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Hedge Funds Similar to Meritas Wealth

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

Meritas Wealth Management, LLC is an institutional investor managing $256M across 63 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 Meritas Wealth are Financial Gravity Companies, (FGCO), LOOMIS SAYLES & L P, Leith Wheeler Investment Counsel Ltd., with shared positions in $DIS, $PLTR, $CRM, $ADSK, $MRSH, $CSX. The full ranking of 25 similar funds is below.

#1Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 4 shared positions
$DIS$PLTR$CRM$ADSK
$616M
1,040 positions
#2LOOMIS SAYLES & CO L PActive
Some overlap · 3 shared positions
$DIS$ADSK$CRM
$79.8B
707 positions
#3Leith Wheeler Investment Counsel Ltd.Active
Some overlap · 3 shared positions
$DIS$ADSK$CRM
$1.3B
85 positions
#4Foyston, Gordon, & Payne IncPassive
Some overlap · 3 shared positions
$MRSH$ADSK$CRM
$468M
68 positions
#5Glassy Mountain Advisors, Inc.Passive
Some overlap · 3 shared positions
$DIS$CSX$CRM
$366M
76 positions
#6BIRCHBROOK, INC.Active
Some overlap · 3 shared positions
$DIS$ADSK$CRM
$213M
305 positions
#7Sawyer & Company, IncPassive
Some overlap · 3 shared positions
$DIS$FICO$CRM
$298M
202 positions
#8Financial Gravity Asset Management, Inc.
Some overlap · 3 shared positions
$DIS$ADSK$CRM
$562M
973 positions
#9Distillate Capital Partners LLCPassive
Some overlap · 3 shared positions
$MRSH$ADSK$CRM
$1.9B
118 positions
#10Mandatum Life Insurance Co LtdSmart money
Some overlap · 3 shared positions
$DIS$CRM$PLTR
$540M
90 positions
#11OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DIS$MRSH$CRM
$1.8B
203 positions
#12DRH Investments, Inc.Active
Slight overlap · 4 shared positions
$DIS$CSX$ADSK$CRM
$126M
20 positions
#13ADAPT Investment Managers SAActive
Slight overlap · 3 shared positions
$ADSK$PLTR$CRM
$12.6B
133 positions
#14Sage Capital Advisors,llcPassive
Slight overlap · 3 shared positions
$ADSK$CSX$PLTR
$482M
140 positions
#15Sustainable Insight Capital Management, LLCActive
Slight overlap · 3 shared positions
$MRSH$PLTR$CSX
$233M
78 positions
#16Silvant Capital Management LLCActive
Slight overlap · 3 shared positions
$FICO$PLTR$ADSK
$3.4B
385 positions
#17Ahara Advisors LLCActive
Slight overlap · 3 shared positions
$DIS$CRM$S
$152M
56 positions
#18Sender Co & Partners, Inc.Passive
Slight overlap · 3 shared positions
$FICO$CRM$PLTR
$345M
120 positions
#19One Wealth Map LLCActive
Slight overlap · 3 shared positions
$DIS$CRM$ADSK
$220M
106 positions
#20WASHINGTON TRUST BANKPassive
Slight overlap · 3 shared positions
$DIS$PLTR$MRSH
$1.4B
206 positions
#21Fortis Capital Management LLCActive
Slight overlap · 3 shared positions
$CRM$FICO$ADSK
$894M
242 positions
#22Rare Wolf Capital LLCPassive
Slight overlap · 3 shared positions
$PLTR$CRM$DIS
$156M
120 positions
#23Zuckerman Investment Group, LLCActive
Slight overlap · 3 shared positions
$DIS$CRM$PLTR
$1.2B
139 positions
#24Alliance Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$DIS$PLTR$CRM
$308M
172 positions
#25Third View Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$DIS$MRSH$ADSK
$814M
291 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.