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Hedge Funds Similar to Summa

13F Portfolio OverlapQ2 2026Summa portfolio →
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Most similar hedge funds by 13F overlap

Summa Corp. is an institutional investor managing $319M across 83 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 Summa are Tensor Edge, Tairen Ltd, Spectrum Financial Alliance Ltd, with shared positions in $MRVL, $QCOM, $SNPS, $BABA, $DE, $VLO. The full ranking of 25 similar funds is below.

#1Tensor Edge Capital, LLCActive
Notable overlap · 3 shared positions
$MRVL$QCOM$SNPS
$1.5B
18 positions
#2Tairen Capital LtdActive
Notable overlap · 3 shared positions
$MRVL$QCOM$BABA
$1.1B
44 positions
#3Spectrum Financial Alliance Ltd LLCActive
Notable overlap · 3 shared positions
$MRVL$QCOM$DE
$679M
31 positions
#4Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$MRVL$VLO$EPD
$375M
75 positions
#5Intrepid Financial Planning Group LLCPassive
Some overlap · 3 shared positions
$MRVL$VLO$MDY
$294M
135 positions
#6Encore Global Management, LPPassive
Some overlap · 6 shared positions
$MRVL$QCOM$TMO$BABA$CRM$T
$102M
53 positions
#7First Washington CORPActive
Some overlap · 4 shared positions
$MRVL$UBER$QCOM$BABA
$418M
51 positions
#8Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$MRVL$T$DE
$125M
365 positions
#9Connective Capital Management, LLCActive
Some overlap · 3 shared positions
$MRVL$QCOM$SNPS
$142M
70 positions
#10Arnhold LLCActive
Some overlap · 4 shared positions
$MRVL$UBER$BABA$T
$1.4B
113 positions
#11SFE Investment CounselPassive
Some overlap · 3 shared positions
$QCOM$MRVL$UBER
$742M
152 positions
#12Torrey Growth & Income AdvisorsActive
Some overlap · 4 shared positions
$QCOM$MRVL$UBER$CRM
$294M
108 positions
#13TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$MRVL$UBER$BABA
$238M
118 positions
#14MeadowBrook Investment Advisors LLCPassive
Some overlap · 4 shared positions
$MRVL$UBER$TMO$WFC
$126M
196 positions
#15VAN ECK ASSOCIATES CORPActive
Some overlap · 3 shared positions
$MRVL$QCOM$SNPS
$164.1B
1,337 positions
#16CALIFORNIA FIRST LEASING CORPActive
Some overlap · 3 shared positions
$MRVL$WFC$BABA
$471M
34 positions
#17Mengis Capital Management, Inc.Passive
Some overlap · 3 shared positions
$MRVL$QCOM$DE
$658M
218 positions
#18STEVENS CAPITAL MANAGEMENT LPPassive
Some overlap · 5 shared positions
$MRVL$QCOM$VLO$WFC$T
$417M
213 positions
#19SWS PartnersPassive
Some overlap · 3 shared positions
$MRVL$UBER$WFC
$463M
108 positions
#20MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$QCOM$MRVL$EPD$CRM
$1.5B
245 positions
#2117 CAPITAL PARTNERS, LLCPassive
Some overlap · 5 shared positions
$MRVL$QCOM$UBER$SNPS$WFC
$222M
176 positions
#22BCV Asset Management Inc.Active
Some overlap · 3 shared positions
$MRVL$TMO$DE
$3.3B
116 positions
#23Palumbo Wealth Management LLCPassive
Some overlap · 4 shared positions
$MRVL$UBER$TMO$CRM
$478M
237 positions
#24New Insight Wealth AdvisorsPassive
Some overlap · 3 shared positions
$MRVL$O$BABA
$339M
120 positions
#25Citizens Business BankActive
Some overlap · 3 shared positions
$MRVL$UBER$TMO
$664M
139 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.