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 Z3 Partners,

13F Portfolio OverlapQ1 2026Z3 Partners, portfolio →

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Most similar hedge funds by 13F overlap

Z3 Capital Partners, LLC is an institutional investor managing $395M across 187 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 Z3 Partners, are Henson-Edgewater ,, ATWOOD & PALMER, BYRNE FINANCIAL FREEDOM,, with shared positions in $PLTR, $BAC, $MU, $UBER, $JHG, $REGN. The full ranking of 25 similar funds is below.

#1Henson-Edgewater Management, LLCPassive

Notable overlap · 4 shared positions

$PLTR $BAC $MU $UBER

$157M

66 positions

#2ATWOOD & PALMER INCPassive

Notable overlap · 4 shared positions

$PLTR $JHG $UBER $REGN

$1.8B

531 positions

#3BYRNE FINANCIAL FREEDOM, LLCActive

Notable overlap · 3 shared positions

$PLTR $JHG $MU

$209M

103 positions

#4Bosman Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$PLTR $MU $CRWV

$114M

52 positions

#5Genesis Financial Group, LLC

Notable overlap · 4 shared positions

$PLTR $UBER $ALAB $JHG

$158M

103 positions

#6Oder Investment Management, LLCPassive

Notable overlap · 3 shared positions

$PLTR $BAC $REGN

$130M

102 positions

#7ALLEN HOLDING INC /NYActive

Notable overlap · 3 shared positions

$PLTR $BAC $KO

$1.0B

9 positions

#8Sargent Investment Group, LLCPassive

Some overlap · 3 shared positions

$PLTR $BAC $KO

$759M

269 positions

#9AGP FRANKLIN, LLCPassive

Some overlap · 3 shared positions

$PLTR $BAC $CRWV

$200M

93 positions

#10Dedeker Financial LLCActive

Some overlap · 3 shared positions

$PLTR $MU $REGN

$115M

50 positions

#11Rakuten Securities, Inc.Passive

Some overlap · 3 shared positions

$PLTR $MU $CRWV

$241M

879 positions

#12GABLES CAPITAL MANAGEMENT INC.Passive

Some overlap · 4 shared positions

$PLTR $BAC $MU $KO

$236M

472 positions

#13Xcel Wealth Management, LLCPassive

Some overlap · 4 shared positions

$BAC $PLTR $UBER $COF

$362M

133 positions

#14UDINE WEALTH MANAGEMENT, INC.Active

Some overlap · 3 shared positions

$BAC $PLTR $UBER

$205M

35 positions

#15Cypress Point Wealth Management, LLCActive

Some overlap · 3 shared positions

$PLTR $KO $BAC

$464M

123 positions

#16ADVENT CAPITAL MANAGEMENT /DE/Passive

Some overlap · 3 shared positions

$BAC $UBER $SMCI

$3.6B

215 positions

#17Generation Capital Management LLCActive

Some overlap · 5 shared positions

$JHG $BAC $UBER $COF $MU

$137M

74 positions

#18FAGAN ASSOCIATES, INC.Active

Some overlap · 4 shared positions

$PLTR $BAC $UBER $REGN

$719M

135 positions

#19ALLEN OPERATIONS LLCSmart money

Some overlap · 3 shared positions

$PLTR $KO $ALAB

$670M

35 positions

#20Spectrum Financial Alliance Ltd LLCActive

Some overlap · 3 shared positions

$BAC $MU $COF

$520M

30 positions

#21Morangie Management LLCActive

Some overlap · 3 shared positions

$BAC $PLTR $UBER

$109M

34 positions

#22Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 3 shared positions

$JHG $PLTR $MU

$144M

387 positions

#23Gunderson Capital Management Inc.Passive

Some overlap · 3 shared positions

$PLTR $MU $CRWV

$239M

46 positions

#24StoneCrest Wealth Management, Inc.Active

Some overlap · 6 shared positions

$JHG $MU $PLTR $ALAB $UBER $RBRK

$236M

73 positions

#25Ethos Capital Management, Inc.Active

Some overlap · 3 shared positions

$PLTR $MU $UBER

$117M

56 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.