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 Zinnia Wealth Advisory

13F Portfolio OverlapQ2 2026Zinnia Wealth Advisory portfolio →

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Most similar hedge funds by 13F overlap

Zinnia Wealth Advisory, LLC is an institutional investor managing $98M across 97 U.S. equity positions as of Q2 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 Shoker Investment Counsel, FUKOKU MUTUAL LIFE INSURANCE, Pathway Financial Advisers, with shared positions in $KLAC, $DUK, $SO, $MCD, $MO, $TXN. The full ranking of 25 similar funds is below.

#1Shoker Investment Counsel, Inc.Active

Some overlap · 7 shared positions

$KLAC $DUK $SO $MCD $MO $TXN

$398M

113 positions

#2FUKOKU MUTUAL LIFE INSURANCE CoActive

Some overlap · 7 shared positions

$DUK $SO $MCD $MO $TXN $NEE

$1.7B

256 positions

#3Pathway Financial Advisers, LLCPassive

Some overlap · 6 shared positions

$DUK $KLAC $SO $MCD $VZ $MRVL

$397M

167 positions

#4Mayflower Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$DUK $SO $MCD $MO $NEE $VZ

$1.2B

499 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$DUK $SO $MCD $TXN $GD $VZ

$233M

122 positions

#6RAHLFS CAPITAL, LLCPassive

Some overlap · 6 shared positions

$DUK $SO $MCD $TXN $MO $VZ

$136M

86 positions

#7PINKERTON WEALTH, LLCActive

Some overlap · 6 shared positions

$DUK $SO $MCD $TXN $ABT $VZ

$1.2B

103 positions

#8SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 6 shared positions

$DUK $SO $MCD $TXN $ABT $VZ

$1.3B

97 positions

#9EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$DUK $SO $TXN $GD $ABT $NEE

$1.3B

58 positions

#10WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 5 shared positions

$DUK $KLAC $SO $MCD $GD

$390M

103 positions

#11Coston, McIsaac & PartnersPassive

Some overlap · 6 shared positions

$SO $MCD $MO $TXN $NEE $VZ

$497M

948 positions

#12CAPITAL & PLANNING, LLC

Some overlap · 5 shared positions

$DUK $SO $MCD $TXN $GD

$194M

45 positions

#13Sky Investment Group LLCPassive

Some overlap · 6 shared positions

$SO $MCD $DUK $TXN $GD $ABT

$637M

146 positions

#14Oak Harvest Investment ServicesPassive

Some overlap · 5 shared positions

$DUK $KLAC $MCD $TXN $MRVL

$1.1B

168 positions

#15ADVOCATE GROUP LLCPassive

Some overlap · 5 shared positions

$DUK $SO $MCD $TXN $VZ

$665M

122 positions

#16Visionary Wealth AdvisorsPassive

Some overlap · 6 shared positions

$SO $MO $DUK $MCD $NEE $VZ

$2.5B

666 positions

#17PeakShares LLCActive

Some overlap · 5 shared positions

$KLAC $DUK $MCD $MO $VZ

$134.4B

122 positions

#18Dougherty & Associates, LLCActive

Some overlap · 5 shared positions

$DUK $RCL $SO $GD $NEE

$125M

52 positions

#19BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$SO $DUK $KLAC $ABT $NEE $VZ

$223M

114 positions

#20Widmann Financial Services, Inc.Passive

Some overlap · 5 shared positions

$DUK $MCD $SO $MO $VZ

$186M

123 positions

#21Center For Asset Management LLCPassive

Some overlap · 5 shared positions

$KLAC $RCL $MO $NEE $VZ

$225M

151 positions

#22Global Wealth Management Investment Advisory, Inc.Passive

Some overlap · 5 shared positions

$DUK $SO $MCD $GD $VZ

$703M

160 positions

#23Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$DUK $MO $GD $ABT $VZ

$159M

62 positions

#24VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 5 shared positions

$DUK $SO $MCD $VZ $ABT

$201M

57 positions

#25REXFORD CAPITAL INCPassive

Some overlap · 5 shared positions

$KLAC $RCL $MCD $GD $MO

$163M

301 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.