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Hedge Funds Similar to FLYNN ZITO

13F Portfolio OverlapQ2 2026FLYNN ZITO portfolio →
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Most similar hedge funds by 13F overlap

FLYNN ZITO CAPITAL MANAGEMENT, LLC is an institutional investor managing $368M across 166 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 FLYNN ZITO are Kera Partners, RETIREMENT STRATEGIES, Basepoint Wealth, with shared positions in $GOF, $PSLV, $PHYS, $LPLA, $MMM, $MDY. The full ranking of 25 similar funds is below.

#1Kera Capital Partners, Inc.Passive
Slight overlap · 3 shared positions
$GOF$PSLV$PHYS
$1.0B
634 positions
#2RETIREMENT CAPITAL STRATEGIESActive
Slight overlap · 3 shared positions
$LPLA$MMM$MDY
$288M
68 positions
#3Basepoint Wealth LLCPassive
Slight overlap · 3 shared positions
$PSLV$PHYS$MMM
$175M
632 positions
#4HC Advisors, LLCActive
Slight overlap · 3 shared positions
$PSLV$PHYS$MMM
$165M
62 positions
#5Pasadena Private Wealth, LLCActive
Slight overlap · 3 shared positions
$PSLV$PHYS$MDY
$786M
309 positions
#6Fidelis Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$PSLV$PHYS$MDY
$1.7B
538 positions
#7WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$PSLV$PHYS$MDY
$1.1B
105 positions
#8Beaird Harris Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PSLV$PHYS$OKE
$1.6B
707 positions
#9Discipline Wealth Solutions, LLCActive
Slight overlap · 3 shared positions
$PHYS$PSLV$GOF
$1.1B
197 positions
#10LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$PSLV$PHYS$OKE
$2.7B
633 positions
#11ArchPoint InvestorsActive
Slight overlap · 3 shared positions
$PHYS$PSLV$OKE
$473M
80 positions
#12Pettinga Financial Advisors LLCActive
Slight overlap · 3 shared positions
$PSLV$PHYS$MDY
$624M
156 positions
#13Interval Partners, LPPassive
Slight overlap · 3 shared positions
$LPLA$MMM$TRV
$3.9B
298 positions
#14Kure Advisory, LLCActive
Slight overlap · 3 shared positions
$COKE$MMM$TRV
$211M
62 positions
#15Black Diamond Financial, LLCActive
Slight overlap · 3 shared positions
$PHYS$PSLV$MDY
$1.1B
198 positions
#16Sentinus, LLCPassive
Slight overlap · 3 shared positions
$PHYS$WDC$MDY
$1.3B
656 positions
#17Evanson Asset Management, LLC
Slight overlap · 4 shared positions
$PHYS$OKE$MDY$PSLV
$1.9B
321 positions
#18Wakefield Asset Management LLLPPassive
Slight overlap · 3 shared positions
$PHYS$WDC$TRV
$444M
225 positions
#19MATRIX PRIVATE CAPITAL GROUP LLCActive
Slight overlap · 3 shared positions
$PHYS$MMM$OKE
$230M
143 positions
#20SummitTX Capital, L.P.Passive
Slight overlap · 3 shared positions
$LPLA$MMM$MDY
$3.9B
762 positions
#21FLOW TRADERS U.S. LLCPassive
Slight overlap · 3 shared positions
$PSLV$MDY$BAR
$2.4B
979 positions
#22Warwick Investment Management, Inc.Active
Slight overlap · 3 shared positions
$PHYS$WDC$MMM
$891M
149 positions
#23Evanson Financial, LLCPassive
Slight overlap · 3 shared positions
$PHYS$OKE$MDY
$2.0B
325 positions
#24Brookstone Capital ManagementPassive
Slight overlap · 3 shared positions
$WDC$MDY$OKE
$10.0B
1,308 positions
#25Disciplined Investments, LLCPassive
Slight overlap · 3 shared positions
$GOF$MDY$OKE
$310M
144 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.