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Hedge Funds Similar to Financial Symmetry

13F Portfolio OverlapQ3 2026Financial Symmetry portfolio →
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Most similar hedge funds by 13F overlap

Financial Symmetry Inc is an institutional investor managing $313M across 66 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Financial Symmetry are Sollinda, American National Bank of Texas, Coyle Financial Counsel, with shared positions in $DOV, $DUK, $CSX, $MCD, $ABT, $MRVL. The full ranking of 25 similar funds is below.

#1Sollinda Capital Management LLCActive
Substantial overlap · 3 shared positions
$DOV$DUK$CSX
$468M
80 positions
#2American National Bank of TexasActive
Substantial overlap · 3 shared positions
$DOV$MCD$ABT
$109M
52 positions
#3Coyle Financial Counsel LLCActive
Notable overlap · 3 shared positions
$DOV$MCD$MRVL
$548M
126 positions
#4TSG Advice Partners, LLC
Notable overlap · 3 shared positions
$DOV$MCD$ABT
$667M
135 positions
#5PLANNING DIRECTIONS INCActive
Notable overlap · 3 shared positions
$DOV$MCD$MRVL
$216M
110 positions
#6Weil Company, Inc.Passive
Notable overlap · 3 shared positions
$DOV$MCD$CSX
$580M
134 positions
#7CINCINNATI CASUALTY COSmart money
Notable overlap · 3 shared positions
$DOV$DUK$TMO
$188M
24 positions
#8Bernardo Wealth Planning LLCActive
Notable overlap · 3 shared positions
$DOV$MCD$MRVL
$1.2B
144 positions
#9AA Financial Advisors, LLCPassive
Notable overlap · 4 shared positions
$DOV$CSX$DUK$MCD
$840M
251 positions
#10OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$DOV$ABT$TMO
$560M
145 positions
#11Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$DOV$DUK$ABT
$170M
121 positions
#12St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$ABT$DUK
$875M
125 positions
#13Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$DUK$MCD
$212M
171 positions
#14WBH ADVISORY INCPassive
Some overlap · 3 shared positions
$DOV$MCD$CSX
$1.5B
363 positions
#15Fingerlakes Wealth Management, Inc.Active
Some overlap · 3 shared positions
$DOV$MCD$CSX
$186M
101 positions
#16CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$DOV$MCD$TMO$ABT
$5.2B
56 positions
#17HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$DUK$MCD
$270M
156 positions
#18Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$DOV$ABT$MCD
$277M
87 positions
#19CINCINNATI INSURANCE COActive
Some overlap · 5 shared positions
$DUK$DOV$ABT$MCD$TMO
$6.9B
64 positions
#20LongView Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$DUK$MCD
$415M
229 positions
#21Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 3 shared positions
$DOV$ABT$MCD
$276M
121 positions
#22Ferguson Shapiro LLCActive
Some overlap · 3 shared positions
$DOV$DUK$TMO
$344M
87 positions
#23SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 3 shared positions
$DOV$ABT$TMO
$217M
287 positions
#24Ironwood Financial, llcActive
Some overlap · 3 shared positions
$DOV$MCD$BIIB
$644M
172 positions
#25Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$DOV$MCD$TMO
$1.2B
189 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.