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Hedge Funds Similar to ZACKS INVESTMENT

13F Portfolio OverlapQ1 2026ZACKS INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

ZACKS INVESTMENT MANAGEMENT is an institutional investor managing $12.5B across 706 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ZACKS INVESTMENT are WOODWARD DIVERSIFIED ,, MORGAN DEMPSEY, OmniStar Financial Group,, with shared positions in $COP, $PH, $BAC, $VZ, $T, $IBM. The full ranking of 25 similar funds is below.

#1WOODWARD DIVERSIFIED CAPITAL, LLCPassive
Some overlap · 10 shared positions
$COP$PH$BAC$VZ$T$IBM
$220M
181 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 9 shared positions
$PM$VZ$MCD$T$GD$SO
$220M
148 positions
#3OmniStar Financial Group, Inc.Passive
Some overlap · 8 shared positions
$PM$PH$BAC$AEP$__PARK_1390777$VZ
$193M
108 positions
#4FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 8 shared positions
$MET$VZ$AEP$MCD$T$SO
$1.5B
235 positions
#5EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$COP$MET$BAC$T$GD$SO
$1.4B
56 positions
#6Persium Advisors, LLCActive
Some overlap · 7 shared positions
$COP$MET$VZ$MCD$T$GD
$127M
60 positions
#7Rayburn West Financial Services LLCPassive
Some overlap · 8 shared positions
$BAC$VZ$MCD$GD$KO$T
$170M
82 positions
#8Slocum, Gordon & Co LLPPassive
Some overlap · 7 shared positions
$COP$VZ$AEP$MCD$T$KMI
$147M
64 positions
#9SCHULHOFF & CO INCPassive
Some overlap · 8 shared positions
$VZ$T$GD$MCD$KO$BAC
$243M
133 positions
#10Estabrook Capital ManagementPassive
Some overlap · 7 shared positions
$COP$BAC$VZ$T$__PARK_1390777$IBM
$685M
380 positions
#11Argyle Capital Management, LLCPassive
Some overlap · 7 shared positions
$COP$BAC$VZ$T$KO$IBM
$308M
137 positions
#12Exeter Financial, LLCPassive
Some overlap · 7 shared positions
$COP$BAC$VZ$MCD$GD$KO
$245M
98 positions
#13HAMEL ASSOCIATES, INC.Passive
Some overlap · 7 shared positions
$COP$VZ$MCD$__PARK_1390777$KO$IBM
$351M
81 positions
#14CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 7 shared positions
$PM$MET$BAC$T$KMI$IBM
$150M
86 positions
#15FARMERS TRUST COPassive
Some overlap · 7 shared positions
$PM$VZ$MCD$T$SO$KMI
$637M
203 positions
#16MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 8 shared positions
$PH$VZ$PLD$PNC$COP$KMI
$295M
82 positions
#17William B. Walkup & Associates, Inc.Active
Some overlap · 7 shared positions
$COP$VZ$KMI$__PARK_1390777$MCD$KO
$167M
163 positions
#18HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$COP$PM$BAC$MCD$KO$GD
$1.5B
477 positions
#19MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$COP$PM$VZ$AEP$T$SO
$460M
115 positions
#20DCM Advisors, LLCActive
Some overlap · 6 shared positions
$COP$PM$BAC$VZ$MCD$T
$220M
38 positions
#21Willis Investment CounselActive
Some overlap · 6 shared positions
$COP$VZ$AEP$MCD$T$GD
$1.8B
123 positions
#22Richard C. Young & CO., LTD.Active
Some overlap · 7 shared positions
$VZ$MCD$T$SO$KMI$IBM
$1.2B
93 positions
#23KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PH$VZ$MCD$SO$KO$IBM
$1.4B
221 positions
#24First County Bank /CT/Passive
Some overlap · 6 shared positions
$COP$PM$VZ$MCD$AEP$IBM
$213M
169 positions
#25SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$COP$VZ$AEP$T$KMI$IBM
$728M
79 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.