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Hedge Funds Similar to Sunrise Financial Services,

13F Portfolio OverlapQ1 2026Sunrise Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

Sunrise Financial Services, LLC is an institutional investor managing $141M across 622 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 Sunrise Financial Services, are SK Wealth ,, MOR Wealth ,, Compass Wealth , /GA, with shared positions in $TECK, $MAR, $CNS, $LRCX, $IBM, $PLTR. The full ranking of 25 similar funds is below.

#1SK Wealth Management, LLCActive
Some overlap · 4 shared positions
$TECK$MAR$CNS$LRCX
$360M
77 positions
#2MOR Wealth Management, LLCActive
Some overlap · 3 shared positions
$TECK$MAR$IBM
$218M
103 positions
#3Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$TECK$PLTR$BA
$234M
72 positions
#4Haven Private, LLCPassive
Some overlap · 3 shared positions
$TECK$ALPS$PLTR
$230M
166 positions
#5Nova Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$TECK$MAR$ALPS$PLTR
$154M
545 positions
#6ACIMA PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$XYZ$MAR$COP
$319M
177 positions
#7Goldstone Financial Group, LLCPassive
Some overlap · 4 shared positions
$XYZ$MS$MAR$COP
$922M
228 positions
#8Certified Advisory CorpPassive
Some overlap · 4 shared positions
$XYZ$MAR$USB$COP
$1.1B
318 positions
#9RETIREMENT PLANNING GROUP, LLC / NYPassive
Some overlap · 3 shared positions
$TECK$IBM$LRCX
$155M
94 positions
#10Forefront Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$TECK$PLTR$SE$ISRG$GMM
$239M
162 positions
#11BLUELINE ADVISORS LLCActive
Some overlap · 4 shared positions
$TECK$USB$SE$COP
$129M
217 positions
#12American Alpha Advisors, LLCActive
Some overlap · 3 shared positions
$TECK$ALPS$COP
$188M
96 positions
#13Cedar Mountain Advisors, LLCActive
Some overlap · 3 shared positions
$TECK$XYZ$SBUX
$581M
1,175 positions
#14Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$TECK$MS$SE
$477M
70 positions
#15Curran Financial Partners, LLCActive
Some overlap · 3 shared positions
$TECK$USB$MAR
$559M
127 positions
#16Keudell/Morrison Wealth ManagementPassive
Some overlap · 4 shared positions
$TECK$MS$USB$LRCX
$489M
245 positions
#17Hughes Financial Services, LLCActive
Some overlap · 3 shared positions
$XYZ$MS$GMM
$651M
1,720 positions
#18Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$XYZ$MAR$PLTR
$147M
189 positions
#19Winter & Associates, Inc.Passive
Some overlap · 6 shared positions
$XYZ$PLTR$IBM$LRCX$ISRG$COP
$114M
84 positions
#20Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$XYZ$USB$PLTR$BA
$215M
74 positions
#21Avantax Planning Partners, Inc.Active
Some overlap · 4 shared positions
$XYZ$ALPS$IBM$COP
$3.6B
435 positions
#22ForthRight Wealth Management, LLCActive
Some overlap · 4 shared positions
$XYZ$ALPS$IBM$COP
$353M
75 positions
#23Lane Generational LLCPassive
Some overlap · 3 shared positions
$XYZ$USB$TMO
$126M
39 positions
#24Rice Partnership, LLCActive
Some overlap · 3 shared positions
$XYZ$USB$IBM
$732M
178 positions
#25SAM Advisors, LLCSmart money
Some overlap · 3 shared positions
$XYZ$ALPS$COP
$319M
47 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.