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Hedge Funds Similar to Symmetry Partners

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

Symmetry Partners, LLC is an institutional investor managing $2.0B across 295 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 Symmetry Partners are Value Investment Professionals, Salomon & Ludwin, Verus Financial Partners, with shared positions in $DOV, $PM, $MO, $CVS, $LOW, $CI. The full ranking of 25 similar funds is below.

#1Value Investment Professionals, LLCPassive
Slight overlap · 4 shared positions
$DOV$PM$MO$CVS
$119M
97 positions
#2Salomon & Ludwin, LLCPassive
Slight overlap · 4 shared positions
$DOV$PM$MO$LOW
$1.2B
2,116 positions
#3Verus Financial Partners, Inc.Smart money
Slight overlap · 4 shared positions
$DOV$PM$MO$LOW
$1.2B
127 positions
#4Shah Wealth Advisors, LLCActive
Slight overlap · 5 shared positions
$DOV$PM$MO$CI$CVS
$433M
79 positions
#5AA Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$DOV$PM$LOW$ASML
$832M
230 positions
#6Tanager Wealth Management LLPActive
Slight overlap · 4 shared positions
$DOV$PM$MO$ASML
$1.1B
158 positions
#7Silver Coast Investments LLCActive
Slight overlap · 4 shared positions
$DOV$MO$LOW$ASML
$336M
121 positions
#8Vermillion & White Wealth Management Group, LLC
Slight overlap · 3 shared positions
$DOV$PM$MO
$198M
69 positions
#9Hirtle Callaghan & Co LLCSmart money
Slight overlap · 3 shared positions
$DOV$PM$MO
$3.0B
128 positions
#10BBR PARTNERS, LLCSmart money
Slight overlap · 3 shared positions
$DOV$PM$MO
$2.1B
250 positions
#11MAIMON WEALTH MANAGEMENT LTD.Passive
Slight overlap · 3 shared positions
$DOV$PM$MO
$130M
80 positions
#12LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Slight overlap · 3 shared positions
$DOV$PM$MO
$2.5B
117 positions
#13Highland Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$DOV$PM$MO
$229M
734 positions
#14Noble Wealth Partners LLCPassive
Slight overlap · 3 shared positions
$DOV$PM$MO
$115M
76 positions
#15Coston, McIsaac & PartnersPassive
Slight overlap · 3 shared positions
$DOV$PM$MO
$497M
948 positions
#16Heritage Wealth AdvisorsActive
Slight overlap · 4 shared positions
$DOV$PM$MO$LOW
$2.9B
703 positions
#17American National Bank of TexasActive
Slight overlap · 3 shared positions
$DOV$PM$CVS
$110M
56 positions
#18XY Planning Network, Inc.Passive
Slight overlap · 3 shared positions
$DOV$PM$MO
$797M
340 positions
#19Wallace Advisory Group, LLCPassive
Slight overlap · 4 shared positions
$DOV$PM$CI$ASML
$106M
134 positions
#20BRANDYWINE TRUST COSmart money
Slight overlap · 3 shared positions
$DOV$PM$MO
$621M
33 positions
#21PARTHENON LLCActive
Slight overlap · 3 shared positions
$DOV$PM$CVS
$962M
133 positions
#22Signature Wealth Management Partners, LLCPassive
Slight overlap · 3 shared positions
$DOV$PM$MO
$214M
122 positions
#23Financial Planning Navigators CORPActive
Slight overlap · 3 shared positions
$DOV$PM$ASML
$267M
70 positions
#24Tenzing Financial LLCActive
Slight overlap · 3 shared positions
$DOV$PM$ASML
$146M
84 positions
#25Intergy Private Wealth, LLCActive
Slight overlap · 4 shared positions
$DOV$PM$ASML$MO
$433M
147 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.