Summit Global Investments, LLC is an SEC-registered investment adviser based in Bountiful, UT that reports managing 1 hedge fund on Form ADV. It reports $2.3 billion in regulatory assets under management. Its private funds, of all types, hold $1.3 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +6.3% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +123.4% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $2.3 billionForm ADV Item 5.F
- Gross assets of private funds
- $1.3 millionAll private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 37Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 157091
- Latest Form ADV
- 06/24/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +11.2% | +14.8% |
| Q1 2026 | -4.4% | -4.6% |
| Q4 2025 | +7.0% | +2.4% |
| Q3 2025 | +10.2% | +7.8% |
| Q2 2025 | +19.5% | +10.4% |
| Q1 2025 | +24.5% | -4.5% |
| Q4 2024 | -12.1% | +2.1% |
| Q3 2024 | +36.3% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- RBB FD Inc$278.4 million
- RBB FD Inc$222.2 million
- RBB FD Inc$171.0 million
- RBB FD Inc$99.5 million
- RBB FD Inc$92.9 million
- RBB FD Inc$92.7 million
- Ishares 7-10 Year Treasury B$36.5 million
- Nvidia Corp$24.5 million
- Apple Inc Com$23.7 million
- Tesla Mtrs Inc Com$18.9 million
As of 2026-06-30, from 13F filing by Summit Global Investments.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures