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Hedge Funds Similar to Zullo Investment Group

13F Portfolio OverlapQ3 2026Zullo Investment Group portfolio →
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Most similar hedge funds by 13F overlap

Zullo Investment Group, Inc. is an institutional investor managing $310M across 156 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Zullo Investment Group are UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT, VIKING GLOBAL INVESTORS, INSIGHT 2811, with shared positions in $MS, $STX, $FDX, $VZ, $SCHW, $BA. The full ranking of 25 similar funds is below.

#1UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive
Some overlap · 6 shared positions
$MS$STX$FDX$VZ$SCHW$BA
$863M
423 positions
#2VIKING GLOBAL INVESTORS LPActive
Some overlap · 6 shared positions
$MS$FDX$MCD$SCHW$BA$QCOM
$35.1B
90 positions
#3INSIGHT 2811, INC.Active
Some overlap · 6 shared positions
$MS$VZ$SCHW$MCD$BA$QCOM
$259M
108 positions
#4Elevated Private Wealth, LLCPassive
Some overlap · 4 shared positions
$CRWD$STX$FDX$SCHW
$134M
80 positions
#5BTC Capital Management, Inc.Passive
Some overlap · 4 shared positions
$CRWD$STX$MS$STT
$1.6B
207 positions
#6Donoghue Forlines LLCPassive
Some overlap · 4 shared positions
$CRWD$STX$MS$STT
$387M
114 positions
#7Xcel Wealth Management, LLCPassive
Some overlap · 5 shared positions
$CRWD$MS$FDX$SCHW$BA
$404M
140 positions
#8Evansbrook LLCActive
Some overlap · 4 shared positions
$STX$CRWD$MS$MCD
$171M
126 positions
#9Bedell Frazier Investment Counselling, LLC
Some overlap · 5 shared positions
$CRWD$MCD$VZ$SCHW$BA
$495M
128 positions
#10Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$CRWD$MS$MCD$VZ
$703M
160 positions
#11Twin Lakes Capital Management, LLCActive
Some overlap · 5 shared positions
$STX$FDX$SCHW$BA$UPS
$262M
208 positions
#12ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$MS$MCD$VZ$UPS$SCHW
$646M
122 positions
#13Directional Asset ManagementPassive
Some overlap · 4 shared positions
$CRWD$MS$SCHW$VZ
$124M
90 positions
#14Palacios Wealth Management, LLCSmart money
Some overlap · 6 shared positions
$CRWD$MS$QCOM$VZ$SCHW$PPL
$169M
76 positions
#15Sculati Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$VZ$UPS$SCHW$BA
$306M
120 positions
#16Alliance Private Wealth, LLCActive
Some overlap · 5 shared positions
$MS$FDX$VZ$UPS$QCOM
$269M
85 positions
#17Shum Financial Group, Inc.Passive
Some overlap · 5 shared positions
$CRWD$UPS$SCHW$PPL$QCOM
$174M
110 positions
#18FELL CAPITAL MANAGEMENT /ADVPassive
Some overlap · 5 shared positions
$MS$FDX$VZ$PTY$BA
$116M
94 positions
#19Oder Investment Management, LLCPassive
Some overlap · 4 shared positions
$CRWD$VZ$UPS$SCHW
$149M
113 positions
#20HOWE & RUSLING INCPassive
Some overlap · 4 shared positions
$CRWD$MS$MCD$QCOM
$1.7B
479 positions
#21Umpqua BankPassive
Some overlap · 4 shared positions
$CRWD$MS$MCD$VZ
$446M
165 positions
#22ESG Planning DBA Harper InvestingPassive
Some overlap · 4 shared positions
$CRWD$STX$QCOM$STT
$323M
86 positions
#23LAWOOD & COPassive
Some overlap · 5 shared positions
$MS$VZ$UPS$PPL$QCOM
$145M
94 positions
#24Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$STX$MCD$VZ$UPS
$116M
172 positions
#25Larry Mathis Financial Planning, LLCPassive
Some overlap · 5 shared positions
$MCD$VZ$UPS$SCHW$QCOM
$118M
116 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.