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 Sun Financial

13F Portfolio OverlapQ1 2026Sun Financial portfolio →

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Most similar hedge funds by 13F overlap

Sun Financial Inc is an institutional investor managing $200M across 159 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 Sun Financial are Teamwork Financial Advisors,, BNC WEALTH ,, Vivid Wealth ,, with shared positions in $AMD, $PWR, $GEV, $KLAC, $ANET, $CRWD. The full ranking of 25 similar funds is below.

#1Teamwork Financial Advisors, LLCPassive

Notable overlap · 14 shared positions

$AMD $PWR $GEV $KLAC $ANET $CRWD

$946M

216 positions

#2BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 13 shared positions

$PWR $GEV $AMD $KLAC $ANET $MNST

$360M

106 positions

#3Vivid Wealth Management, LLCActive

Notable overlap · 13 shared positions

$GRWG $GEV $PWR $__PARK_1390777 $AMD $MNST

$247M

66 positions

#4WD RUTHERFORD LLCPassive

Notable overlap · 9 shared positions

$AMD $GEV $ANET $CRWD $PANW $LRCX

$225M

71 positions

#5KRS Capital Management, LLCActive

Notable overlap · 9 shared positions

$AMD $LRCX $PANW $GEV $AXP $CRWD

$163M

115 positions

#6McLaughlin Asset Management, Inc.Passive

Notable overlap · 8 shared positions

$KLAC $LRCX $GEV $PANW $ANET $TJX

$105M

91 positions

#7CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 7 shared positions

$AMD $KLAC $ANET $PANW $CRM $ETN

$180M

58 positions

#8DARA CAPITAL US, INC.Active

Notable overlap · 8 shared positions

$AMD $GEV $LRCX $CRWD $GE $PANW

$105M

119 positions

#9Karani Asset Management LLCPassive

Notable overlap · 9 shared positions

$LRCX $KLAC $AMD $CDNS $GE $AXP

$122M

54 positions

#10JACKSON SQUARE CAPITAL, LLCPassive

Notable overlap · 8 shared positions

$GEV $KLAC $LRCX $ANET $TJX $GE

$477M

129 positions

#11GDS Wealth ManagementActive

Notable overlap · 7 shared positions

$GEV $AMD $LRCX $CRM $CDNS $TJX

$1.7B

200 positions

#12Benchmark Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$KLAC $LRCX $ANET $CRWD $PANW $GE

$172M

76 positions

#13Blue Chip Partners, LLCActive

Notable overlap · 7 shared positions

$PWR $MNST $KLAC $ETN $TJX $PANW

$1.4B

170 positions

#14Portus Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$GRWG $GEV $LRCX $PANW $AXP

$106M

568 positions

#15PARK NATIONAL CORP /OH/Passive

Notable overlap · 7 shared positions

$GEV $ANET $PANW $CDNS $TJX $CRM

$3.3B

381 positions

#16LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$GRWG $KLAC $ANET $TJX $REGN $AMD

$174M

65 positions

#17Longbow Finance SAPassive

Notable overlap · 7 shared positions

$KLAC $PANW $PWR $MNST $TJX $GE

$552M

55 positions

#18Telligent Fund, LPActive

Notable overlap · 6 shared positions

$AMD $GEV $KLAC $ANET $GE $MSTR

$94M

24 positions

#19PeakShares LLCPassive

Notable overlap · 7 shared positions

$AMD $CRM $PANW $TJX $KLAC $CRWD

$109M

116 positions

#20Axecap Investments, LLCPassive

Notable overlap · 7 shared positions

$KLAC $LRCX $__PARK_1390777 $AMD $ANET $TJX

$145M

69 positions

#21Covenant Asset Management, LLCPassive

Notable overlap · 6 shared positions

$PWR $GEV $KLAC $ANET $GE $AXP

$664M

165 positions

#22Trifecta Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$LRCX $CRWD $PANW $ETN $TJX $AMD

$646M

274 positions

#23Bannerstone Capital Management, LLCPassive

Some overlap · 7 shared positions

$PWR $LRCX $AMD $ETN $AXP $PANW

$108M

97 positions

#24TOWER TRUST & INVESTMENT CoPassive

Some overlap · 8 shared positions

$AMD $TJX $ETN $EMR $PANW $KLAC

$152M

208 positions

#25ARS Investment Partners, LLCActive

Some overlap · 6 shared positions

$PWR $GEV $LRCX $ETN $REGN $CRM

$1.9B

182 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.