How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Synergy Financial Group, LTD

13F Portfolio OverlapQ2 2026Synergy Financial Group, LTD portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Synergy Financial Group, LTD is an institutional investor managing $139M across 119 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 Group, LTD are Arthedge, ZEVENBERGEN INVESTMENTS, ITHAKA GROUP, with shared positions in $SHOP, $CRWD, $MELI, $TTD, $SNOW, $ANET. The full ranking of 25 similar funds is below.

#1Arthedge Capital Management, LLCActive

Notable overlap · 5 shared positions

$SHOP $CRWD $MELI $TTD $SNOW

$161M

13 positions

#2ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Notable overlap · 8 shared positions

$SHOP $CRWD $MELI $ANET $DDOG $SNOW

$4.4B

109 positions

#3ITHAKA GROUP LLCActive

Notable overlap · 6 shared positions

$ANET $CRWD $SHOP $MELI $AXON $NOW

$551M

40 positions

#4Arbor Wealth Management LLC\AZSmart money

Notable overlap · 4 shared positions

$SHOP $ANET $CRWD $AXON

$113M

26 positions

#5Strategy Capital LLCSmart money

Notable overlap · 5 shared positions

$SHOP $CRWD $DDOG $NET $AXON

$1.6B

11 positions

#6DEEPWATER ASSET MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$SHOP $MELI $DDOG $ASML $NET $SNOW

$220M

35 positions

#7Sycale Advisors (NY) LLCActive

Notable overlap · 6 shared positions

$SHOP $MELI $DDOG $SNOW $AXON $NOW

$326M

24 positions

#8Bellecapital International Ltd.Passive

Notable overlap · 3 shared positions

$SHOP $ANET $MELI

$625M

123 positions

#9Exane Asset ManagementActive

Notable overlap · 6 shared positions

$SHOP $CRWD $DDOG $ABNB $ZS $SNOW

$277M

28 positions

#10Stony Point Capital LLCActive

Notable overlap · 6 shared positions

$SHOP $DDOG $ASML $AXON $IBKR $NOW

$1.5B

30 positions

#11Gavilan Investment Partners LLCActive

Notable overlap · 3 shared positions

$SHOP $MELI $ASML

$411M

15 positions

#12Nepsis Inc.Active

Notable overlap · 4 shared positions

$SHOP $ANET $SNOW $NOW

$295M

28 positions

#13SANDS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$SHOP $MELI $ASML $DDOG $NET $AXON

$26.9B

71 positions

#14Bluebird Wealth Management LLCPassive

Notable overlap · 6 shared positions

$CRWD $ANET $DDOG $MELI $ASML $NOW

$115M

89 positions

#15Nikko Asset Management Americas, Inc.Passive

Notable overlap · 4 shared positions

$SHOP $MELI $CRWD $NET

$7.7B

276 positions

#16Ampersand Capital Group, L.P.Active

Notable overlap · 3 shared positions

$SHOP $MELI $AXON

$222M

7 positions

#17Meadowbrook Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$SHOP $CRWD $SBUX

$93M

81 positions

#18Slow Capital, Inc.Active

Notable overlap · 6 shared positions

$MELI $CRWD $DDOG $ASML $NET $SNOW

$857M

111 positions

#19SQUARE PEG CAPITAL PTY LTDActive

Notable overlap · 4 shared positions

$SHOP $DDOG $NET $SNOW

$76M

8 positions

#20GLYNN CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$ANET $CRWD $DDOG $NET $SHOP $SNOW

$363M

43 positions

#21Leibman Financial Services, Inc.Passive

Notable overlap · 6 shared positions

$MELI $CRWD $DDOG $CMG $DIS $KNSL

$150M

46 positions

#22Legacy Advisory Services, LLCActive

Notable overlap · 3 shared positions

$SHOP $CRWD $DIS

$142M

54 positions

#23Forefront Wealth Partners, LLCPassive

Some overlap · 8 shared positions

$MELI $CRWD $ASML $ANET $SHOP $DDOG

$323M

177 positions

#24Faithward Advisors, LLCPassive

Some overlap · 6 shared positions

$ANET $CRWD $SHOP $ASML $NET $IBKR

$819M

339 positions

#25Baltimore-Washington Financial Advisors, Inc.Passive

Some overlap · 4 shared positions

$ANET $CRWD $ASML $SHOP

$2.7B

206 positions

Compare Synergy Financial Group, LTD’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Synergy Financial Group, LTD’s holdings

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.