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Hedge Funds Similar to Summit Portfolio , LTD.

13F Portfolio OverlapQ1 2026Summit Portfolio , LTD. portfolio →
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Most similar hedge funds by 13F overlap

Summit Portfolio Management, LTD. is an institutional investor managing $155M across 24 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 Portfolio , LTD. are Beaird Harris Wealth ,, Diversified Portfolios,, L.K. Benson & Company, P.C., with shared positions in $AMN, $NKE, $OKTA. The full ranking of 7 similar funds is below.

#1Beaird Harris Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$OKTA
$1.5B
686 positions
#2Diversified Portfolios, Inc.Active
Some overlap · 3 shared positions
$OKTA$AMN$NKE
$1.2B
174 positions
#3L.K. Benson & Company, P.C.Active
Some overlap · 3 shared positions
$NKE$AMN$OKTA
$302M
113 positions
#4ARK & TLK INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$NKE$OKTA$AMN
$370M
119 positions
#5SAX WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$NKE$OKTA$AMN
$2.1B
482 positions
#6Ocean Park Asset Management, LLCActive
Slight overlap · 3 shared positions
$AMN$OKTA$NKE
$2.0B
157 positions
#7Global Trust Wealth Management LLCActive
Slight overlap · 3 shared positions
$NKE$OKTA$AMN
$132M
83 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.