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Hedge Funds Similar to Sunbeam

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

Sunbeam Capital Management, LLC is an institutional investor managing $219M across 124 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 Sunbeam are Simmons Bank, RiverGlades Family Offices, ALBERT D MASON, with shared positions in $KLAC, $MDY, $DE, $ETN, $EPD, $ET. The full ranking of 25 similar funds is below.

#1Simmons BankPassive
Some overlap · 4 shared positions
$KLAC$MDY$DE$ETN
$1.8B
369 positions
#2RiverGlades Family Offices LLCActive
Some overlap · 4 shared positions
$KLAC$ETN$EPD$ET
$218M
108 positions
#3ALBERT D MASON INCPassive
Some overlap · 4 shared positions
$KLAC$ETN$EPD$ET
$176M
139 positions
#4Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$KLAC$MDY$ETN
$251M
48 positions
#5Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$MDY$ETN
$489M
619 positions
#6Shoker Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$KLAC$MDY$EPD
$398M
113 positions
#7Ascent Wealth Partners, LLCActive
Some overlap · 3 shared positions
$KLAC$MDY$ETN
$1.0B
200 positions
#8Delta Investment Management, LLCPassive
Some overlap · 4 shared positions
$CEF$EPD$ETN$KLAC
$608M
293 positions
#9Meriwether Wealth & Planning, LLCActive
Some overlap · 4 shared positions
$KLAC$DE$EPD$ET
$202M
122 positions
#10TOWER TRUST & INVESTMENT CoPassive
Some overlap · 3 shared positions
$KLAC$ETN$DE
$165M
247 positions
#11Teamwork Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$KLAC$ETN$DE
$1.1B
215 positions
#12Trust Investment AdvisorsPassive
Some overlap · 3 shared positions
$KLAC$ETN$DE
$209M
97 positions
#13BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KLAC$ETN$DE
$414M
106 positions
#14Vivid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$ETN$DE
$284M
73 positions
#15Prosperity Financial Group, Inc.Passive
Some overlap · 3 shared positions
$KLAC$ETN$DE
$323M
184 positions
#16CENTRAL BANK & TRUST COActive
Some overlap · 3 shared positions
$KLAC$MDY$DE
$705M
185 positions
#17Sun Financial IncPassive
Some overlap · 3 shared positions
$KLAC$ETN$DE
$212M
161 positions
#18Union Bankshares CorpPassive
Some overlap · 3 shared positions
$KLAC$MDY$ETN
$6.0B
1,699 positions
#19Miller Capital Partners, Inc.Active
Some overlap · 3 shared positions
$KLAC$DE$ETN
$257M
258 positions
#20Banque Transatlantique SAActive
Some overlap · 3 shared positions
$KLAC$DE$ETN
$4.7B
494 positions
#21OUTFITTERS FINANCIAL LLCPassive
Some overlap · 4 shared positions
$DE$ETN$EPD$ET
$143M
80 positions
#22Confluence Wealth Services, Inc.Active
Some overlap · 4 shared positions
$ETN$KLAC$DE$ET
$3.5B
476 positions
#23Heritage Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$KLAC$ETN$DE
$401M
272 positions
#24Keebeck Wealth ManagementPassive
Some overlap · 3 shared positions
$KLAC$ETN$ET
$1.0B
471 positions
#25Cohen Capital Management, Inc.Active
Some overlap · 4 shared positions
$DE$EPD$ET$KLAC
$735M
152 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.