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Hedge Funds Similar to Meredith Wealth Planning

13F Portfolio OverlapQ1 2026Meredith Wealth Planning portfolio →
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Most similar hedge funds by 13F overlap

Meredith Wealth Planning is an institutional investor managing $369M across 70 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 Meredith Wealth Planning are QUARRY HILL ADVISORS,, Mason Investment Advisory Services,, Torren ,, with shared positions in $AMN, $NKE, $BRZE, $UNIT, $DDOG, $GLDM. The full ranking of 25 similar funds is below.

#1QUARRY HILL ADVISORS, LLCSmart money
Highly similar · 4 shared positions
$AMN$NKE$BRZE$UNIT
$243M
51 positions
#2Mason Investment Advisory Services, Inc.Smart money
Highly similar · 4 shared positions
$AMN$UNIT$DDOG$GLDM
$2.2B
79 positions
#3Torren Management, LLCActive
Highly similar · 4 shared positions
$AMN$NEE$MU$UNIT
$201M
983 positions
#4Kane Co Wealth Management, Inc.Active
Highly similar · 5 shared positions
$AMN$NEE$DDOG$NKE$DE
$119M
51 positions
#5Trailhead Planners LLCActive
Highly similar · 3 shared positions
$AMN$NEE$NKE
$104M
49 positions
#6Three Arch Wealth Management LLCActive
Highly similar · 4 shared positions
$AMN$NEE$NKE$UNIT
$556M
61 positions
#7Meritas Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$AMN$NEE$NKE$UNIT
$221M
60 positions
#8RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$SHW$MAR
$296M
80 positions
#9Fort Vancouver Investment Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$COP$RIOT
$197M
59 positions
#10Creative Capital Management Investments LLCActive
Substantial overlap · 3 shared positions
$AMN$DDOG$BRZE
$348M
324 positions
#11MB Generational Wealth, LLCActive
Substantial overlap · 5 shared positions
$AMN$NEE$NKE$DDOG$UNIT
$181M
66 positions
#12SATOVSKY ASSET MANAGEMENT LLCSmart money
Substantial overlap · 4 shared positions
$AMN$NEE$MAR$MCD
$566M
73 positions
#13WMG Financial Advisors, LLCActive
Substantial overlap · 3 shared positions
$AMN$BRZE$MAR
$240M
100 positions
#14CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 7 shared positions
$AMN$NEE$NKE$COP$MU$UNIT
$334M
70 positions
#15KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 6 shared positions
$AMN$NEE$NKE$UNIT$MAR$DE
$522M
97 positions
#16HMV Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$213M
81 positions
#17Team Hewins, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$UNIT
$337M
41 positions
#18Generations Wealth, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$103M
29 positions
#19Golden Bell Financial Planning LLCActive
Substantial overlap · 3 shared positions
$AMN$DDOG$NKE
$125M
37 positions
#20Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 6 shared positions
$AMN$NEE$DDOG$NKE$COP$UNIT
$1.1B
81 positions
#21TCI Wealth Advisors, Inc.Active
Substantial overlap · 5 shared positions
$AMN$NEE$NKE$MCD$DDOG
$1.9B
251 positions
#22POINCIANA ADVISORS GROUP, LLCPassive
Substantial overlap · 4 shared positions
$AMN$NEE$NKE$FIX
$127M
130 positions
#23True Wealth Design, LLCActive
Substantial overlap · 5 shared positions
$NEE$AMN$MU$MCD$FIX
$360M
2,699 positions
#24McCartney Wealth Management LLCActive
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$119M
65 positions
#25Burk Holdings LLCPassive
Substantial overlap · 3 shared positions
$AMN$NKE$DDOG
$233M
676 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.