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 ZACKS INVESTMENT

13F Portfolio OverlapQ2 2026ZACKS INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

ZACKS INVESTMENT MANAGEMENT is an institutional investor managing $14.1B across 724 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 ZACKS INVESTMENT are McGlone Suttner Wealth, REAP Financial Group, Omnitrust Wealth, with shared positions in $PH, $MET, $PM, $BNY, $EME, $BLK. The full ranking of 25 similar funds is below.

#1McGlone Suttner Wealth Management, Inc.Active

Notable overlap · 9 shared positions

$PH $MET $PM $BNY $EME $BLK

$852M

196 positions

#2REAP Financial Group, LLCActive

Some overlap · 10 shared positions

$PH $DELL $MET $COP $BNY $BLK

$586M

542 positions

#3Omnitrust Wealth Management, Inc

Some overlap · 5 shared positions

$PH $PM $COP $BNY $DAL

$77M

64 positions

#4WealthPoint Financial, LLCPassive

Some overlap · 6 shared positions

$PH $COP $PM $BNY $BLK $MET

$137M

126 positions

#5GREAT LAKES ADVISORS, LLCPassive

Some overlap · 5 shared positions

$PH $BLK $COP $DAL $CSX

$13.1B

825 positions

#6WOODWARD DIVERSIFIED CAPITAL, LLCPassive

Some overlap · 7 shared positions

$PH $PM $COP $MET $BNY $BLK

$227M

181 positions

#7ProVise Management Group, LLCPassive

Some overlap · 5 shared positions

$PM $BLK $COP $BNY $GD

$1.5B

282 positions

#8MASTER'S WEALTH MANAGEMENT INC.Smart money

Some overlap · 5 shared positions

$PH $COP $GD $CSX $PNC

$332M

91 positions

#9VAUGHAN DAVID INVESTMENTS LLC/ILActive

Some overlap · 5 shared positions

$PM $BLK $COP $AEP $SO

$5.0B

245 positions

#10Sky Investment Group LLCPassive

Some overlap · 5 shared positions

$DELL $PM $GD $SO $PNC

$637M

146 positions

#11OmniStar Financial Group, Inc.Passive

Some overlap · 5 shared positions

$PM $PH $BNY $AEP $SO

$217M

118 positions

#12CRAWFORD INVESTMENT COUNSEL INCActive

Some overlap · 5 shared positions

$PM $BLK $AEP $CSX $PNC

$6.0B

306 positions

#13HENDLEY & CO INCActive

Some overlap · 4 shared positions

$PH $PM $COP $AEP

$283M

47 positions

#14Unique Wealth Strategies, LLCPassive

Some overlap · 5 shared positions

$PM $BNY $DELL $GD $COP

$275M

223 positions

#15CONNING INC.Passive

Some overlap · 5 shared positions

$BLK $BNY $CMI $GD $PNC

$3.3B

327 positions

#16FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive

Some overlap · 4 shared positions

$PH $PM $CMI $AEP

$8.2B

442 positions

#17FIRST HORIZON NATIONAL CORPPassive

Some overlap · 5 shared positions

$MET $BNY $PM $SO $PNC

$2.6B

1,527 positions

#18Great Diamond Partners, LLCPassive

Some overlap · 4 shared positions

$PH $BLK $BNY $CMI

$582M

238 positions

#19Delta Accumulation, LLCActive

Some overlap · 6 shared positions

$BNY $CMI $GD $CSX $BLK $PNC

$2.5B

156 positions

#20SIMA Wealth Partners, LLCActive

Some overlap · 4 shared positions

$PH $PM $CMI $GD

$141M

130 positions

#21ROGCO, LPActive

Some overlap · 5 shared positions

$BLK $CMI $AEP $GD $SO

$327M

224 positions

#22USA FINANCIAL FORMULAS

Some overlap · 5 shared positions

$BNY $CMI $AEP $GD $CSX

$531M

437 positions

#23Bellars Harris Wealth Management, LLCPassive

Some overlap · 4 shared positions

$PH $BNY $CMI $AEP

$491M

96 positions

#24Umpqua BankPassive

Some overlap · 4 shared positions

$PH $BLK $CMI $PNC

$446M

165 positions

#25TODD ASSET MANAGEMENT LLCActive

Some overlap · 4 shared positions

$DELL $PH $BNY $CMI

$5.6B

182 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.