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 SummitTX ,

13F Portfolio OverlapQ1 2026SummitTX , portfolio →

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Most similar hedge funds by 13F overlap

SummitTX Capital, L.P. is an institutional investor managing $3.2B across 744 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 SummitTX , are DC Investments ,, ExodusPoint ,, HITE Hedge Asset, with shared positions in $ASML, $MDY, $CTRA, $AEE, $AEP, $DOV. The full ranking of 25 similar funds is below.

#1DC Investments Management, LLCActive

Some overlap · 6 shared positions

$ASML $MDY $CTRA $AEE $AEP $DOV

$261M

76 positions

#2ExodusPoint Capital Management, LPPassive

Some overlap · 10 shared positions

$ETR $AEE $XEL $NSC $LNT $AEP

$12.4B

1,454 positions

#3HITE Hedge Asset Management LLCPassive

Some overlap · 7 shared positions

$CTRA $ETR $LNT $AEE $AEP $FE

$1.8B

126 positions

#4Western Financial Corp/CAActive

Some overlap · 6 shared positions

$ASML $GE $WBD $AMAT $ORLY $LMT

$255M

127 positions

#5Greenland Capital Management LPPassive

Some overlap · 6 shared positions

$WBD $ETR $LNT $AEE $AEP $NSC

$787M

278 positions

#6Crew Capital Management, Ltd.Passive

Some overlap · 5 shared positions

$ASML $GE $AMAT $ORLY $PH

$151M

109 positions

#7Tairen Capital LtdActive

Some overlap · 4 shared positions

$ASML $MKSI $AMAT $PH

$924M

44 positions

#8Aventail Capital Group, LPPassive

Some overlap · 6 shared positions

$ETR $LNT $AEE $AEP $FE $XEL

$2.1B

170 positions

#9Energy Income Partners, LLCActive

Some overlap · 6 shared positions

$ETR $LNT $AEE $AEP $FE $XEL

$6.2B

87 positions

#10DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Some overlap · 6 shared positions

$ETR $LNT $AEE $AEP $XEL $EPRT

$9.6B

148 positions

#11BALYASNY ASSET MANAGEMENT L.P.Passive

Some overlap · 6 shared positions

$WBD $CTRA $AMAT $ORLY $NSC $PH

$77.1B

2,805 positions

#12TCW GROUP INCActive

Some overlap · 4 shared positions

$ASML $GE $ETR $ORLY

$13.3B

629 positions

#13Benchmark Investment Advisors LLCPassive

Some overlap · 4 shared positions

$ASML $GE $AMAT $PH

$172M

76 positions

#14SORA INVESTORS LLCPassive

Some overlap · 3 shared positions

$ASML $MKSI $AMAT

$1.1B

77 positions

#15Salvus Wealth Management, LLCPassive

Some overlap · 5 shared positions

$NVR $AMAT $FNV $ORLY $NSC

$172M

126 positions

#16KR Capital LPPassive

Some overlap · 3 shared positions

$MKSI $ASML $AMAT

$499M

49 positions

#17Sippican Capital AdvisorsPassive

Some overlap · 4 shared positions

$CTRA $NVR $GE $LMT

$146M

107 positions

#18Point72 Asset Management, L.P.Passive

Slight overlap · 4 shared positions

$ASML $AMAT $MKSI $PH

$78.1B

3,704 positions

#19Melqart Asset Management (UK) LtdActive

Slight overlap · 4 shared positions

$ASML $WBD $TERN $NSC

$1.0B

41 positions

#20KP Management LLCPassive

Slight overlap · 4 shared positions

$ASML $GE $ORLY $PH

$409M

83 positions

#21Winslow Capital Management, LLCActive

Slight overlap · 4 shared positions

$ASML $GE $ORLY $PH

$25.6B

60 positions

#22Buckland Partners Management Co LLCPassive

Slight overlap · 3 shared positions

$ASML $BLD $GE

$165M

91 positions

#23FORA Capital, LLCPassive

Slight overlap · 4 shared positions

$ASML $WBD $AMAT $LMT

$1.4B

413 positions

#24REAVES W H & CO INCActive

Slight overlap · 5 shared positions

$ETR $LNT $AEE $AEP $XEL

$6.0B

90 positions

#25Symmetry Investments LPActive

Slight overlap · 4 shared positions

$ASML $AMAT $GE $NSC

$913M

122 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.