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 Meridian Wealth

13F Portfolio OverlapQ2 2026Meridian Wealth portfolio →

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Most similar hedge funds by 13F overlap

Meridian Wealth Management, LLC is an institutional investor managing $3.2B across 830 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 Meridian Wealth are Mason & Associates, IMC-Chicago, SUSQUEHANNA INTERNATIONAL GROUP, LLP, with shared positions in $ALPS, $ASML, $PLTR, $CRWD, $MRVL, $SLV. The full ranking of 25 similar funds is below.

#1Mason & Associates IncActive

Slight overlap · 4 shared positions

$ALPS $ASML $PLTR $CRWD

$619M

161 positions

#2IMC-Chicago, LLCPassive

Slight overlap · 5 shared positions

$ASML $MRVL $PLTR $CRWD $SLV

$418.7B

6,591 positions

#3SUSQUEHANNA INTERNATIONAL GROUP, LLPPassive

Slight overlap · 5 shared positions

$MRVL $ASML $PLTR $CRWD $SLV

$1.3T

13,275 positions

#4KERR FINANCIAL PLANNING CorpPassive

Slight overlap · 4 shared positions

$ALPS $MRVL $PLTR $CRWD

$90M

545 positions

#5Sculptor Capital LPPassive

Slight overlap · 3 shared positions

$AER $ASML $PLTR

$12.3B

407 positions

#6Intrepid Financial Planning Group LLCPassive

Slight overlap · 3 shared positions

$ALPS $MRVL $PLTR

$294M

135 positions

#7Avant Capital LLCPassive

Slight overlap · 3 shared positions

$ALPS $MRVL $PLTR

$160M

86 positions

#8Harvest Investment Services, LLCPassive

Slight overlap · 3 shared positions

$AER $PLTR $SLV

$647M

383 positions

#9CITADEL ADVISORS LLCPassive

Slight overlap · 5 shared positions

$MRVL $ASML $CRWD $PLTR $SLV

$875.1B

13,575 positions

#10Clay Northam Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$ALPS $PLTR $CRWD

$203M

109 positions

#11Blue Line Capital, LLC / ILPassive

Slight overlap · 3 shared positions

$ALPS $PLTR $CRWD

$120M

92 positions

#12Sherry Group, Inc.Active

Slight overlap · 3 shared positions

$ALPS $SLV $CRWD

$102M

52 positions

#13Prasad Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$ALPS $PLTR $SLV

$416M

160 positions

#14Fulcrum Equity ManagementPassive

Slight overlap · 4 shared positions

$ASML $MRVL $PLTR $SLV

$136M

144 positions

#15PERRYMAN FINANCIAL ADVISORY INC /ADPassive

Slight overlap · 3 shared positions

$ALPS $PLTR $CRWD

$751M

191 positions

#16Benchmark Investment Advisors LLCPassive

Slight overlap · 4 shared positions

$ASML $MRVL $PLTR $CRWD

$228M

70 positions

#17Cane Capital Partners, LLCPassive

Slight overlap · 4 shared positions

$ASML $MRVL $PLTR $CRWD

$253M

133 positions

#18Forefront Wealth Partners, LLC

Slight overlap · 4 shared positions

$ASML $MRVL $PLTR $CRWD

$323M

177 positions

#19Parisi Gray Wealth ManagementPassive

Slight overlap · 4 shared positions

$ASML $MRVL $PLTR $CRWD

$487M

155 positions

#20Corient IA LLCPassive

Slight overlap · 4 shared positions

$ASML $MRVL $PLTR $CRWD

$108M

249 positions

#21GF FUND MANAGEMENT CO. LTD.Active

Slight overlap · 4 shared positions

$ASML $MRVL $PLTR $CRWD

$8.3B

587 positions

#22Fortress Wealth Group, LLCPassive

Slight overlap · 4 shared positions

$ASML $MRVL $PLTR $CRWD

$288M

127 positions

#23FLOW TRADERS U.S. LLCPassive

Slight overlap · 4 shared positions

$ASML $MRVL $PLTR $ALPS

$2.4B

979 positions

#24Faithward Advisors, LLCPassive

Slight overlap · 4 shared positions

$ASML $PLTR $SLV $CRWD

$819M

339 positions

#25INVESTMENT PARTNERS, LTD.Passive

Slight overlap · 4 shared positions

$ASML $PLTR $SLV $CRWD

$320M

167 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.