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 OverlapQ1 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 $950M across 339 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 WEALTH GROUP / are Discipline Wealth Solutions,, Red Mountain Financial,, Noble Family Wealth,, with shared positions in $SNOW, $IAU, $WT, $SLV, $HUM, $NEE. The full ranking of 25 similar funds is below.

#1Discipline Wealth Solutions, LLCActive

Some overlap · 6 shared positions

$SNOW $IAU $WT $SLV $HUM $NEE

$950M

192 positions

#2Red Mountain Financial, LLCPassive

Some overlap · 5 shared positions

$SNOW $IAU $CTVA $HUM $SLV

$106M

79 positions

#3Noble Family Wealth, LLCActive

Some overlap · 7 shared positions

$SNOW $WT $CTVA $HUM $UPS $NEE

$484M

76 positions

#4First Financial Group CorpActive

Some overlap · 5 shared positions

$SNOW $IAU $WT $HUM $NEE

$122M

80 positions

#5Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$SNOW $IAU $WT $AFL $NEE

$1.2B

262 positions

#6Burk Holdings LLCPassive

Some overlap · 4 shared positions

$SNOW $IAU $WT $HUM

$233M

676 positions

#7North Forty Two & Co.Passive

Some overlap · 4 shared positions

$SNOW $IAU $WT $SLV

$108M

97 positions

#8SMITH, MOORE & CO.Passive

Some overlap · 5 shared positions

$SNOW $WT $HUM $IAU $SLV

$1.4B

558 positions

#9Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$SNOW $CTVA $WT $HUM $NEE

$123M

111 positions

#10Opus Financial Solutions LLCPassive

Some overlap · 5 shared positions

$SNOW $WT $HUM $SLV $IAU

$106M

103 positions

#11Eagle Strategies LLCPassive

Some overlap · 5 shared positions

$SNOW $WT $SLV $IAU $HUM

$837M

258 positions

#12ETF Store, Inc.Active

Some overlap · 4 shared positions

$SNOW $IAU $WT $NEE

$103M

100 positions

#13Interactive Financial AdvisorsActive

Some overlap · 6 shared positions

$IAU $CTVA $WT $HUM $SLV $NEE

$153M

78 positions

#14Hurlow Wealth Management Group, Inc.Active

Some overlap · 5 shared positions

$SNOW $IAU $HUM $AFL $NEE

$420M

120 positions

#15Altiora Financial Group, LLCActive

Some overlap · 4 shared positions

$SNOW $IAU $CTVA $NEE

$607M

110 positions

#16Bridgewealth Advisory Group, LLCActive

Some overlap · 5 shared positions

$SNOW $IAU $HUM $SLV $UPS

$482M

135 positions

#17Centurion Wealth Management LLCPassive

Some overlap · 4 shared positions

$SNOW $WT $HUM $IAU

$444M

316 positions

#18TopTier Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WT $IAU $SNOW $SLV $HUM

$163M

795 positions

#19Maltin Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$SNOW $IAU $UPS $CTVA $WT

$262M

136 positions

#20Vivaldi Capital Management LPPassive

Some overlap · 4 shared positions

$SNOW $IAU $SLV $UPS

$723M

290 positions

#21Fortis Group Advisors, LLCPassive

Some overlap · 5 shared positions

$SNOW $CTVA $SLV $WT $FITB

$605M

582 positions

#22LEAVELL INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$SNOW $IAU $HUM $AFL

$2.4B

603 positions

#23Tillman Hartley LLCActive

Some overlap · 4 shared positions

$SNOW $IAU $CTVA $WT

$398M

88 positions

#24Sterling Financial Planning, Inc.Active

Some overlap · 4 shared positions

$SNOW $IAU $WT $HUM

$337M

117 positions

#25Beckerman Institutional, LLCPassive

Some overlap · 4 shared positions

$SNOW $WT $IAU $HUM

$188M

121 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.