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Hedge Funds Similar to Syntegra Private Wealth Group

13F Portfolio OverlapQ2 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 Q2 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 10Elms LLP, StrongBox Wealth, Allied Investment Advisors, with shared positions in $STT, $BX, $NOTV, $UNP, $PSX, $ABT. The full ranking of 25 similar funds is below.

#110Elms LLPPassive
Some overlap · 5 shared positions
$STT$BX$NOTV$UNP$PSX
$236M
526 positions
#2StrongBox Wealth, LLCPassive
Some overlap · 3 shared positions
$STT$BX$ABT
$351M
267 positions
#3Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$BA$ABT
$797M
110 positions
#4American National Bank of TexasActive
Some overlap · 3 shared positions
$STT$ABT$UNP
$110M
56 positions
#5Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$ABT$UNP
$108M
52 positions
#6Diligent Investors, LLCPassive
Some overlap · 3 shared positions
$STT$BA$BX
$449M
357 positions
#7DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$STT$BA$ABT
$530M
92 positions
#8TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$STT$BX$MAR
$686M
151 positions
#9Harvest Investment Advisors, LLCActive
Some overlap · 3 shared positions
$STT$BX$ABT
$202M
58 positions
#10BALANCED WEALTH GROUP LLCActive
Some overlap · 3 shared positions
$STT$ABT$MAR
$316M
78 positions
#11Cassaday & Co Wealth Management LLCSmart money
Some overlap · 3 shared positions
$STT$MAR$ABT
$5.3B
1,313 positions
#12LFA - Lugano Financial Advisors SAActive
Some overlap · 3 shared positions
$STT$ABT$BX
$166M
274 positions
#13Ball & Co Wealth Management Inc.Active
Some overlap · 3 shared positions
$STT$MAR$BA
$141M
74 positions
#14BALLAST ADVISORS LLCActive
Some overlap · 4 shared positions
$STT$BX$MCO$MAR
$420M
197 positions
#15Blue Zone Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MCO$BX$BA
$573M
125 positions
#16Jacobs Equity LLCPassive
Some overlap · 3 shared positions
$STT$BA$PSX
$145M
121 positions
#17Fiduciary Group, LLCPassive
Some overlap · 4 shared positions
$MCO$BX$UNP$MAR
$1.3B
305 positions
#18Bill Few Associates, Inc.Passive
Some overlap · 3 shared positions
$STT$BX$ABT
$470M
227 positions
#19Allen Investment Management, LLCActive
Some overlap · 3 shared positions
$MCO$BA$BX
$8.4B
227 positions
#20Sandbox Financial Partners, LLC
Slight overlap · 3 shared positions
$STT$BX$BA
$356M
117 positions
#21Altrius Capital Management IncPassive
Slight overlap · 3 shared positions
$STT$ABT$PSX
$526M
89 positions
#22Financial Network Wealth Advisors LLCPassive
Slight overlap · 3 shared positions
$STT$ABT$BA
$99M
858 positions
#23SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Slight overlap · 3 shared positions
$STT$ABT$UNP
$169M
104 positions
#24SECURITY NATIONAL BANK OF SO DAK
Slight overlap · 3 shared positions
$STT$ABT$UNP
$207M
119 positions
#25FIRST INTERSTATE BANKActive
Slight overlap · 5 shared positions
$STT$ABT$NOTV$UNP$PSX
$1.9B
196 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.