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Hedge Funds Similar to Syverson Strege

13F Portfolio OverlapQ2 2026Syverson Strege portfolio →
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Most similar hedge funds by 13F overlap

Syverson Strege & Co is an institutional investor managing $459M across 186 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 Syverson Strege are DMKC Advisory Services, Genus, GLOBALT Investments / GA, with shared positions in $USB, $ABT, $C, $WFC, $EMR, $STX. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$USB$ABT$C$WFC$EMR
$530M
92 positions
#2Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$USB$C$STX$KLAC$WDC
$1.0B
204 positions
#3GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$C$KLAC$T$STX$EMR$WFC
$2.9B
212 positions
#4Tarbox Group, Inc.Smart money
Some overlap · 5 shared positions
$USB$ABT$WFC$C$EMR
$711M
100 positions
#5Cogent Private Wealth, Inc.Active
Some overlap · 5 shared positions
$C$STX$WFC$KLAC$WDC
$160M
117 positions
#6NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$USB$ABT$WFC$T
$863M
131 positions
#7EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$USB$ABT$WFC$T
$1.3B
58 positions
#8SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$USB$C$WFC$T
$606M
79 positions
#9CULBERTSON A N & CO INCActive
Some overlap · 4 shared positions
$USB$ABT$WFC$C
$861M
137 positions
#10Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$USB$ABT$WFC$EMR
$1.1B
112 positions
#11PCB Capital LLCPassive
Some overlap · 4 shared positions
$USB$WFC$KLAC$T
$82M
114 positions
#12KICKSTAND VENTURES, LLC.Active
Some overlap · 5 shared positions
$STX$KLAC$WDC$T$C
$550M
154 positions
#13Acumen Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$USB$C$KLAC$WFC
$472M
493 positions
#14Teza Capital Management LLCPassive
Some overlap · 4 shared positions
$USB$C$KLAC$WDC
$112M
261 positions
#15Hoese & Co LLPActive
Some overlap · 5 shared positions
$USB$C$ABT$WFC$EMR
$152M
173 positions
#16St. Louis Financial Planners Asset Management, LLCActive
Some overlap · 4 shared positions
$ABT$C$WFC$WDC
$240M
61 positions
#17OneAscent Wealth Management LLCActive
Some overlap · 4 shared positions
$USB$KLAC$WDC$T
$336M
169 positions
#18American Assets Investment Management, LLCActive
Some overlap · 4 shared positions
$C$USB$WFC$WDC
$1.7B
146 positions
#19American State Bank (Iowa)Passive
Some overlap · 4 shared positions
$C$STX$WFC$T
$247M
139 positions
#20Pflug Koory, LLCPassive
Some overlap · 4 shared positions
$USB$C$WFC$EMR
$243M
424 positions
#21United Super Pty Ltd in its capacity as Trustee for the ConsActive
Some overlap · 4 shared positions
$ABT$C$WFC$T
$5.6B
184 positions
#2244 WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$C$WFC$KLAC$WDC
$302M
184 positions
#23Western Financial Corp/CAActive
Some overlap · 4 shared positions
$WFC$STX$KLAC$WDC
$300M
136 positions
#24WORLDQUANT MILLENNIUM ADVISORS LLCPassive
Some overlap · 5 shared positions
$KLAC$C$ABT$T$WDC
$29.1B
702 positions
#25Landmark Wealth Management, LLCActive
Some overlap · 4 shared positions
$C$WFC$T$EMR
$418M
151 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.