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Hedge Funds Similar to ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

13F Portfolio OverlapQ1 2026ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ portfolio →
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Most similar hedge funds by 13F overlap

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ is an institutional investor managing $1.6B across 1,529 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 ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ are Raleigh, ATLANTIC FAMILY WEALTH,, First Bank &, with shared positions in $TTE, $ENB, $VZ, $SNY, $PFE, $FE. The full ranking of 25 similar funds is below.

#1Raleigh Capital Management Inc.Passive
Notable overlap · 18 shared positions
$TTE$ENB$VZ$SNY$PFE$FE
$290M
775 positions
#2ATLANTIC FAMILY WEALTH, LLCSmart money
Notable overlap · 17 shared positions
$TTE$HUM$ENB$SNY$PFE$USB
$138M
59 positions
#3First Bank & TrustPassive
Some overlap · 13 shared positions
$TTE$ENB$VZ$SNY$PFE$USB
$621M
257 positions
#4Argent Advisors, Inc.Passive
Some overlap · 6 shared positions
$AMN$ENB$VZ$PFE$TFC$DUK
$366M
173 positions
#5Code Waechter LLCPassive
Some overlap · 12 shared positions
$TTE$ENB$SNY$PFE$USB$PNC
$168M
118 positions
#6Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$AMN$VZ$PFE$CTVA$DUK
$168M
121 positions
#7FEDERATED HERMES, INC.Passive
Some overlap · 12 shared positions
$VZ$PFE$FE$USB$PNC$CME
$61.5B
2,049 positions
#8Trace Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$AMN$HUM$MKL$PFE
$133M
66 positions
#9Bravera WealthPassive
Some overlap · 4 shared positions
$AMN$HUM$USB$VZ
$222M
410 positions
#10NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$AMN$MKL$USB$CTVA$HUM
$665M
255 positions
#11SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Some overlap · 3 shared positions
$AMN$HUM$USB
$154M
39 positions
#12Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$AMN$HUM$USB
$98M
68 positions
#13FIDELITY D & D BANCORP INCActive
Some overlap · 3 shared positions
$AMN$HUM$PNC
$249M
107 positions
#14Avantax Planning Partners, Inc.Active
Some overlap · 3 shared positions
$AMN$HUM$VZ
$3.6B
435 positions
#15FINANCIAL MANAGEMENT NETWORK INCPassive
Some overlap · 3 shared positions
$AMN$HUM$USB
$653M
191 positions
#16Lauterbach Financial Advisors, LLCActive
Some overlap · 3 shared positions
$AMN$HUM$PFE
$205M
79 positions
#17PDS Planning, IncPassive
Some overlap · 3 shared positions
$AMN$HUM$MKL
$1.5B
561 positions
#18Greenline Partners, LLCActive
Some overlap · 4 shared positions
$AMN$ENB$MKL$TRP
$930M
144 positions
#19Flagstone Financial ManagementSmart money
Some overlap · 5 shared positions
$AMN$USB$HUM$MKL$VZ
$403M
71 positions
#20SAGE RHINO CAPITAL LLCPassive
Some overlap · 4 shared positions
$AMN$USB$MKL$ASML
$535M
330 positions
#21Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$AMN$HUM$MKL
$190M
82 positions
#22COLLECTIVE FAMILY OFFICE LLCPassive
Some overlap · 3 shared positions
$AMN$HUM$MKL
$489M
161 positions
#23Pine Harbor Wealth Management, LLCActive
Some overlap · 5 shared positions
$AMN$HUM$MKL$TFC$DUK
$334M
102 positions
#24Approach Retirement Advisors, LLCActive
Some overlap · 3 shared positions
$AMN$HUM$DUK
$120M
79 positions
#25Wright Wealth LLCActive
Some overlap · 4 shared positions
$AMN$HUM$VZ$DUK
$149M
51 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.