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Hedge Funds Similar to Meadow Creek Wealth Advisors

13F Portfolio OverlapQ1 2026Meadow Creek Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Meadow Creek Wealth Advisors LLC is an institutional investor managing $155M across 135 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 Meadow Creek Wealth Advisors are CITY /FL, BERKSHIRE HATHAWAY, PFW Advisors, with shared positions in $KO, $ETN, $MCD, $MPC, $UNP, $CB. The full ranking of 25 similar funds is below.

#1CAPITAL CITY TRUST CO/FLActive
Notable overlap · 5 shared positions
$KO$ETN$MCD$MPC$UNP
$437M
114 positions
#2BERKSHIRE HATHAWAY INCSmart money
Notable overlap · 3 shared positions
$KO$CB$BAC
$263.1B
29 positions
#3PFW Advisors LLCActive
Notable overlap · 4 shared positions
$KO$MCD$ADI$AMGN
$318M
118 positions
#4CULLINAN ASSOCIATES INCActive
Notable overlap · 3 shared positions
$KO$MCD$AMGN
$1.2B
207 positions
#5HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$KO$CB$MCD$UNP$ADI
$243M
44 positions
#6Alphinity Investment Management Pty LtdActive
Some overlap · 3 shared positions
$KO$CB$MSI
$5.7B
29 positions
#7Financial Harvest, LLCActive
Some overlap · 3 shared positions
$KO$MCD$FITB
$170M
57 positions
#8Drexel Morgan & Co.Active
Some overlap · 4 shared positions
$KO$MCD$UNP$EMR
$682M
60 positions
#9ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 6 shared positions
$KO$CB$MCD$SON$EMR$AMGN
$493M
189 positions
#10Castle Rock Wealth Management, LLCPassive
Some overlap · 3 shared positions
$KO$ETN$AMGN
$462M
262 positions
#11DUPONT CAPITAL MANAGEMENT CORPPassive
Some overlap · 7 shared positions
$KO$CB$ETN$BAC$UNP$EMR
$879M
101 positions
#12Clear Trail Advisors, LLCPassive
Some overlap · 8 shared positions
$ETN$CB$MCD$MSI$MPC$UNP
$601M
149 positions
#13Bowman & Co S.C.
Some overlap · 6 shared positions
$AMN$ETN$CB$MSI$MPC$ADI
$237M
118 positions
#14LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$KO$CB$MCD$MSI
$970M
154 positions
#15Proactive Wealth Strategies LLCPassive
Some overlap · 4 shared positions
$KO$AMN$FITB$AMGN
$532M
210 positions
#16Access Investment Management LLCPassive
Some overlap · 3 shared positions
$SON$BAC$FITB
$376M
157 positions
#17FAYEZ SAROFIM & COActive
Some overlap · 4 shared positions
$KO$ETN$CB$MCD
$39.1B
294 positions
#18BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$KO$CB$BAC
$199M
110 positions
#19NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$CB$KO$ETN$MCD$UNP$EMR
$367M
141 positions
#20Guinness Asset Management LTDActive
Some overlap · 3 shared positions
$KO$ETN$EMR
$5.8B
143 positions
#21HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$KO$CB$MCD$UNP$AMGN
$351M
81 positions
#22Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 7 shared positions
$ETN$CB$MSI$MPC$FITB$UNP
$337M
193 positions
#23Peterson Wealth ServicesPassive
Some overlap · 7 shared positions
$CB$ETN$MCD$MSI$MPC$UNP
$405M
215 positions
#24Emprise BankActive
Some overlap · 5 shared positions
$AMN$ETN$CB$BAC$UNP
$249M
107 positions
#25Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$KO$BAC$MCD$AMGN
$223M
109 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.