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Hedge Funds Similar to Sollinda

13F Portfolio OverlapQ2 2026Sollinda portfolio →
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Most similar hedge funds by 13F overlap

Sollinda Capital Management LLC is an institutional investor managing $468M across 80 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 Sollinda are Financial Symmetry, Breakwater Investment, PLANNING DIRECTIONS, with shared positions in $DOV, $DUK, $CSX, $PLTR, $LOW, $NSC. The full ranking of 25 similar funds is below.

#1Financial Symmetry IncSmart money
Substantial overlap · 3 shared positions
$DOV$DUK$CSX
$300M
68 positions
#2Breakwater Investment ManagementPassive
Notable overlap · 3 shared positions
$DOV$PLTR$LOW
$294M
600 positions
#3PLANNING DIRECTIONS INCActive
Notable overlap · 4 shared positions
$DOV$NSC$PLTR$LOW
$216M
110 positions
#4Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$DOV$NUE$CSX
$1.1B
106 positions
#5Downshift Financial, LLCActive
Notable overlap · 3 shared positions
$DOV$NSC$PLTR
$223M
668 positions
#6AA Financial Advisors, LLCPassive
Notable overlap · 4 shared positions
$DOV$DUK$LOW$CSX
$832M
230 positions
#7FC Advisory LLCActive
Some overlap · 3 shared positions
$DOV$NSC$CSX
$378M
118 positions
#8Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$DUK$EPD
$212M
171 positions
#9Copia Wealth Management
Some overlap · 3 shared positions
$DOV$DUK$UPS
$166M
570 positions
#10HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$PLTR$DUK
$270M
156 positions
#11Wilson & Boucher Capital Management, LLC
Some overlap · 3 shared positions
$DOV$DUK$LOW
$170M
121 positions
#12Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$DOV$DUK$NSC$LOW
$1.2B
127 positions
#13LongView Wealth ManagementPassive
Some overlap · 4 shared positions
$DOV$DUK$NSC$UPS
$390M
227 positions
#14Fingerlakes Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DOV$LOW$CSX
$186M
101 positions
#15BURKETT FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$DUK$LOW
$320M
266 positions
#16CURA WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$DOV$DUK$PLTR$KYN
$234M
140 positions
#17Arbor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$DUK$LOW$EPD
$883M
145 positions
#18Capital Investment Advisory Services, LLCPassive
Some overlap · 5 shared positions
$DOV$DUK$RY$LOW$UPS
$1.6B
1,301 positions
#19Mallini Complete Financial Planning LLCSmart money
Some overlap · 4 shared positions
$DOV$DUK$RY$EPD
$140M
70 positions
#20Latitude Advisors, LLCPassive
Some overlap · 4 shared positions
$DOV$DUK$PLTR$CSX
$251M
239 positions
#21Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 4 shared positions
$DOV$DUK$RY$NSC
$127M
65 positions
#22Mayfair Advisory Group, LLCPassive
Some overlap · 6 shared positions
$DOV$DUK$RY$NSC$PLTR$CSX
$332M
185 positions
#23Beacon Financial Strategies CORPActive
Some overlap · 4 shared positions
$DOV$DUK$RY$CSX
$201M
209 positions
#24Heritage Wealth AdvisorsActive
Some overlap · 5 shared positions
$DOV$DUK$CSX$EPD$LOW
$2.9B
703 positions
#25Pine Harbor Wealth Management, LLCActive
Slight overlap · 3 shared positions
$DOV$DUK$NSC
$373M
112 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.