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 ZynergyRetirementPlanningLLC

13F Portfolio OverlapQ1 2026ZynergyRetirementPlanningLLC portfolio →

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Most similar hedge funds by 13F overlap

ZynergyRetirementPlanningLLC is an institutional investor managing $184M across 26 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 ZynergyRetirementPlanningLLC are CHRISTINE MESSMER PC, Sage Financial Group,, Schiavi &, with shared positions in $SNOW, $HSY, $KKR, $MKL, $SAN. The full ranking of 25 similar funds is below.

#1CHRISTINE MESSMER PCActive

Notable overlap · 3 shared positions

$SNOW $HSY $KKR

$156M

80 positions

#2Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$SNOW $MKL $KKR

$325M

57 positions

#3Schiavi & Co LLCSmart money

Notable overlap · 3 shared positions

$SNOW $MKL $KKR

$337M

50 positions

#4Passive Capital Management, LLC.Active

Notable overlap · 3 shared positions

$SNOW $MKL $KKR

$335M

104 positions

#5Courage Miller Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $MKL

$354M

92 positions

#6STEPHEN J. GARRY & ASSOCIATES, LLCActive

Notable overlap · 3 shared positions

$SNOW $SAN $HSY

$124M

51 positions

#7MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$SNOW $MKL $KKR

$260M

146 positions

#8Andrews Advisory Associates, LLCActive

Notable overlap · 3 shared positions

$SNOW $MKL $KKR

$190M

82 positions

#9C M BIDWELL & ASSOCIATES LTDPassive

Notable overlap · 3 shared positions

$SNOW $KKR $MKL

$214M

483 positions

#10LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$SNOW $MKL $KKR $SAN

$1.0B

232 positions

#11Red Tortoise LLCPassive

Some overlap · 4 shared positions

$SNOW $MKL $KKR $HSY

$240M

591 positions

#12Peterson Wealth Advisors, LLCSmart money

Some overlap · 3 shared positions

$SNOW $MKL $HSY

$752M

108 positions

#13Certified Advisory CorpPassive

Some overlap · 3 shared positions

$SNOW $KKR $SAN

$1.1B

318 positions

#14City State BankPassive

Some overlap · 3 shared positions

$SNOW $HSY $KKR

$385M

784 positions

#15Clarity Capital Advisors, LLCActive

Some overlap · 3 shared positions

$SNOW $MKL $KKR

$215M

95 positions

#16O'ROURKE & COMPANY, IncPassive

Some overlap · 3 shared positions

$SNOW $HSY $KKR

$253M

171 positions

#17Bay Capital Advisors, LLCActive

Some overlap · 3 shared positions

$SNOW $MKL $KKR

$162M

107 positions

#18Maltin Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$SNOW $KKR $HSY

$262M

136 positions

#19Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 3 shared positions

$SNOW $MKL $KKR

$111M

63 positions

#20Christensen, King & Associates Investment Services, Inc.Active

Some overlap · 3 shared positions

$SNOW $MKL $KKR

$233M

105 positions

#21Evergreen Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SNOW $MKL $KKR

$194M

54 positions

#22HANOVER ADVISORS INCActive

Some overlap · 4 shared positions

$SNOW $KKR $HSY $MKL

$246M

118 positions

#23Black Diamond Financial, LLCActive

Some overlap · 3 shared positions

$SNOW $MKL $KKR

$916M

185 positions

#24OMNI 360 Wealth, Inc.Passive

Some overlap · 3 shared positions

$SNOW $MKL $KKR

$194M

125 positions

#25360 Financial, Inc.Active

Some overlap · 3 shared positions

$SNOW $KKR $SAN

$332M

80 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.