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 SUMMIT WEALTH GROUP

13F Portfolio OverlapQ2 2026SUMMIT WEALTH GROUP portfolio →

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Most similar hedge funds by 13F overlap

SUMMIT WEALTH GROUP LLC / CO is an institutional investor managing $1.2B across 396 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 SUMMIT WEALTH GROUP are Maj Invest Holding A/S, Asio, Biondo Investment Advisors, with shared positions in $AFL, $UPS, $HCA, $LOW, $PWR, $CRWD. The full ranking of 25 similar funds is below.

#1Maj Invest Holding A/SActive

Some overlap · 4 shared positions

$AFL $UPS $HCA $LOW

$2.2B

40 positions

#2Asio Capital, LLCActive

Slight overlap · 5 shared positions

$HCA $PWR $LOW $CRWD $ASML

$816M

131 positions

#3Biondo Investment Advisors, LLCActive

Slight overlap · 4 shared positions

$AFL $UPS $LOW $ASML

$817M

89 positions

#4MONARCH CAPITAL MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$AFL $UPS $PWR

$436M

130 positions

#5SOUTHERN CAPITAL ADVISORS, LLCActive

Slight overlap · 3 shared positions

$AFL $UPS $LOW

$266M

88 positions

#6Wealth Intelligence, LLCActive

Slight overlap · 3 shared positions

$AFL $UPS $LOW

$209M

60 positions

#7GREATMARK INVESTMENT PARTNERS, INC.Active

Slight overlap · 3 shared positions

$AFL $UPS $LOW

$906M

153 positions

#8Hollow Brook Wealth Management LLCActive

Slight overlap · 3 shared positions

$AFL $PWR $ASML

$504M

78 positions

#9Gradient Investments LLCPassive

Slight overlap · 4 shared positions

$PWR $LOW $CRWD $ASML

$7.0B

457 positions

#10Legacy Financial Strategies, LLCActive

Slight overlap · 3 shared positions

$AFL $LOW $CRWD

$615M

145 positions

#11Jacksonville Wealth Management, LLCActive

Slight overlap · 4 shared positions

$AFL $CRWD $ASML $LOW

$177M

76 positions

#12ISTHMUS PARTNERS, LLCPassive

Slight overlap · 3 shared positions

$UPS $HCA $LOW

$1.0B

228 positions

#13Live Oak Private Wealth LLCPassive

Slight overlap · 3 shared positions

$UPS $HCA $LOW

$800M

211 positions

#14SMITH SHELLNUT WILSON LLC /ADVPassive

Slight overlap · 3 shared positions

$AFL $LOW $ASML

$262M

155 positions

#15Silver Coast Investments LLCActive

Slight overlap · 3 shared positions

$AFL $LOW $ASML

$336M

121 positions

#16MARCO INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$UPS $AFL $LOW

$1.5B

245 positions

#17Heartwood Wealth Advisors LLCActive

Slight overlap · 3 shared positions

$UPS $PWR $LOW

$1.3B

223 positions

#18Kessler Investment Group, LLCPassive

Slight overlap · 3 shared positions

$UPS $HCA $CRWD

$207M

82 positions

#19Advisory Resource GroupPassive

Slight overlap · 3 shared positions

$AFL $CRWD $ASML

$695M

184 positions

#20LEE DANNER & BASS INCActive

Slight overlap · 3 shared positions

$UPS $HCA $LOW

$1.7B

250 positions

#21Mendel Money ManagementPassive

Slight overlap · 3 shared positions

$UPS $PWR $LOW

$273M

127 positions

#22OceanIQ Capital, LLCActive

Slight overlap · 4 shared positions

$LOW $CRWD $UPS $ASML

$190M

102 positions

#23Stockman Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$UPS $PWR $ASML

$968M

178 positions

#24626 Financial, LLCPassive

Slight overlap · 3 shared positions

$AFL $UPS $CRWD

$257M

127 positions

#25Cunning Capital Partners, LPActive

Slight overlap · 3 shared positions

$HCA $PWR $CRWD

$248M

55 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.