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Hedge Funds Similar to Financial Synergies Wealth Advisors

13F Portfolio OverlapQ2 2026Financial Synergies Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Financial Synergies Wealth Advisors, Inc. is an institutional investor managing $1.2B across 116 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 Financial Synergies Wealth Advisors are VMS Asset Limited, Amanah, Central Asset Investments & (HK) Ltd, with shared positions in $SNDK, $WDC, $DELL, $STX, $QCOM, $BA. The full ranking of 25 similar funds is below.

#1VMS Asset Management LimitedPassive
Notable overlap · 4 shared positions
$SNDK$WDC$DELL$STX
$315M
33 positions
#2Amanah Holdings TrustSmart money
Notable overlap · 3 shared positions
$SNDK$WDC$STX
$1.7B
20 positions
#3Central Asset Investments & Management Holdings (HK) LtdActive
Notable overlap · 3 shared positions
$SNDK$WDC$STX
$253M
20 positions
#4WT Asset Management LtdActive
Notable overlap · 3 shared positions
$SNDK$WDC$STX
$5.1B
29 positions
#5TB Alternative Assets Ltd.Active
Notable overlap · 3 shared positions
$SNDK$WDC$STX
$623M
34 positions
#6EXCHANGE TRADED CONCEPTS, LLCPassive
Notable overlap · 4 shared positions
$SNDK$WDC$STX$QCOM
$21.9B
1,580 positions
#7Trivest Advisors LtdActive
Notable overlap · 4 shared positions
$SNDK$WDC$QCOM$STX
$3.2B
15 positions
#8Dilation Capital Management LPActive
Notable overlap · 3 shared positions
$SNDK$WDC$BA
$248M
20 positions
#9UNICOM Systems, Inc.Active
Notable overlap · 3 shared positions
$SNDK$WDC$STX
$1.5B
39 positions
#10Anther Capital LtdSmart money
Notable overlap · 3 shared positions
$SNDK$WDC$STX
$3.9B
21 positions
#11CHAPIN DAVIS, INC.Passive
Notable overlap · 5 shared positions
$WDC$SNDK$VLO$DELL$STX
$569M
256 positions
#12LifePlan Investment Advisors, Inc.Passive
Notable overlap · 3 shared positions
$WDC$SNDK$IAU
$291M
131 positions
#13Franchise GP LtdActive
Notable overlap · 4 shared positions
$SNDK$WDC$DELL$STX
$215M
39 positions
#14Whale Rock Capital Management LLCActive
Notable overlap · 3 shared positions
$SNDK$WDC$STX
$12.5B
35 positions
#15Rakuten Securities, Inc.Active
Notable overlap · 4 shared positions
$SNDK$WDC$QCOM$STX
$430M
914 positions
#16Williamson Legacy Group, LLCPassive
Notable overlap · 3 shared positions
$SNDK$WDC$STX
$201M
75 positions
#17Shade Tree Advisors LLCSmart money
Notable overlap · 3 shared positions
$SNDK$QCOM$DOV
$172M
29 positions
#18Alpha Financial Advisors, LLCActive
Notable overlap · 5 shared positions
$SNDK$WDC$QCOM$DELL$STX
$382M
114 positions
#19Goldstream Capital Management LtdActive
Notable overlap · 4 shared positions
$SNDK$WDC$QCOM$STX
$132M
45 positions
#20KCM Capital IncActive
Notable overlap · 3 shared positions
$SNDK$MCD$UNP
$618M
33 positions
#21GF FUND MANAGEMENT CO. LTD.Active
Notable overlap · 4 shared positions
$SNDK$WDC$QCOM$STX
$8.3B
587 positions
#22Polymer Capital Management (HK) LTDActive
Notable overlap · 3 shared positions
$SNDK$WDC$STX
$2.0B
143 positions
#23Virtus Wealth Solutions LLCActive
Notable overlap · 3 shared positions
$SNDK$DELL$STX
$735M
53 positions
#24Maytree Asset Management LtdActive
Notable overlap · 3 shared positions
$SNDK$WDC$QCOM
$154M
44 positions
#25Fedenia Advisers LLCPassive
Notable overlap · 4 shared positions
$SNDK$WDC$DELL$STX
$421M
459 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.