How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Meridian Financial Advisors,

13F Portfolio OverlapQ1 2026Meridian Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Meridian Financial Advisors, LLC is an institutional investor managing $183M across 141 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 Meridian Financial Advisors, are truNorth Financial Services,, Powers Advisory Group,, Provident Wealth ,, with shared positions in $MS, $WT, $COP, $HUM, $UNIT, $KKR. The full ranking of 25 similar funds is below.

#1truNorth Financial Services, Inc.Active

Notable overlap · 6 shared positions

$MS $WT $COP $HUM $UNIT $KKR

$97M

49 positions

#2Powers Advisory Group, LLCActive

Notable overlap · 8 shared positions

$MS $WT $COP $USB $WM $LMT

$284M

125 positions

#3Provident Wealth Management, LLCActive

Notable overlap · 7 shared positions

$MS $WT $TECK $AGQ $UNIT $HUM

$331M

134 positions

#4Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 5 shared positions

$MS $WT $HUM $KKR $UNIT

$589M

590 positions

#5Wright Wealth LLCActive

Notable overlap · 4 shared positions

$MS $WT $HUM $IBM

$149M

51 positions

#6CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 8 shared positions

$MS $COP $HUM $USB $LMT $APP

$363M

102 positions

#7MidAtlantic Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$WT $MS $COP $UNIT $KKR $D

$145M

84 positions

#8Stonebridge Financial Group, LLCPassive

Notable overlap · 3 shared positions

$MS $WT $MCD

$1.2B

262 positions

#9Sterling Manor Financial, LLCActive

Notable overlap · 3 shared positions

$MS $WT $IBM

$160M

39 positions

#10Meridian Financial Partners LLCActive

Notable overlap · 4 shared positions

$MS $WT $USB $CRWD

$263M

121 positions

#11Talisman Wealth Advisors LLCPassive

Notable overlap · 6 shared positions

$MS $WT $HUM $KKR $LMT $MCD

$124M

101 positions

#12Wolff Financial Management LLCActive

Notable overlap · 7 shared positions

$MS $COP $UNIT $KKR $HUM $MCD

$453M

103 positions

#13BLUELINE ADVISORS LLCActive

Notable overlap · 8 shared positions

$WT $COP $TECK $MDY $USB $HUM

$129M

217 positions

#14DAGCO, INC.Passive

Notable overlap · 4 shared positions

$MS $COP $HUM $KKR

$461M

353 positions

#15Systelligence, LLCPassive

Notable overlap · 3 shared positions

$MS $WT $USB

$514M

56 positions

#16Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 8 shared positions

$WT $COP $HUM $USB $WM $LMT

$153M

344 positions

#17TRB Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$MS $COP $WT $KKR $SE

$704M

285 positions

#18Axis Wealth Partners, LLCPassive

Notable overlap · 9 shared positions

$WT $HUM $COP $TECK $UNIT $USB

$188M

174 positions

#19Eagle Strategies LLCPassive

Notable overlap · 8 shared positions

$WT $MS $UNIT $HUM $KKR $IBM

$837M

258 positions

#20Rooted Wealth Advisors, Inc.Active

Notable overlap · 6 shared positions

$MS $HUM $USB $KKR $UNIT $MCD

$379M

144 positions

#21ProVise Management Group, LLCPassive

Notable overlap · 3 shared positions

$MS $COP $HUM

$1.4B

261 positions

#22Tandem Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$MS $COP $MDY

$224M

47 positions

#23Forbes Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$MS $COP $UNIT $SO

$173M

38 positions

#24Conservest Capital Advisors, Inc.Active

Notable overlap · 7 shared positions

$MS $MDY $COP $KKR $HUM $WT

$1.1B

127 positions

#25Summit Investment Advisory Services, LLCActive

Notable overlap · 3 shared positions

$MS $WT $HUM

$269M

81 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.