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Hedge Funds Similar to Synergy Financial Group, LTD

13F Portfolio OverlapQ1 2026Synergy Financial Group, LTD portfolio →
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Most similar hedge funds by 13F overlap

Synergy Financial Group, LTD is an institutional investor managing $133M across 123 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 Group, LTD are ZEVENBERGEN INVESTMENTS, ITHAKA GROUP, Nikko Asset Americas,, with shared positions in $SHOP, $MELI, $CRWD, $ANET, $AMD, $NOW. The full ranking of 25 similar funds is below.

#1ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Notable overlap · 7 shared positions
$SHOP$MELI$CRWD$ANET$AMD$NOW
$3.5B
110 positions
#2ITHAKA GROUP LLCActive
Notable overlap · 6 shared positions
$SHOP$MELI$ANET$CRWD$AMD$NOW
$482M
38 positions
#3Nikko Asset Management Americas, Inc.Active
Notable overlap · 5 shared positions
$SHOP$MELI$CRWD$AMD$NET
$7.1B
186 positions
#4SANDS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$SHOP$MELI$ASML$DDOG$NET
$25.5B
67 positions
#5Gavilan Investment Partners LLCActive
Notable overlap · 3 shared positions
$SHOP$MELI$ASML
$372M
14 positions
#6Arthedge Capital Management, LLCSmart money
Some overlap · 3 shared positions
$SHOP$TTD$CRWD
$115M
11 positions
#7POLEN CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$SHOP$ABNB$NOW$SBUX$MELI$ASML
$14.5B
221 positions
#8ICONIQ Capital, LLCSmart money
Some overlap · 7 shared positions
$SHOP$CRWD$AMD$NOW$MELI$DOV
$4.5B
82 positions
#9SQUARE PEG CAPITAL PTY LTDActive
Some overlap · 4 shared positions
$SHOP$CRWD$DDOG$NET
$75M
10 positions
#10Strategy Capital LLCSmart money
Some overlap · 4 shared positions
$SHOP$CRWD$DDOG$NET
$1.2B
11 positions
#11DEEPWATER ASSET MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$SHOP$MELI$ASML$DDOG$NET
$158M
39 positions
#12Bellecapital International Ltd.Passive
Some overlap · 4 shared positions
$MELI$ANET$SHOP$AMD
$538M
116 positions
#13Ravenswood Partners LPPassive
Some overlap · 4 shared positions
$SHOP$MELI$ASML$NOW
$271M
35 positions
#14Nepsis Inc.Active
Some overlap · 3 shared positions
$SHOP$ANET$AMD
$299M
29 positions
#15Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$ANET$MELI$SHOP$CRWD$NOW
$98M
77 positions
#16Leibman Financial Services, Inc.Passive
Some overlap · 6 shared positions
$MELI$TTD$CRWD$CMG$DIS$KNSL
$136M
49 positions
#17BAILLIE GIFFORD & COActive
Some overlap · 3 shared positions
$SHOP$MELI$NET
$97.9B
271 positions
#18BROWN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SHOP$MELI$DDOG
$704M
56 positions
#19Stony Point Capital LLCActive
Some overlap · 3 shared positions
$SHOP$DDOG$NOW
$1.2B
32 positions
#20Privium Fund Management B.V.Active
Some overlap · 3 shared positions
$SHOP$AMD$LMND
$480M
60 positions
#21Putney Financial Group LLCActive
Some overlap · 5 shared positions
$SHOP$ANET$CRWD$AMD$NET
$99M
84 positions
#22GILDER GAGNON HOWE & CO LLCActive
Some overlap · 4 shared positions
$SHOP$ANET$MELI$NET
$8.3B
252 positions
#23EDGEWOOD MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SHOP$ASML$NOW
$15.5B
87 positions
#24Baltimore-Washington Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$ANET$MAR$CRWD$SHOP$ASML
$2.3B
186 positions
#25Carmignac GestionActive
Some overlap · 4 shared positions
$MELI$ANET$ABNB$NOW
$6.5B
112 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.