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Hedge Funds Similar to Snider Financial Group

13F Portfolio OverlapQ2 2026Snider Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Snider Financial Group is an institutional investor managing $393M across 103 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 Snider Financial Group are DF DENT, CARDEROCK, ARCADIA INVESTMENT, with shared positions in $HEI, $TDG, $MPWR, $VEEV, $ASML, $SPGI. The full ranking of 25 similar funds is below.

#1DF DENT & CO INCPassive
Notable overlap · 6 shared positions
$HEI$TDG$MPWR$VEEV$ASML$SPGI
$5.3B
271 positions
#2CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$HEI$MPWR$SYK$SPGI$CTAS
$456M
67 positions
#3ARCADIA INVESTMENT MANAGEMENT CORP/MI
Notable overlap · 6 shared positions
$SYK$MPWR$VEEV$CRWD$ASML$SBUX
$584M
366 positions
#4Paragon Advisors, LLCActive
Notable overlap · 7 shared positions
$ANET$CRWD$MPWR$ASML$VEEV$CTAS
$476M
77 positions
#5PYA Waltman Capital, LLCActive
Notable overlap · 3 shared positions
$HEI$TDG$SPGI
$421M
67 positions
#6NZS Capital, LLCActive
Notable overlap · 6 shared positions
$HEI$SYK$CRWD$MPWR$NET$MRVL
$3.9B
61 positions
#7Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$SYK$SPGI$ANET$ASML
$2.8B
151 positions
#8GUERRA PAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$CRWD$ANET$TDG$ASML
$179M
118 positions
#9Veritas Asset Management LLPActive
Some overlap · 3 shared positions
$TDG$SYK$SPGI
$5.6B
21 positions
#10WD RUTHERFORD LLCPassive
Some overlap · 4 shared positions
$CRWD$ANET$NET$SYK
$276M
75 positions
#11RIVERBRIDGE PARTNERS LLCActive
Some overlap · 5 shared positions
$HEI$VEEV$SPGI$CTAS$SBUX
$3.6B
198 positions
#12STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 5 shared positions
$ANET$HEI$CTAS$VEEV$ASML
$918M
75 positions
#13Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$CRWD$MPWR$NET$MRVL
$917M
38 positions
#14Rockingstone Advisors LLCPassive
Some overlap · 3 shared positions
$CRWD$TDG$SPGI
$249M
115 positions
#15FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$SYK$HEI$SPGI$CTAS
$4.8B
92 positions
#16MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 4 shared positions
$SYK$TDG$HEI$ASML
$1.0B
33 positions
#17ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$CRWD$ANET$HEI
$551M
40 positions
#18Synergy Financial Group, LTDPassive
Some overlap · 5 shared positions
$CRWD$ANET$ASML$NET$SBUX
$139M
119 positions
#19Darden Wealth Group IncPassive
Some overlap · 4 shared positions
$CRWD$ANET$ASML$MRVL
$252M
155 positions
#20ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 5 shared positions
$CRWD$MPWR$ANET$ASML$MRVL
$4.4B
109 positions
#21GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$CRWD$ANET$NET
$363M
43 positions
#22Eos Management, L.P.Active
Some overlap · 5 shared positions
$HEI$ANET$TDG$CRWD$SPGI
$252M
35 positions
#23Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 4 shared positions
$CRWD$ANET$ASML$SYK
$2.7B
206 positions
#24KP Management LLCPassive
Some overlap · 4 shared positions
$HEI$TDG$MPWR$ASML
$532M
86 positions
#25Left Brain Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CRWD$MPWR$ANET
$332M
99 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.