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Hedge Funds Similar to Summit Place Financial Advisors

13F Portfolio OverlapQ3 2026Summit Place Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Summit Place Financial Advisors, LLC is an institutional investor managing $221M across 117 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Summit Place Financial Advisors are Parkside Investments, Modus Advisors, First Fiduciary Investment Counsel, with shared positions in $IAU, $DIS, $YMM, $BX, $WBD, $CRWD. The full ranking of 25 similar funds is below.

#1Parkside Investments, LLCActive
Notable overlap · 5 shared positions
$IAU$DIS$YMM$BX$WBD
$879M
95 positions
#2Modus Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$CRWD$BX$TTWO
$405M
118 positions
#3First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$BLK$DIS$ALC$DHR$BX
$529M
75 positions
#4LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$CTVA$DHR
$141M
91 positions
#5LATHROP INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$MLM$DIS$ALC$LH$DHR
$565M
89 positions
#6Hamilton Wealth, LLCPassive
Some overlap · 3 shared positions
$IAU$WELL$CRWD
$546M
118 positions
#7Strathmore Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$BLK$LH
$371M
142 positions
#8CapitalatWork S.A.Active
Some overlap · 5 shared positions
$BLK$TTWO$LH$DIS$BABA
$4.0B
93 positions
#9Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$IAU$DIS$ALC
$129M
94 positions
#10Harbour Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$IAU$YMM$CRWD
$148M
89 positions
#11Battery Global Advisors, LLCSmart money
Some overlap · 3 shared positions
$IAU$CRWD$BX
$200M
157 positions
#12Socorro Asset Management LPActive
Some overlap · 4 shared positions
$MLM$DIS$ALC$DHR
$223M
33 positions
#13Storen Legacy Partners, LLCActive
Some overlap · 4 shared positions
$IAU$DHR$VMRK$CTVA
$367M
116 positions
#14NKCFO LLCPassive
Some overlap · 3 shared positions
$IAU$TTWO$BABA
$330M
92 positions
#15Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$BLK$BX
$412M
181 positions
#16Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$DIS$DHR
$281M
154 positions
#17Gross & Hartman Investments LLCActive
Some overlap · 4 shared positions
$DIS$WELL$BX$TOL
$226M
80 positions
#18Cander Asset Management LPActive
Some overlap · 4 shared positions
$WELL$BLK$TOST$VMRK
$540M
48 positions
#19Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$TTWO$ALC
$2.8B
151 positions
#20JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$BX$BLK
$593M
122 positions
#21Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$BABA$BX
$142M
408 positions
#22Comprehensive Money Management Services LLCPassive
Some overlap · 3 shared positions
$IAU$WELL$BX
$159M
200 positions
#23DoubleLine ETF Adviser LPPassive
Some overlap · 4 shared positions
$WELL$TTWO$DIS$WBD
$242M
170 positions
#24JSF Financial, LLCActive
Some overlap · 3 shared positions
$IAU$DIS$CTVA
$655M
146 positions
#25Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$CTVA$MLM$ALC
$47.7B
212 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.