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Hedge Funds Similar to Zuckerman Investment Group,

13F Portfolio OverlapQ1 2026Zuckerman Investment Group, portfolio →
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Most similar hedge funds by 13F overlap

Zuckerman Investment Group, LLC is an institutional investor managing $1.1B across 135 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 Zuckerman Investment Group, are Stanley ,, CORSAIR ,, Chescapmanager, with shared positions in $VRT, $MCK, $ULTA, $ICLR, $GPGI, $RHLD. The full ranking of 25 similar funds is below.

#1Stanley Capital Management, LLCActive
Notable overlap · 4 shared positions
$VRT$MCK$ULTA$ICLR
$598M
40 positions
#2CORSAIR CAPITAL MANAGEMENT, L.P.Active
Notable overlap · 3 shared positions
$VRT$GPGI$RHLD
$673M
151 positions
#3Chescapmanager LLCActive
Notable overlap · 3 shared positions
$VRT$GPGI$DIS
$1.1B
28 positions
#4Heron Bay Capital ManagementActive
Notable overlap · 6 shared positions
$MCK$ULTA$KKR$CRM$ADBE$CSW
$1.1B
78 positions
#5LOCUST WOOD CAPITAL ADVISERS, LLCActive
Notable overlap · 4 shared positions
$VRT$GPGI$RHLD$ABT
$3.9B
31 positions
#6Carmignac GestionActive
Notable overlap · 4 shared positions
$MCK$CRM$TMO$XYZ
$6.5B
112 positions
#7Carroll Investors, IncActive
Notable overlap · 3 shared positions
$VRT$PGR$PLTR
$187M
31 positions
#8Kessler Investment Group, LLCPassive
Notable overlap · 3 shared positions
$VRT$CRM$PLTR
$211M
79 positions
#9High Net Worth Advisory Group LLCPassive
Some overlap · 4 shared positions
$KKR$CRM$ABT$TMO
$429M
244 positions
#10FFG Partners, LLCActive
Some overlap · 3 shared positions
$ULTA$VRT$PLTR
$253M
36 positions
#11ValueAct Holdings, L.P.Active
Some overlap · 3 shared positions
$CRM$KKR$DIS
$5.7B
18 positions
#12DigitalBridge Group, Inc.Active
Some overlap · 3 shared positions
$VRT$CRM$DIS
$1.6B
64 positions
#13SCHARF INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$MCK$ADBE$DIS$TMO
$3.2B
70 positions
#14ONTARIO TEACHERS PENSION PLAN BOARDActive
Some overlap · 5 shared positions
$CRM$PGR$DIS$TMO$XYZ
$3.5B
162 positions
#15J. Stern & Co. LLPActive
Some overlap · 5 shared positions
$CRM$ABT$DIS$TMO$XYZ
$1.0B
49 positions
#16DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$CRM$ADBE$ABT$DIS$TMO
$16.0B
187 positions
#17Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$MCK$DKS$DIS
$974M
782 positions
#18SUMMITRY LLCPassive
Some overlap · 3 shared positions
$ULTA$CRM$TMO
$2.3B
266 positions
#19Eagle Bluffs Wealth Management LLCActive
Some overlap · 4 shared positions
$VRT$TMO$DIS$ABT
$257M
80 positions
#20James Hambro & Partners LLPActive
Some overlap · 3 shared positions
$MCK$PGR$TMO
$2.6B
57 positions
#21Leith Wheeler Investment Counsel Ltd.Active
Some overlap · 4 shared positions
$CRM$HSIC$DIS$ICLR
$1.2B
84 positions
#22FARALLON CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$KKR$MCK$DIS$TMO
$17.5B
172 positions
#23DAHRING {-} CUSMANO LLCActive
Some overlap · 3 shared positions
$CRM$KKR$PLTR
$163M
58 positions
#24Graphene Investments SASPassive
Some overlap · 3 shared positions
$MCK$CRM$VRT
$149M
44 positions
#25Quartz Partners, LLCPassive
Some overlap · 5 shared positions
$PGR$ADBE$ICLR$VRT$KKR
$259M
168 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.