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Hedge Funds Similar to SYNTAX RESEARCH,

13F Portfolio OverlapQ1 2026SYNTAX RESEARCH, portfolio →
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Most similar hedge funds by 13F overlap

SYNTAX RESEARCH, INC. is an institutional investor managing $157M across 174 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 SYNTAX RESEARCH, are Connective ,, Pekao Towarzystwo Funduszy Inwestycyjnych S.A., Sunstone Asset ,, with shared positions in $AGQ, $PANW, $SNOW, $AMAT, $CEG, $FCX. The full ranking of 25 similar funds is below.

#1Connective Capital Management, LLCPassive
Notable overlap · 5 shared positions
$AGQ$PANW$SNOW$AMAT$CEG
$121M
66 positions
#2Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Some overlap · 6 shared positions
$FCX$ANET$PANW$SNOW$DT$AMAT
$134M
80 positions
#3Sunstone Asset Management, L.P.Passive
Some overlap · 6 shared positions
$PANW$AMT$ABNB$SNOW$AMAT$SE
$85M
61 positions
#4Mirador Capital Partners LPPassive
Some overlap · 6 shared positions
$AGQ$PANW$FCX$TMO$SNOW$INTC
$706M
205 positions
#5Boomfish Wealth Group, LLCPassive
Some overlap · 6 shared positions
$ANET$TMO$PANW$AMAT$UPS$LMT
$187M
87 positions
#6DoubleLine ETF Adviser LPPassive
Some overlap · 6 shared positions
$PLD$DLR$AMT$TTWO$TMO$ABT
$263M
176 positions
#7Valtrion Capital Management, LLCActive
Some overlap · 4 shared positions
$AGQ$PANW$LEN$NOC
$106M
93 positions
#8Legal Advantage Investments, Inc.Passive
Some overlap · 6 shared positions
$PANW$TMO$BA$AMAT$NOC$LMT
$194M
79 positions
#9Evergreen Private Wealth LLCPassive
Some overlap · 5 shared positions
$PLD$ANET$TMO$AMAT$PANW
$247M
86 positions
#10Glen Eagle Advisors, LLCPassive
Some overlap · 5 shared positions
$AGQ$LEN$NOC$CEG$LMT
$714M
1,021 positions
#11VIAWEALTH, LLCPassive
Some overlap · 5 shared positions
$AGQ$ANET$BA$PANW$MDT
$180M
159 positions
#12Runnymede Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$AGQ$PANW$LEN$RL
$116M
75 positions
#13Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 4 shared positions
$FCX$TTWO$BA$SNOW
$566M
28 positions
#14MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$AGQ$BA$UPS$INTC
$121M
61 positions
#15PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$AGQ$SNOW$UPS$ABT
$1.1B
138 positions
#16Three Seasons Wealth, LLCPassive
Some overlap · 4 shared positions
$AGQ$AMAT$ANET$INTC
$262M
187 positions
#17CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 4 shared positions
$PLD$AMT$DLR$CEG
$6.7B
96 positions
#18CMH Wealth Management LLCPassive
Some overlap · 5 shared positions
$LEN$PANW$BA$SNOW$SYK
$583M
113 positions
#19Dogwood Wealth Management LLCPassive
Some overlap · 3 shared positions
$AGQ$RL$LEN
$230M
860 positions
#20Camarda Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$AGQ$FCX$TTWO$AMAT
$190M
104 positions
#21MFA WEALTH ADVISORS, LLCActive
Some overlap · 6 shared positions
$SNOW$PANW$BA$CEG$AGQ$LMT
$508M
88 positions
#22Beech Hill Advisors, Inc.Passive
Some overlap · 5 shared positions
$FCX$BA$DLR$AMAT$MDT
$200M
94 positions
#23BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$FCX$PANW$BA$PLD
$578M
108 positions
#24Hedges Asset Management LLC
Some overlap · 4 shared positions
$AGQ$BA$INTC$WY
$142M
108 positions
#25Harrington Investments, INCPassive
Some overlap · 6 shared positions
$TMO$DLR$SNOW$PLD$INTC$SYK
$190M
84 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.