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Hedge Funds Similar to Summit Financial Consulting

13F Portfolio OverlapQ1 2026Summit Financial Consulting portfolio →
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Most similar hedge funds by 13F overlap

Summit Financial Consulting LLC is an institutional investor managing $140M across 41 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 Financial Consulting are McGowan Group Asset ,, Melone Private Wealth,, FSA Advisors,, with shared positions in $TXN, $NZF, $EPD, $NAD, $MIY, $DTB. The full ranking of 5 similar funds is below.

#1McGowan Group Asset Management, Inc.Passive
Slight overlap · 4 shared positions
$TXN$NZF$EPD$NAD
$785M
154 positions
#2Melone Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$NZF$MIY$NAD
$245M
60 positions
#3FSA Advisors, Inc.Passive
Slight overlap · 3 shared positions
$MIY$DTB$F
$152M
192 positions
#4Uptown Financial Advisors LLCActive
Slight overlap · 3 shared positions
$EPD$NAD$TXN
$126M
76 positions
#5Retirement Investment Advisors, Inc.Smart money
Slight overlap · 3 shared positions
$TXN$F$EPD
$1.2B
67 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.