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 Sun Group Wealth Partners

13F Portfolio OverlapQ2 2026Sun Group Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Sun Group Wealth Partners is an institutional investor managing $147M across 81 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 Sun Group Wealth Partners are KIECKHEFER GROUP, Philadelphia Investment Partners, ELLERSON GROUP, with shared positions in $PLTR, $LNG, $WDC, $FCX, $VLO, $FDX. The full ranking of 25 similar funds is below.

#1KIECKHEFER GROUP LLCSmart money

Some overlap · 3 shared positions

$PLTR $LNG $WDC

$246M

65 positions

#2Philadelphia Investment Partners, LLCPassive

Some overlap · 3 shared positions

$PLTR $FCX $VLO

$161M

189 positions

#3ELLERSON GROUP INC /ADVPassive

Some overlap · 3 shared positions

$PLTR $FDX $NOC

$169M

64 positions

#4UNICOM Systems, Inc.Active

Some overlap · 3 shared positions

$PLTR $SNDK $WDC

$1.5B

39 positions

#5Owen LaRue, LLCPassive

Some overlap · 3 shared positions

$PLTR $VLO $SNDK

$288M

141 positions

#6PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Some overlap · 3 shared positions

$PLTR $FCX $TPL

$3.2B

77 positions

#7Bosman Wealth Management, LLCPassive

Some overlap · 3 shared positions

$PLTR $WDC $VLO

$161M

56 positions

#8Warburton Capital Management, LLCActive

Some overlap · 3 shared positions

$PLTR $SNDK $WDC

$246M

75 positions

#9Hudson Bay Capital Management LPPassive

Some overlap · 3 shared positions

$PLTR $ABT $SNDK

$36.8B

1,335 positions

#10St. Louis Financial Planners Asset Management, LLCActive

Some overlap · 3 shared positions

$PLTR $ABT $WDC

$188M

30 positions

#11Kultura Capital Management LPActive

Some overlap · 4 shared positions

$PLTR $AEHR $FCX $SNDK

$553M

66 positions

#12Legacy Bridge, LLCPassive

Some overlap · 3 shared positions

$PLTR $VLO $WDC

$324M

322 positions

#13LAKE STREET PRIVATE WEALTH, LLCPassive

Some overlap · 4 shared positions

$PLTR $LNG $FDX $NOC

$874M

275 positions

#14CONTINENTAL INVESTORS SERVICES, INC.Active

Some overlap · 3 shared positions

$PLTR $LNG $TPL

$128M

81 positions

#15Westwind CapitalPassive

Some overlap · 4 shared positions

$PLTR $SNDK $WDC $TPL

$422M

77 positions

#16Elite Wealth Management, Inc.Active

Some overlap · 3 shared positions

$PLTR $WDC $FDX

$337M

47 positions

#17V. M. MANNING & CO., INC.Active

Some overlap · 4 shared positions

$ABT $FDX $FCX $PLTR

$117M

53 positions

#18Blue Line Capital, LLC / ILPassive

Some overlap · 3 shared positions

$PLTR $LNG $SNDK

$120M

92 positions

#19CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Some overlap · 3 shared positions

$PLTR $LNG $FCX

$78M

44 positions

#20KKM Financial LLCPassive

Some overlap · 3 shared positions

$PLTR $FDX $FCX

$730M

169 positions

#21Volterra Technologies LPPassive

Some overlap · 3 shared positions

$ABT $LNG $PLTR

$694M

303 positions

#22Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 3 shared positions

$PLTR $SNDK $WDC

$188M

427 positions

#23Rakuten Securities, Inc.Active

Some overlap · 3 shared positions

$PLTR $SNDK $WDC

$430M

914 positions

#24GTS SECURITIES LLCActive

Some overlap · 3 shared positions

$PLTR $SNDK $WDC

$4.8B

1,323 positions

#25Financial Sense Advisors, Inc.Passive

Slight overlap · 3 shared positions

$PLTR $LNG $FCX

$508M

137 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.