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 Meriwether Wealth & Planning

13F Portfolio OverlapQ3 2026Meriwether Wealth & Planning portfolio →

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Most similar hedge funds by 13F overlap

Meriwether Wealth & Planning, LLC is an institutional investor managing $222M across 872 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 Meriwether Wealth & Planning are FSB PREMIER WEALTH, Keystone Financial Services, ProVise Group, with shared positions in $BKNG, $SCHW, $GD, $COP, $BNY, $BDX. The full ranking of 25 similar funds is below.

#1FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 15 shared positions

$BKNG $SCHW $GD $COP $BNY $BDX

$355M

257 positions

#2Keystone Financial ServicesActive

Notable overlap · 14 shared positions

$BKNG $SCHW $GD $COP $BNY $BDX

$388M

131 positions

#3ProVise Management Group, LLCPassive

Notable overlap · 14 shared positions

$BKNG $SCHW $GD $COP $BNY $BDX

$1.5B

282 positions

#4Tranquilli Financial Advisor LLCPassive

Notable overlap · 13 shared positions

$BKNG $SCHW $GD $BNY $COP $BDX

$186M

135 positions

#5CRUX WEALTH ADVISORSPassive

Notable overlap · 14 shared positions

$BKNG $SCHW $ELV $GD $ADI $COP

$289M

192 positions

#6Voya Financial Advisors, Inc.Smart money

Notable overlap · 13 shared positions

$BKNG $SCHW $ELV $ADI $BDX $MDT

$1.1B

208 positions

#7Independence Wealth Advisors, LLCActive

Notable overlap · 12 shared positions

$BKNG $SCHW $ELV $ADI $NVS $GD

$199M

85 positions

#8SPWM Advisors LLCActive

Notable overlap · 11 shared positions

$BKNG $SCHW $ELV $BDX $MDT $GD

$108M

90 positions

#9CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 11 shared positions

$GD $SCHW $ADI $MDT $DE $NVS

$857M

179 positions

#10Oregon Pacific Wealth Management, LLCActive

Notable overlap · 8 shared positions

$BKNG $SCHW $ELV $ADI $GD $BDX

$108M

114 positions

#11Cullen Capital Management, LLCActive

Notable overlap · 8 shared positions

$GD $COP $BDX $CCZ $UL $LOW

$10.2B

208 positions

#12TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 7 shared positions

$BKNG $SCHW $BDX $ELV $CCZ $MDT

$143M

104 positions

#13Unique Wealth Strategies, LLCPassive

Notable overlap · 9 shared positions

$BKNG $GD $ADI $BNY $ELV $BDX

$273M

222 positions

#14Peoples Bank/KSPassive

Some overlap · 7 shared positions

$GD $BNY $ELV $ADI $LOW $NVS

$103M

97 positions

#15First Eagle Investment Management, LLCActive

Some overlap · 6 shared positions

$BKNG $BNY $BDX $ELV $CCZ $MDT

$59.9B

424 positions

#16Allen Mooney & Barnes Investment Advisors LLCPassive

Some overlap · 6 shared positions

$SCHW $BDX $ELV $LOW $MDT $EPD

$673M

158 positions

#17Leonard Rickey Investment Advisors P.L.L.C.Active

Some overlap · 10 shared positions

$BKNG $SCHW $NVS $BNY $ADI $COP

$637M

125 positions

#18AUXIER ASSET MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$BKNG $BNY $ELV $LOW $MDT $UL

$745M

184 positions

#19Cohen Capital Management, Inc.Active

Some overlap · 6 shared positions

$SCHW $DE $NVS $EPD $ET $KLAC

$717M

154 positions

#20Smith Group Asset Management, LLCActive

Some overlap · 5 shared positions

$BKNG $SCHW $ADI $KLAC $MCK

$2.5B

166 positions

#21DELTA CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$SCHW $GD $BNY $DE $MDT

$206M

105 positions

#22Edgemoor Investment Advisors, Inc.Active

Some overlap · 6 shared positions

$GD $SCHW $LOW $DE $EPD $NVS

$1.5B

188 positions

#23GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 5 shared positions

$SCHW $BKNG $ELV $LOW $GD

$906M

153 positions

#24Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$GD $BNY $ELV $CCZ $MDT

$161M

62 positions

#25Timber Creek Capital Management LLCPassive

Some overlap · 5 shared positions

$SCHW $BDX $ELV $NVS $UL

$490M

80 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.