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Hedge Funds Similar to Zullo Investment Group,

13F Portfolio OverlapQ1 2026Zullo Investment Group, portfolio →
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Most similar hedge funds by 13F overlap

Zullo Investment Group, Inc. is an institutional investor managing $264M 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 Zullo Investment Group, are Xcel Wealth ,, PeakShares, Alliance Private Wealth,, with shared positions in $VZ, $FDX, $AMD, $MS, $CRWD, $BA. The full ranking of 25 similar funds is below.

#1Xcel Wealth Management, LLCPassive
Some overlap · 6 shared positions
$VZ$FDX$AMD$MS$CRWD$BA
$362M
133 positions
#2PeakShares LLCPassive
Some overlap · 5 shared positions
$AMD$VZ$MCD$CRWD$MAR
$109M
116 positions
#3Alliance Private Wealth, LLCActive
Some overlap · 5 shared positions
$AMD$VZ$FDX$MS$UPS
$278M
80 positions
#4ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$VZ$MCD$SCHW$MS$UPS
$639M
126 positions
#5UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$VZ$FDX$SCHW$MS$BA
$687M
301 positions
#6bLong Financial, LLCActive
Some overlap · 6 shared positions
$AMD$VZ$MS$MCD$FDX$BA
$132M
76 positions
#7Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 5 shared positions
$VZ$MCD$SCHW$CRWD$BA
$495M
128 positions
#8Elevated Private Wealth, LLC
Some overlap · 5 shared positions
$AMD$FDX$SCHW$CRWD$STX
$97M
94 positions
#9Finer Wealth Management, Inc.Active
Some overlap · 4 shared positions
$AMD$VZ$MCD$SCHW
$199M
87 positions
#10Core Alternative CapitalPassive
Some overlap · 4 shared positions
$AMD$VZ$MCD$MS
$339M
205 positions
#11Henson-Edgewater Management, LLCPassive
Some overlap · 5 shared positions
$AMD$VZ$CRWD$BA$MCD
$157M
66 positions
#12ADAMS DIVERSIFIED EQUITY FUND, INC.Active
Some overlap · 4 shared positions
$AMD$FDX$MCD$SCHW
$2.8B
99 positions
#13Retirement Planning Co of New England, Inc.Passive
Some overlap · 5 shared positions
$SCHW$MS$MCD$MAR$BA
$246M
248 positions
#14Alpha Cubed Investments, LLC
Some overlap · 4 shared positions
$AMD$VZ$MCD$CRWD
$2.9B
299 positions
#15Crossmark Global Holdings, Inc.Passive
Some overlap · 5 shared positions
$VZ$AMD$SCHW$MS$MCD
$6.8B
1,234 positions
#16Sage Capital Advisors,llcPassive
Some overlap · 4 shared positions
$AMD$VZ$FDX$UPS
$431M
129 positions
#17Raab & Moskowitz Asset Management LLCPassive
Some overlap · 5 shared positions
$MCD$VZ$MAR$BA$STX
$450M
187 positions
#18Oak Asset Management, LLCActive
Slight overlap · 4 shared positions
$FDX$MCD$MS$VZ
$290M
108 positions
#19Global Wealth Management Investment Advisory, Inc.Passive
Slight overlap · 4 shared positions
$VZ$MCD$MS$CRWD
$638M
158 positions
#20OMC Financial Services LTDActive
Slight overlap · 4 shared positions
$AMD$MCD$CRWD$MAR
$258M
64 positions
#21Palacios Wealth Management, LLCActive
Slight overlap · 5 shared positions
$AMD$CRWD$MS$VZ$SCHW
$160M
75 positions
#22JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$AMD$MCD$SCHW$UPS
$822M
214 positions
#23Meridian Financial Partners LLCActive
Slight overlap · 4 shared positions
$AMD$VZ$MS$CRWD
$263M
121 positions
#24Abbot Financial Management, Inc.Passive
Slight overlap · 4 shared positions
$MCD$FDX$AMD$MS
$239M
138 positions
#25Twin Lakes Capital Management, LLCActive
Slight overlap · 5 shared positions
$FDX$SCHW$BA$UPS$STX
$220M
219 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.