What hedge funds are most similar to Meridian Wealth Advisors, LLC?

The funds with the most similar 13F portfolios to Meridian Wealth Advisors, LLC are FORBES J M & LLP, Harbour Wealth Group,, Kaydan Wealth ,, based on overlapping conviction holdings in the latest SEC filings.

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 OverlapQ1 2026Meridian Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Meridian Wealth Advisors, LLC is an institutional investor managing $756M across 202 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 Advisors, are FORBES J M & LLP, Harbour Wealth Group,, Kaydan Wealth ,, with shared positions in $IAU, $HUM, $ETN, $ORLY, $KO, $MPC. The full ranking of 25 similar funds is below.

#1FORBES J M & CO LLPActive

Notable overlap · 5 shared positions

$IAU $HUM $ETN $ORLY $KO

$1.2B

150 positions

#2Harbour Wealth Management Group, Inc.Passive

Notable overlap · 6 shared positions

$IAU $ETN $MPC $TT $KO $AMD

$133M

89 positions

#3Kaydan Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$IAU $MDLZ $HUM $MDY $KO

$299M

109 positions

#4Intellus Advisors LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $AMD $MS

$732M

125 positions

#5CPA Asset Management LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $MDLZ $MS

$298M

99 positions

#6marrick wealth, LLCSmart money

Notable overlap · 4 shared positions

$IAU $HUM $MDY $AMD

$119M

52 positions

#7Ariston Services GroupActive

Notable overlap · 4 shared positions

$IAU $HUM $MCK $ORLY

$167M

71 positions

#8Forza Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$IAU $HUM $MS $MDY

$287M

188 positions

#9Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$IAU $HUM $ORLY $MS

$126M

74 positions

#10BCU Wealth Advisors, LLCSmart money

Notable overlap · 4 shared positions

$IAU $HUM $KO $MS

$268M

60 positions

#11Burk Holdings LLCPassive

Notable overlap · 3 shared positions

$IAU $HUM $AMD

$233M

676 positions

#12SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 4 shared positions

$IAU $ETN $MPC $TT

$199M

97 positions

#13Rachor Investment Advisory Services, LLCActive

Notable overlap · 4 shared positions

$IAU $AMD $ALL $ORLY

$190M

464 positions

#14Signet Investment Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $ETN $HON $KO

$218M

69 positions

#15VCI Wealth Management LLCPassive

Notable overlap · 4 shared positions

$IAU $AMD $KO $MS

$361M

123 positions

#16LifePlan Financial, LLCPassive

Notable overlap · 3 shared positions

$IAU $MDLZ $AMD

$135M

83 positions

#17GenWealth Group, Inc.Active

Notable overlap · 4 shared positions

$IAU $MDLZ $HON $ALL

$584M

85 positions

#18Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$IAU $AMD $KO

$170M

57 positions

#19Gunpowder Capital Management, LLC dba Oliver Wealth ManagementPassive

Notable overlap · 4 shared positions

$IAU $MDY $AMD $HUM

$132M

408 positions

#20Wealth Quarterback LLCPassive

Notable overlap · 3 shared positions

$IAU $AMD $KO

$254M

163 positions

#21CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$IAU $AMD $ORLY

$293M

1,255 positions

#22BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Notable overlap · 6 shared positions

$IAU $HUM $ETN $AMD $HON $MS

$2.4B

787 positions

#23Sage Investment Advisers LLCPassive

Notable overlap · 3 shared positions

$IAU $HUM $AMD

$135M

89 positions

#24Yeomans Consulting Group, Inc.

Notable overlap · 3 shared positions

$IAU $KO $AMD

$341M

113 positions

#25GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$IAU $ETN $MDLZ

$212M

87 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.