13F Pro

Hedge Funds Similar to Merkkuri Wealth Advisors

13F Portfolio OverlapQ1 2026Merkkuri Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Merkkuri Wealth Advisors LLC is an institutional investor managing $151M across 399 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 Merkkuri Wealth Advisors are Comprehensive Financial Planning, /PA, NOTTINGHAM ADVISORS,, New England Private Wealth Advisors, with shared positions in $JHG, $LEN, $MAR, $MS, $SHW, $NTRB. The full ranking of 25 similar funds is below.

#1Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 6 shared positions
$JHG$LEN$MAR$MS$SHW$NTRB
$144M
387 positions
#2NOTTINGHAM ADVISORS, INC.Active
Some overlap · 6 shared positions
$JHG$GLDM$AMN$USB$MS$LEN
$777M
112 positions
#3New England Private Wealth Advisors LLCActive
Some overlap · 7 shared positions
$JHG$GLDM$MAR$AMN$FITB$AGQ
$866M
194 positions
#4Paladin Wealth, LLCPassive
Some overlap · 4 shared positions
$JHG$GLDM$MS$AGQ
$145M
125 positions
#5EPIQ PARTNERS, LLCPassive
Some overlap · 4 shared positions
$JHG$LEN$USB$IBIT
$214M
83 positions
#6Buck Wealth Strategies, LLCActive
Some overlap · 3 shared positions
$JHG$GLDM$MS
$810M
166 positions
#7CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$JHG$AMN$MAR$USB$ARCC
$309M
132 positions
#8AIFG Consultants Ltd.
Some overlap · 3 shared positions
$JHG$GLDM$FITB
$58M
54 positions
#9PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 5 shared positions
$JHG$MAR$LEN$IBIT$NTRB
$292M
114 positions
#10Magnolia Private Wealth, LLCPassive
Some overlap · 3 shared positions
$JHG$GLDM$AMN
$150M
134 positions
#11Gradient Investments LLCPassive
Some overlap · 3 shared positions
$JHG$GLDM$MS
$6.5B
420 positions
#12Aureum Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$GLDM$AMN
$144M
60 positions
#13L2 Asset Management, LLCPassive
Some overlap · 3 shared positions
$JHG$GLDM$AMN
$1.1B
397 positions
#14Brown Financial AdvisorsPassive
Some overlap · 3 shared positions
$JHG$GLDM$MS
$264M
209 positions
#15Dogwood Wealth Management LLCPassive
Some overlap · 4 shared positions
$JHG$LEN$AMN$AGQ
$230M
860 positions
#16HIGHLINE WEALTH PARTNERS LLCPassive
Some overlap · 3 shared positions
$JHG$MAR$SE
$392M
1,298 positions
#17One Charles Private Wealth Services, LLCActive
Some overlap · 4 shared positions
$JHG$MAR$GLDM$ARKO
$400M
159 positions
#18Whipplewood Advisors, LLCPassive
Some overlap · 4 shared positions
$JHG$LEN$ARCC$ARKO
$193M
1,065 positions
#19Symphony Financial Services, Inc.Passive
Some overlap · 4 shared positions
$JHG$MAR$DRI$SHW
$195M
99 positions
#20WT Wealth ManagementPassive
Some overlap · 4 shared positions
$JHG$GLDM$USB$SHW
$336M
138 positions
#21FIRETHORN WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$JHG$LEN$SE
$273M
190 positions
#22Sage Mountain Advisors LLCActive
Some overlap · 5 shared positions
$JHG$MAR$GLDM$SHW$IBIT
$1.4B
281 positions
#23CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$JHG$MAR$SE$AGQ$MS
$648M
134 positions
#24RiverTree Advisors, LLCPassive
Some overlap · 3 shared positions
$JHG$LEN$FCFS
$158M
60 positions
#254WEALTH ADVISORS, INC.Passive
Some overlap · 6 shared positions
$JHG$SE$GLDM$FITB$USB$AGQ
$117M
142 positions

Compare Merkkuri Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Merkkuri Wealth Advisors’s holdings

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.