
$AMD$UBER$MRVL$CRM
$239M
110 positions
#3KELLY LAWRENCE W & ASSOCIATES INC/CAActive
Some overlap · 3 shared positions
$AMD$WFC$CRM
$360M
124 positions
#4Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna InsuranActive
Some overlap · 4 shared positions
$AMD$MRVL$COP$CRM
$262M
28 positions
#5SOMA EQUITY PARTNERS LPActive
Some overlap · 3 shared positions
$AMD$UBER$SNPS
$1.4B
20 positions
#6ADAPT Investment Managers SAActive
Some overlap · 3 shared positions
$AMD$WFC$CRM
$7.6B
133 positions
#7Robocap Asset Management LtdActive
Some overlap · 3 shared positions
$AMD$MRVL$SNPS
$94M
23 positions
#8EMINENCE CAPITAL, LPActive
Some overlap · 3 shared positions
$AMD$SNPS$BABA
$4.4B
33 positions
#9Bellecapital International Ltd.Passive
Some overlap · 4 shared positions
$AMD$COP$SNPS$TMO
$538M
116 positions
#10CALIFORNIA FIRST LEASING CORPActive
Some overlap · 4 shared positions
$AMD$MRVL$WFC$BABA
$312M
39 positions
#11DE BURLO GROUP INCPassive
Some overlap · 3 shared positions
$AMD$SNPS$TMO
$441M
88 positions
#12Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 3 shared positions
$AMD$COP$CRM
$566M
28 positions
#13HARTLINE INVESTMENT CORP/Active
Some overlap · 3 shared positions
$AMD$MRVL$UBER
$909M
112 positions
#14Southpoint Capital Advisors LPActive
Some overlap · 3 shared positions
$AMD$UBER$TMO
$4.9B
41 positions
#15Warm Springs Advisors Inc.Active
Some overlap · 3 shared positions
$AMD$TMO$CRM
$118M
48 positions
#16KRS Capital Management, LLCActive
Some overlap · 3 shared positions
$AMD$MRVL$CRM
$163M
115 positions
#17GLENVIEW CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$AMD$UBER$TMO
$4.0B
44 positions
#18FAGAN ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$AMD$UBER$COP
$719M
135 positions
#19OMC Financial Services LTDActive
Some overlap · 3 shared positions
$AMD$O$CRM
$258M
64 positions
#20Jessup Wealth Management, IncPassive
Some overlap · 3 shared positions
$AMD$KKR$BABA
$274M
78 positions
#21DCF Advisers, LLCActive
Some overlap · 4 shared positions
$AMD$MRVL$UBER$BABA
$375M
86 positions
#22Palacios Wealth Management, LLCActive
Some overlap · 4 shared positions
$AMD$UBER$TMO$CRM
$160M
75 positions
#23MATTERS CAPITAL LLCPassive
Some overlap · 3 shared positions
$AMD$UBER$CRM
$113M
64 positions
#24IAT REINSURANCE CO LTD.Active
Some overlap · 3 shared positions
$AMD$UBER$KKR
$310M
67 positions
#25London & Capital Asset Management LtdActive
Some overlap · 3 shared positions
$AMD$SNPS$TMO
$9.2B
223 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.