Hedge Funds Similar to Summit Financial

13F Portfolio OverlapQ2 2026Summit Financial portfolio →

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Most similar hedge funds by 13F overlap

Summit Financial, LLC is an institutional investor managing $9.1B across 1,580 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 are EverSource Wealth Advisors, SEEDS INVESTOR, Faithward Advisors, with shared positions in $PLTR, $DELL, $CIEN, $IAU, $CRWD, $ASML. The full ranking of 25 similar funds is below.

#1EverSource Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$PLTR $DELL $CIEN $IAU $CRWD $ASML

$3.0B

4,392 positions

#2SEEDS INVESTOR LLCPassive

Slight overlap · 5 shared positions

$DELL $CIEN $STT $IAU $ASML

$973M

379 positions

#3Faithward Advisors, LLCPassive

Slight overlap · 5 shared positions

$PLTR $IAU $URI $CRWD $ASML

$819M

339 positions

#4BankChampaign, National AssociationPassive

Slight overlap · 4 shared positions

$PLTR $DELL $URI $ASML

$130M

200 positions

#5Kultura Capital Management LPActive

Slight overlap · 4 shared positions

$PLTR $DELL $CRWD $ASML

$553M

66 positions

#6Ducere Wealth Management LLCPassive

Slight overlap · 4 shared positions

$PLTR $DELL $CRWD $ASML

$333M

135 positions

#7Arlington Capital Management, Inc.Passive

Slight overlap · 4 shared positions

$DELL $PLTR $CIEN $STT

$161M

112 positions

#8MADDEN SECURITIES CorpPassive

Slight overlap · 4 shared positions

$PLTR $DELL $CRWD $ASML

$360M

118 positions

#9Cunning Capital Partners, LPActive

Slight overlap · 4 shared positions

$DELL $PLTR $URI $CRWD

$248M

55 positions

#10Bulltick Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$PLTR $DELL $IAU $ASML

$490M

134 positions

#11BSW Wealth PartnersActive

Slight overlap · 4 shared positions

$DELL $PLTR $IAU $ASML

$899M

331 positions

#12PRIMORIS WEALTH ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$PLTR $STT $DELL $CRWD

$219M

125 positions

#13Capital Advisors Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$PLTR $STT $IAU $CRWD

$851M

231 positions

#14Fedenia Advisers LLCPassive

Slight overlap · 4 shared positions

$DELL $CIEN $STT $PLTR

$421M

459 positions

#15True Vision MN LLC

Slight overlap · 4 shared positions

$PLTR $STT $IAU $CRWD

$194M

98 positions

#16Garden State Investment Advisory Services LLCPassive

Slight overlap · 4 shared positions

$PLTR $STT $CRWD $ASML

$553M

365 positions

#17WILLNER & HELLER, LLCPassive

Slight overlap · 4 shared positions

$PLTR $STT $CRWD $ASML

$160M

165 positions

#18PATTON FUND MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$DELL $CIEN $IAU $CRWD

$462M

86 positions

#19Benchmark Investment Advisors LLCPassive

Slight overlap · 4 shared positions

$PLTR $URI $CRWD $ASML

$228M

70 positions

#20Millennium Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$PLTR $DELL $URI $CRWD

$183M

137 positions

#21Compass Wealth Management, LLC/GAActive

Slight overlap · 4 shared positions

$PLTR $STT $IAU $CRWD

$251M

74 positions

#22Twin Tree Management, LPPassive

Slight overlap · 5 shared positions

$DELL $IAU $CRWD $ASML $URI

$5.3B

1,357 positions

#23OpenArc Corporate Advisory, LLCActive

Slight overlap · 3 shared positions

$PLTR $DELL $IAU

$8.4B

789 positions

#24TOEWS CORP /ADVActive

Slight overlap · 3 shared positions

$PLTR $DELL $STT

$686M

151 positions

#25KOM Wealth Management Group, LLCActive

Slight overlap · 3 shared positions

$DELL $PLTR $WPM

$165M

96 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.