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 Meramec Financial Planners,

13F Portfolio OverlapQ1 2026Meramec Financial Planners, portfolio →

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Most similar hedge funds by 13F overlap

Meramec Financial Planners, LLC is an institutional investor managing $252M across 520 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 Meramec Financial Planners, are Grove Street Fiduciary,, Shakespeare Wealth ,, FAMILY WEALTH PARTNERS,, with shared positions in $UNIT, $WT, $SNOW, $PM, $HUM, $CTVA. The full ranking of 25 similar funds is below.

#1Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$UNIT $WT $SNOW $PM $HUM

$227M

74 positions

#2Shakespeare Wealth Management, LLCActive

Notable overlap · 5 shared positions

$UNIT $WT $CTVA $SNOW $SE

$422M

98 positions

#3FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 5 shared positions

$UNIT $WT $SCHW $SNOW $SE

$293M

105 positions

#4Noble Family Wealth, LLCActive

Notable overlap · 6 shared positions

$WT $UNIT $CTVA $SNOW $SE $HUM

$484M

76 positions

#5Discipline Wealth Solutions, LLCActive

Notable overlap · 5 shared positions

$UNIT $WT $SNOW $SCHW $HUM

$950M

192 positions

#6Seek First Inc.Active

Notable overlap · 4 shared positions

$UNIT $WT $SNOW $HUM

$142M

58 positions

#7rebel Financial LLCPassive

Some overlap · 4 shared positions

$WT $UNIT $SNOW $SE

$231M

65 positions

#8AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 5 shared positions

$WT $UNIT $SE $SCHW $PM

$206M

97 positions

#9Prosperity Planning, Inc.Active

Some overlap · 5 shared positions

$UNIT $CTVA $SE $SNOW $SCHW

$395M

110 positions

#10Asset Management Group, Inc.Passive

Some overlap · 6 shared positions

$UNIT $SNOW $SCHW $CTVA $ICFI $HUM

$619M

138 positions

#11Pinnacle Financial Group, LLC / ILPassive

Some overlap · 4 shared positions

$UNIT $WT $SCHW $HUM

$365M

111 positions

#12Brooklyn FI, LLCActive

Some overlap · 4 shared positions

$UNIT $CTVA $SE $SCHW

$476M

78 positions

#13ASPIRIANT, LLCActive

Some overlap · 7 shared positions

$UNIT $WT $CTVA $SCHW $HUM $SE

$3.5B

338 positions

#14RF&L WEALTH MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$UNIT $CTVA $SE $SNOW

$134M

52 positions

#15STEPHENS GROUP ASSET MANAGEMENT, LLCSmart money

Some overlap · 3 shared positions

$UNIT $CTVA $SNOW

$1.6B

26 positions

#16Veery Capital, LLCActive

Some overlap · 4 shared positions

$UNIT $SNOW $CTVA $DKNG

$326M

96 positions

#17SENTINEL WEALTH MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$WT $CTVA $SNOW $SE $SCHW

$125M

39 positions

#18Abacus Planning Group, Inc.Active

Some overlap · 4 shared positions

$UNIT $DKNG $SNOW $SE

$743M

264 positions

#19Efficient Advisors, LLCActive

Some overlap · 5 shared positions

$UNIT $SNOW $SCHW $WT $SE

$1.4B

58 positions

#20Plum Street Advisors, LLCActive

Some overlap · 5 shared positions

$UNIT $SNOW $CTVA $RELX $HUM

$289M

98 positions

#21Eagle Strategies LLCPassive

Some overlap · 5 shared positions

$WT $UNIT $SNOW $SE $HUM

$837M

258 positions

#22Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 5 shared positions

$UNIT $SNOW $SE $ICFI $HUM

$111M

63 positions

#23Whitegate Investment Counselors, Inc.Active

Some overlap · 6 shared positions

$UNIT $CTVA $SNOW $SCHW $ICFI $HUM

$315M

68 positions

#24Grey Fox Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$UNIT $SNOW $SCHW $CTVA $HUM

$518M

140 positions

#25Partners in Financial PlanningActive

Some overlap · 5 shared positions

$UNIT $SE $SCHW $SNOW $PM

$603M

122 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.