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 Merit Financial Group,

13F Portfolio OverlapQ1 2026Merit Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Merit Financial Group, LLC is an institutional investor managing $16.4B across 2,360 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 Merit Financial Group, are Bernardo Wealth Planning, ASSETMARK,, Pacific Excel Wealth Advisors,, with shared positions in $NTRB, $SE, $SNOW, $KKR, $WT, $VLTO. The full ranking of 25 similar funds is below.

#1Bernardo Wealth Planning LLCActive

Some overlap · 5 shared positions

$NTRB $SE $SNOW $KKR $WT

$511M

129 positions

#2ASSETMARK, INCPassive

Some overlap · 5 shared positions

$NTRB $SE $VLTO $WT $UNIT

$49.0B

3,443 positions

#3Pacific Excel Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$NTRB $SE $VLTO $IAU $UNIT

$95M

140 positions

#4Center For Asset Management LLCPassive

Some overlap · 5 shared positions

$NTRB $SE $VLTO $IAU $UNIT

$201M

144 positions

#5Cornerstone Financial Management LLCPassive

Some overlap · 6 shared positions

$NTRB $SNOW $VLTO $KKR $SE $UNIT

$109M

1,311 positions

#6Ifrah Financial Services, Inc.Active

Some overlap · 5 shared positions

$NTRB $SE $JHG $IAU $UNIT

$378M

200 positions

#7Strategic Investment Advisors / MIPassive

Some overlap · 5 shared positions

$NTRB $SE $VLTO $UNIT $SNOW

$1.4B

386 positions

#8WAYSTONE ADVISORS LLCPassive

Some overlap · 5 shared positions

$NTRB $SE $WT $VLTO $UNIT

$112M

101 positions

#9AMERICAN FINANCIAL & TAX STRATEGIES INCActive

Some overlap · 4 shared positions

$NTRB $SE $WT $UNIT

$206M

97 positions

#10TME FINANCIAL, INC.Active

Some overlap · 6 shared positions

$NTRB $SE $IAU $KKR $UNIT $SNOW

$144M

65 positions

#11MidAtlantic Capital Management, Inc.Passive

Some overlap · 5 shared positions

$NTRB $SNOW $WT $KKR $UNIT

$145M

84 positions

#12Sterling Financial Planning, Inc.Active

Some overlap · 6 shared positions

$SE $SNOW $WT $IAU $KKR $UNIT

$337M

117 positions

#13Merited Wealth, LLCPassive

Some overlap · 5 shared positions

$NTRB $SE $VLTO $KKR $UNIT

$121M

79 positions

#14Cassaday & Co Wealth Management LLCActive

Some overlap · 3 shared positions

$NTRB $SE $SNOW

$4.7B

1,361 positions

#15Ameritas Advisory Services, LLCPassive

Some overlap · 6 shared positions

$NTRB $JHG $WT $SNOW $KKR $UNIT

$2.6B

1,075 positions

#16Richard W. Paul & Associates, LLCPassive

Some overlap · 5 shared positions

$SE $JHG $SNOW $UPS $KKR

$297M

300 positions

#17rebel Financial LLCActive

Some overlap · 6 shared positions

$SE $SNOW $WT $VLTO $UNIT $UPS

$231M

65 positions

#18TFB Advisors LLCPassive

Some overlap · 5 shared positions

$NTRB $SE $KKR $VLTO $UNIT

$191M

180 positions

#19C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdActive

Some overlap · 6 shared positions

$SE $SNOW $VLTO $IAU $KKR $WT

$1.8B

403 positions

#205T Wealth, LLCPassive

Some overlap · 5 shared positions

$SE $SNOW $WT $IAU $KKR

$253M

129 positions

#21Cypress Wealth Services, LLCPassive

Some overlap · 5 shared positions

$NTRB $SE $IAU $KKR $UPS

$708M

397 positions

#22Balanced Rock Investment Advisors LLCActive

Some overlap · 3 shared positions

$NTRB $JHG $SNOW

$143M

96 positions

#23Bright Futures Wealth Management, LLC.Passive

Some overlap · 3 shared positions

$NTRB $JHG $SNOW

$146M

188 positions

#24Eagle Strategies LLCPassive

Some overlap · 7 shared positions

$SNOW $WT $IAU $KKR $SE $NTRB

$837M

258 positions

#25Copia Wealth ManagementPassive

Some overlap · 7 shared positions

$UPS $SNOW $WT $IAU $UNIT $KKR

$146M

532 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.