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Hedge Funds Similar to Summit Asset

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

Summit Asset Management, LLC is an institutional investor managing $780M across 183 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 Summit Asset are Pine Haven Investment Counsel, Horrell, NORTHCAPE WEALTH, with shared positions in $DE, $EMR, $TJX, $UNP, $ROK, $SCHW. The full ranking of 25 similar funds is below.

#1Pine Haven Investment Counsel, IncPassive
Some overlap · 7 shared positions
$DE$EMR$TJX$UNP$ROK$SCHW
$149M
116 positions
#2Horrell Capital Management, Inc.Active
Some overlap · 4 shared positions
$AZO$FDX$UNP$PEP
$219M
196 positions
#3NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$DE$EMR$ROK$UNP$NEE$PEP
$381M
144 positions
#4William B. Walkup & Associates, Inc.Passive
Some overlap · 4 shared positions
$AZO$DE$EMR$FDX
$208M
258 positions
#5MARSHFIELD ASSOCIATESActive
Some overlap · 4 shared positions
$AZO$TJX$PGR$EXPD
$4.3B
17 positions
#6Osprey Private Wealth LLCPassive
Some overlap · 6 shared positions
$AZO$TJX$DE$PGR$NEE$PEP
$387M
88 positions
#7JACOBS & CO/CAPassive
Some overlap · 7 shared positions
$DE$ROK$UNP$SCHW$HON$HONA
$1.2B
134 positions
#8HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 7 shared positions
$EMR$TJX$UNP$NEE$HON$HONA
$321M
107 positions
#9Harrington Investments, INCPassive
Some overlap · 5 shared positions
$DE$EMR$TJX$JCI$SCHW
$206M
82 positions
#10Eukles Asset ManagementPassive
Some overlap · 5 shared positions
$ROK$FDX$TJX$DE$PGR
$242M
228 positions
#11Saturna Capital CORPActive
Some overlap · 4 shared positions
$JCI$ROK$AZO$TJX
$8.2B
140 positions
#12BOSTON FAMILY OFFICE LLCPassive
Some overlap · 6 shared positions
$ROK$IDXX$UNP$TJX$NEE$PEP
$1.6B
314 positions
#13Bretton Capital Management, LLCActive
Some overlap · 3 shared positions
$AZO$TJX$PGR
$125M
20 positions
#14Quilter PlcActive
Some overlap · 6 shared positions
$ROK$EMR$NEE$UNP$HON$HONA
$6.6B
131 positions
#15FORBES J M & CO LLPActive
Some overlap · 6 shared positions
$EMR$TJX$UNP$PGR$NEE$PEP
$1.3B
159 positions
#16Wallington Asset Management, LLCActive
Some overlap · 6 shared positions
$DE$TJX$UNP$HON$HONA$PEP
$814M
61 positions
#17PineStone Asset Management Inc.Active
Some overlap · 3 shared positions
$AZO$TJX$PEP
$16.2B
44 positions
#18Bull Street Advisors, LLCPassive
Some overlap · 6 shared positions
$EMR$TJX$UNP$HON$HONA$PEP
$219M
95 positions
#19Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$EMR$TJX$UNP$HON$HONA$PEP
$113M
58 positions
#20Crestmont Private Wealth LLCSmart money
Some overlap · 4 shared positions
$AZO$FDX$IDXX$EMR
$356M
105 positions
#21Meadowbrook Advisors Group, LLCPassive
Some overlap · 5 shared positions
$AZO$TJX$PGR$EXPD$NEE
$187M
169 positions
#22Mandatum Life Insurance Co LtdSmart money
Some overlap · 4 shared positions
$ROK$EMR$TJX$DE
$540M
90 positions
#23HENDLEY & CO INCActive
Some overlap · 6 shared positions
$AZO$TJX$UNP$HON$HONA$PEP
$283M
47 positions
#24WoodTrust Financial CorpActive
Some overlap · 6 shared positions
$DE$IDXX$ROK$HON$HONA$PEP
$842M
179 positions
#25Kidder Stephen WActive
Some overlap · 5 shared positions
$ROK$DE$TJX$SCHW$PEP
$396M
75 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.