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Hedge Funds Similar to Meramec Financial Planners

13F Portfolio OverlapQ2 2026Meramec Financial Planners portfolio →
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Most similar hedge funds by 13F overlap

Meramec Financial Planners, LLC is an institutional investor managing $274M across 550 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Meramec Financial Planners are Brentview Investment, Blue Chip Partners, Bull Street Advisors, with shared positions in $TJX, $PM, $PEP, $UNP, $MS, $ABT. The full ranking of 25 similar funds is below.

#1Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$TJX$PM$PEP$UNP$MS
$253M
63 positions
#2Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$TJX$PM$PEP$MS$ABT
$1.6B
184 positions
#3Bull Street Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$EMR$PEP$UNP$MS
$219M
95 positions
#4HALL LAURIE J TRUSTEEPassive
Some overlap · 5 shared positions
$TJX$CI$PEP$MS$ABT
$322M
103 positions
#5GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$TJX$PM$EMR$UNP$T$MS
$3.0B
213 positions
#6HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$TJX$PM$PEP$UNP$MS
$1.7B
479 positions
#7Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$PEP$UNP$MS$ABT
$467M
118 positions
#8Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$TJX$EMR$PEP$UNP$ABT
$113M
58 positions
#9FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$TJX$EMR$PEP$UNP$ABT
$1.3B
159 positions
#10SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$TJX$PM$EMR$UNP
$145M
43 positions
#11Stack Financial Management, IncActive
Some overlap · 6 shared positions
$CI$AEE$EMR$PEP$UNP$T
$1.3B
54 positions
#12Insight Inv LLCPassive
Some overlap · 5 shared positions
$TJX$EMR$PEP$MS$ALL
$212M
109 positions
#13Tufton Capital ManagementPassive
Some overlap · 4 shared positions
$TJX$PM$EMR$ABT
$596M
127 positions
#14Focused Investors LLCActive
Some overlap · 4 shared positions
$TJX$CI$PEP$MS
$3.0B
23 positions
#15TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$TJX$PM$PEP$ABT
$1.3B
226 positions
#16LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 4 shared positions
$TJX$PM$UNP$ABT
$10.3B
565 positions
#17HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$TJX$EMR$PEP$UNP$ABT
$321M
107 positions
#18CMH Wealth Management LLCPassive
Some overlap · 4 shared positions
$TJX$CI$UNP$PEP
$655M
117 positions
#19Jackson, Grant Investment Advisers, Inc.Passive
Some overlap · 6 shared positions
$TJX$EMR$PEP$ABT$T$PM
$322M
421 positions
#20TANAKA CAPITAL MANAGEMENT INC
Some overlap · 3 shared positions
$SF$PM$PEP
$60M
43 positions
#21RE ADVISERS CORPActive
Some overlap · 4 shared positions
$TJX$CI$AEE$ALL
$4.0B
124 positions
#22BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$TJX$PEP$UNP$MS
$499M
73 positions
#23Kroeger Financial PartnersActive
Some overlap · 6 shared positions
$TJX$EMR$T$PM$PEP$CI
$103M
141 positions
#24Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$TJX$EMR$MS$ABT
$297M
103 positions
#25HENDLEY & CO INCActive
Some overlap · 5 shared positions
$TJX$PM$PEP$UNP$ABT
$283M
47 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.