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Hedge Funds Similar to SUMMITPOINT

13F Portfolio OverlapQ1 2026SUMMITPOINT portfolio →
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Most similar hedge funds by 13F overlap

SUMMITPOINT CAPITAL MANAGEMENT is an institutional investor managing $79M across 35 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 SUMMITPOINT are Triton Financial Group, Ballast Rock Private Wealth, EVERGREEN, with shared positions in $LEN, $JHG, $APP, $FDX. The full ranking of 3 similar funds is below.

#1Triton Financial Group IncPassive
Substantial overlap · 3 shared positions
$LEN$JHG$APP
$57M
62 positions
#2Ballast Rock Private Wealth LLCPassive
Notable overlap · 3 shared positions
$LEN$JHG$APP
$181M
177 positions
#3EVERGREEN CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$JHG$FDX$APP
$4.6B
1,506 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.