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Hedge Funds Similar to Symmetry Partners,

13F Portfolio OverlapQ1 2026Symmetry Partners, portfolio →
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Most similar hedge funds by 13F overlap

Symmetry Partners, LLC is an institutional investor managing $1.8B across 209 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 Symmetry Partners, are Three Arch Wealth, MB Generational Wealth,, Ballast Financial Advisors, with shared positions in $AMN, $UNIT, $NKE, $DOV, $SCHW, $GE. The full ranking of 25 similar funds is below.

#1Three Arch Wealth Management LLCActive
Notable overlap · 4 shared positions
$AMN$UNIT$NKE$DOV
$556M
61 positions
#2MB Generational Wealth, LLCActive
Notable overlap · 3 shared positions
$AMN$UNIT$NKE
$181M
66 positions
#3Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$UNIT$DOV
$98M
68 positions
#4Meritas Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$UNIT$NKE
$221M
60 positions
#5Mason Investment Advisory Services, Inc.Smart money
Notable overlap · 3 shared positions
$AMN$UNIT$SCHW
$2.2B
79 positions
#6QUARRY HILL ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$AMN$UNIT$NKE
$243M
51 positions
#7KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$UNIT$GE
$522M
97 positions
#8Beaird Harris Wealth Management, LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$UNIT$SCHW
$1.5B
686 positions
#9Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 4 shared positions
$AMN$UNIT$NKE$SCHW
$718M
278 positions
#10Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$UNIT$SCHW
$931M
518 positions
#11HMV Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$SCHW
$213M
81 positions
#12BAYSHORE ASSET MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$AMN$NKE$SCHW
$251M
40 positions
#13Oak Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$SCHW
$182M
57 positions
#14McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$DOV
$119M
65 positions
#15Golden Bell Financial Planning LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$DOV
$125M
37 positions
#16Valued Wealth Advisors LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$SCHW$T
$247M
751 positions
#17CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 4 shared positions
$AMN$NKE$UNIT$CI
$334M
70 positions
#18Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$AMN$NKE$SCHW
$233M
676 positions
#19TCI Wealth Advisors, Inc.Active
Notable overlap · 4 shared positions
$AMN$NKE$SCHW$T
$1.9B
251 positions
#20POINCIANA ADVISORS GROUP, LLCPassive
Notable overlap · 4 shared positions
$AMN$NKE$T$GE
$127M
130 positions
#21RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$SCHW
$296M
80 positions
#22Team Hewins, LLCSmart money
Notable overlap · 3 shared positions
$AMN$NKE$UNIT
$337M
41 positions
#23BWM Planning, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$UNIT
$379M
87 positions
#24Capstone Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$T
$143M
50 positions
#25Kondo Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$AMN$NKE$LOW
$266M
69 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.