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 Zhang Financial

13F Portfolio OverlapQ2 2026Zhang Financial portfolio →

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Most similar hedge funds by 13F overlap

Zhang Financial LLC is an institutional investor managing $3.4B across 392 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 Zhang Financial are Pacific Park Financial, MYECFO, CAMBRIDGE ASSOCIATES /MA, with shared positions in $DOV, $IAU, $AMGN, $GLDM, $IBIT, $KLAC. The full ranking of 25 similar funds is below.

#1Pacific Park Financial, Inc.Active

Substantial overlap · 3 shared positions

$DOV $IAU $AMGN

$169M

81 positions

#2MYECFO, LLCSmart money

Notable overlap · 3 shared positions

$DOV $IAU $GLDM

$266M

72 positions

#3CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money

Notable overlap · 3 shared positions

$DOV $IAU $IBIT

$6.9B

56 positions

#4TLT Family Holdco ULCActive

Notable overlap · 3 shared positions

$DOV $IBIT $GLDM

$704M

9 positions

#5Noble Wealth Partners LLCPassive

Notable overlap · 3 shared positions

$DOV $IBIT $GLDM

$115M

76 positions

#6Orcam Financial GroupActive

Notable overlap · 3 shared positions

$DOV $IAU $KLAC

$205M

105 positions

#7Catalyst Investment Management LLCActive

Notable overlap · 3 shared positions

$DOV $IAU $LMT

$113M

74 positions

#8American National Bank of TexasActive

Notable overlap · 3 shared positions

$DOV $GLDM $AMGN

$109M

52 positions

#9Sageworth Trust CoActive

Notable overlap · 3 shared positions

$DOV $IBIT $IAU

$2.5B

127 positions

#103EDGE Asset Management, LPActive

Notable overlap · 3 shared positions

$DOV $GLDM $IAU

$2.2B

94 positions

#11Luminist Capital LLCActive

Notable overlap · 3 shared positions

$DOV $IBIT $LMT

$89M

418 positions

#12Wealth Management NebraskaSmart money

Notable overlap · 3 shared positions

$DOV $GLDM $AXP

$1.1B

109 positions

#13Breakwater Investment ManagementActive

Notable overlap · 3 shared positions

$DOV $AMP $IAU

$302M

774 positions

#14Heritage Investment Group, Inc.Active

Notable overlap · 4 shared positions

$DOV $AMGN $IBIT $AXP

$744M

135 positions

#15NavPoint Financial, Inc.Active

Notable overlap · 5 shared positions

$DOV $IAU $IBIT $GLDM $AXP

$283M

75 positions

#16Weil Company, Inc.Passive

Notable overlap · 3 shared positions

$DOV $IAU $AXP

$580M

134 positions

#17Three Bridge Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $IAU $MDT

$399M

87 positions

#18Cogent Private Wealth, Inc.Active

Notable overlap · 3 shared positions

$DOV $IAU $KLAC

$160M

117 positions

#19Evelyn Partners Asset Management Ltd

Notable overlap · 3 shared positions

$DOV $SYK $IAU

$406M

308 positions

#20MAIMON WEALTH MANAGEMENT LTD.Active

Notable overlap · 3 shared positions

$IAU $SYK $DOV

$130M

80 positions

#21New England Private Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$DOV $IAU $GLDM

$1.0B

205 positions

#22AA Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$DOV $KLAC $GLDM

$840M

251 positions

#23Copia Wealth ManagementPassive

Notable overlap · 5 shared positions

$DOV $IAU $IBIT $GLDM $AMGN

$166M

570 positions

#24Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 3 shared positions

$DOV $SYK $AMGN

$170M

121 positions

#25Allie Family Office LLCActive

Notable overlap · 3 shared positions

$IAU $DOV $IBIT

$270M

107 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.