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 OverlapQ1 2026SYM FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

SYM FINANCIAL Corp is an institutional investor managing $1.0B across 415 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 SYM FINANCIAL are Value Investment Professionals,, Halbert, Hargrove/Russell, Key FInancial, with shared positions in $WT, $BRZE, $DOV, $SE, $XYZ, $GMM. The full ranking of 25 similar funds is below.

#1Value Investment Professionals, LLCPassive

Substantial overlap · 3 shared positions

$WT $BRZE $DOV

$89M

81 positions

#2Halbert, Hargrove/Russell LLCSmart money

Substantial overlap · 4 shared positions

$WT $SE $XYZ $BRZE

$2.1B

372 positions

#3Key FInancial IncPassive

Substantial overlap · 3 shared positions

$WT $SE $GMM

$562M

1,394 positions

#4BIP Wealth, LLCActive

Substantial overlap · 4 shared positions

$WT $DOV $BRZE $SE

$2.5B

453 positions

#5Systelligence, LLCPassive

Notable overlap · 3 shared positions

$WT $DOV $XYZ

$514M

56 positions

#6Oxinas Partners Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $SE $MU

$219M

145 positions

#7AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $SE $GMM

$206M

97 positions

#8SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$WT $BRZE $NSC

$139M

37 positions

#9Stonekeep Investments, LLCActive

Notable overlap · 3 shared positions

$WT $SE $BRZE

$154M

66 positions

#10Wealthcare Capital Partners, LLCActive

Notable overlap · 3 shared positions

$WT $SE $GE

$213M

153 positions

#11Etesian Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $DOV $BRZE $XYZ

$313M

138 positions

#12INVENIO WEALTH PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $GE $MU

$252M

89 positions

#13Choice Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $GE $GEV

$255M

35 positions

#14Legacy Financial Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $GE $MU

$715M

404 positions

#15Nvest Wealth Strategies, Inc.Active

Notable overlap · 3 shared positions

$WT $GE $GEV

$143M

395 positions

#16Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $SE $DOV

$90M

65 positions

#17Dodds Wealth, LLCSmart money

Notable overlap · 3 shared positions

$SE $BRZE $DOV

$407M

51 positions

#18Glassman Wealth ServicesSmart money

Notable overlap · 5 shared positions

$WT $BRZE $SE $GMM $DOV

$736M

187 positions

#19WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$WT $SE $GMM

$508M

107 positions

#20Vertex Planning Partners, LLCActive

Notable overlap · 3 shared positions

$WT $SE $GMM

$515M

135 positions

#21ESL Trust Services, LLCSmart money

Notable overlap · 4 shared positions

$WT $SE $GE $GEV

$524M

258 positions

#22WIN ADVISORS, INCPassive

Notable overlap · 3 shared positions

$WT $TRGP $GEV

$219M

78 positions

#23Henderson Brothers Financial Partners, LLCActive

Notable overlap · 3 shared positions

$SE $WT $MU

$395M

105 positions

#24Verum Partners LLCActive

Notable overlap · 3 shared positions

$SE $WT $GE

$527M

176 positions

#25Professional Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $BRZE $SE

$491M

137 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.