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Hedge Funds Similar to Meredith Wealth Planning

13F Portfolio OverlapQ2 2026Meredith Wealth Planning portfolio →
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Most similar hedge funds by 13F overlap

Meredith Wealth Planning is an institutional investor managing $424M across 74 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 Meredith Wealth Planning are Pinnacle West Asset, Aull & Monroe Investment, WEDGEWOOD INVESTORS, with shared positions in $STX, $DE, $MCD, $ETN, $FIX, $HUT. The full ranking of 25 similar funds is below.

#1Pinnacle West Asset Management, Inc.Passive
Some overlap · 3 shared positions
$STX$DE$MCD
$145M
104 positions
#2Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$STX$DE$ETN
$239M
126 positions
#3WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 3 shared positions
$STX$DE$ETN
$97M
110 positions
#4WESTCO ADVISORY SERVICES INC /ADVActive
Some overlap · 3 shared positions
$STX$FIX$MCD
$166M
99 positions
#5Riverview Trust CoActive
Some overlap · 3 shared positions
$STX$DE$MCD
$84M
166 positions
#6Hel Ved Capital Management LtdActive
Some overlap · 3 shared positions
$FIX$HUT$DE
$1.4B
72 positions
#7Family Wealth Group, LLCActive
Some overlap · 3 shared positions
$FIX$DE$ETN
$189M
116 positions
#8Affinity Capital Advisors, LLCActive
Some overlap · 3 shared positions
$STX$MCD$DE
$810M
203 positions
#9Night Squared LPPassive
Some overlap · 3 shared positions
$STX$FIX$ETN
$930M
69 positions
#10Clearstead Trust, LLCActive
Some overlap · 3 shared positions
$STX$DE$MCD
$765M
970 positions
#11Alight Capital Management LPPassive
Some overlap · 3 shared positions
$HUT$STX$DE
$712M
83 positions
#12SHAKER INVESTMENTS LLC/OHPassive
Some overlap · 3 shared positions
$FIX$STX$ETN
$278M
87 positions
#13Brown Financial Advisors
Some overlap · 3 shared positions
$GLDM$MCD$ETN
$264M
209 positions
#14RMG Wealth Management LLCActive
Some overlap · 3 shared positions
$MCD$DE$ETN
$969M
578 positions
#15SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$MCD$DE$ETN
$205M
55 positions
#16Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$MCD$DE$ETN
$214M
33 positions
#17Papamarkou Wellner Asset Management inc.
Some overlap · 3 shared positions
$MCD$DE$ETN
$159M
75 positions
#18Evansbrook LLCActive
Some overlap · 4 shared positions
$STX$ETN$MCD$DE
$168M
127 positions
#19Cerro Pacific Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$STX$DE$MCD
$442M
165 positions
#20Secure Asset Management, LLCPassive
Some overlap · 3 shared positions
$GLDM$FIX$MCD
$714M
333 positions
#21TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$STX$ETN$FIX
$686M
151 positions
#22Paladin Wealth, LLCPassive
Some overlap · 3 shared positions
$GLDM$ETN$MCD
$172M
134 positions
#23LifeGoal Investments, LLCPassive
Some overlap · 3 shared positions
$GLDM$FIX$STX
$218M
155 positions
#24Fourth Dimension Wealth, LLCPassive
Some overlap · 4 shared positions
$GLDM$STX$MCD$ETN
$316M
679 positions
#25Churchill Financial Advisors, LLCActive
Some overlap · 3 shared positions
$MCD$DE$GLDM
$519M
125 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.