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 Synergy Financial ,

13F Portfolio OverlapQ1 2026Synergy Financial , portfolio →

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Most similar hedge funds by 13F overlap

Synergy Financial Management, LLC is an institutional investor managing $942M across 252 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 Synergy Financial , are Passumpsic Savings Bank, Generate Investment Ltd, Affinity Asset Advisors,, with shared positions in $APH, $IDCC, $MU, $LRCX, $BSX, $USB. The full ranking of 25 similar funds is below.

#1Passumpsic Savings Bank

Some overlap · 7 shared positions

$APH $IDCC $MU $LRCX $BSX $USB

$183M

90 positions

#2Generate Investment Management LtdActive

Some overlap · 5 shared positions

$APH $MU $LRCX $BSX $ETN

$2.0B

70 positions

#3Affinity Asset Advisors, LLCActive

Some overlap · 3 shared positions

$ANAB $ORKA $ASND

$1.9B

105 positions

#4ARS Investment Partners, LLCActive

Some overlap · 4 shared positions

$ASND $MU $LRCX $ETN

$1.9B

182 positions

#5BRAUN STACEY ASSOCIATES INCActive

Some overlap · 5 shared positions

$ASND $MU $LRCX $KO $WFC

$3.0B

112 positions

#6PCB Capital LLCPassive

Some overlap · 4 shared positions

$APH $MU $USB $WFC

$63M

101 positions

#7Katamaran Capital LLPActive

Some overlap · 3 shared positions

$APH $KO $LRCX

$124M

30 positions

#8Guinness Atkinson Asset Management IncPassive

Some overlap · 4 shared positions

$APH $LRCX $ETN $KO

$200M

123 positions

#9MCDANIEL TERRY & COActive

Some overlap · 4 shared positions

$APH $KO $ETN $LRCX

$1.2B

81 positions

#10Alphinity Investment Management Pty LtdActive

Some overlap · 3 shared positions

$APH $KO $BSX

$5.7B

29 positions

#11Benchmark Investment Advisors LLCPassive

Some overlap · 4 shared positions

$APH $MU $LRCX $USB

$172M

76 positions

#12Markin Volterra Fund LPActive

Some overlap · 3 shared positions

$APH $MU $LRCX

$65M

34 positions

#13GDS Wealth ManagementActive

Some overlap · 4 shared positions

$APH $MU $LRCX $USB

$1.7B

200 positions

#14Harvest Investment Services, LLCPassive

Some overlap · 3 shared positions

$IDCC $APH $AGQ

$547M

346 positions

#15VOYA INVESTMENT MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$MU $LRCX $KO $APH $WFC

$96.1B

2,348 positions

#16NS Partners LtdActive

Some overlap · 4 shared positions

$KO $APH $BSX $WFC

$2.2B

71 positions

#17Rathbones Group PLCActive

Some overlap · 3 shared positions

$APH $KO $BSX

$23.4B

643 positions

#18Horizon Investment Services, LLCPassive

Some overlap · 3 shared positions

$APH $MU $LRCX

$288M

137 positions

#19Progressive Investment Management CorpActive

Some overlap · 3 shared positions

$APH $LRCX $MU

$379M

58 positions

#20Galaxy Digital Capital Management GP LLCActive

Some overlap · 3 shared positions

$APH $MU $LRCX

$95M

54 positions

#21Guinness Asset Management LTDActive

Some overlap · 4 shared positions

$KO $APH $LRCX $ETN

$5.8B

143 positions

#22Safe Harbor Wealth Advisors, LLC

Some overlap · 4 shared positions

$KO $LRCX $APH $ETN

$103M

96 positions

#23Mill Capital Management, LLCActive

Some overlap · 5 shared positions

$MU $APH $BSX $LRCX $WFC

$1.3B

130 positions

#24Myriad Asset Management Advisors LLCActive

Some overlap · 5 shared positions

$MU $LRCX $ETN $WFC $USB

$339M

47 positions

#25KRAEMATON INVESTMENT ADVISORS, INCPassive

Some overlap · 3 shared positions

$APH $AGQ $USB

$123M

99 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.