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Hedge Funds Similar to ZRC WEALTH

13F Portfolio OverlapQ3 2026ZRC WEALTH portfolio →
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Most similar hedge funds by 13F overlap

ZRC WEALTH MANAGEMENT, LLC is an institutional investor managing $356M across 1,342 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 ZRC WEALTH are Legacy Bridge, TKG Advisors, River Street Advisors, with shared positions in $STRL, $HPE, $PWR, $ETN, $MDY, $KEYS. The full ranking of 25 similar funds is below.

#1Legacy Bridge, LLCPassive
Some overlap · 4 shared positions
$STRL$HPE$PWR$ETN
$324M
322 positions
#2TKG Advisors, LLCPassive
Some overlap · 5 shared positions
$HPE$MDY$KEYS$PWR$MCD
$288M
94 positions
#3River Street Advisors LLCPassive
Some overlap · 6 shared positions
$KLAC$PWR$ETN$DOV$MCD$PLD
$324M
176 positions
#4Baker Ellis Asset Management LLCPassive
Some overlap · 4 shared positions
$STRL$PSA$ETN$DOV
$917M
252 positions
#5Weil Company, Inc.Passive
Some overlap · 5 shared positions
$MDY$PSA$MUFG$DOV$MCD
$580M
134 positions
#6Ascent Wealth Partners, LLCActive
Some overlap · 4 shared positions
$MDY$KLAC$PWR$ETN
$1.0B
214 positions
#7Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$KLAC$PWR$ETN
$487M
628 positions
#8Bensler, LLCPassive
Some overlap · 3 shared positions
$STRL$KLAC$PWR
$1.1B
198 positions
#9PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$MDY$KLAC$PWR$MCD
$514M
167 positions
#10Union Bankshares CorpPassive
Some overlap · 4 shared positions
$MDY$KLAC$ETN$MCD
$6.0B
1,699 positions
#11Mechanics Bank Trust DepartmentPassive
Some overlap · 4 shared positions
$MDY$KLAC$PWR$MCD
$798M
205 positions
#12PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$ELS$PSA$ETN$PLD
$175M
73 positions
#13LOGAN CAPITAL MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$STRL$KLAC$ETN
$2.7B
443 positions
#14Park Capital Management, LLC / WIPassive
Slight overlap · 3 shared positions
$HPE$MDY$KLAC
$197M
224 positions
#15Rithm Capital Corp.Active
Slight overlap · 3 shared positions
$STRL$PWR$ETN
$81M
38 positions
#16Iyo Bank, Ltd.Active
Slight overlap · 4 shared positions
$KLAC$KEYS$PWR$PLD
$329M
32 positions
#17Oak Harvest Investment ServicesPassive
Slight overlap · 4 shared positions
$KLAC$KEYS$ETN$MCD
$1.1B
166 positions
#18Seven Post Investment Office LPSmart money
Slight overlap · 4 shared positions
$ELS$PSA$DOV$PLD
$328M
42 positions
#19Geneva Partners, LLCPassive
Slight overlap · 3 shared positions
$STRL$KLAC$PWR
$334M
81 positions
#20SCS Capital Management LLCActive
Slight overlap · 4 shared positions
$MDY$HPE$MUFG$DOV
$10.6B
485 positions
#21MorganRosel Wealth Management, LLCActive
Slight overlap · 4 shared positions
$KLAC$PWR$ETN$DOV
$296M
104 positions
#22Pines Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$KLAC$HPE$ETN$PLD
$352M
222 positions
#23AZZAD ASSET MANAGEMENT INC /ADVPassive
Slight overlap · 4 shared positions
$KLAC$PWR$ETN$PLD
$1.1B
351 positions
#24Sound Capital Solutions LLCPassive
Slight overlap · 3 shared positions
$HPE$KLAC$KEYS
$427M
309 positions
#25Value Investment Professionals, LLCPassive
Slight overlap · 3 shared positions
$STRL$DOV$MCD
$115M
101 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.