13F Pro

Hedge Funds Similar to Zuckerman Investment Group

13F Portfolio OverlapQ2 2026Zuckerman Investment Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Zuckerman Investment Group, LLC is an institutional investor managing $1.2B across 139 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 Zuckerman Investment Group are Chescapmanager, CORSAIR, THOR INVESTMENT /OH, with shared positions in $VRT, $GPGI, $DIS, $LULU, $RHLD, $ICLR. The full ranking of 25 similar funds is below.

#1Chescapmanager LLCSmart money
Notable overlap · 4 shared positions
$VRT$GPGI$DIS$LULU
$1.2B
27 positions
#2CORSAIR CAPITAL MANAGEMENT, L.P.Active
Notable overlap · 3 shared positions
$VRT$GPGI$RHLD
$800M
165 positions
#3THOR INVESTMENT MANAGEMENT INC /OH/ /ADVActive
Notable overlap · 5 shared positions
$VRT$ICLR$LULU$CRM$ADBE
$176M
56 positions
#4Stanley Capital Management, LLCActive
Notable overlap · 4 shared positions
$VRT$ICLR$MCK$ULTA
$754M
37 positions
#5Heron Bay Capital ManagementActive
Notable overlap · 6 shared positions
$KKR$ULTA$MCK$CRM$CSW$ADBE
$1.1B
97 positions
#6N10 ASSETS, LLCActive
Notable overlap · 3 shared positions
$VRT$MCK$PLTR
$231M
34 positions
#7N10 WEALTH, LLCActive
Notable overlap · 3 shared positions
$VRT$MCK$PLTR
$282M
43 positions
#8LOCUST WOOD CAPITAL ADVISERS, LLCActive
Notable overlap · 4 shared positions
$VRT$GPGI$RHLD$ABT
$4.1B
33 positions
#9Eagle Bluffs Wealth Management LLCActive
Notable overlap · 4 shared positions
$VRT$TMO$DIS$ABT
$299M
86 positions
#10Carroll Investors, IncActive
Notable overlap · 3 shared positions
$VRT$PGR$PLTR
$234M
31 positions
#11Kessler Investment Group, LLCPassive
Notable overlap · 3 shared positions
$VRT$CRM$PLTR
$234M
81 positions
#12Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$VRT$DKS$PLTR$LULU
$917M
38 positions
#13McBroom & Associates, LLCActive
Some overlap · 4 shared positions
$VRT$DKS$MCK$PLTR
$199M
37 positions
#14Burnham & Co LLCPassive
Some overlap · 5 shared positions
$ICLR$ABT$TMO$LULU$PLTR
$124M
197 positions
#15Leith Wheeler Investment Counsel Ltd.Active
Some overlap · 4 shared positions
$CRM$HSIC$ICLR$DIS
$1.3B
85 positions
#16DigitalBridge Group, Inc.Active
Some overlap · 3 shared positions
$VRT$CRM$DIS
$1.7B
61 positions
#17WORMSER FRERES GESTIONActive
Some overlap · 3 shared positions
$VRT$TMO$ABT
$177M
66 positions
#18Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$MCK$CRM$ADBE
$236M
52 positions
#19J. Stern & Co. LLPActive
Some overlap · 5 shared positions
$CRM$DIS$ABT$TMO$XYZ
$1.1B
51 positions
#20MERIDIAN MANAGEMENT COActive
Some overlap · 3 shared positions
$CRM$ULTA$TMO
$446M
84 positions
#21FFG Partners, LLCActive
Some overlap · 3 shared positions
$VRT$DKS$PLTR
$352M
42 positions
#22Encore Global Management, LPPassive
Some overlap · 3 shared positions
$CRM$CHWY$TMO
$102M
53 positions
#23Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$DKS$MCK$DIS
$1.0B
765 positions
#24James Hambro & Partners LLPActive
Some overlap · 4 shared positions
$MCK$PGR$TMO$PEP
$2.8B
68 positions
#25Titan Investment Management LLCActive
Some overlap · 4 shared positions
$VRT$MCK$PLTR$PEP
$135M
38 positions

Compare Zuckerman Investment Group’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 Zuckerman Investment Group’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.