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Hedge Funds Similar to Meritas Wealth ,

13F Portfolio OverlapQ1 2026Meritas Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Meritas Wealth Management, LLC is an institutional investor managing $221M across 60 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 Meritas Wealth , are Three Arch Wealth, KEB ASSET ,, CLARIS ADVISORS, / MO /, with shared positions in $AMN, $NKE, $NEE, $UNIT, $IBM, $DIS. The full ranking of 25 similar funds is below.

#1Three Arch Wealth Management LLCActive
Highly similar · 4 shared positions
$AMN$NKE$NEE$UNIT
$556M
61 positions
#2KEB ASSET MANAGEMENT, LLCActive
Highly similar · 5 shared positions
$AMN$NKE$NEE$UNIT$IBM
$522M
97 positions
#3CLARIS ADVISORS, LLC / MO /Active
Highly similar · 5 shared positions
$NKE$AMN$NEE$UNIT$DIS
$334M
70 positions
#4Team Hewins, LLCSmart money
Highly similar · 3 shared positions
$AMN$NKE$UNIT
$337M
41 positions
#5Porter White Investment Advisors, Inc.Smart money
Highly similar · 3 shared positions
$AMN$NKE$NSC
$250M
40 positions
#6Hill Investment Group Partners, LLCSmart money
Highly similar · 3 shared positions
$AMN$NKE$NSC
$906M
50 positions
#7Kane Co Wealth Management, Inc.Active
Highly similar · 4 shared positions
$AMN$NEE$NKE$NSC
$119M
51 positions
#8Trailhead Planners LLCActive
Highly similar · 3 shared positions
$AMN$NEE$NKE
$104M
49 positions
#9Capstone Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$143M
50 positions
#10Torren Management, LLCActive
Substantial overlap · 5 shared positions
$AMN$NEE$UNIT$PLTR$NSC
$201M
983 positions
#11Meredith Wealth PlanningActive
Substantial overlap · 4 shared positions
$AMN$NEE$NKE$UNIT
$369M
70 positions
#12TCI Wealth Advisors, Inc.Active
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$IBM
$1.9B
251 positions
#13Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$UNIT
$1.1B
81 positions
#14HMV Wealth Advisors, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$PLTR
$213M
81 positions
#15MB Generational Wealth, LLCActive
Substantial overlap · 5 shared positions
$AMN$NEE$UNIT$NKE$NSC
$181M
66 positions
#16Kondo Wealth Advisors, Inc.Active
Substantial overlap · 4 shared positions
$AMN$NKE$MRSH$DIS
$266M
69 positions
#17POINCIANA ADVISORS GROUP, LLCPassive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$127M
130 positions
#18QUARRY HILL ADVISORS, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$UNIT
$243M
51 positions
#19McCartney Wealth Management LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$NSC
$119M
65 positions
#20COGENT STRATEGIC WEALTH LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$NEE$PLTR
$97M
56 positions
#21Mason Investment Advisory Services, Inc.Smart money
Substantial overlap · 3 shared positions
$AMN$UNIT$UPST
$2.2B
79 positions
#22Oceanside Advisors LLCActive
Substantial overlap · 4 shared positions
$NKE$NEE$AMN$NSC
$175M
53 positions
#23DOPKINS WEALTH MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$NEE$UNIT
$249M
92 positions
#24EnRich Financial Partners LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NEE
$377M
64 positions
#25Burk Holdings LLCPassive
Substantial overlap · 3 shared positions
$AMN$NKE$IBM
$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.