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Hedge Funds Similar to Zinnia Wealth Advisory,

13F Portfolio OverlapQ1 2026Zinnia Wealth Advisory, portfolio →
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Most similar hedge funds by 13F overlap

Zinnia Wealth Advisory, LLC is an institutional investor managing $89M across 96 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 Zinnia Wealth Advisory, are KFG WEALTH ,, CUTLER INVESTMENT COUNSEL, Cobblestone Asset, with shared positions in $GMM, $DUK, $NEE, $MCD, $SCHW, $VZ. The full ranking of 25 similar funds is below.

#1KFG WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$GMM$DUK$NEE$MCD
$774M
216 positions
#2CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$GMM$MCD$SCHW$VZ$NEE
$971M
146 positions
#3Cobblestone Asset Management LLCPassive
Some overlap · 4 shared positions
$GMM$MO$IBIT$ETHA
$222M
73 positions
#4Marathon Strategic Advisors, LLCActive
Some overlap · 3 shared positions
$GMM$SCHW$DUK
$139M
52 positions
#5Impact Partnership Wealth, LLCPassive
Some overlap · 3 shared positions
$GMM$SCHW$IBIT
$810M
363 positions
#6My Portfolio Guide, LLCActive
Some overlap · 3 shared positions
$GMM$MO$SO
$181M
166 positions
#7Chaney Capital Management, Inc.Smart money
Some overlap · 3 shared positions
$GMM$SCHW$AMD
$284M
41 positions
#8Millington Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GMM$MCD$IBIT
$237M
119 positions
#9West Wealth Group, LLCActive
Some overlap · 3 shared positions
$GMM$AMD$MCD
$506M
130 positions
#10BRIGHTON SECURITIES CORP.Smart money
Some overlap · 4 shared positions
$GMM$VZ$SO$DUK
$208M
47 positions
#11CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 3 shared positions
$GMM$MO$VZ
$182M
106 positions
#12Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$GMM$MCD$MO$VZ
$227M
113 positions
#13Peak Financial Management, Inc.Active
Some overlap · 3 shared positions
$GMM$VZ$SCHW
$394M
100 positions
#14David Kennon IncSmart money
Some overlap · 3 shared positions
$GMM$SCHW$NTRB
$279M
41 positions
#15Revisor Wealth Management LLCPassive
Some overlap · 3 shared positions
$GMM$RCL$MCD
$362M
327 positions
#16JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$GMM$MCD$SCHW
$1.2B
819 positions
#17LifePlan Financial, LLCPassive
Some overlap · 6 shared positions
$DUK$AMD$NTRB$MCD$VZ$GD
$135M
83 positions
#18Tranquilli Financial Advisor LLCPassive
Some overlap · 3 shared positions
$GMM$SCHW$GD
$171M
132 positions
#19RICHARDSON FINANCIAL SERVICES INC.Passive
Some overlap · 5 shared positions
$GMM$NTRB$MCD$AMD$SCHW
$160M
613 positions
#20CGN Advisors LLCPassive
Some overlap · 3 shared positions
$GMM$DUK$MCD
$1.3B
317 positions
#21Turning Point Benefit Group, Inc.Active
Some overlap · 3 shared positions
$GMM$GD$MCD
$157M
95 positions
#22FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 6 shared positions
$DUK$SO$MCD$MO$VZ$NEE
$1.5B
235 positions
#23Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$GMM$VZ$NEE
$253M
126 positions
#24Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$GMM$SCHW$GD$IBIT
$525M
138 positions
#25International Private Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$GMM$DUK$VZ$IBIT$NEE
$163M
152 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.