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 Syverson Strege &

13F Portfolio OverlapQ1 2026Syverson Strege & portfolio →

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Most similar hedge funds by 13F overlap

Syverson Strege & Co is an institutional investor managing $416M across 169 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Syverson Strege & are Smith Partners Wealth ,, FLC Advisors, Grove Street Fiduciary,, with shared positions in $SNOW, $HUM, $USB, $MKL, $TXN, $IBM. The full ranking of 25 similar funds is below.

#1Smith Partners Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SNOW $HUM $USB $MKL $TXN

$112M

76 positions

#2FLC Capital AdvisorsPassive

Some overlap · 5 shared positions

$SNOW $USB $IBM $HUM $BAC

$560M

221 positions

#3Grove Street Fiduciary, LLCActive

Some overlap · 6 shared positions

$SNOW $HUM $MKL $IBM $WFC $ABT

$227M

74 positions

#4North Forty Two & Co.Passive

Some overlap · 5 shared positions

$SNOW $USB $WFC $TXN $BAC

$108M

97 positions

#5Brindle & Bay Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$SNOW $HUM $USB $TXN

$163M

67 positions

#6Christensen, King & Associates Investment Services, Inc.Active

Some overlap · 5 shared positions

$SNOW $USB $HUM $MKL $TXN

$233M

105 positions

#7Hilton Capital Management, LLCActive

Some overlap · 5 shared positions

$SNOW $USB $WFC $BAC $EMR

$1.3B

129 positions

#8Andrews Advisory Associates, LLCActive

Some overlap · 4 shared positions

$SNOW $HUM $TXN $MKL

$190M

82 positions

#9Greystone Financial Group, LLCPassive

Some overlap · 4 shared positions

$SNOW $ABT $IBM $EMR

$353M

78 positions

#10Fortis Advisors, LLCPassive

Some overlap · 4 shared positions

$SNOW $HUM $USB $C

$200M

119 positions

#11DMKC Advisory Services, LLCPassive

Some overlap · 6 shared positions

$ABT $HUM $USB $WFC $C $BAC

$240M

84 positions

#12MATHER GROUP, LLC.Active

Some overlap · 4 shared positions

$SNOW $USB $MKL $ABT

$10.0B

1,896 positions

#13LifeGoal Investments, LLCPassive

Some overlap · 5 shared positions

$SNOW $TXN $HUM $MU $USB

$175M

112 positions

#14O'ROURKE & COMPANY, IncPassive

Some overlap · 4 shared positions

$SNOW $USB $IBM $HUM

$253M

171 positions

#15Ethos Capital Management, Inc.Active

Some overlap · 4 shared positions

$SNOW $T $C $MU

$117M

56 positions

#16Paladin Advisory Group, LLCPassive

Some overlap · 6 shared positions

$SNOW $TXN $MU $BAC $IBM $USB

$131M

241 positions

#17EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$USB $ABT $T $TXN $WFC $BAC

$1.4B

56 positions

#18SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$USB $T $IBM $TXN $WFC $C

$728M

79 positions

#19Williams Financial, LLCSmart money

Some overlap · 4 shared positions

$SNOW $USB $MKL $IBM

$172M

25 positions

#20Graetz Wealth LLCPassive

Some overlap · 3 shared positions

$SNOW $HUM $USB

$112M

80 positions

#21Capital Advisors Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SNOW $HUM $USB

$745M

219 positions

#22Hurlow Wealth Management Group, Inc.Active

Some overlap · 3 shared positions

$SNOW $HUM $USB

$420M

120 positions

#23Consilium Wealth Advisory, LLCActive

Some overlap · 4 shared positions

$SNOW $WFC $C $MU

$293M

102 positions

#24Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 4 shared positions

$SNOW $HUM $TXN $MKL

$111M

63 positions

#25LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$SNOW $HUM $MKL $WFC

$1.0B

232 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.