13F Pro

Hedge Funds Similar to Financial Synergies Wealth Advisors,

13F Portfolio OverlapQ1 2026Financial Synergies Wealth Advisors, portfolio →
Institutional-grade research for retail investors

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 Q1 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 Prosperity Planning,, COLLECTIVE FAMILY OFFICE, Vawter Financial, Ltd., with shared positions in $AMN, $UNIT, $CTVA, $NKE, $TYL, $SE. The full ranking of 25 similar funds is below.

#1Prosperity Planning, Inc.Active
Some overlap · 6 shared positions
$AMN$UNIT$CTVA$NKE$TYL$SE
$395M
110 positions
#2COLLECTIVE FAMILY OFFICE LLCActive
Some overlap · 5 shared positions
$AMN$UNIT$NKE$VLO$KKR
$444M
156 positions
#3Vawter Financial, Ltd.
Some overlap · 4 shared positions
$AMN$UNIT$CTVA$KKR
$238M
122 positions
#4Wealth Architects, LLC
Some overlap · 5 shared positions
$AMN$UNIT$NKE$CTVA$SE
$1.1B
244 positions
#5FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$AMN$UNIT$NKE$MU$SE
$293M
105 positions
#6Midwest Financial Group LLCActive
Some overlap · 4 shared positions
$AMN$UNIT$MU$TXN
$234M
126 positions
#7Foster Group, Inc.Active
Some overlap · 5 shared positions
$AMN$UNIT$NKE$MCD$SE
$3.4B
284 positions
#8Plum Street Advisors, LLC
Some overlap · 4 shared positions
$AMN$UNIT$CTVA$TYL
$289M
98 positions
#9LAM GROUP, INC.Active
Some overlap · 4 shared positions
$AMN$UNIT$NKE$SE
$182M
136 positions
#10MB Generational Wealth, LLCActive
Some overlap · 4 shared positions
$AMN$UNIT$NKE$SE
$181M
66 positions
#11NORTHWEST WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$AMN$UNIT$CTVA$NKE$MU
$665M
255 positions
#12Integrity Wealth Solutions LLCActive
Some overlap · 4 shared positions
$AMN$UNIT$KKR$SE
$255M
130 positions
#13FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$AMN$UNIT$KKR$SE
$133M
121 positions
#14Avant Financial Advisors LLCActive
Some overlap · 4 shared positions
$AMN$TXN$UNIT$NKE
$142M
65 positions
#15Mason Investment Advisory Services, Inc.Smart money
Some overlap · 4 shared positions
$AMN$UNIT$KKR$SE
$2.2B
79 positions
#16John A. Wolfe & Associates, Inc.Active
Some overlap · 3 shared positions
$AMN$UNIT$KKR
$65M
42 positions
#17Ballast Financial Advisors LLC
Some overlap · 3 shared positions
$AMN$UNIT$KKR
$98M
68 positions
#18rebel Financial LLCActive
Some overlap · 3 shared positions
$AMN$UNIT$SE
$231M
65 positions
#19Symmetry Partners, LLCActive
Some overlap · 3 shared positions
$AMN$UNIT$NKE
$1.8B
209 positions
#20Arbor Wealth Advisors LLCSmart money
Some overlap · 4 shared positions
$AMN$UNIT$SNDK$KKR
$143M
56 positions
#21Andrews Advisory Associates, LLC
Some overlap · 6 shared positions
$AMN$TXN$NKE$UNH$KKR$MCD
$190M
82 positions
#22Meritas Wealth Management, LLCActive
Some overlap · 3 shared positions
$AMN$UNIT$NKE
$221M
60 positions
#23DOPKINS WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$AMN$UNIT$NKE
$249M
92 positions
#24DeLarme Wealth Management, Inc.Active
Some overlap · 6 shared positions
$AMN$UNIT$NKE$TXN$KKR$MCD
$155M
63 positions
#25MAIMON WEALTH MANAGEMENT LTD.Active
Some overlap · 3 shared positions
$AMN$UNIT$MCD
$114M
77 positions

Compare Financial Synergies Wealth Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Financial Synergies Wealth Advisors,’s holdings

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.