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Hedge Funds Similar to Financial Symmetry

13F Portfolio OverlapQ1 2026Financial Symmetry portfolio →
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Most similar hedge funds by 13F overlap

Financial Symmetry Inc is an institutional investor managing $300M across 68 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 Financial Symmetry are Global Endowment ,, WJ Interests,, Intelligent Financial Strategies, with shared positions in $DOV, $BRZE, $TXO, $AMN, $IBM, $MCD. The full ranking of 25 similar funds is below.

#1Global Endowment Management, LPActive
Substantial overlap · 3 shared positions
$DOV$BRZE$TXO
$896M
126 positions
#2WJ Interests, LLCSmart money
Substantial overlap · 3 shared positions
$DOV$AMN$IBM
$260M
20 positions
#3Intelligent Financial StrategiesSmart money
Substantial overlap · 4 shared positions
$DOV$BRZE$MCD$AMN
$192M
62 positions
#4Long Island Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$DOV$IBM$NKE
$216M
89 positions
#5Prentice Wealth Management LLCActive
Notable overlap · 3 shared positions
$DOV$IBM$MCD
$443M
117 positions
#6FIDUCIARY ADVISORS, INC.Active
Notable overlap · 3 shared positions
$BRZE$AMN$DOV
$133M
121 positions
#7Towneley Capital Management, Inc / DESmart money
Notable overlap · 4 shared positions
$BRZE$AMN$DOV$NKE
$478M
42 positions
#8Verus Financial Partners, Inc.Smart money
Notable overlap · 4 shared positions
$BRZE$NKE$DOV$IBM
$1.1B
121 positions
#9M Wealth Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$AMN$DOV
$119M
55 positions
#10Arbor Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$BRZE$AMN$DUK
$143M
56 positions
#11Gibson Wealth Advisors LLCSmart money
Notable overlap · 4 shared positions
$BRZE$DUK$IBM$MCD
$149M
37 positions
#12Zhang Financial LLCActive
Notable overlap · 3 shared positions
$BRZE$DOV$AMN
$2.9B
367 positions
#13Trellis Wealth Advisors LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DOV$AMN
$263M
47 positions
#14Sellwood Investment Partners LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DOV$NKE
$254M
59 positions
#15WealthCollab, LLCPassive
Notable overlap · 3 shared positions
$BRZE$AMN$NKE
$243M
977 positions
#16Applied Capital LLCActive
Notable overlap · 3 shared positions
$BRZE$NKE$DOV
$268M
50 positions
#17HOGE FINANCIAL SERVICES, LLCActive
Notable overlap · 3 shared positions
$DOV$MCD$BRZE
$187M
72 positions
#18L.K. Benson & Company, P.C.Active
Notable overlap · 5 shared positions
$BRZE$AMN$NKE$DOV$IBM
$302M
113 positions
#19Winter & Associates, Inc.Passive
Notable overlap · 3 shared positions
$BRZE$NKE$IBM
$114M
84 positions
#20Beacon Financial Strategies CORPActive
Notable overlap · 5 shared positions
$BRZE$IBM$MCD$DOV$DUK
$176M
177 positions
#21Souders Financial AdvisorsPassive
Notable overlap · 3 shared positions
$BRZE$MCD$DUK
$876M
216 positions
#22COGENT STRATEGIC WEALTH LLCActive
Notable overlap · 3 shared positions
$BRZE$AMN$NKE
$97M
56 positions
#23Weil Company, Inc.Passive
Notable overlap · 3 shared positions
$DOV$MCD$CSX
$445M
115 positions
#24Inscription Capital, LLCPassive
Notable overlap · 3 shared positions
$DOV$NKE$MCD
$951M
715 positions
#25Capstone Financial Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$BRZE$MCD$IBM$DOV
$1.9B
187 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.