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Hedge Funds Similar to Summit Financial Consulting

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

Summit Financial Consulting LLC is an institutional investor managing $147M across 49 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 Financial Consulting are Melone Private Wealth, FSA Advisors, McGowan Group Asset, with shared positions in $NZF, $MIY, $NAD, $DTB, $F, $EPD. The full ranking of 4 similar funds is below.

#1Melone Private Wealth, LLCActive
Some overlap · 3 shared positions
$NZF$MIY$NAD
$263M
58 positions
#2FSA Advisors, Inc.Passive
Some overlap · 3 shared positions
$MIY$DTB$F
$218M
261 positions
#3McGowan Group Asset Management, Inc.Active
Some overlap · 3 shared positions
$NAD$EPD$NZF
$823M
154 positions
#4White Pine Investment COPassive
Slight overlap · 3 shared positions
$EPD$F$DTB
$469M
72 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.