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 Hixon Zuercher,

13F Portfolio OverlapQ1 2026Hixon Zuercher, portfolio →

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Most similar hedge funds by 13F overlap

Hixon Zuercher, LLC is an institutional investor managing $321M across 85 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 Hixon Zuercher, are Haverford Financial Services,, BERKSHIRE ASSET /PA, Gs Investments,, with shared positions in $NEE, $HON, $LOW, $SYK, $APD, $DELL. The full ranking of 25 similar funds is below.

#1Haverford Financial Services, Inc.Active

Notable overlap · 5 shared positions

$NEE $HON $LOW $SYK $APD

$336M

46 positions

#2BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 6 shared positions

$DELL $HON $LOW $SCHW $BAC $WFC

$2.3B

264 positions

#3Gs Investments, Inc.Passive

Notable overlap · 7 shared positions

$SYK $SCHW $HON $NEE $CRM $ADBE

$175M

134 positions

#4NOESIS CAPITAL MANGEMENT CORPPassive

Notable overlap · 5 shared positions

$SYK $NEE $LOW $AMD $APH

$676M

125 positions

#5TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 6 shared positions

$NEE $LOW $SYK $CPRT $AMD $HCA

$182M

115 positions

#6Norway Savings BankPassive

Notable overlap · 8 shared positions

$LOW $AMD $HON $NEE $CRM $APH

$211M

103 positions

#7Cetera Trust Company, N.APassive

Notable overlap · 8 shared positions

$SCHW $HON $BAC $CRM $NEE $WFC

$177M

351 positions

#8Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$NEE $HON $SYK $LOW

$170M

48 positions

#9Providence Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$NEE $HON $LOW $SCHW $WFC

$157M

80 positions

#10WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 4 shared positions

$SYK $NEE $HON $PGR

$2.1B

122 positions

#11BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$HON $NEE $SCHW $CPRT $APH

$506M

75 positions

#12Signet Investment Advisory Group, Inc.Passive

Notable overlap · 5 shared positions

$NEE $HON $ADBE $DLR $APD

$218M

69 positions

#13EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$NEE $SCHW $WFC $BAC $SBUX

$1.4B

56 positions

#14PIONEER TRUST BANK N A/ORPassive

Some overlap · 6 shared positions

$NEE $LOW $HON $CRM $APH $ADBE

$412M

83 positions

#15PENINSULA ASSET MANAGEMENT INCPassive

Some overlap · 3 shared positions

$NEE $SYK $LOW

$196M

53 positions

#16Live Oak Private Wealth LLCPassive

Some overlap · 5 shared positions

$LOW $SCHW $HON $BAC $HCA

$717M

207 positions

#17SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Some overlap · 5 shared positions

$SYK $WFC $AMD $ADBE $SBUX

$1.3B

158 positions

#18Haverford Trust CoActive

Some overlap · 5 shared positions

$HON $LOW $NEE $APD $SYK

$10.9B

419 positions

#19OAK ASSOCIATES LTD /OH/Active

Some overlap · 6 shared positions

$LOW $SCHW $AMD $APH $ADBE $CRM

$1.5B

140 positions

#20Midway Capital Research & ManagementPassive

Some overlap · 4 shared positions

$SYK $NEE $APH $ADBE

$106M

117 positions

#21CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$LOW $SYK $WFC $APH $SBUX

$1.2B

103 positions

#22Railway Pension Investments LtdActive

Some overlap · 4 shared positions

$NEE $SYK $APH $HCA

$7.0B

103 positions

#23HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Some overlap · 5 shared positions

$SYK $SCHW $DELL $AMD $APH

$182M

329 positions

#24Belleair Asset Management, LLCPassive

Some overlap · 4 shared positions

$NEE $LOW $HON $BAC

$110M

77 positions

#25SUMMITRY LLCPassive

Some overlap · 5 shared positions

$LOW $SCHW $WFC $CRM $SBUX

$2.3B

266 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.