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 Hixon Zuercher

13F Portfolio OverlapQ3 2026Hixon Zuercher portfolio →

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Most similar hedge funds by 13F overlap

Hixon Zuercher, LLC is an institutional investor managing $347M across 92 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Hixon Zuercher are FINANCIAL ADVISORY PARTNERS, Wilson & Boucher, BRIGHT ROCK, with shared positions in $NEE, $SYK, $PEP, $LOW, $SCHW, $UNP. The full ranking of 25 similar funds is below.

#1FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 6 shared positions

$NEE $SYK $PEP $LOW $SCHW $UNP

$377M

75 positions

#2Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 7 shared positions

$SYK $NEE $PEP $SCHW $LOW $UNP

$170M

121 positions

#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$NEE $PEP $SCHW $UNP $APH $ANET

$529M

72 positions

#4Advocacy Wealth Management, LLCActive

Notable overlap · 6 shared positions

$SYK $SCHW $APH $ANET $LOW $EW

$2.8B

151 positions

#5Stone Summit Wealth LLCPassive

Notable overlap · 7 shared positions

$SYK $PEP $NEE $LOW $APH $SCHW

$370M

137 positions

#6Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$NEE $SYK $PEP $BKR $UNP $CCK

$1.3B

54 positions

#7William Allan CorpActive

Notable overlap · 7 shared positions

$DELL $PEP $SCHW $SBUX $SYK $DIS

$199M

65 positions

#8PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$NEE $SYK $PEP $LOW

$209M

54 positions

#9NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 5 shared positions

$SYK $NEE $LOW $APH $DIS

$843M

131 positions

#10BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 6 shared positions

$SYK $LOW $APH $PEP $SBUX $APD

$346M

113 positions

#11Tandem Investment Advisors, Inc.Passive

Notable overlap · 4 shared positions

$NEE $SYK $PEP $APH

$1.5B

68 positions

#12Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$NEE $SYK $PEP $LOW

$181M

50 positions

#13PIONEER TRUST BANK N A/ORPassive

Notable overlap · 7 shared positions

$NEE $PEP $LOW $APH $CRM $DIS

$441M

87 positions

#14ROCKLAND TRUST COPassive

Notable overlap · 6 shared positions

$PEP $NEE $SCHW $UNP $CPRT $APD

$2.6B

320 positions

#15HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$NEE $SCHW $UNP $APH $APD

$410M

53 positions

#16CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$PEP $SCHW $NEE $ANET $CPRT $CRM

$195M

67 positions

#17EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$NEE $UNP $SCHW $PEP $SBUX

$1.3B

58 positions

#18LaFleur & Godfrey LLCPassive

Notable overlap · 6 shared positions

$SYK $NEE $APH $CRM $SCHW $PEP

$842M

149 positions

#19FORBES J M & CO LLPActive

Notable overlap · 6 shared positions

$NEE $UNP $ANET $PEP $APH $PGR

$1.3B

157 positions

#20Haverford Financial Services, Inc.Active

Some overlap · 5 shared positions

$NEE $PEP $LOW $SYK $APD

$339M

49 positions

#21BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$DELL $ANET $SYK $EW $UNP $DIS

$1.8B

356 positions

#22Midway Capital Research & ManagementActive

Some overlap · 6 shared positions

$SYK $NEE $APH $DIS $ADBE $SBUX

$118M

50 positions

#23Slagle Financial, LLCPassive

Some overlap · 5 shared positions

$DELL $PEP $LOW $NEE $SBUX

$334M

127 positions

#24Cohen Capital Management, Inc.Active

Some overlap · 5 shared positions

$SYK $PEP $SCHW $NEE $UNP

$717M

154 positions

#25Lafayette Investments, Inc.Active

Some overlap · 7 shared positions

$LOW $SCHW $PEP $PGR $SBUX $ANET

$542M

162 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.