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Hedge Funds Similar to Summit Wealth Group

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

Summit Wealth Group, LLC is an institutional investor managing $490M across 129 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 Wealth Group are WATERS PARKERSON, Phraction, Somerset, with shared positions in $COHR, $NSC, $PEP, $ADI, $SNPS, $MS. The full ranking of 25 similar funds is below.

#1WATERS PARKERSON & CO., LLCActive
Some overlap · 3 shared positions
$COHR$NSC$PEP
$2.0B
200 positions
#2Phraction Management LLCActive
Some overlap · 3 shared positions
$ADI$SNPS$PEP
$596M
66 positions
#3Somerset Trust CoPassive
Some overlap · 4 shared positions
$ADI$MS$NSC$PEP
$354M
186 positions
#4Delaney Dennis RActive
Some overlap · 3 shared positions
$ADI$NSC$PEP
$314M
61 positions
#5HOME FEDERAL BANK OF TENNESSEESmart money
Some overlap · 3 shared positions
$ADI$NSC$PEP
$463M
114 positions
#6Charter Oak Capital Management, LLC
Some overlap · 3 shared positions
$ADI$MS$PEP
$1.3B
208 positions
#7CINCINNATI INSURANCE COActive
Some overlap · 3 shared positions
$ADI$NSC$PEP
$6.9B
64 positions
#8FLPUTNAM INVESTMENT MANAGEMENT COActive
Some overlap · 3 shared positions
$ADI$MS$MUFG
$8.4B
655 positions
#9Oakmont Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$COHR$MLI$MS$PEP
$144M
115 positions
#10HALL LAURIE J TRUSTEEPassive
Some overlap · 3 shared positions
$ADI$MS$PEP
$322M
103 positions
#11McNamara Financial Services, Inc.Smart money
Some overlap · 4 shared positions
$ADI$MS$PEP$SNPS
$580M
104 positions
#12DAGCO, INC.Active
Some overlap · 3 shared positions
$ADI$NSC$PEP
$541M
117 positions
#13Sunstone Asset Management, L.P.Passive
Some overlap · 3 shared positions
$ADI$COHR$SNPS
$92M
57 positions
#14SYCOMORE ASSET MANAGEMENTActive
Some overlap · 3 shared positions
$ADI$COHR$SNPS
$932M
72 positions
#15BRASADA CAPITAL MANAGEMENT, LPPassive
Some overlap · 3 shared positions
$ADI$MS$MUFG
$558M
152 positions
#16PLANNING DIRECTIONS INCActive
Some overlap · 3 shared positions
$COHR$NSC$PEP
$216M
110 positions
#17Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$ADI$NSC$PEP
$214M
33 positions
#18WESTPORT ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$COHR$NSC$SNPS
$245M
80 positions
#19Hurlow Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$ADI$MS$NSC$SNPS
$481M
125 positions
#20Aristotle Atlantic Partners, LLCActive
Some overlap · 3 shared positions
$ADI$COHR$NSC
$2.4B
117 positions
#21Baker Ellis Asset Management LLCPassive
Some overlap · 3 shared positions
$ADI$MLI$PEP
$964M
265 positions
#22HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$ADI$NSC$PEP
$252M
43 positions
#23Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$MS$MLI$PEP
$253M
63 positions
#24Alecta Tjanstepension OmsesidigtActive
Some overlap · 3 shared positions
$ADI$MS$SNPS
$23.8B
91 positions
#25Spectrum Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$ADI$MS$PEP
$245M
76 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.