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 Sun Group Wealth Partners

13F Portfolio OverlapQ1 2026Sun Group Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Sun Group Wealth Partners is an institutional investor managing $127M across 73 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 Sun Group Wealth Partners are CONNORS INVESTOR SERVICES, ELLERSON GROUP /ADV, PACIFIC HEIGHTS ASSET, with shared positions in $PLTR, $ABT, $PANW, $KO, $FDX, $NOC. The full ranking of 25 similar funds is below.

#1CONNORS INVESTOR SERVICES INCActive

Notable overlap · 4 shared positions

$PLTR $ABT $PANW $KO

$1.1B

149 positions

#2ELLERSON GROUP INC /ADVPassive

Notable overlap · 4 shared positions

$PLTR $PANW $FDX $NOC

$153M

61 positions

#3PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$PLTR $FDX $FCX $LMT $TPL

$3.0B

77 positions

#4Carroll Investors, IncActive

Notable overlap · 3 shared positions

$PLTR $PANW $AMD

$187M

31 positions

#5Philadelphia Investment Partners, LLCPassive

Notable overlap · 4 shared positions

$PLTR $FCX $MAR $VLO

$147M

189 positions

#6BURR FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$PLTR $PANW $AMD

$126M

25 positions

#7Orion Investment CoActive

Notable overlap · 3 shared positions

$PLTR $ABT $PANW

$315M

69 positions

#8Henson-Edgewater Management, LLCPassive

Notable overlap · 3 shared positions

$PLTR $AMD $MCD

$157M

66 positions

#9Cypress Point Wealth Management, LLCActive

Notable overlap · 3 shared positions

$PLTR $KO $AMD

$464M

123 positions

#10CFO CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$MAR $PLTR $ABT $PANW $AMD

$121M

104 positions

#11MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive

Some overlap · 4 shared positions

$PLTR $ABT $KO $LMT

$189M

510 positions

#12Bannerstone Capital Management, LLCPassive

Some overlap · 4 shared positions

$PLTR $PANW $VLO $AMD

$108M

97 positions

#13United Capital Management of KS, Inc.Passive

Some overlap · 3 shared positions

$PLTR $LNG $VLO

$660M

111 positions

#14PeakShares LLCPassive

Some overlap · 5 shared positions

$MAR $PLTR $PANW $AMD $MCD

$109M

116 positions

#15Schrum Private Wealth Management LLCPassive

Some overlap · 7 shared positions

$MAR $PANW $PLTR $ABT $LMT $KO

$131M

126 positions

#16Legal Advantage Investments, Inc.Passive

Some overlap · 4 shared positions

$PLTR $PANW $NOC $LMT

$194M

79 positions

#17New Millennium Group LLC

Some overlap · 4 shared positions

$PLTR $PANW $AMD $MAR

$231M

407 positions

#18Gunderson Capital Management Inc.Passive

Some overlap · 3 shared positions

$PLTR $LNG $AMD

$239M

46 positions

#19Kingstone Capital Partners Texas, LLCActive

Some overlap · 3 shared positions

$PLTR $LNG $AMD

$162M

57 positions

#20Olistico Wealth, LLCPassive

Some overlap · 5 shared positions

$MAR $PLTR $KO $LMT $MCD

$203M

341 positions

#21OMC Financial Services LTDActive

Some overlap · 6 shared positions

$MAR $PANW $AMD $LMT $MCD $KO

$258M

64 positions

#22BEACON INVESTMENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$MAR $FDX $VLO $AMD $LMT

$265M

171 positions

#23Wall Street Financial Group, Inc.Passive

Some overlap · 4 shared positions

$MAR $PLTR $AMD $KO

$169M

667 positions

#24Canvas Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$PLTR $PANW $AMD

$588M

240 positions

#25Vident Advisory, LLCPassive

Some overlap · 5 shared positions

$PLTR $PANW $NOC $AMD $LMT

$11.7B

1,835 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.