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 OverlapQ1 2026Meridian Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Meridian Wealth Management, LLC is an institutional investor managing $2.8B across 777 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 Meridian Wealth , are Winslow ,, Capitolis Liquid Global Markets, Intellectus Partners,, with shared positions in $PLTR, $AMD, $MU, $ISRG, $MS, $SHOP. The full ranking of 25 similar funds is below.

#1Winslow Capital Management, LLCActive

Some overlap · 7 shared positions

$PLTR $AMD $MU $ISRG $MS $SHOP

$25.6B

60 positions

#2Capitolis Liquid Global Markets LLC

Some overlap · 6 shared positions

$USB $PLTR $MS $AMD $ISRG $KLAC

$16.8B

317 positions

#3Intellectus Partners, LLCPassive

Some overlap · 6 shared positions

$PLTR $AMD $MU $ISRG $SHOP $KLAC

$490M

290 positions

#4STF Management LP

Some overlap · 6 shared positions

$PLTR $AMD $MU $ISRG $SHOP $KLAC

$107M

101 positions

#5IronBridge Private Wealth, LLCActive

Some overlap · 5 shared positions

$ALPS $USB $PLTR $AMD $SLV

$310M

45 positions

#6GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 6 shared positions

$PLTR $AMD $MU $ISRG $KLAC $SHOP

$6.0B

624 positions

#7Murphy & Mullick Capital Management CorpPassive

Some overlap · 5 shared positions

$USB $PLTR $AMD $MU $ISRG

$135M

726 positions

#8Eagle Strategies LLCPassive

Some overlap · 5 shared positions

$ALPS $MS $UNIT $AMD $SLV

$837M

258 positions

#9Rafferty Asset Management, LLCActive

Some overlap · 5 shared positions

$USB $PLTR $AMD $MU $KLAC

$24.6B

1,057 positions

#10PROFUND ADVISORS LLCPassive

Some overlap · 6 shared positions

$PLTR $AMD $MU $KLAC $ISRG $SHOP

$2.7B

1,092 positions

#11OFI INVEST ASSET MANAGEMENTActive

Some overlap · 5 shared positions

$PLTR $MS $AMD $MU $ISRG

$7.6B

347 positions

#12GILPIN WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$USB $PLTR $MS $KLAC $UNIT

$126M

999 positions

#13Hudson Bay Capital Management LPPassive

Some overlap · 5 shared positions

$PLTR $AMD $UNIT $MU $SHOP

$29.0B

1,378 positions

#14Clare Market Investments LLCActive

Some overlap · 5 shared positions

$ALPS $PLTR $ISRG $SLV $AMD

$478M

167 positions

#15Providence First Trust CoPassive

Some overlap · 5 shared positions

$ALPS $USB $SLV $MU $KLAC

$284M

179 positions

#16Kurv Investment Management LLCPassive

Some overlap · 5 shared positions

$USB $AMD $ISRG $SHOP $SLV

$173M

62 positions

#17NLB Skladi, upravljanje premozenja, d.o.o.Passive

Some overlap · 5 shared positions

$PLTR $AMD $MU $ISRG $KLAC

$2.1B

335 positions

#18Neo Ivy Capital ManagementPassive

Some overlap · 5 shared positions

$PLTR $AMD $MU $ISRG $KLAC

$379M

315 positions

#19Global X Japan Co., Ltd.Active

Some overlap · 5 shared positions

$PLTR $AMD $MU $ISRG $KLAC

$1.9B

378 positions

#20PKO Investment Management Joint-Stock CoPassive

Some overlap · 5 shared positions

$PLTR $AMD $MU $ISRG $KLAC

$1.2B

220 positions

#21Grant Private Wealth Management IncPassive

Some overlap · 5 shared positions

$PLTR $AMD $ISRG $MU $SHOP

$188M

154 positions

#22Blue Line Capital, LLC / ILPassive

Some overlap · 4 shared positions

$ALPS $USB $PLTR $MU

$88M

65 positions

#23Optiver Holding B.V.Active

Some overlap · 5 shared positions

$PLTR $AMD $MU $MS $SLV

$289.5B

2,301 positions

#24Menard Financial Group LLCActive

Some overlap · 5 shared positions

$PLTR $AMD $MU $SHOP $KLAC

$143M

82 positions

#25NEOS Investment Management LLCActive

Some overlap · 5 shared positions

$PLTR $AMD $MU $ISRG $KLAC

$19.8B

575 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.