13F Pro

Hedge Funds Similar to Shum Financial Group

13F Portfolio OverlapQ2 2026Shum Financial Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Shum Financial Group, Inc. is an institutional investor managing $166M across 106 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 Shum Financial Group are ARBOR, Alley Investment Company, Investment Research & Advisory Group, with shared positions in $PLD, $QCOM, $PPL, $PM, $UPS, $AMT. The full ranking of 25 similar funds is below.

#1ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 7 shared positions
$PLD$QCOM$PPL$PM$UPS$AMT
$102M
87 positions
#2Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$BLK$PLD$PM$ASML$ABT$LMT
$856M
89 positions
#3Investment Research & Advisory Group, Inc.Active
Some overlap · 6 shared positions
$BLK$PM$ASML$SCHW$CRM$LMT
$324M
314 positions
#4Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$BLK$CRWD$PM$ASML$ABT
$1.6B
184 positions
#5SYNTAX RESEARCH, INC.Active
Some overlap · 6 shared positions
$PLD$QCOM$BLK$AMT$LMT$ABT
$137M
179 positions
#6LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 5 shared positions
$BLK$QCOM$PLD$ABT$PSA
$248M
91 positions
#7CINCINNATI FINANCIAL CORPActive
Some overlap · 6 shared positions
$PLD$QCOM$PM$AMT$BLK$ABT
$5.2B
56 positions
#8First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$BLK$QCOM$PM$ABT$LMT
$1.4B
73 positions
#9GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$BLK$PLD$ASML$ABT
$372M
82 positions
#10American Money Management, LLCPassive
Some overlap · 4 shared positions
$BLK$QCOM$PM$ASML
$700M
174 positions
#11FourThought Financial Partners, LLCPassive
Some overlap · 6 shared positions
$QCOM$ASML$BLK$AMT$ABT$LMT
$1.3B
393 positions
#12Harvest Investment Advisors, LLCActive
Some overlap · 5 shared positions
$BLK$QCOM$UPS$ABT$LMT
$202M
58 positions
#13Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$BLK$QCOM$ABT$LMT
$455M
57 positions
#14Roberts Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$QCOM$CRWD$AMT$SCHW$CRM
$440M
111 positions
#15Canandaigua National Trust Co of Florida
Some overlap · 6 shared positions
$UPS$AMT$SCHW$ABT$CRM$LMT
$125M
108 positions
#16BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$QCOM$PPL$SCHW$ABT$LMT
$2.5B
270 positions
#17Stelac Advisory Services LLCPassive
Some overlap · 5 shared positions
$PLD$CRWD$QCOM$BLK$ABT
$537M
168 positions
#18Papamarkou Wellner Asset Management inc.Passive
Some overlap · 5 shared positions
$BLK$PM$ASML$ABT$LMT
$159M
75 positions
#19Aspetuck Financial Management LLCActive
Some overlap · 6 shared positions
$QCOM$CRWD$BLK$LMT$ASML$SCHW
$170M
79 positions
#20Tufton Capital ManagementPassive
Some overlap · 5 shared positions
$QCOM$PM$UPS$ABT$LMT
$596M
127 positions
#21LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$PPL$CRWD$ASML$PSA$LMT
$213M
124 positions
#22WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$BLK$ASML$CRM$LMT
$1.3B
73 positions
#23McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$QCOM$BLK$ASML$SCHW$LMT
$1.1B
137 positions
#24Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$QCOM$UPS$SCHW$CRM$LMT
$762M
267 positions
#25CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$BLK$AMT$SCHW$CRM
$195M
67 positions

Compare Shum Financial Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Shum Financial Group’s holdings

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.