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Hedge Funds Similar to Summit Financial Wealth Advisors

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

Summit Financial Wealth Advisors, LLC is an institutional investor managing $782M across 225 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 Wealth Advisors are DMKC Advisory Services, MORGAN DEMPSEY, Integras Partners, with shared positions in $MMM, $CMI, $USB, $LMT, $ETN, $BA. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive
Notable overlap · 7 shared positions
$MMM$CMI$USB$LMT$ETN$BA
$530M
92 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$CMI$T$LMT$OKE$PM
$233M
122 positions
#3Integras Partners LLCPassive
Notable overlap · 4 shared positions
$CMI$LMT$USB$ALPS
$181M
100 positions
#4BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Notable overlap · 5 shared positions
$CMI$LMT$MMM$BA$PFE
$263M
90 positions
#5Corundum Group, Inc.Active
Notable overlap · 4 shared positions
$MMM$LMT$USB$BA
$337M
112 positions
#6DB Fitzpatrick & Co, IncActive
Notable overlap · 5 shared positions
$ETN$GRMN$LMT$CMI$BA
$124M
100 positions
#7M3 Wealth Management, LLCActive
Notable overlap · 3 shared positions
$VLO$ETN$LMT
$154M
35 positions
#8OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 4 shared positions
$ETN$CMI$VLO$PFE
$2.7B
54 positions
#9BCWM, LLCPassive
Notable overlap · 5 shared positions
$GRMN$LMT$T$PFE$USB
$342M
57 positions
#10VAUGHAN & Co SECURITIES, INC.Smart money
Notable overlap · 5 shared positions
$VLO$MMM$OKE$PFE$PM
$214M
61 positions
#11CINCINNATI INSURANCE COActive
Notable overlap · 4 shared positions
$CMI$USB$VLO$MMM
$6.9B
64 positions
#12ASO GROUP LtdSmart money
Notable overlap · 4 shared positions
$MMM$LMT$USB$PM
$236M
56 positions
#13Wealth Advisors of Tampa Bay, LLCPassive
Notable overlap · 5 shared positions
$GRMN$T$LMT$MMM$PFE
$327M
94 positions
#14Westhampton Capital, LLCPassive
Notable overlap · 3 shared positions
$CMI$ETN$LMT
$241M
131 positions
#15Paradiem, LLCPassive
Notable overlap · 3 shared positions
$VLO$LMT$OKE
$464M
68 positions
#16Allied Investment Advisors, LLCPassive
Notable overlap · 5 shared positions
$MMM$LMT$USB$BA$PFE
$797M
110 positions
#17Cambridge Financial Group, Inc.Active
Notable overlap · 4 shared positions
$ETN$VLO$BA$OKE
$287M
33 positions
#18Outlook Capital Management, LLCActive
Notable overlap · 4 shared positions
$CMI$LMT$USB$OKE
$310M
42 positions
#19Westchester Capital Management, Inc.Active
Some overlap · 5 shared positions
$VLO$LMT$PFE$T$BA
$555M
46 positions
#20S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$VLO$LMT$USB
$379M
88 positions
#21Banco de Sabadell, S.APassive
Some overlap · 3 shared positions
$ETN$VLO$USB
$170M
61 positions
#22Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$ETN$USB$LMT
$214M
33 positions
#23SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MMM$T$USB$PFE
$606M
79 positions
#24Willis Investment CounselActive
Some overlap · 5 shared positions
$LMT$ETN$VLO$MMM$PFE
$2.1B
125 positions
#25Inman Jager Wealth Management, LLCPassive
Some overlap · 4 shared positions
$LMT$MMM$HWC$PFE
$188M
90 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.