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Hedge Funds Similar to Synergy Investment ,

13F Portfolio OverlapQ1 2026Synergy Investment , portfolio →
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Most similar hedge funds by 13F overlap

Synergy Investment Management, LLC is an institutional investor managing $306M across 911 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 Synergy Investment , are 5T Wealth,, Nova Wealth ,, Boyce & Associates Wealth Consulting,, with shared positions in $IAU, $BAH, $SE, $WT, $FCFS, $SLV. The full ranking of 25 similar funds is below.

#15T Wealth, LLCPassive
Some overlap · 4 shared positions
$IAU$BAH$SE$WT
$253M
129 positions
#2Nova Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$FCFS$IAU$WT$SLV$SAN
$154M
545 positions
#3Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 4 shared positions
$FCFS$IAU$WT$SLV
$132M
80 positions
#4Sharkey, Howes & JaverActive
Some overlap · 7 shared positions
$IAU$SE$BAH$NTRB$DHR$SLV
$742M
153 positions
#5WealthCare Investment Partners, LLCPassive
Some overlap · 6 shared positions
$IAU$SE$CRM$WT$SLV$SAN
$360M
191 positions
#6DAHRING {-} CUSMANO LLCActive
Some overlap · 5 shared positions
$IAU$BAH$CRM$NTRB$SLV
$163M
58 positions
#7TruWealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$BAH$FCFS
$2.1B
182 positions
#8Sunbelt Securities, Inc.Passive
Some overlap · 5 shared positions
$IAU$BAH$CRM$WT$BPRE
$1.6B
2,954 positions
#9Vantage Financial Partners, LLC
Some overlap · 6 shared positions
$BAH$SE$CRM$NTRB$SLV$DHR
$493M
212 positions
#10TWIN PEAKS WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$FCFS$SE$IAU
$397M
2,369 positions
#11STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Some overlap · 3 shared positions
$FCFS$SE$CRM
$113M
82 positions
#12ALTERNA WEALTH MANAGEMENT, INCPassive
Some overlap · 6 shared positions
$IAU$SE$WT$SLV$DRI$SAN
$132M
105 positions
#13STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCPassive
Some overlap · 4 shared positions
$IAU$BAH$CRM$WT
$128M
62 positions
#14Gateway Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$FCFS$SE$BAH$CRM$WT$NTRB
$2.6B
925 positions
#15Trilogy Capital Inc.Passive
Some overlap · 3 shared positions
$FCFS$SE$WT
$2.3B
390 positions
#16ENDEAVOR PRIVATE WEALTH, INC.Passive
Some overlap · 4 shared positions
$SE$IAU$BAH$CRM
$349M
202 positions
#17Asempa Wealth AdvisorsPassive
Some overlap · 6 shared positions
$IAU$SE$NTRB$DHR$DRI$DIS
$115M
115 positions
#18Interactive Financial AdvisorsActive
Some overlap · 5 shared positions
$IAU$SE$WT$SLV$SAN
$153M
78 positions
#19Total Clarity Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$FCFS$BAH$IAU$WT
$426M
311 positions
#20WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$IAU$SE$WT$SLV
$508M
107 positions
#21Sprinkle Financial Consultants LLCPassive
Some overlap · 4 shared positions
$IAU$BAH$SLV$DHR
$217M
99 positions
#22Williams & Novak, LLCPassive
Some overlap · 6 shared positions
$SE$IAU$CRM$WT$SLV$DHR
$134M
143 positions
#23Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$IAU$SE$WT$DHR
$90M
65 positions
#24Blueprint Financial Advisors LLCActive
Some overlap · 5 shared positions
$IAU$SE$CRM$BAH$DHR
$675M
100 positions
#25Checchi Capital Advisers, LLCActive
Some overlap · 4 shared positions
$IAU$SE$WT$UNH
$2.0B
604 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.