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 Zhang Financial

13F Portfolio OverlapQ1 2026Zhang Financial portfolio →

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Most similar hedge funds by 13F overlap

Zhang Financial LLC is an institutional investor managing $2.9B across 367 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 Zhang Financial are Sagace Wealth, Clarity Advisors,, Verus Financial Partners,, with shared positions in $SNOW, $BRZE, $KKR, $IAU, $COP, $UNIT. The full ranking of 25 similar funds is below.

#1Sagace Wealth Management LLCPassive

Substantial overlap · 7 shared positions

$SNOW $BRZE $KKR $IAU $COP $UNIT

$149M

70 positions

#2Clarity Capital Advisors, LLCActive

Notable overlap · 6 shared positions

$BRZE $SNOW $KKR $COP $UNIT $GLDM

$215M

95 positions

#3Verus Financial Partners, Inc.Smart money

Notable overlap · 6 shared positions

$BRZE $SNOW $UNIT $IAU $DHR $DOV

$1.1B

121 positions

#4Mustard Seed Financial, LLCPassive

Notable overlap · 6 shared positions

$SNOW $BRZE $UNIT $COP $DOV $KKR

$167M

92 positions

#5White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$BRZE $KKR $IAU $COP $UNIT $SNOW

$721M

145 positions

#6Gordian Advisors LLCSmart money

Notable overlap · 5 shared positions

$BRZE $SNOW $COP $AMGN $SYK

$150M

55 positions

#7Towneley Capital Management, Inc / DESmart money

Notable overlap · 6 shared positions

$BRZE $SNOW $IAU $COP $AMN $DOV

$478M

42 positions

#8FIDUCIARY ADVISORS, INC.Active

Notable overlap · 8 shared positions

$BRZE $KKR $UNIT $COP $AMN $DOV

$133M

121 positions

#9Breakwater Investment ManagementPassive

Notable overlap · 5 shared positions

$BRZE $DOV $KKR $SNOW $NTRB

$269M

506 positions

#10NavPoint Financial, Inc.Active

Notable overlap · 6 shared positions

$SNOW $DOV $IAU $COP $IBIT $GLDM

$247M

71 positions

#11Efficient Advisors, LLCActive

Notable overlap · 5 shared positions

$SNOW $BRZE $UNIT $COP $DOV

$1.4B

58 positions

#12Valpey Financial Services, LLCPassive

Notable overlap · 4 shared positions

$BRZE $SNOW $UNIT $DHR

$154M

75 positions

#13McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$BRZE $SNOW $COP

$192M

27 positions

#14Pacific Park Financial, Inc.Active

Notable overlap · 8 shared positions

$DOV $SNOW $BRZE $IAU $COP $DHR

$153M

73 positions

#15ANGELES WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$BRZE $DOV $KKR $NTRB $DHR

$1.8B

524 positions

#16Altiora Financial Group, LLCActive

Notable overlap · 7 shared positions

$SNOW $BRZE $IAU $CTVA $IBIT $COP

$607M

110 positions

#17Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 6 shared positions

$BRZE $SNOW $KKR $UNIT $NTRB $DOV

$111M

63 positions

#18Orcam Financial GroupSmart money

Notable overlap · 4 shared positions

$BRZE $DOV $IAU $COP

$141M

62 positions

#19PLANNING DIRECTIONS INCActive

Notable overlap · 6 shared positions

$SNOW $DOV $COP $UNIT $BRZE $NTRB

$198M

106 positions

#20Financial Symmetry IncSmart money

Notable overlap · 3 shared positions

$BRZE $DOV $AMN

$281M

63 positions

#21Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 7 shared positions

$BRZE $IAU $COP $DOV $MU $DHR

$578M

118 positions

#22CHRISTINE MESSMER PCActive

Notable overlap · 6 shared positions

$SNOW $UNIT $COP $KKR $BRZE $AMGN

$156M

80 positions

#23Intelligent Financial StrategiesSmart money

Notable overlap · 4 shared positions

$BRZE $DOV $COP $AMN

$192M

62 positions

#24WealthCollab, LLCPassive

Notable overlap · 6 shared positions

$BRZE $SNOW $AMN $DHR $IAU $COP

$243M

977 positions

#25Discipline Wealth Solutions, LLCActive

Notable overlap · 6 shared positions

$SNOW $UNIT $BRZE $IAU $COP $DOV

$950M

192 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.