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Hedge Funds Similar to Meridian Financial Advisors

13F Portfolio OverlapQ3 2026Meridian Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Meridian Financial Advisors, LLC is an institutional investor managing $214M across 154 U.S. equity positions as of Q3 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 ADIRONDACK, STAR Financial Bank, Vertrix Wealth, with shared positions in $MDY, $WM, $LMT, $MCD, $MS, $NEE. The full ranking of 25 similar funds is below.

#1ADIRONDACK TRUST COPassive
Some overlap · 6 shared positions
$MDY$WM$LMT$MCD$MS$NEE
$320M
555 positions
#2STAR Financial BankActive
Some overlap · 6 shared positions
$MDY$WM$LMT$SO$MCD$MS
$245M
109 positions
#3Vertrix Wealth Management, LLCPassive
Some overlap · 7 shared positions
$CRWD$WM$CVS$LMT$MCD$MS
$292M
99 positions
#4PITTENGER & ANDERSON INCPassive
Some overlap · 5 shared positions
$MDY$CRWD$WM$MS$CB
$2.8B
507 positions
#5G&S Capital LLCPassive
Some overlap · 4 shared positions
$MDY$WM$MCD$AEP
$345M
157 positions
#6TKG Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$WM$MCD$AEP
$288M
94 positions
#7Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 4 shared positions
$MDY$WM$SO$DUK
$246M
143 positions
#8Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 7 shared positions
$CRWD$CVS$SO$MCD$D$MS
$703M
160 positions
#9Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$CRWD$CB
$1.1B
154 positions
#10Ascent Wealth Partners, LLCActive
Some overlap · 3 shared positions
$MDY$WM$SYK
$1.0B
214 positions
#11Crescent Sterling, Ltd.Passive
Some overlap · 4 shared positions
$MDY$LMT$DUK$CB
$122M
92 positions
#12Trifecta Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$CRWD$LMT$MS
$808M
315 positions
#13Fiduciary Wealth Partners, LLCSmart money
Some overlap · 4 shared positions
$MDY$WM$SO$MS
$182M
69 positions
#14TI-TRUST, INCPassive
Some overlap · 4 shared positions
$MDY$SO$NEE$DUK
$181M
134 positions
#15LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$CRWD$WM$LMT$SO$AEP$DUK
$213M
124 positions
#16Corsicana & Co.Passive
Some overlap · 4 shared positions
$MDY$SYK$NEE$DUK
$206M
309 positions
#17Paulson Wealth Management Inc.Active
Some overlap · 4 shared positions
$MDY$MCD$LMT$USB
$471M
146 positions
#18Henderson Brothers Financial Partners, LLCActive
Some overlap · 4 shared positions
$MDY$WM$LMT$NEE
$211M
77 positions
#19Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$CRWD$WM$LMT$MCD$MS$DUK
$360M
73 positions
#20Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$MDY$LMT$SO$MCD$USB$DUK
$398M
113 positions
#21Tandem Investment Partners LLCActive
Some overlap · 4 shared positions
$MDY$D$NEE$CB
$129M
76 positions
#22Paladin Advisory Group, LLCPassive
Some overlap · 4 shared positions
$MDY$USB$MS$CB
$151M
243 positions
#23St. Johns Investment Management Company, LLCPassive
Some overlap · 5 shared positions
$MDY$CVS$SYK$MCD$NEE
$264M
201 positions
#24Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$MDY$CVS$SYK$MCD
$309M
142 positions
#25LCM Capital Management IncActive
Some overlap · 3 shared positions
$MDY$LMT$MCD
$235M
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.