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Hedge Funds Similar to Meriwether Wealth & Planning,

13F Portfolio OverlapQ1 2026Meriwether Wealth & Planning, portfolio →
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Most similar hedge funds by 13F overlap

Meriwether Wealth & Planning, LLC is an institutional investor managing $202M across 122 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 Meriwether Wealth & Planning, are ProVise Group,, FSB PREMIER WEALTH ,, SPWM Advisors, with shared positions in $COP, $SCHW, $BKNG, $AMAT, $CCZ, $GD. The full ranking of 25 similar funds is below.

#1ProVise Management Group, LLCPassive
Notable overlap · 16 shared positions
$COP$SCHW$BKNG$AMAT$CCZ$GD
$1.4B
261 positions
#2FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Notable overlap · 16 shared positions
$BKNG$SCHW$COP$AMAT$GD$CCZ
$319M
251 positions
#3SPWM Advisors LLCPassive
Notable overlap · 14 shared positions
$BKNG$SCHW$AMAT$COP$GD$BDX
$115M
93 positions
#4CULLEN INVESTMENT GROUP, LTD.Active
Notable overlap · 13 shared positions
$SCHW$CCZ$GD$COP$BKNG$ADI
$758M
179 positions
#5CRUX WEALTH ADVISORSPassive
Notable overlap · 12 shared positions
$BKNG$SCHW$AMAT$COP$BDX$GD
$261M
181 positions
#6Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 10 shared positions
$BRZE$COP$SCHW$BKNG$AMAT$NVS
$578M
118 positions
#7Juno Financial Group LLCActive
Notable overlap · 4 shared positions
$BRZE$SCHW$LOW$DE
$255M
70 positions
#8Tranquilli Financial Advisor LLCPassive
Notable overlap · 11 shared positions
$COP$BKNG$SCHW$AMAT$BDX$CCZ
$171M
132 positions
#9FIDELIS iM, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$COP$SCHW
$264M
25 positions
#10Clarity Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$BRZE$COP$SCHW
$215M
95 positions
#11Winter & Associates, Inc.Passive
Notable overlap · 3 shared positions
$BRZE$COP$SCHW
$114M
84 positions
#12White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$BRZE$COP$SCHW
$721M
145 positions
#13Zhang Financial LLCActive
Notable overlap · 3 shared positions
$BRZE$COP$BDX
$2.9B
367 positions
#14TWIN CITY PRIVATE WEALTH, LLCPassive
Notable overlap · 9 shared positions
$BKNG$SCHW$AMAT$CCZ$COP$BDX
$132M
96 positions
#15Good Harbor Advisors, Inc.Passive
Notable overlap · 4 shared positions
$BRZE$COP$BDX$ELV
$92M
82 positions
#16CLUNE & ASSOCIATES, LTD.Passive
Notable overlap · 3 shared positions
$BRZE$COP$SCHW
$532M
162 positions
#17David Kennon IncSmart money
Notable overlap · 3 shared positions
$BRZE$SCHW$BDX
$279M
41 positions
#18Cullen Capital Management, LLCActive
Notable overlap · 9 shared positions
$COP$CCZ$GD$LOW$BDX$NVS
$9.8B
213 positions
#19Shelter Mutual Insurance CoPassive
Notable overlap · 4 shared positions
$BRZE$BKNG$LOW$DE
$450M
58 positions
#20McCarthy Asset Management, Inc.
Notable overlap · 4 shared positions
$BRZE$COP$AMAT$ET
$192M
27 positions
#21TABR Capital Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$SCHW$AMAT
$109M
54 positions
#22Estate Counselors, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$SCHW$CCZ
$1.1B
97 positions
#23SVRN Asset Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$SCHW$EPD
$103M
37 positions
#24SAM Advisors, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$SCHW$COP
$319M
47 positions
#25Intelligent Financial StrategiesSmart money
Notable overlap · 3 shared positions
$BRZE$COP$AMAT
$192M
62 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.