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Hedge Funds Similar to Sunesis Advisors

13F Portfolio OverlapQ2 2026Sunesis Advisors portfolio →
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Most similar hedge funds by 13F overlap

Sunesis Advisors, LLC is an institutional investor managing $242M across 61 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 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
$324M
172 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
$1.3B
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
$421M
152 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
$326M
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
$752M
1,339 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
$217M
108 positions
#16Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$IAU$EMR$LHX
$362M
116 positions
#17Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$BNY$BA
$149M
98 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
$130M
55 positions
#24Davis Capital ManagementPassive
Some overlap · 3 shared positions
$BNY$GD$RSG
$169M
1,270 positions
#25CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BNY$CB$BA
$2.0B
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.