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 FLYNN ZITO ,

13F Portfolio OverlapQ1 2026FLYNN ZITO , portfolio →

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Most similar hedge funds by 13F overlap

FLYNN ZITO CAPITAL MANAGEMENT, LLC is an institutional investor managing $313M across 158 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 FLYNN ZITO , are HC Advisors,, Legacy Financial Advisors,, Powers Advisory Group,, with shared positions in $WT, $PSLV, $FITB, $PHYS, $KO, $MS. The full ranking of 25 similar funds is below.

#1HC Advisors, LLCActive

Notable overlap · 5 shared positions

$WT $PSLV $FITB $PHYS $KO

$149M

60 positions

#2Legacy Financial Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $MS $FITB $MU

$715M

404 positions

#3Powers Advisory Group, LLCActive

Notable overlap · 3 shared positions

$WT $MS $KO

$284M

125 positions

#4COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 4 shared positions

$WT $PSLV $MU $PHYS

$157M

92 positions

#5Horizon Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $T

$682M

137 positions

#6Wright Wealth LLCActive

Notable overlap · 3 shared positions

$WT $MS $T

$149M

51 positions

#7Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $MS $KO

$90M

65 positions

#8Goldenstone Wealth Management LLCActive

Notable overlap · 3 shared positions

$WT $AMD $MS

$137M

89 positions

#9Prism Advisors, Inc.Active

Notable overlap · 3 shared positions

$WT $MS $AMD

$375M

75 positions

#10Sterling Manor Financial, LLCActive

Notable overlap · 4 shared positions

$WT $MS $AMD $KO

$160M

39 positions

#11WealthPoint Financial, LLCPassive

Notable overlap · 3 shared positions

$WT $LPLA $T

$115M

117 positions

#12Stonebridge Financial Group, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $KO

$1.2B

262 positions

#13Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $AMD $MU

$126M

67 positions

#14Compass Financial Services IncActive

Notable overlap · 4 shared positions

$WT $FITB $MS $KO

$231M

56 positions

#15Eaton Financial Holdings Company, LLCPassive

Notable overlap · 3 shared positions

$WT $MU $PHYS

$305M

125 positions

#16TigerOak Management, L.L.C.Active

Notable overlap · 4 shared positions

$WT $MU $MS $KO

$317M

126 positions

#17BCM ADVISORS, LLCActive

Notable overlap · 3 shared positions

$WT $AMD $KO

$507M

78 positions

#18EAGLE WEALTH STRATEGIES LLCActive

Notable overlap · 4 shared positions

$WT $AMD $T $MU

$228M

114 positions

#19CPWA, LLCPassive

Notable overlap · 3 shared positions

$WT $AMD $MU

$84M

90 positions

#20BIP Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $PHYS $KO

$2.5B

453 positions

#21Arta Finance Wealth Management LLCPassive

Notable overlap · 4 shared positions

$WT $AMD $T $MMM

$202M

95 positions

#22Global View Capital Management LLCActive

Notable overlap · 3 shared positions

$WT $FITB $PSLV

$377M

140 positions

#23OPTIMA CAPITAL LLCPassive

Notable overlap · 3 shared positions

$WT $AMD $KO

$215M

159 positions

#24ACT Advisors, LLC.Active

Notable overlap · 3 shared positions

$WT $KO $MS

$235M

78 positions

#25INVENIO WEALTH PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $MU $AMD

$252M

89 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.