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 SYM FINANCIAL

13F Portfolio OverlapQ2 2026SYM FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

SYM FINANCIAL Corp is an institutional investor managing $1.2B across 531 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 SYM FINANCIAL are C M BIDWELL & ASSOCIATES LTD, Cogent Private Wealth, ATLas Financial Planning, with shared positions in $DOV, $DOW, $FIX, $APH, $WDC, $KLAC. The full ranking of 25 similar funds is below.

#1C M BIDWELL & ASSOCIATES LTDPassive

Some overlap · 5 shared positions

$DOV $DOW $FIX $APH $WDC

$245M

494 positions

#2Cogent Private Wealth, Inc.Passive

Some overlap · 3 shared positions

$DOV $KLAC $WDC

$160M

117 positions

#3ATLas Financial Planning LLCActive

Some overlap · 3 shared positions

$DOV $TRGP $APH

$123M

69 positions

#4Inscription Capital, LLCPassive

Some overlap · 3 shared positions

$DOV $KLAC $APH

$1.1B

791 positions

#5Alta Advisers LtdActive

Some overlap · 3 shared positions

$DOV $KLAC $WDC

$441M

219 positions

#6Sivia Capital Partners, LLCPassive

Some overlap · 3 shared positions

$DOV $FIX $WDC

$822M

540 positions

#7Optivise Advisory Services LLCPassive

Some overlap · 3 shared positions

$DOV $APH $CMI

$197M

228 positions

#8CONSILIO WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$DOV $WDC $KLAC

$417M

110 positions

#9Brand Asset Management Group, Inc.Active

Some overlap · 3 shared positions

$DOV $KLAC $JBL

$452M

223 positions

#10OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 4 shared positions

$DOV $KLAC $NSC $CMI

$530M

275 positions

#11MontVue Capital Management, Inc.Active

Some overlap · 3 shared positions

$DOV $KLAC $TRGP

$174M

78 positions

#12JDH Wealth Management, LLCActive

Some overlap · 4 shared positions

$DOV $KLAC $FIX $WDC

$164M

61 positions

#13ATLAS CAPITAL ADVISORS LLCPassive

Some overlap · 4 shared positions

$DOV $KLAC $JBL $WDC

$875M

989 positions

#14Richard Bernstein Advisors LLC

Slight overlap · 4 shared positions

$DOV $FIX $TRGP $WDC

$3.4B

227 positions

#15Bridgewater Advisors Inc.Passive

Slight overlap · 3 shared positions

$DOV $KLAC $CMI

$1.8B

478 positions

#16River Street Advisors LLCPassive

Slight overlap · 3 shared positions

$DOV $KLAC $CMI

$340M

177 positions

#17UNITED BANKActive

Slight overlap · 3 shared positions

$DOV $KLAC $CMI

$853M

130 positions

#18MorganRosel Wealth Management, LLCActive

Slight overlap · 5 shared positions

$DOV $KLAC $JBL $APH $WDC

$296M

104 positions

#19EWA, LLCPassive

Slight overlap · 3 shared positions

$DOV $KLAC $APH

$548M

332 positions

#20BRIGHTON JONES LLCActive

Slight overlap · 3 shared positions

$DOV $KLAC $WDC

$5.4B

1,423 positions

#21Flatrock Wealth Partners LLCPassive

Slight overlap · 3 shared positions

$DOV $FIX $WDC

$255M

173 positions

#22PATTON FUND MANAGEMENT, INC.Passive

Slight overlap · 5 shared positions

$KLAC $TRGP $JBL $FIX $WDC

$462M

86 positions

#23Markin Volterra Fund LPActive

Slight overlap · 5 shared positions

$KLAC $JBL $FIX $APH $WDC

$147M

69 positions

#24Orca Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$DOW $KLAC $CMI

$167M

83 positions

#25Retireful, LLCPassive

Slight overlap · 5 shared positions

$KLAC $JBL $FIX $WDC $CMI

$107M

81 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.