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Hedge Funds Similar to Symphony Financial Services

13F Portfolio OverlapQ2 2026Symphony Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Symphony Financial Services, Inc. is an institutional investor managing $223M across 105 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 Symphony Financial Services are BERKLEY W R, Adams Asset Advisors, TECTONIC ADVISORS, with shared positions in $PAA, $PGR, $PFE, $ET, $MO, $DELL. The full ranking of 25 similar funds is below.

#1BERKLEY W R CORPPassive
Some overlap · 4 shared positions
$PAA$PGR$PFE$ET
$2.1B
342 positions
#2Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$PAA$MO$PFE$ET
$882M
88 positions
#3TECTONIC ADVISORS LLCActive
Some overlap · 4 shared positions
$DELL$MO$PFE$ET
$2.1B
289 positions
#4Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$LMT$MO$PFE$DELL
$259M
118 positions
#5McGowan Group Asset Management, Inc.Active
Some overlap · 3 shared positions
$UTF$DELL$ET
$823M
154 positions
#6Canal Insurance COActive
Some overlap · 3 shared positions
$DELL$LMT$PFE
$456M
76 positions
#7Gallagher Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$DELL$LMT$PFE
$175M
71 positions
#8ACIMA PRIVATE WEALTH, LLCActive
Some overlap · 4 shared positions
$LMT$PGR$SHW$EW
$344M
173 positions
#9Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$DELL$LMT$PFE
$262M
58 positions
#10LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 3 shared positions
$PAA$PFE$ET
$489M
244 positions
#11McKinney Capital Management, LLCActive
Some overlap · 3 shared positions
$DELL$PGR$MO
$254M
87 positions
#12PeakShares LLCActive
Some overlap · 3 shared positions
$DELL$PGR$MO
$134.4B
122 positions
#13Hixon Zuercher, LLCPassive
Some overlap · 3 shared positions
$DELL$PGR$EW
$341M
88 positions
#14VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 3 shared positions
$DELL$PGR$PFE
$1.7B
345 positions
#15Verity & Verity, LLCActive
Some overlap · 3 shared positions
$DELL$MO$PFE
$1.5B
138 positions
#16AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DELL$MO$PFE
$197M
140 positions
#17Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$DELL$MO$PFE
$955M
337 positions
#18DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$LMT$EW$SHW$ETN
$124M
100 positions
#19JT Stratford LLCPassive
Some overlap · 3 shared positions
$DELL$PGR$PFE
$912M
321 positions
#20DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$LMT$PFE$TTE$ETN
$530M
92 positions
#21Bedell Frazier Investment Counselling, LLC
Some overlap · 3 shared positions
$UTF$LMT$ETN
$495M
128 positions
#22VILLERE ST DENIS J & CO LLCPassive
Some overlap · 3 shared positions
$LMT$PGR$PFE
$838M
85 positions
#23WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$LMT$MO$PFE
$396M
142 positions
#24BCWM, LLCPassive
Some overlap · 3 shared positions
$LMT$MO$PFE
$342M
57 positions
#25Traub Capital Management LLCPassive
Some overlap · 3 shared positions
$DELL$PFE$ET
$112M
132 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.