13F Pro

Hedge Funds Similar to Sun Financial

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

Sun Financial Inc is an institutional investor managing $212M across 161 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 Sun Financial are Vivid Wealth, Teamwork Financial Advisors, BNC WEALTH, with shared positions in $ANET, $MNST, $BNY, $UNP, $ETN, $TJX. The full ranking of 25 similar funds is below.

#1Vivid Wealth Management, LLCPassive
Substantial overlap · 18 shared positions
$ANET$MNST$BNY$UNP$ETN$TJX
$284M
73 positions
#2Teamwork Financial Advisors, LLCPassive
Substantial overlap · 17 shared positions
$ANET$MNST$ETN$PLTR$PWR$AXP
$1.1B
215 positions
#3BNC WEALTH MANAGEMENT, LLCPassive
Substantial overlap · 17 shared positions
$ANET$MNST$BNY$ETN$PWR$TJX
$414M
106 positions
#4Realta Investment AdvisorsPassive
Notable overlap · 11 shared positions
$PLTR$KLAC$ANET$MSTR$AXP$PWR
$322M
378 positions
#5Longbow Finance SAPassive
Notable overlap · 7 shared positions
$BNY$TJX$AXP$KLAC$CDNS$ANET
$782M
59 positions
#6Bluebird Wealth Management LLCPassive
Notable overlap · 6 shared positions
$ANET$TJX$ETN$AXP$NOW$HOOD
$115M
89 positions
#7Legacy Bridge, LLCPassive
Notable overlap · 6 shared positions
$ANET$PLTR$ETN$PWR$BNY$DE
$324M
322 positions
#8Axecap Investments, LLCPassive
Notable overlap · 5 shared positions
$ANET$MNST$BNY$KLAC$CDNS
$181M
73 positions
#9SHUTTLEWORTH & CoPassive
Notable overlap · 5 shared positions
$ANET$PLTR$ETN$TJX$PKG
$125M
51 positions
#10Smith Group Asset Management, LLCActive
Some overlap · 5 shared positions
$ANET$TJX$AXP$KLAC$CDNS
$2.5B
166 positions
#11Fox Hill Wealth Management
Some overlap · 5 shared positions
$ANET$PLTR$TJX$NOC$HOOD
$208M
117 positions
#12Taylor Hoffman Capital Management LLCActive
Some overlap · 5 shared positions
$ANET$UNP$KLAC$MNST$DE
$412M
122 positions
#13Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$MNST$ETN$TJX$PWR$KLAC
$1.6B
184 positions
#14Kessler Investment Group, LLCPassive
Some overlap · 5 shared positions
$ANET$KLAC$NOW$PLTR$MSTR
$234M
81 positions
#15CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$PLTR$ETN$TJX$PWR$AXP
$1.2B
153 positions
#16Clarus Wealth AdvisorsPassive
Some overlap · 5 shared positions
$PLTR$TJX$PWR$NOW$HOOD
$260M
86 positions
#17NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$TJX$PWR$NOW$DE$ETN$ANET
$1.4B
177 positions
#18Fortune Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$MNST$NOC$TJX$KLAC$UNP$ETN
$234M
163 positions
#19TCW GROUP INCActive
Some overlap · 6 shared positions
$ANET$KLAC$ETN$CDNS$BNY$NOW
$14.9B
640 positions
#20Prosperity Financial Group, Inc.Passive
Some overlap · 6 shared positions
$PLTR$KLAC$PWR$ETN$DE$TJX
$323M
184 positions
#21Schuylkill Financial LLCActive
Some overlap · 5 shared positions
$MNST$UNP$ETN$TJX$APD
$108M
66 positions
#22SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 6 shared positions
$PLTR$ANET$TJX$KLAC$NOC$NOW
$1.2B
332 positions
#23Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$BNY$UNP$ETN$PNC$APD
$108M
52 positions
#24ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 6 shared positions
$ANET$PWR$KLAC$AXP$TJX$BNY
$130M
106 positions
#25Menard Financial Group LLCActive
Some overlap · 5 shared positions
$PLTR$PWR$KLAC$DE$AXP
$184M
80 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.