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Hedge Funds Similar to SummitTX

13F Portfolio OverlapQ2 2026SummitTX portfolio →
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Most similar hedge funds by 13F overlap

SummitTX Capital, L.P. is an institutional investor managing $3.9B across 762 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SummitTX are Smith, Salley & Associates, BARTLETT & WEALTH, HARBER ASSET, with shared positions in $ADI, $ASML, $NXPI, $LOW, $LIN, $MDY. The full ranking of 25 similar funds is below.

#1Smith, Salley & AssociatesPassive
Some overlap · 5 shared positions
$ADI$ASML$NXPI$LOW$LIN
$2.3B
275 positions
#2BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ADI$ASML$MDY$LOW$LIN
$8.0B
1,334 positions
#3HARBER ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ADI$MKSI$NXPI$ONTO
$166M
39 positions
#4Sunstone Asset Management, L.P.Active
Some overlap · 3 shared positions
$ADI$MKSI$ASML
$92M
57 positions
#5KR Capital LPPassive
Some overlap · 6 shared positions
$ASML$MKSI$NXPI$LPLA$FLEX$DVN
$1.0B
79 positions
#6Ironvine Capital Partners, LLCActive
Some overlap · 4 shared positions
$ADI$ASML$ORLY$LOW
$1.1B
57 positions
#7Talos Eurisko Asset Management LPActive
Some overlap · 4 shared positions
$MKSI$ASML$NXPI$ONTO
$703M
25 positions
#8Destination Wealth ManagementPassive
Some overlap · 4 shared positions
$ADI$ASML$ORLY$ICE
$4.3B
344 positions
#9Albar Capital Partners LLPActive
Some overlap · 4 shared positions
$ADI$ASML$MMM$LIN
$767M
38 positions
#10BKM Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ADI$ASML$LOW$LIN
$309M
154 positions
#11Phraction Management LLCActive
Some overlap · 4 shared positions
$ADI$ASML$LIN$ICE
$545M
67 positions
#12LIGHT STREET CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MKSI$ASML$NXPI$ADI
$903M
28 positions
#13MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 4 shared positions
$ADI$ASML$LIN$QXO
$1.0B
33 positions
#14LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 5 shared positions
$ASML$NXPI$ADI$ORLY$LOW
$10.8B
564 positions
#15Annex Advisory Services, LLCActive
Some overlap · 3 shared positions
$ADI$ASML$ORLY
$6.1B
377 positions
#16Rafferty Asset Management, LLCActive
Some overlap · 3 shared positions
$ADI$ASML$NXPI
$43.9B
1,133 positions
#17VAN ECK ASSOCIATES CORPActive
Some overlap · 3 shared positions
$ADI$ASML$NXPI
$164.1B
1,337 positions
#18NORTH STAR ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$ADI$ASML$LOW
$2.5B
372 positions
#19Madison Asset Management, LLCPassive
Some overlap · 3 shared positions
$ADI$MKSI$LOW
$8.4B
347 positions
#20First Pacific Advisors, LPActive
Some overlap · 4 shared positions
$ADI$NXPI$LPLA$LBRDA
$8.1B
75 positions
#21CYPRESS ASSET MANAGEMENT INC/TXActive
Some overlap · 4 shared positions
$ADI$ASML$LOW$LIN
$506M
107 positions
#22JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$ADI$ASML$LNT
$13.7B
840 positions
#23ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ADI$ASML$LIN
$713M
97 positions
#24FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 5 shared positions
$ASML$NXPI$LIN$ICE$FLEX
$118M
56 positions
#25Banco de Sabadell, S.APassive
Some overlap · 3 shared positions
$ADI$ASML$USB
$170M
61 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.