What hedge funds are most similar to ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/?

The funds with the most similar 13F portfolios to ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ are Raleigh, ATLANTIC FAMILY WEALTH, Lloyd Advisory Services, based on overlapping conviction holdings in the latest SEC filings.

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 ZIONS BANCORPORATION, NATIONAL ASSOCIATION

13F Portfolio OverlapQ2 2026ZIONS BANCORPORATION, NATIONAL ASSOCIATION portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ is an institutional investor managing $1.7B across 1,629 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 ZIONS BANCORPORATION, NATIONAL ASSOCIATION are Raleigh, ATLANTIC FAMILY WEALTH, Lloyd Advisory Services, with shared positions in $USB, $ENB, $VZ, $FE, $SNY, $PAYX. The full ranking of 25 similar funds is below.

#1Raleigh Capital Management Inc.Passive

Substantial overlap · 21 shared positions

$USB $ENB $VZ $FE $SNY $PAYX

$313M

610 positions

#2ATLANTIC FAMILY WEALTH, LLCSmart money

Substantial overlap · 20 shared positions

$USB $ENB $VZ $FE $SNY $PAYX

$156M

64 positions

#3Lloyd Advisory Services, LLC.Passive

Notable overlap · 19 shared positions

$VZ $USB $ENB $FE $PFE $SNY

$258M

628 positions

#4First Bank & TrustPassive

Notable overlap · 16 shared positions

$USB $ENB $PFE $VZ $PNC $PM

$680M

270 positions

#5Code Waechter LLCPassive

Notable overlap · 15 shared positions

$USB $ENB $PFE $SNY $PNC $PM

$193M

127 positions

#6FEDERATED HERMES, INC.Passive

Notable overlap · 14 shared positions

$USB $VZ $PAYX $PNC $PLD $PM

$69.6B

2,038 positions

#7Keystone Financial Planning, Inc.Active

Notable overlap · 10 shared positions

$USB $VZ $PFE $PM $BTI $MDT

$388M

39 positions

#8Martin Capital Partners, LLCPassive

Notable overlap · 9 shared positions

$VZ $PAYX $PFE $TTE $MDT $PEP

$272M

72 positions

#9TrueMark Investments, LLCPassive

Notable overlap · 8 shared positions

$ENB $VZ $SNY $PM $TTE $BTI

$798M

187 positions

#10Verity & Verity, LLCActive

Notable overlap · 8 shared positions

$ENB $VZ $PFE $PLD $WEC $MDT

$1.5B

138 positions

#11OPAL CAPITAL LLCPassive

Notable overlap · 8 shared positions

$ENB $VZ $PM $BTI $SNY $TTE

$560M

136 positions

#12Argyle Capital Management, LLCPassive

Some overlap · 8 shared positions

$ENB $PNC $PFE $VZ $PAYX $MDT

$347M

138 positions

#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 8 shared positions

$VZ $PM $PLD $WEC $MDT $PEP

$233M

122 positions

#14EQUITY INVESTMENT CORPActive

Some overlap · 7 shared positions

$USB $VZ $SNY $PNC $TTE $MDT

$5.2B

76 positions

#15Alley Investment Management Company, LLCActive

Some overlap · 8 shared positions

$PAYX $PM $PLD $WEC $USB $CME

$856M

89 positions

#16CORDA Investment Management, LLC.Active

Some overlap · 7 shared positions

$USB $VZ $PAYX $PFE $MDT $PEP

$1.6B

85 positions

#17GQG Partners LLCActive

Some overlap · 7 shared positions

$ENB $VZ $PM $BTI $TRP $UL

$53.8B

102 positions

#18Center for Wealth Management AdvisoryActive

Some overlap · 7 shared positions

$USB $VZ $PNC $MDT $PEP $CME

$159M

62 positions

#19NEW ENGLAND ASSET MANAGEMENT INCPassive

Some overlap · 7 shared positions

$USB $VZ $PNC $FE $UL $DUK

$863M

131 positions

#20MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 6 shared positions

$USB $ENB $VZ $PAYX $MDT $TRP

$3.8B

152 positions

#21Slagle Financial, LLCPassive

Some overlap · 7 shared positions

$USB $PM $PLD $AMT $PEP $DUK

$334M

127 positions

#22Cincinnati Specialty Underwriters Insurance COActive

Some overlap · 7 shared positions

$ENB $PM $USB $PLD $WEC $AMT

$449M

45 positions

#23Bogart Wealth, LLCPassive

Some overlap · 7 shared positions

$PNC $PM $MDT $VZ $PFE $CME

$2.9B

2,011 positions

#24ADVISORS MANAGEMENT GROUP INC /ADVActive

Some overlap · 6 shared positions

$ENB $FE $VZ $TTE $MDT $DUK

$604M

159 positions

#25TECTONIC ADVISORS LLCActive

Some overlap · 6 shared positions

$ENB $VZ $PAYX $PFE $PEP $DUK

$2.1B

289 positions

Compare ZIONS BANCORPORATION, NATIONAL ASSOCIATION’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View ZIONS BANCORPORATION, NATIONAL ASSOCIATION’s holdings

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.