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Hedge Funds Similar to Syntegra Private Wealth Group,

13F Portfolio OverlapQ1 2026Syntegra Private Wealth Group, portfolio →
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Most similar hedge funds by 13F overlap

Syntegra Private Wealth Group, LLC is an institutional investor managing $1.3B across 202 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 Syntegra Private Wealth Group, are MBA Advisors, Blackhawk Partners,, IFC & Insurance Marketing,, with shared positions in $SNOW, $JHG, $AGQ, $IBM, $BA, $ABT. The full ranking of 25 similar funds is below.

#1MBA Advisors LLCPassive
Notable overlap · 4 shared positions
$SNOW$JHG$AGQ$IBM
$260M
146 positions
#2Blackhawk Capital Partners, LLCPassive
Notable overlap · 4 shared positions
$SNOW$JHG$BA$ABT
$273M
141 positions
#3IFC & Insurance Marketing, Inc.Active
Notable overlap · 4 shared positions
$SNOW$JHG$BA$MAR
$96M
72 positions
#4BROWN WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$SNOW$JHG$AGQ
$389M
116 positions
#5BARINGS LLCActive
Notable overlap · 4 shared positions
$SNOW$JHG$MAR$COP
$6.2B
179 positions
#649 WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SNOW$JHG$COP
$1.3B
203 positions
#7Northeast Financial Group, Inc.Active
Some overlap · 3 shared positions
$SNOW$JHG$COP
$404M
90 positions
#8Beacon Capital Management, Inc.Active
Some overlap · 5 shared positions
$SNOW$JHG$AGQ$MAR$COP
$1.8B
57 positions
#9MFA WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$SNOW$AGQ$BA$MAR
$508M
88 positions
#10DROMS STRAUSS ADVISORS INC /MO/ /ADVActive
Some overlap · 6 shared positions
$SNOW$BA$AEE$HLT$AGQ$IBM
$383M
77 positions
#11Cassaday & Co Wealth Management LLCActive
Some overlap · 5 shared positions
$SNOW$AGQ$MAR$ABT$IBM
$4.7B
1,361 positions
#12ForthRight Wealth Management, LLCActive
Some overlap · 4 shared positions
$SNOW$AGQ$IBM$COP
$353M
75 positions
#13PURE PORTFOLIOS HOLDINGS LLC
Some overlap · 3 shared positions
$SNOW$AGQ$BA
$332M
104 positions
#14Grove Street Fiduciary, LLCActive
Some overlap · 4 shared positions
$SNOW$ABT$IBM$MAR
$227M
74 positions
#15Prairiewood Capital, LLCActive
Some overlap · 4 shared positions
$SNOW$ABT$MAR$NOTV
$346M
77 positions
#16Mustard Seed Financial, LLCPassive
Some overlap · 4 shared positions
$SNOW$ABT$MAR$COP
$167M
92 positions
#17Keystone Financial Services, LLCActive
Some overlap · 3 shared positions
$SNOW$AGQ$MAR
$149M
58 positions
#18Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$SNOW$AGQ$COP
$99M
59 positions
#19Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$SNOW$AGQ$COP
$950M
192 positions
#20Fortis Advisors, LLCPassive
Some overlap · 3 shared positions
$SNOW$AGQ$COP
$200M
119 positions
#21BWM Planning, LLCActive
Some overlap · 3 shared positions
$SNOW$AGQ$COP
$379M
87 positions
#22D'Orazio & Associates, Inc.Active
Some overlap · 3 shared positions
$SNOW$BA$MAR
$772M
299 positions
#23Bangor Savings BankActive
Some overlap · 3 shared positions
$SNOW$BA$IBM
$1.3B
542 positions
#24Schiavi & Co LLCSmart money
Some overlap · 3 shared positions
$SNOW$ABT$IBM
$337M
50 positions
#25Cranbrook Wealth Management, LLCActive
Some overlap · 3 shared positions
$SNOW$ABT$IBM
$492M
385 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.