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 Financial Partners

13F Portfolio OverlapQ1 2026Meridian Financial Partners portfolio →

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Most similar hedge funds by 13F overlap

Meridian Financial Partners LLC is an institutional investor managing $263M across 121 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 Financial Partners are Provident Wealth ,, Powers Advisory Group,, Retirement Systems, with shared positions in $MS, $WT, $LAZ, $SNOW, $KO, $USB. The full ranking of 25 similar funds is below.

#1Provident Wealth Management, LLCActive

Notable overlap · 5 shared positions

$MS $WT $LAZ $SNOW $KO

$331M

134 positions

#2Powers Advisory Group, LLCActive

Notable overlap · 7 shared positions

$MS $WT $USB $KO $DUK $VZ

$284M

125 positions

#3Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$MS $WT $SNOW

$415M

51 positions

#4Sterling Manor Financial, LLCActive

Notable overlap · 4 shared positions

$MS $WT $AMD $KO

$160M

39 positions

#5Stonebridge Financial Group, LLCPassive

Notable overlap · 7 shared positions

$MS $WT $SNOW $NEE $LHX $LIN

$1.2B

262 positions

#6Talisman Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$MS $WT $NEE $KO

$124M

101 positions

#7Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 3 shared positions

$MS $WT $NEE

$589M

590 positions

#8Silver Coast Investments LLCActive

Notable overlap · 4 shared positions

$MS $SNOW $USB $LIN

$313M

119 positions

#9Madrid Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$MS $SNOW $EPAM $USB

$133M

70 positions

#10LifeGoal Investments, LLCPassive

Notable overlap · 3 shared positions

$MS $SNOW $USB

$175M

112 positions

#11Valley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$MS $SNOW $VZ

$185M

63 positions

#12IFS Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $WT $NEE $VZ $CRWD

$194M

217 positions

#13Seven Springs Wealth Group, LLCActive

Notable overlap · 5 shared positions

$MS $DUK $VZ $UNP $KO

$432M

81 positions

#14Scott Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $SNOW $USB

$493M

58 positions

#15Wright Wealth LLCActive

Notable overlap · 4 shared positions

$MS $WT $VZ $DUK

$149M

51 positions

#16Caldwell Investment Management Ltd.Active

Notable overlap · 3 shared positions

$MS $LHX $PWR

$255M

57 positions

#17Capital Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $VZ $KO

$6.2B

693 positions

#18Objectivity Squared, LLCActive

Notable overlap · 4 shared positions

$MS $PWR $USB $DUK

$159M

55 positions

#19KOM Wealth Management Group, LLCActive

Notable overlap · 3 shared positions

$MS $PWR $KO

$147M

89 positions

#20SWEENEY & MICHEL, LLCActive

Notable overlap · 3 shared positions

$MS $VZ $WT

$340M

145 positions

#21Targeted Financial Services LLCActive

Notable overlap · 3 shared positions

$MS $KO $UNP

$122M

54 positions

#22Strategies Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $SNOW $NEE $AMD $KO

$995M

193 positions

#23Systelligence, LLCPassive

Notable overlap · 4 shared positions

$MS $WT $SNOW $USB

$514M

56 positions

#24Meridian Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$MS $WT $USB $CRWD

$183M

141 positions

#25American TrustActive

Notable overlap · 3 shared positions

$MS $SNOW $NEE

$1.1B

313 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.