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 SYNTAX RESEARCH

13F Portfolio OverlapQ2 2026SYNTAX RESEARCH portfolio →

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Most similar hedge funds by 13F overlap

SYNTAX RESEARCH, INC. is an institutional investor managing $137M across 179 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 SYNTAX RESEARCH are ARBOR, Covington Investment Advisors, Harrington Investments, with shared positions in $QCOM, $PLD, $CME, $AMT, $DLR, $TMO. The full ranking of 25 similar funds is below.

#1ARBOR CAPITAL MANAGEMENT INC /ADVPassive

Notable overlap · 6 shared positions

$QCOM $PLD $CME $AMT $DLR $TMO

1 positions

#2Covington Investment Advisors Inc.Active

Notable overlap · 8 shared positions

$TMO $ANET $SPGI $BLK $PLD $SYK

$774M

73 positions

#3Harrington Investments, INCPassive

Notable overlap · 6 shared positions

$TMO $QCOM $ECL $SYK $DLR $PLD

$209M

80 positions

#4Railway Pension Investments LtdActive

Notable overlap · 5 shared positions

$TMO $ANET $QCOM $CEG $SYK

$8.0B

102 positions

#5Sarasin & Partners LLPActive

Notable overlap · 6 shared positions

$AMT $CME $TMO $ECL $PLD $BLK

$8.9B

111 positions

#6DB Fitzpatrick & Co, IncActive

Some overlap · 5 shared positions

$TMO $BA $ECL $SYK $LMT

$121M

100 positions

#7LYNX CAPITAL GROUP LTD /ADVPassive

Some overlap · 6 shared positions

$QCOM $CEG $FCX $BLK $PLD $ABT

$248M

91 positions

#8CINCINNATI FINANCIAL CORPActive

Some overlap · 7 shared positions

$QCOM $CME $PLD $TMO $AMT $BLK

$5.2B

56 positions

#9COMPASS CAPITAL MANAGEMENT, INCActive

Some overlap · 5 shared positions

$TMO $QCOM $SYK $SPGI $BA

$1.7B

91 positions

#10Providence Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$QCOM $PLD $TMO $SPGI $SYK

$660M

385 positions

#11McGuire Investment Group, LLCActive

Some overlap · 6 shared positions

$QCOM $TMO $SYK $BLK $CME $LMT

$1.1B

132 positions

#12SECURITY NATIONAL BANK OF SO DAKPassive

Some overlap · 5 shared positions

$TMO $QCOM $LDOS $DLR $ABT

$217M

287 positions

#13GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Some overlap · 5 shared positions

$TMO $BA $PLD $BLK $ABT

$372M

82 positions

#14SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive

Some overlap · 5 shared positions

$TMO $QCOM $LDOS $DLR $ABT

$244M

321 positions

#15Sather Financial Group IncActive

Some overlap · 4 shared positions

$QCOM $BA $ANET $SPGI

$1.7B

121 positions

#16Douglas Lane & Associates, LLCActive

Some overlap · 5 shared positions

$QCOM $TMO $FCX $BA $AMT

$7.5B

246 positions

#17BOURGEON CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$QCOM $FCX $BA $ECL $BLK

$696M

113 positions

#18DEARBORN PARTNERS LLCPassive

Some overlap · 6 shared positions

$CME $QCOM $SYK $SPGI $ECL $ABT

$1.8B

269 positions

#19Alley Investment Management Company, LLCActive

Some overlap · 6 shared positions

$PLD $CME $SYK $LMT $BLK $ABT

$856M

89 positions

#20BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$TMO $ANET $SPGI $BLK $ECL

$529M

72 positions

#21Liberty Capital Management, Inc.Passive

Some overlap · 6 shared positions

$TMO $ECL $SYK $AMT $BLK $ABT

$582M

184 positions

#22NORTHSTAR ASSET MANAGEMENT CoPassive

Some overlap · 6 shared positions

$TMO $ANET $AMT $SYK $QCOM $FDX

$553M

250 positions

#23Mendel Capital Management LLCActive

Some overlap · 6 shared positions

$QCOM $SYK $LMT $BLK $SPGI $FDX

$222M

99 positions

#24Foresight Group Ltd Liability PartnershipPassive

Some overlap · 5 shared positions

$TMO $AMT $ECL $DLR $PLD

$556M

62 positions

#25VIKING GLOBAL INVESTORS LPActive

Some overlap · 5 shared positions

$TMO $BA $DLR $QCOM $FDX

$35.1B

90 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.