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Hedge Funds Similar to Symphony Financial, Ltd.

13F Portfolio OverlapQ1 2026Symphony Financial, Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Symphony Financial, Ltd. Co. is an institutional investor managing $755M across 315 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 Symphony Financial, Ltd. are Pine Harbor Wealth ,, CORRECT WEALTH, COLLECTIVE FAMILY OFFICE, with shared positions in $OKE, $AMN, $MS, $BDX, $VZ, $MO. The full ranking of 25 similar funds is below.

#1Pine Harbor Wealth Management, LLCActive
Some overlap · 3 shared positions
$OKE$AMN$MS
$334M
102 positions
#2CORRECT CAPITAL WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$OKE$AMN$MS
$536M
109 positions
#3COLLECTIVE FAMILY OFFICE LLCPassive
Some overlap · 3 shared positions
$OKE$AMN$BDX
$489M
161 positions
#4Wolfstich Capital, LLCActive
Some overlap · 4 shared positions
$OKE$VZ$MO$BDX
$114M
45 positions
#5CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 4 shared positions
$OKE$AMN$VZ$NEE
$914M
270 positions
#6LEGACY FINANCIAL GROUP, INC.Active
Some overlap · 4 shared positions
$OKE$AMN$NEE$VZ
$378M
89 positions
#7Sprinkle Financial Consultants LLCPassive
Some overlap · 3 shared positions
$OKE$VZ$GE
$217M
99 positions
#8Autumn Glory Partners, LLCPassive
Some overlap · 3 shared positions
$OKE$VZ$MS
$272M
204 positions
#9MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$OKE$MO$VZ
$543M
235 positions
#10Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$OKE$VZ$NEE
$253M
126 positions
#11Clearwave Capital, LLCPassive
Some overlap · 3 shared positions
$OKE$VZ$GE
$146M
146 positions
#12Verity & Verity, LLCActive
Some overlap · 4 shared positions
$OKE$VZ$MO$NEE
$1.3B
138 positions
#13Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$OKE$VZ$NEE
$223M
109 positions
#14TORRAY LLCPassive
Some overlap · 3 shared positions
$OKE$NEE$MS
$682M
88 positions
#15Peak Planning Group, LLCActive
Some overlap · 3 shared positions
$OKE$AMN$MS
$361M
120 positions
#16WPG Advisers, LLCPassive
Some overlap · 3 shared positions
$OKE$APP$GE
$136M
1,476 positions
#17Socorro Asset Management LPPassive
Some overlap · 3 shared positions
$OKE$NEE$MS
$221M
32 positions
#18Disciplined Equity Management, Inc.Active
Some overlap · 3 shared positions
$OKE$VZ$MO
$199M
44 positions
#19Capital Investment Advisors, LLCActive
Some overlap · 5 shared positions
$APP$MO$VZ$OKE$MS
$6.2B
693 positions
#20Cherokee Insurance CoPassive
Some overlap · 3 shared positions
$OKE$MO$MS
$263M
121 positions
#21NCM Capital Management, LLCPassive
Some overlap · 4 shared positions
$AMN$VZ$NEE$MS
$279M
185 positions
#22Good Steward Wealth Advisors,LLCPassive
Some overlap · 3 shared positions
$OKE$NEE$GE
$156M
68 positions
#23Alliance Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$AMN$OKE$VZ$MS
$228M
158 positions
#24Widmann Financial Services, Inc.Passive
Some overlap · 3 shared positions
$AMN$VZ$MO
$168M
121 positions
#25IBEX WEALTH ADVISORSPassive
Some overlap · 3 shared positions
$OKE$APP$VZ
$1.1B
203 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.