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Hedge Funds Similar to Synergy Financial

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

Synergy Financial Management, LLC is an institutional investor managing $1.1B across 274 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 Synergy Financial are CHILTON INVESTMENT, Lord & Richards Wealth, Strong Retirement Solutions, with shared positions in $APH, $DE, $ETN, $FANG, $ISRG, $BSX. The full ranking of 25 similar funds is below.

#1CHILTON INVESTMENT CO INC.Active
Some overlap · 3 shared positions
$APH$DE$ETN
$4.2B
299 positions
#2Lord & Richards Wealth Management, LLCActive
Some overlap · 3 shared positions
$APH$FANG$ISRG
$128M
49 positions
#3Strong Retirement Solutions LLCPassive
Some overlap · 3 shared positions
$APH$FANG$ISRG
$167M
82 positions
#4COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$APH$DE$BSX
$1.7B
91 positions
#5CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$APH$ETN$WFC
$1.3B
99 positions
#6Park Place Capital CorpPassive
Some overlap · 4 shared positions
$APH$DE$FANG$ETN
$629M
1,092 positions
#7Mendel Money ManagementPassive
Some overlap · 3 shared positions
$APH$DE$FANG
$273M
127 positions
#8MCDANIEL TERRY & COActive
Some overlap · 3 shared positions
$APH$ETN$ISRG
$1.3B
81 positions
#9First Long Island Investors, LLCActive
Some overlap · 3 shared positions
$APH$ETN$USB
$1.4B
73 positions
#10Navera Investment Management Ltd.Active
Some overlap · 3 shared positions
$APH$BSX$ISRG
$3.7B
56 positions
#11Close Asset Management LtdActive
Some overlap · 3 shared positions
$APH$COR$DE
$3.8B
269 positions
#12PCB Capital LLCPassive
Some overlap · 4 shared positions
$APH$WFC$ISRG$USB
$82M
114 positions
#13Goodman Advisory Group, LLCActive
Some overlap · 4 shared positions
$APH$FANG$USB$ETN
$435M
69 positions
#14Nova R Wealth, Inc.Active
Some overlap · 3 shared positions
$APH$ISRG$ETN
$343M
86 positions
#15Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$APH$ISRG$USB
$1.2B
98 positions
#16Bellevue Group AGActive
Some overlap · 3 shared positions
$ORKA$BSX$ISRG
$4.8B
148 positions
#17J. Stern & Co. LLPActive
Some overlap · 3 shared positions
$APH$ETN$ISRG
$1.1B
51 positions
#18VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$DE$VICI$MDY$WFC
$142M
108 positions
#19RE ADVISERS CORPActive
Some overlap · 3 shared positions
$DE$FANG$ETN
$4.0B
124 positions
#20BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$DE$ETN$MDY$APH
$8.0B
1,334 positions
#21DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$DE$ETN$WFC$USB
$530M
92 positions
#22Flagstone Financial ManagementSmart money
Some overlap · 4 shared positions
$DE$ETN$WFC$USB
$447M
77 positions
#23Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$DE$ETN$AMCR$USB
$214M
33 positions
#24Mawer Investment Management Ltd.Active
Some overlap · 3 shared positions
$APH$WFC$COR
$14.7B
142 positions
#25Wilian Securities, LLCPassive
Some overlap · 3 shared positions
$APH$FANG$ISRG
$169M
89 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.