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

$102M

87 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

$206M

82 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

$8.5B

94 positions

#6DB Fitzpatrick & Co, IncActive

Some overlap · 5 shared positions

$TMO $BA $ECL $SYK $LMT

$124M

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

137 positions

#12SECURITY NATIONAL BANK OF SO DAK

Some overlap · 5 shared positions

$TMO $QCOM $LDOS $DLR $ABT

$207M

119 positions

#13GRAYBILL WEALTH MANAGEMENT, LTD.

Some overlap · 5 shared positions

$TMO $BA $PLD $BLK $ABT

$372M

82 positions

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

Some overlap · 5 shared positions

$TMO $QCOM $LDOS $DLR $ABT

$169M

104 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

$7.4B

250 positions

#17BOURGEON CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$QCOM $FCX $BA $ECL $BLK

$679M

104 positions

#18DEARBORN PARTNERS LLCActive

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

$499M

73 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

$531M

261 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.