How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to SUMMITRY

13F Portfolio OverlapQ2 2026SUMMITRY portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SUMMITRY LLC is an institutional investor managing $3.0B across 340 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 SUMMITRY are FinArc Investments, Rempart Asset, MATRIX ASSET ADVISORS, with shared positions in $CARR, $LOW, $TMO, $SBUX, $CRM, $AMGN. The full ranking of 25 similar funds is below.

#1FinArc Investments, Inc.Active

Notable overlap · 6 shared positions

$CARR $LOW $TMO $SBUX $CRM $AMGN

$110M

43 positions

#2Rempart Asset Management Inc.Active

Notable overlap · 5 shared positions

$LOW $WFC $ULTA $TMO $CNI

$488M

36 positions

#3MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 9 shared positions

$SBUX $WFC $LOW $TMO $TXN $AMGN

$1.2B

106 positions

#4DELTA ASSET MANAGEMENT LLC/TNActive

Notable overlap · 5 shared positions

$CARR $LOW $WFC $EMR $ENB

$1.2B

599 positions

#5Gs Investments, Inc.Passive

Notable overlap · 8 shared positions

$TMO $SCHW $ROST $UBER $TXN $AMGN

$138M

133 positions

#6CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$SBUX $LOW $WFC $MCO $EMR $TXN

$1.3B

99 positions

#7LONDON CO OF VIRGINIAActive

Notable overlap · 8 shared positions

$SCHW $LOW $GLW $SBUX $ODFL $TXN

$17.5B

169 positions

#8GARRISON BRADFORD & ASSOCIATES INCActive

Notable overlap · 6 shared positions

$LOW $TMO $SCHW $ODFL $UBER $ENB

$92M

35 positions

#9Harrington Investments, INCPassive

Notable overlap · 6 shared positions

$SCHW $TMO $SBUX $EMR $AMGN $CNI

$206M

82 positions

#10Mondrian Investment Partners LTDActive

Notable overlap · 6 shared positions

$TMO $SCHW $WFC $CRM $TXN $FISV

$6.5B

111 positions

#11TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 7 shared positions

$WFC $SCHW $TXN $AMGN $ENB $APD

$143M

104 positions

#12Courant Investment Management LLCActive

Notable overlap · 4 shared positions

$LOW $ULTA $SCHW $FISV

$103M

7 positions

#13Canoe Financial LPActive

Notable overlap · 7 shared positions

$TMO $WFC $ROST $MCO $EMR $TXN

$8.1B

110 positions

#14BRISTOL JOHN W & CO INC /NY/Active

Notable overlap · 6 shared positions

$TMO $SBUX $SCHW $MCO $TXN $APD

$6.8B

62 positions

#15Heron Bay Capital ManagementActive

Notable overlap · 5 shared positions

$ULTA $SCHW $ZBRA $CRM $TXN

$1.1B

97 positions

#16Poehling Capital Management, INC.Passive

Notable overlap · 5 shared positions

$WFC $SCHW $FISV $CRM $MDT

$466M

166 positions

#17Gibraltar Capital Management, Inc.Active

Notable overlap · 6 shared positions

$TMO $WFC $UBER $CRM $EMR $TXN

$650M

125 positions

#18AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$TMO $ODFL $TXN $AMGN $NEE $CARR

$1.6B

118 positions

#19DB Fitzpatrick & Co, IncActive

Notable overlap · 5 shared positions

$TMO $SBUX $CRM $AMGN $APD

$124M

100 positions

#20Cohen Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$WFC $TMO $SBUX $AMGN $CRM $NEE

$223M

81 positions

#21Unify Financial AdvisorsPassive

Notable overlap · 6 shared positions

$SBUX $SCHW $UBER $CRM $NEE $AMGN

$108M

90 positions

#22Providence Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$TMO $ZBRA $WFC $LOW $EMR $MDT

$660M

385 positions

#23Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 7 shared positions

$SCHW $WFC $LOW $SBUX $AMGN $NEE

$170M

121 positions

#24Mandatum Life Insurance Co LtdSmart money

Notable overlap · 5 shared positions

$CARR $ZBRA $CRM $EMR $MDT

$540M

90 positions

#25Somerset Trust CoPassive

Notable overlap · 7 shared positions

$LOW $EMR $AMGN $ROST $APD $NEE

$354M

186 positions

Compare SUMMITRY’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View SUMMITRY’s holdings

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.