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 Relyea Zuckerberg Hanson

13F Portfolio OverlapQ1 2026Relyea Zuckerberg Hanson portfolio →

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Most similar hedge funds by 13F overlap

Relyea Zuckerberg Hanson LLC is an institutional investor managing $1.2B across 302 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 Relyea Zuckerberg Hanson are Quent Long Short Global Small Cap Fund,, Werba Rubin Papier Wealth, Quent ,, with shared positions in $UNIT, $AMN, $NOW, $GLDM, $IAU, $SNOW. The full ranking of 25 similar funds is below.

#1Quent Long Short Global Small Cap Fund, LP

Some overlap · 6 shared positions

$UNIT $AMN $NOW $GLDM $IAU $SNOW

$1.2B

299 positions

#2Werba Rubin Papier Wealth ManagementPassive

Some overlap · 6 shared positions

$UNIT $AMN $GLDM $NOW $SNOW $IAU

$718M

278 positions

#3Quent Capital, LLCPassive

Some overlap · 6 shared positions

$AMN $UNIT $GLDM $NOW $IAU $SNOW

$1.4B

1,534 positions

#4SkyOak Wealth, LLCPassive

Some overlap · 5 shared positions

$UNIT $ARKO $AMN $HUM $SNOW

$546M

255 positions

#5Integrity Wealth Solutions LLCPassive

Some overlap · 5 shared positions

$UNIT $AMN $GLDM $IAU $SNOW

$255M

130 positions

#6Cranbrook Wealth Management, LLCActive

Some overlap · 7 shared positions

$UNIT $NOW $IAU $ABT $SNOW $HUM

$492M

385 positions

#7UPTICK PARTNERS, LLCPassive

Some overlap · 6 shared positions

$AMN $GLDM $UNIT $HUM $IAU $SNOW

$502M

293 positions

#8Wealth Architects, LLCPassive

Some overlap · 4 shared positions

$UNIT $NOW $AMN $HUM

$1.1B

244 positions

#9Graetz Wealth LLCPassive

Some overlap · 6 shared positions

$UNIT $GLDM $HUM $IAU $SNOW $AMAT

$112M

80 positions

#10rebel Financial LLCPassive

Slight overlap · 4 shared positions

$UNIT $NOW $AMN $SNOW

$231M

65 positions

#11Gradient Capital Advisors, LLCPassive

Slight overlap · 5 shared positions

$UNIT $GLDM $AMN $HUM $IAU

$386M

177 positions

#12Cambridge Financial Group, LLCPassive

Slight overlap · 4 shared positions

$UNIT $NOW $AMN $HUM

$295M

168 positions

#13COLLECTIVE FAMILY OFFICE LLCPassive

Slight overlap · 4 shared positions

$UNIT $AMN $GLDM $HUM

$489M

161 positions

#14Zhang Financial LLCActive

Slight overlap · 5 shared positions

$UNIT $AMN $GLDM $IAU $SNOW

$2.9B

367 positions

#15RCS Financial Planning, LLCPassive

Slight overlap · 5 shared positions

$NOW $AMN $UNIT $IAU $SNOW

$193M

98 positions

#16DOPKINS WEALTH MANAGEMENT, LLCActive

Slight overlap · 5 shared positions

$UNIT $AMN $HUM $IAU $SNOW

$249M

92 positions

#17PDS Planning, IncPassive

Slight overlap · 5 shared positions

$UNIT $AMN $HUM $ABT $KO

$1.5B

561 positions

#18Copia Wealth ManagementPassive

Slight overlap · 5 shared positions

$ARKO $GLDM $UNIT $IAU $SNOW

$146M

532 positions

#19Arbor Wealth Advisors LLCActive

Slight overlap · 5 shared positions

$UNIT $AMN $HUM $KO $SNOW

$143M

56 positions

#20LAM GROUP, INC.Passive

Slight overlap · 3 shared positions

$UNIT $ARKO $AMN

$182M

136 positions

#21Compass Ion Advisors, LLCActive

Slight overlap · 4 shared positions

$UNIT $AMN $GLDM $HUM

$1.0B

279 positions

#22Seek First Inc.Active

Slight overlap · 5 shared positions

$UNIT $GLDM $HUM $SNOW $AMAT

$142M

58 positions

#23Plum Street Advisors, LLCActive

Slight overlap · 5 shared positions

$UNIT $AMN $IAU $SNOW $HUM

$289M

98 positions

#24One Charles Private Wealth Services, LLCActive

Slight overlap · 4 shared positions

$ARKO $GLDM $UNIT $HUM

$400M

159 positions

#25Aureum Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$NOW $GLDM $AMN $HUM $IAU

$144M

60 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.