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Hedge Funds Similar to Synergy Investment

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

Synergy Investment Management, LLC is an institutional investor managing $413M across 1,086 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 Investment are LifeWealth Investments, NavPoint Financial, Sage Investment Advisers, with shared positions in $IAU, $SLV, $DIS, $FDX, $PLTR, $DRI. The full ranking of 25 similar funds is below.

#1LifeWealth Investments, LLCActive
Some overlap · 5 shared positions
$IAU$SLV$DIS$FDX$PLTR
$374M
136 positions
#2NavPoint Financial, Inc.Active
Some overlap · 5 shared positions
$IAU$DRI$PLTR$IBIT$MCD
$270M
74 positions
#3Sage Investment Advisers LLCPassive
Some overlap · 4 shared positions
$IAU$SLV$FDX$MCD
$149M
98 positions
#4Bigelow Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$ANET$MRVL$DIS
$276M
157 positions
#5Silverleafe Capital Partners, LLCActive
Some overlap · 6 shared positions
$IAU$MRVL$FDX$PLTR$IBIT$MCD
$367M
99 positions
#6Vision Capital Management, Inc.Active
Some overlap · 3 shared positions
$IAU$QCOM$DIS
$876M
156 positions
#7Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$SLV$MCD$ADP
$145M
99 positions
#8Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$IAU$SLV$MCD$IBIT
$309M
142 positions
#9WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 4 shared positions
$IAU$SLV$MCD$HWM
$317M
129 positions
#10Bull Oak Capital, LLCSmart money
Some overlap · 3 shared positions
$IAU$QCOM$IBIT
$300M
40 positions
#11JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$QCOM$MCD
$593M
122 positions
#12WESCAP Management Group, Inc.Active
Some overlap · 5 shared positions
$IAU$SLV$IBIT$DIS$FDX
$536M
107 positions
#13Asempa Wealth AdvisorsPassive
Some overlap · 4 shared positions
$IAU$MCD$DIS$IBIT
$134M
119 positions
#14FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$IAU$ANET$MRVL$MCD$SLV$PLTR
$882M
373 positions
#15Omnia Family Wealth, LLCSmart money
Some overlap · 4 shared positions
$IAU$DIS$MCD$QCOM
$373M
103 positions
#16ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 4 shared positions
$IAU$MRVL$PLTR$IBIT
$753M
223 positions
#17Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$MCD$PLTR$IBIT
$405M
118 positions
#18WealthCare Investment Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$SLV$MCD$DIS
$412M
206 positions
#19Impact Investors, IncPassive
Some overlap · 3 shared positions
$IAU$DRI$ANET
$137M
88 positions
#20Arnhold LLCActive
Some overlap · 3 shared positions
$IAU$SLV$MRVL
$1.4B
113 positions
#21EHRLICH FINANCIAL GROUPActive
Some overlap · 3 shared positions
$IAU$ANET$MRVL
$194M
119 positions
#22Red Mountain Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$MCD
$119M
82 positions
#23ROGCO, LPActive
Some overlap · 3 shared positions
$IAU$MRVL$MCD
$327M
224 positions
#24waypoint wealth counselPassive
Some overlap · 3 shared positions
$IAU$FDX$QCOM
$160M
150 positions
#25Argos Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$IAU$PLTR$IBIT$ADP
$378M
224 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.