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Hedge Funds Similar to Sunesis Advisors

13F Portfolio OverlapQ3 2026Sunesis Advisors portfolio →
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Most similar hedge funds by 13F overlap

Sunesis Advisors, LLC is an institutional investor managing $193M across 23 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 Sunesis Advisors are Wealth Quarterback, Keystone Financial Services, ENDEAVOR PRIVATE WEALTH, with shared positions in $IAU, $FBTC, $CB, $BNY, $GD, $EMR. The full ranking of 25 similar funds is below.

#1Wealth Quarterback LLCActive
Some overlap · 4 shared positions
$IAU$FBTC$CB$BNY
$328M
180 positions
#2Keystone Financial ServicesActive
Some overlap · 3 shared positions
$IAU$BNY$GD
$388M
131 positions
#3ENDEAVOR PRIVATE WEALTH, INC.Passive
Some overlap · 3 shared positions
$BNY$IAU$GD
$412M
216 positions
#4Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$IAU$CB$EMR$GD$LHX
$1.4B
275 positions
#5Firestone Capital ManagementActive
Some overlap · 3 shared positions
$IAU$FBTC$BNY
$537M
168 positions
#6BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$IAU$FBTC$FETH
$453M
117 positions
#7Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$IAU$BNY$GD$BA
$637M
125 positions
#8DELTA FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$BNY$IAU$CB
$425M
151 positions
#9Barbara Oil Co.Active
Some overlap · 4 shared positions
$BNY$EMR$BA$LHX
$297M
73 positions
#10Forza Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$EMR$GD
$346M
194 positions
#11ROGCO, LPActive
Some overlap · 3 shared positions
$IAU$EMR$GD
$327M
224 positions
#12Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$EMR$BA
$319M
123 positions
#13Stone House Investment Management, LLCActive
Some overlap · 4 shared positions
$IAU$CB$FBTC$BA
$768M
215 positions
#14FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 3 shared positions
$IAU$EMR$GD
$203M
109 positions
#15DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$BNY$CB$GD
$206M
105 positions
#16Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$IAU$EMR$LHX
$346M
112 positions
#17Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$BNY$BA
$154M
96 positions
#18CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$IAU$CB$RSG$LHX
$767M
184 positions
#19Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$GD$RSG
$412M
181 positions
#20Narwhal Capital ManagementActive
Some overlap · 3 shared positions
$IAU$GD$LHX
$1.4B
157 positions
#21WESCAP Management Group, Inc.Active
Some overlap · 3 shared positions
$IAU$FETH$FBTC
$536M
107 positions
#22NBH BankPassive
Some overlap · 3 shared positions
$IAU$EMR$GD
$237M
552 positions
#23CPR Investments Inc.Active
Some overlap · 3 shared positions
$IAU$GD$LHX
$134M
64 positions
#24Davis Capital ManagementPassive
Some overlap · 3 shared positions
$BNY$GD$RSG
$167M
1,175 positions
#25CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BNY$CB$BA
$1.9B
79 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.