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Hedge Funds Similar to Symphony Financial, Ltd.

13F Portfolio OverlapQ3 2026Symphony Financial, Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Symphony Financial, Ltd. Co. is an institutional investor managing $1.1B across 358 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Symphony Financial, Ltd. are Verity & Verity, ETF Store, SPRENG, with shared positions in $MO, $VZ, $NEE, $CMI, $AMGN, $O. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive
Some overlap · 5 shared positions
$MO$VZ$NEE$CMI$AMGN
$1.5B
139 positions
#2ETF Store, Inc.Active
Some overlap · 5 shared positions
$MO$VZ$NEE$AMGN$O
$122M
109 positions
#3SPRENG CAPITAL MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$MO$VZ$SPCX$AMGN
$275M
77 positions
#4Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$MO$VZ$NEE$AMGN
$222M
178 positions
#5Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$MO$VZ$NEE$O
$221M
41 positions
#6Stillwater Wealth Management Group
Some overlap · 4 shared positions
$MO$VZ$NEE$AMGN
$187M
70 positions
#7Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$MO$VZ$CMI$AMGN
$984M
94 positions
#8EDMP, INC.Passive
Some overlap · 4 shared positions
$MO$VZ$AMGN$O
$130M
74 positions
#9Visionary Wealth AdvisorsPassive
Some overlap · 4 shared positions
$MO$VZ$NEE$AMGN
$2.5B
666 positions
#10Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$MO$NEE$VZ$AMGN
$185M
877 positions
#11DoubleLine ETF Adviser LPPassive
Some overlap · 4 shared positions
$MO$VZ$AMGN$O
$242M
170 positions
#12Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$MO$NEE$AMGN$O
$334M
127 positions
#13CSM Advisors, LLCPassive
Some overlap · 4 shared positions
$MO$VZ$CMI$NEE
$4.7B
406 positions
#14Leslie Global Wealth, LLCActive
Some overlap · 5 shared positions
$NEE$O$MO$CMI$VZ
$272M
90 positions
#15KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 4 shared positions
$VZ$MO$AMGN$O
$214M
185 positions
#16SHARPEPOINT LLCPassive
Some overlap · 3 shared positions
$MO$VZ$SPCX
$200M
89 positions
#17Phoenix Wealth AdvisorsActive
Some overlap · 4 shared positions
$VZ$NEE$CMI$AMGN
$297M
129 positions
#18Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$VZ$NEE$CMI$AMGN
$116M
172 positions
#19Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 4 shared positions
$VZ$NEE$CMI$O
$251M
74 positions
#20Tulsa Wealth Advisors, INCActive
Some overlap · 4 shared positions
$VZ$NEE$CMI$O
$710M
166 positions
#21Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$VZ$NEE$CMI$AMGN
$231M
125 positions
#22HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 4 shared positions
$VZ$NEE$CMI$O
$465M
139 positions
#23TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$MO$VZ$NEE
$798M
187 positions
#24FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 3 shared positions
$MO$VZ$NEE
$1.7B
256 positions
#25Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$MO$VZ$NEE
$497M
948 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.