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Hedge Funds Similar to Summit Wealth Partners

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

Summit Wealth Partners, LLC is an institutional investor managing $702M across 280 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 Partners are Holland Advisory Services, CDM FINANCIAL COUNSELING SERVICES, HERITAGE INVESTORS, with shared positions in $BRO, $MCD, $PM, $DIS, $MDY, $MS. The full ranking of 25 similar funds is below.

#1Holland Advisory Services, Inc.Active
Some overlap · 4 shared positions
$BRO$MCD$PM$DIS
$91M
49 positions
#2CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 5 shared positions
$MDY$MS$MCD$PM$MAR
$116M
77 positions
#3HERITAGE INVESTORS MANAGEMENT CORPActive
Some overlap · 5 shared positions
$MDY$MS$MCD$MAR$DIS
$3.6B
257 positions
#4JPMORGAN CHASE & COPassive
Slight overlap · 5 shared positions
$MS$PM$MCD$SNDK$DIS
$1.8T
7,720 positions
#5American National Bank of TexasActive
Slight overlap · 4 shared positions
$BRO$MDY$MCD$PM
$110M
56 positions
#6WARNER FINANCIAL, INCActive
Slight overlap · 4 shared positions
$MDY$MCD$PM$MAR
$340M
145 positions
#7Maltin Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$MDY$SNDK$MS$IAU
$299M
146 positions
#8DCM Advisors, LLCActive
Slight overlap · 4 shared positions
$MS$MCD$PM$DIS
$253M
38 positions
#9Omnia Family Wealth, LLCSmart money
Slight overlap · 5 shared positions
$MS$PM$IAU$DIS$MCD
$373M
103 positions
#10FAYEZ SAROFIM & COActive
Slight overlap · 4 shared positions
$MS$MCD$PM$MAR
$42.5B
300 positions
#11Interchange Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$MS$SNDK$PM$IAU
$532M
430 positions
#12NBH BankPassive
Slight overlap · 4 shared positions
$MS$MCD$MAR$IAU
$237M
552 positions
#13CAPE ANN SAVINGS BANKActive
Slight overlap · 4 shared positions
$MS$MCD$MAR$IAU
$212M
113 positions
#14Maxele Advisors, LLCPassive
Slight overlap · 3 shared positions
$MDY$MS$PM
$143M
98 positions
#15PITTENGER & ANDERSON INCPassive
Slight overlap · 3 shared positions
$MDY$MS$PM
$2.8B
507 positions
#16Newton One Investments LLCActive
Slight overlap · 4 shared positions
$MS$MCD$PM$MDY
$397M
146 positions
#17ShoreHaven Wealth Partners, LLCActive
Slight overlap · 4 shared positions
$MS$PM$MAR$IAU
$318M
106 positions
#18Keystone Financial GroupPassive
Slight overlap · 5 shared positions
$MCD$MDY$DIS$IAU$PM
$1.7B
567 positions
#19STAR Financial BankActive
Slight overlap · 3 shared positions
$MDY$MS$MCD
$245M
109 positions
#20CORTLAND ASSOCIATES INC/MOActive
Slight overlap · 3 shared positions
$BRO$PM$MDY
$692M
62 positions
#21Friday FinancialActive
Slight overlap · 4 shared positions
$MDY$SNDK$MS$DIS
$373M
108 positions
#22Elyxium Wealth, LLCPassive
Slight overlap · 3 shared positions
$MDY$MS$MAR
$952M
298 positions
#23Meridian Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$MDY$MS$IAU
$880M
211 positions
#24BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Slight overlap · 3 shared positions
$MDY$MS$SSB
$2.5B
111 positions
#25TPG Advisors LLCActive
Slight overlap · 4 shared positions
$MCD$PM$MS$IAU
$182M
115 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.