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Hedge Funds Similar to Merrithew & Thorsten

13F Portfolio OverlapQ2 2026Merrithew & Thorsten portfolio →
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Most similar hedge funds by 13F overlap

Merrithew & Thorsten Inc is an institutional investor managing $117M across 116 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 Merrithew & Thorsten are Uniplan Investment Counsel, LDR, Measured Risk Portfolios, with shared positions in $PLD, $O, $LGND, $VRT, $QCOM, $SFM. The full ranking of 25 similar funds is below.

#1Uniplan Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$PLD$O$LGND
$1.1B
175 positions
#2LDR Capital Management LLCActive
Some overlap · 3 shared positions
$PLD$O$VRT
$87M
45 positions
#3Measured Risk Portfolios, Inc.Active
Some overlap · 4 shared positions
$O$QCOM$SFM$PSX
$112M
63 positions
#4Loudon Investment Management, LLCPassive
Some overlap · 3 shared positions
$O$QCOM$PLD
$204M
95 positions
#5Westwind CapitalPassive
Some overlap · 3 shared positions
$PLD$VRT$STX
$422M
77 positions
#6Stelac Advisory Services LLCPassive
Some overlap · 3 shared positions
$PLD$QCOM$VRT
$537M
168 positions
#7Martin Capital Partners, LLCPassive
Some overlap · 3 shared positions
$O$PSX$DGX
$272M
72 positions
#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$O$QCOM$PSX
$201M
57 positions
#9JB Capital LLCActive
Some overlap · 3 shared positions
$PLD$QCOM$MRSH
$2.9B
280 positions
#10Crestmont Private Wealth LLCSmart money
Some overlap · 3 shared positions
$PLD$QCOM$DGX
$356M
105 positions
#11TORRAY LLCActive
Some overlap · 3 shared positions
$PLD$PSX$MRSH
$741M
91 positions
#12Weaver C. Barksdale & Associates, Inc.Passive
Slight overlap · 3 shared positions
$O$QCOM$PSX
$111M
62 positions
#13BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Slight overlap · 3 shared positions
$O$QCOM$BNY
$404M
99 positions
#14Clean Yield GroupPassive
Slight overlap · 3 shared positions
$PLD$DGX$SFM
$403M
395 positions
#15Stronghold Wealth Management L.L.C.Passive
Slight overlap · 3 shared positions
$PLD$QCOM$BNY
$75M
131 positions
#16CINCINNATI FINANCIAL CORPActive
Slight overlap · 3 shared positions
$PLD$QCOM$MRSH
$5.2B
56 positions
#17Seascape Capital ManagementPassive
Slight overlap · 3 shared positions
$PLD$QCOM$VRT
$417M
96 positions
#18PARNASSUS INVESTMENTS, LLCActive
Slight overlap · 3 shared positions
$O$BNY$MRSH
$37.4B
135 positions
#19Element Squared LLCActive
Slight overlap · 3 shared positions
$O$VRT$MRSH
$201M
49 positions
#20M&G PlcActive
Slight overlap · 3 shared positions
$QCOM$BALL$DGX
$20.1B
374 positions
#21ARWA LLCPassive
Slight overlap · 3 shared positions
$PLD$MRSH$STX
$241M
139 positions
#22JBR Co Financial Management IncPassive
Slight overlap · 3 shared positions
$O$PSX$VRT
$274M
133 positions
#23BEACON FINANCIAL GROUPPassive
Slight overlap · 3 shared positions
$QCOM$O$PSX
$1.1B
377 positions
#24C2C Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$PTY$MRSH$STX
$128M
95 positions
#25Harrington Investments, INCPassive
Slight overlap · 3 shared positions
$PLD$QCOM$MRSH
$206M
82 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.