How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Symphony Financial Services,

13F Portfolio OverlapQ1 2026Symphony Financial Services, portfolio →

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Most similar hedge funds by 13F overlap

Symphony Financial Services, Inc. is an institutional investor managing $195M across 99 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 Symphony Financial Services, are Three Magnolias Financial Advisors,, First Financial Group, RiverTree Advisors,, with shared positions in $JHG, $SHW, $WT, $PFE, $REGN, $ET. The full ranking of 25 similar funds is below.

#1Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$JHG $SHW $WT $PFE

$157M

103 positions

#2First Financial Group CorpActive

Notable overlap · 3 shared positions

$JHG $SHW $WT

$122M

80 positions

#3RiverTree Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $REGN $ET

$158M

60 positions

#4Lionshead Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $PFE

$136M

108 positions

#5Sanchez Wealth Management GroupActive

Notable overlap · 4 shared positions

$JHG $REGN $WT $LMT

$462M

53 positions

#6INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$JHG $WT $PFE $EW

$803M

181 positions

#7Sage Mountain Advisors LLCActive

Notable overlap · 3 shared positions

$JHG $MAR $SHW

$1.4B

281 positions

#8PFS Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $MAR $HON

$218M

590 positions

#9MARS JEWETT FINANCIAL GROUP, INC.Smart money

Notable overlap · 4 shared positions

$JHG $PFE $DHR $HON

$316M

37 positions

#10Dynamic Financial GroupActive

Notable overlap · 3 shared positions

$JHG $PFE $MO

$122M

69 positions

#11TT Capital Management LLCActive

Notable overlap · 3 shared positions

$JHG $PFE $ET

$121M

73 positions

#12Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 4 shared positions

$JHG $WT $SHW $MAR

$144M

387 positions

#13Financial Enhancement Group LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $DHR

$807M

135 positions

#14WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $ET

$156M

139 positions

#15Divergent Planning, LLC

Notable overlap · 3 shared positions

$JHG $MAR $LMT

$392M

36 positions

#16Bulwark Capital CorpActive

Notable overlap · 6 shared positions

$JHG $MAR $WT $SAN $MO $SHW

$162M

100 positions

#17Medallion Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $REGN $WT

$306M

1,121 positions

#181900 WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$JHG $WT $ET

$1.6B

253 positions

#19NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$JHG $REGN $WT $MAR

$232M

168 positions

#20WT Wealth ManagementPassive

Notable overlap · 3 shared positions

$JHG $SHW $WT

$336M

138 positions

#21MIDLAND WEALTH ADVISORS LLCSmart money

Notable overlap · 3 shared positions

$JHG $SHW $WT

$1.9B

160 positions

#22ATWOOD & PALMER INCPassive

Notable overlap · 3 shared positions

$JHG $REGN $LMT

$1.8B

531 positions

#23Clearview Wealth Advisors LLC

Notable overlap · 3 shared positions

$JHG $LMT $HON

$158M

103 positions

#24Mason & Associates IncActive

Notable overlap · 3 shared positions

$JHG $SHW $WT

$516M

160 positions

#25Richmond Investment Services, LLCPassive

Notable overlap · 3 shared positions

$JHG $SHW $BTSG

$619M

255 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.