What hedge funds are most similar to MeadowBrook Investment Advisors LLC?

The funds with the most similar 13F portfolios to MeadowBrook Investment Advisors LLC are Lincoln, SCHARF INVESTMENTS,, INKWELL, 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 MeadowBrook Investment Advisors

13F Portfolio OverlapQ1 2026MeadowBrook Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

MeadowBrook Investment Advisors LLC is an institutional investor managing $113M across 186 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MeadowBrook Investment Advisors are Lincoln, SCHARF INVESTMENTS,, INKWELL, with shared positions in $MKL, $LIN, $AXP, $OTIS, $DIS, $SBUX. The full ranking of 25 similar funds is below.

#1Lincoln Capital LLCActive

Notable overlap · 6 shared positions

$MKL $LIN $AXP $OTIS $DIS $SBUX

$528M

135 positions

#2SCHARF INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$MKL $OTIS $TMO $UNH $DIS $CVS

$3.2B

70 positions

#3INKWELL CAPITAL LLCActive

Notable overlap · 7 shared positions

$MKL $AXP $UNH $DIS $SBUX $NKE

$98M

31 positions

#4HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$MKL $SYK $TMO $ADP

$2.5B

262 positions

#5Van Cleef Asset Management,IncActive

Notable overlap · 7 shared positions

$MKL $LIN $AXP $SYK $DIS $DOV

$929M

118 positions

#6Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 7 shared positions

$WFC $LIN $SYK $ADP $OTIS $DIS

$974M

782 positions

#7Kimelman & Baird, LLCActive

Notable overlap · 7 shared positions

$BAC $DOV $LIN $MRVL $BA $DIS

$1.2B

263 positions

#8Chapman Investment Management, LLCActive

Notable overlap · 4 shared positions

$MKL $AXP $DIS $SBUX

$121M

26 positions

#9Poehling Capital Management, INC.Passive

Notable overlap · 3 shared positions

$MKL $WFC $DIS

$475M

153 positions

#10SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 6 shared positions

$WFC $LIN $AXP $SYK $ADP $SBUX

$1.3B

158 positions

#11Cohen Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$WFC $BAC $TMO $BA $DIS $SBUX

$210M

79 positions

#12BARR E S & COActive

Notable overlap · 4 shared positions

$MKL $AXP $NKE $WFC

$1.7B

108 positions

#13DCM Advisors, LLCActive

Notable overlap · 7 shared positions

$WFC $BAC $AXP $BA $DIS $CVS

$220M

38 positions

#14GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Notable overlap · 7 shared positions

$OTIS $BAC $TMO $ADP $BA $DIS

$328M

83 positions

#15TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 6 shared positions

$MKL $SYK $TMO $AXP $UNH $ETN

$182M

115 positions

#16St. Louis Trust CoActive

Notable overlap · 3 shared positions

$MKL $DOV $CVS

$856M

145 positions

#17Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 7 shared positions

$LIN $SYK $TMO $ADP $DIS $SBUX

$506M

79 positions

#18HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 3 shared positions

$MKL $ADP $AXP

$280M

107 positions

#19Griffith & Werner, Inc.Active

Notable overlap · 6 shared positions

$WFC $BAC $MRVL $UNH $AXP $VZ

$202M

72 positions

#20S-Bank Fund Management LtdActive

Notable overlap · 5 shared positions

$WFC $BAC $LIN $TMO $MRVL

$671M

178 positions

#21OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$MKL $TMO $DIS

$1.9B

197 positions

#22Pavion Blue Capital, LLCPassive

Notable overlap · 6 shared positions

$BAC $WFC $AXP $MKL $DIS $SBUX

$230M

108 positions

#23William Allan CorpPassive

Some overlap · 7 shared positions

$OTIS $ADP $SYK $AXP $DIS $SBUX

$169M

59 positions

#24DAVIS-REA LTD.Passive

Some overlap · 6 shared positions

$BAC $SYK $TMO $LIN $OTIS $DIS

$384M

54 positions

#25Watershed Asset Management, L.L.C.Passive

Some overlap · 3 shared positions

$MKL $TMO $VZ

$96M

118 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.