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 ZRC WEALTH ,

13F Portfolio OverlapQ1 2026ZRC WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

ZRC WEALTH MANAGEMENT, LLC is an institutional investor managing $334M across 1,305 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 ZRC WEALTH , are Baron Financial Group,, Buttonwood Financial Advisors, RED REEF ADVISORS, with shared positions in $NOW, $MDY, $SCHW, $MUFG, $FICO, $MCD. The full ranking of 25 similar funds is below.

#1Baron Financial Group, LLCActive

Slight overlap · 4 shared positions

$NOW $MDY $SCHW $MUFG

$185M

53 positions

#2Buttonwood Financial Advisors Inc.Active

Slight overlap · 4 shared positions

$NOW $SCHW $FICO $MCD

$299M

108 positions

#3RED REEF ADVISORS LLCPassive

Slight overlap · 4 shared positions

$NOW $SCHW $CTVA $ETN

$96M

179 positions

#4ASSOCIATED BANC-CORPPassive

Slight overlap · 4 shared positions

$NOW $SCHW $MCD $ETN

$3.8B

332 positions

#5Weil Company, Inc.Passive

Slight overlap · 5 shared positions

$NOW $MDY $PSA $MCD $MUFG

$445M

115 positions

#6PRING TURNER CAPITAL GROUP INCPassive

Slight overlap · 5 shared positions

$ELS $SCHW $PSA $ETN $PLD

$166M

72 positions

#7Bay Rivers GroupPassive

Slight overlap · 4 shared positions

$STRL $MDY $SCHW $NOW

$240M

109 positions

#8DWR WEALTH MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$NOW $MDY $SCHW $CTVA

$115M

51 positions

#9GK Wealth Management LLCActive

Slight overlap · 4 shared positions

$NOW $MDY $SCHW $CTVA

$115M

51 positions

#10Windsor Capital Management, LLCActive

Slight overlap · 4 shared positions

$NOW $MCD $SCHW $PLD

$355M

123 positions

#11RIVERPARK CAPITAL MANAGEMENT LLC

Slight overlap · 3 shared positions

$NOW $SCHW $MCD

$52M

36 positions

#12Sandhill Capital Partners LLCActive

Slight overlap · 3 shared positions

$NOW $SCHW $MCD

$1.2B

95 positions

#13LAFFER TENGLER INVESTMENTS, INC.Passive

Slight overlap · 4 shared positions

$NOW $MCD $PWR $PLD

$677M

182 positions

#14Stanich Group LLCSmart money

Slight overlap · 3 shared positions

$NOW $MDY $MUFG

$131M

47 positions

#15AMI ASSET MANAGEMENT CORPActive

Slight overlap · 3 shared positions

$NOW $SCHW $PWR

$1.6B

96 positions

#16Strong Retirement Solutions LLCPassive

Slight overlap · 3 shared positions

$NOW $SCHW $PWR

$143M

86 positions

#17CMH Wealth Management LLCPassive

Slight overlap · 3 shared positions

$NOW $SCHW $ETN

$583M

113 positions

#18Decker Retirement Planning Inc.Passive

Slight overlap · 3 shared positions

$NOW $SCHW $MUFG

$221M

284 positions

#19Aureum Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$NOW $SCHW $MUFG

$144M

60 positions

#20CRUX WEALTH ADVISORSPassive

Slight overlap · 3 shared positions

$NOW $SCHW $MUFG

$261M

181 positions

#21Avise Financial Cooperative, Inc.Passive

Slight overlap · 3 shared positions

$NOW $SCHW $MUFG

$121M

102 positions

#22Balanced Rock Investment Advisors LLCPassive

Slight overlap · 3 shared positions

$NOW $SCHW $MUFG

$143M

96 positions

#23Empower Advisory Group, LLCActive

Slight overlap · 3 shared positions

$NOW $SCHW $MUFG

$38.5B

510 positions

#24Clean Yield GroupPassive

Slight overlap · 3 shared positions

$NOW $SCHW $PLD

$355M

385 positions

#25ISLAY CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$NOW $SCHW $PLD

$197M

204 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.