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Hedge Funds Similar to Sunrise Financial Services

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

Sunrise Financial Services, LLC is an institutional investor managing $168M across 587 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 Sunrise Financial Services are REIK, Bell & Brown Wealth Advisors, Hamrick Investment Counsel, with shared positions in $WSM, $SBUX, $USB, $GLW, $BA, $MCD. The full ranking of 25 similar funds is below.

#1REIK & CO., LLCSmart money
Some overlap · 4 shared positions
$WSM$SBUX$USB$GLW
$384M
60 positions
#2Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$SBUX$WSM$BA$MCD$WFC
$330M
73 positions
#3Hamrick Investment Counsel, llcPassive
Slight overlap · 3 shared positions
$SBUX$ALPS$USB
$151M
184 positions
#4Martin Capital Advisors, LLPActive
Slight overlap · 3 shared positions
$SBUX$WSM$ISRG
$191M
77 positions
#5HS Management Partners, LLCActive
Slight overlap · 3 shared positions
$SBUX$WSM$MCD
$291M
24 positions
#6Coston, McIsaac & PartnersPassive
Slight overlap · 3 shared positions
$SBUX$WSM$MCD
$497M
948 positions
#7Lakeside Advisors, INC.Active
Slight overlap · 6 shared positions
$SBUX$USB$BA$NVO$MCD$WFC
$159M
65 positions
#8B & T Capital Management DBA Alpha Capital ManagementPassive
Slight overlap · 3 shared positions
$WSM$SBUX$MELI
$770M
129 positions
#9Cravens & Co Advisors, LLCActive
Slight overlap · 5 shared positions
$SBUX$USB$BA$MELI$NVO
$149M
67 positions
#10Tribridge Partners Financial LLCActive
Slight overlap · 4 shared positions
$SBUX$ALPS$ISRG$GLW
$255M
82 positions
#11InvesTrustPassive
Slight overlap · 5 shared positions
$SBUX$USB$BA$MCD$WFC
$260M
95 positions
#12SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Slight overlap · 5 shared positions
$SBUX$USB$ISRG$PLTR$WFC
$1.5B
160 positions
#13CONNING INC.Passive
Slight overlap · 4 shared positions
$SBUX$USB$GLW$MCD
$3.3B
327 positions
#14Smart Portfolios, LLC
Slight overlap · 4 shared positions
$SBUX$USB$BA$MCD
$100M
99 positions
#15Slagle Financial, LLCPassive
Slight overlap · 4 shared positions
$SBUX$USB$MCD$WFC
$334M
127 positions
#16PERRYMAN FINANCIAL ADVISORY INC /ADPassive
Slight overlap · 4 shared positions
$SBUX$ALPS$PLTR$DE
$751M
191 positions
#17Aspire Capital Advisors LLCPassive
Slight overlap · 6 shared positions
$SBUX$BA$PLTR$ALK$DE$GLW
$514M
134 positions
#18Sanchez Levi GarrettActive
Slight overlap · 3 shared positions
$SBUX$USB$DE
$184M
74 positions
#19PCB Capital LLCPassive
Slight overlap · 4 shared positions
$WSM$USB$ISRG$WFC
$82M
114 positions
#20MATRIX ASSET ADVISORS INC/NYActive
Slight overlap · 3 shared positions
$SBUX$USB$WFC
$1.2B
106 positions
#21EDGAR LOMAX CO/VAActive
Slight overlap · 3 shared positions
$SBUX$USB$WFC
$1.3B
58 positions
#22Impact Investors, IncPassive
Slight overlap · 3 shared positions
$WSM$USB$MELI
$137M
88 positions
#23First Long Island Investors, LLCActive
Slight overlap · 3 shared positions
$WSM$USB$MCD
$1.4B
73 positions
#24Aristotle Capital Management, LLCActive
Slight overlap · 3 shared positions
$WSM$USB$WFC
$47.7B
212 positions
#25Powers Advisory Group, LLCActive
Slight overlap · 5 shared positions
$SBUX$USB$DE$GLW$MCD
$319M
130 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.