Hedge Funds Similar to Relyea Zuckerberg Hanson

13F Portfolio OverlapQ2 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 Q2 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 Accretive Wealth Partners, One Wealth Advisors, Tennessee Valley Asset Partners, with shared positions in $GLDM, $IAU, $ADP, $STX, $MS, $MRSH. The full ranking of 25 similar funds is below.

#1Accretive Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$GLDM $IAU $ADP

$412M

181 positions

#2One Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$GLDM $IAU $STX

$906M

326 positions

#3Tennessee Valley Asset Management PartnersActive

Slight overlap · 3 shared positions

$GLDM $IAU $STX

$907M

207 positions

#4LIFELONG WEALTH ADVISORS, INC.Smart money

Slight overlap · 3 shared positions

$GLDM $IAU $STX

$426M

99 positions

#5Magnolia Private Wealth, LLCPassive

Slight overlap · 3 shared positions

$GLDM $IAU $STX

$182M

153 positions

#6Hobbs Group Advisors, LLCActive

Slight overlap · 3 shared positions

$380M

164 positions

#7A4 Wealth Advisors LLCActive

Slight overlap · 3 shared positions

$151M

92 positions

#8MACROVIEW INVESTMENT MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$162M

106 positions

#9Quent Capital, LLCPassive

Slight overlap · 3 shared positions

$1.6B

1,653 positions

#10ShoreHaven Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$318M

106 positions

#11Argos Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$GLDM $IAU $ADP

$378M

224 positions

#12Alvarez & Marsal Private Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$759M

107 positions

#13Richard P Slaughter Associates IncActive

Slight overlap · 3 shared positions

$510M

106 positions

#14Fullerton Fund Management Co Ltd.Active

Slight overlap · 3 shared positions

$1.6B

119 positions

#15Exchange BankPassive

Slight overlap · 3 shared positions

$MRSH $IAU $ADP

$161M

130 positions

#16New England Professional Planning Group Inc.Smart money

Slight overlap · 3 shared positions

$MRSH $IAU $TTEK

$268M

50 positions

#17ARWA LLCPassive

Slight overlap · 3 shared positions

$MRSH $GLDM $STX

$241M

139 positions

#18Vermillion Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$427M

1,545 positions

#19Stokes Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$467M

118 positions

#20Commonwealth Retirement Investments LLCPassive

Slight overlap · 3 shared positions

$368M

417 positions

#21Ridge Creek Global, IncPassive

Slight overlap · 3 shared positions

$IAU $ADP $TTEK

$129M

94 positions

#22Hoxton Planning & Management, LLCPassive

Slight overlap · 3 shared positions

$383M

227 positions

#23Strategic Wealth Advisors LLCActive

Slight overlap · 3 shared positions

$117M

260 positions

#24Evercore Wealth Management, LLCActive

Slight overlap · 3 shared positions

$7.1B

433 positions

#25Interchange Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$532M

430 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.