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 Advisors

13F Portfolio OverlapQ2 2026Meridian Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Meridian Wealth Advisors, LLC is an institutional investor managing $880M across 211 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 Advisors are Harbour Wealth Group, SAGE PRIVATE WEALTH GROUP, RiverGlades Family Offices, with shared positions in $IAU, $ETN, $MPC, $NXPI, $TT, $APD. The full ranking of 25 similar funds is below.

#1Harbour Wealth Management Group, Inc.Active

Notable overlap · 8 shared positions

$IAU $ETN $MPC $NXPI $TT $APD

$148M

89 positions

#2SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 6 shared positions

$IAU $ETN $MPC $TT $ADI $APD

$298M

135 positions

#3RiverGlades Family Offices LLCActive

Notable overlap · 3 shared positions

$IAU $ETN $MPC

$218M

108 positions

#4Maltin Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$IAU $MDY $MS

$308M

152 positions

#5Mader & Shannon Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$IAU $MPC $TMO

$214M

21 positions

#6LifePlan Financial, LLCPassive

Notable overlap · 3 shared positions

$IAU $SPGI $NXPI

$141M

91 positions

#7Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $MCK $TMO

$313M

107 positions

#8Ariston Services GroupActive

Notable overlap · 4 shared positions

$IAU $APD $TMO $ORLY

$178M

72 positions

#9Dynasty Wealth Management, LLCActive

Notable overlap · 4 shared positions

$IAU $MPC $MS $MCK

$13.5B

367 positions

#10Sharkey, Howes & JaverActive

Notable overlap · 3 shared positions

$IAU $ADI $TMO

$830M

159 positions

#11Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$IAU $ADI $MCK

$637M

125 positions

#12Global Wealth Strategies & AssociatesActive

Notable overlap · 3 shared positions

$IAU $MDY $TT

$546M

114 positions

#13CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $MS $MPC

$357M

86 positions

#14Bigelow Investment Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $ETN $TMO $SBUX

$281M

154 positions

#15Interactive Financial AdvisorsActive

Notable overlap · 3 shared positions

$IAU $ALL $MS

$164M

74 positions

#16CAPE ANN SAVINGS BANKActive

Notable overlap · 3 shared positions

$IAU $ETN $MS

$212M

113 positions

#17FORBES J M & CO LLPActive

Notable overlap · 3 shared positions

$IAU $ETN $ORLY

$1.3B

157 positions

#18Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $SPGI $ADI

$163M

113 positions

#19Cooke Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$IAU $MDY $SPGI

$120M

38 positions

#20Fearless Solutions, LLC dba Best InvestPassive

Notable overlap · 3 shared positions

$IAU $ORLY $SBUX

$197M

143 positions

#21Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 8 shared positions

$ETN $MPC $ALL $MS $NXPI $TT

$371M

198 positions

#22Pacific Point Advisors, LLCPassive

Some overlap · 4 shared positions

$IAU $MDY $ETN $ORLY

$219M

129 positions

#23Palisades Hudson Asset Management, L.P.Active

Some overlap · 3 shared positions

$IAU $TT $MS

$286M

108 positions

#24Signet Investment Advisory Group, Inc.Passive

Some overlap · 3 shared positions

$IAU $ETN $APD

$227M

73 positions

#25Beacon Bridge Wealth Partners, LLCActive

Some overlap · 3 shared positions

$IAU $SPGI $MDY

$351M

105 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.