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Hedge Funds Similar to Summit Wealth Partners,

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

Summit Wealth Partners, LLC is an institutional investor managing $632M across 271 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 Partners, are LOUNTZIS ASSET ,, Conservest Advisors,, CORTLAND ASSOCIATES /MO, with shared positions in $BRO, $KKR, $AMAT, $USB, $DIA, $MS. The full ranking of 25 similar funds is below.

#1LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$BRO$KKR$AMAT$USB
$273M
52 positions
#2Conservest Capital Advisors, Inc.Active
Some overlap · 7 shared positions
$KKR$DIA$MS$MDY$WT$UPST
$1.1B
127 positions
#3CORTLAND ASSOCIATES INC/MOActive
Some overlap · 5 shared positions
$BRO$KKR$DHR$MDY$MDLZ
$697M
62 positions
#4LRZ CAPITAL LLCActive
Some overlap · 3 shared positions
$BRO$KKR$DHR
$200M
16 positions
#5truNorth Financial Services, Inc.Active
Some overlap · 5 shared positions
$KKR$DIA$MS$WT$UPST
$97M
49 positions
#6Cambridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$KKR$DIA$MS$DHR$USB
$295M
168 positions
#7Talisman Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$KKR$MS$NEE$MDLZ$WT
$124M
101 positions
#8Vision Retirement, LLCPassive
Some overlap · 3 shared positions
$KKR$DIA$MS
$352M
649 positions
#9FLAGSTAR ADVISORS INC.Passive
Some overlap · 7 shared positions
$KKR$DIA$MS$WT$MDY$USB
$276M
174 positions
#10OMNI 360 Wealth, Inc.Passive
Some overlap · 5 shared positions
$KKR$MS$DIA$NEE$WT
$194M
125 positions
#11MLP3, LLCPassive
Some overlap · 6 shared positions
$DIA$KKR$MS$AGQ$WT$MDY
$91M
86 positions
#12Rooted Wealth Advisors, Inc.Active
Some overlap · 6 shared positions
$KKR$MS$DHR$USB$GSAT$AMAT
$379M
144 positions
#13Pettinga Financial Advisors LLCPassive
Some overlap · 4 shared positions
$KKR$DIA$USB$GSAT
$531M
147 positions
#14Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$KKR$DIA$MS$UPST
$958M
176 positions
#15Kaizen Financial StrategiesPassive
Some overlap · 4 shared positions
$KKR$DIA$AMAT$UPST
$236M
174 positions
#16Pinnacle Wealth Management Advisory Group, LLCPassive
Some overlap · 5 shared positions
$KKR$MS$DIA$WT$MDY
$1.5B
550 positions
#17UPTICK PARTNERS, LLCPassive
Some overlap · 5 shared positions
$KKR$MS$MDLZ$DIA$WT
$502M
293 positions
#18Fingerlakes Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$DIA$MS$KKR$NEE$AMAT
$151M
97 positions
#19Crews Bank & TrustPassive
Some overlap · 5 shared positions
$KKR$MS$MDY$DHR$USB
$690M
673 positions
#20GREENBERG FINANCIAL GROUP
Some overlap · 3 shared positions
$KKR$DIA$AGQ
$243M
113 positions
#21Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$KKR$MS$NEE$WT
$123M
111 positions
#22WealthBridge Capital Management, LLCPassive
Some overlap · 5 shared positions
$KKR$AGQ$DIA$WT$MDY
$434M
221 positions
#23Selby Wealth Management, LLCActive
Some overlap · 5 shared positions
$KKR$MS$WT$MDY$DIA
$254M
81 positions
#24Hegarty Advisors, LLCActive
Some overlap · 5 shared positions
$KKR$MS$DIA$USB$UPST
$127M
57 positions
#25Asset Allocation Strategies LLCPassive
Some overlap · 5 shared positions
$KKR$MS$WT$GSAT$DIA
$563M
167 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.