What hedge funds are most similar to Meadowbrook Advisors Group, LLC?

The funds with the most similar 13F portfolios to Meadowbrook Advisors Group, LLC are Palisade Asset ,, EDGAR LOMAX /VA, Stokes Advisors,, based on overlapping conviction holdings in the latest SEC filings.

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 Meadowbrook Advisors Group,

13F Portfolio OverlapQ1 2026Meadowbrook Advisors Group, portfolio →

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Most similar hedge funds by 13F overlap

Meadowbrook Advisors Group, LLC is an institutional investor managing $168M across 136 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 Meadowbrook Advisors Group, are Palisade Asset ,, EDGAR LOMAX /VA, Stokes Advisors,, with shared positions in $UNH, $IBM, $GD, $AMGN, $ECL, $TXN. The full ranking of 25 similar funds is below.

#1Palisade Asset Management, LLCActive

Notable overlap · 9 shared positions

$UNH $IBM $GD $AMGN $ECL $TXN

$996M

195 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$KO $NEE $UNH $MS $GD $AMGN

$1.4B

56 positions

#3Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$KO $NEE $IBM $MS $TXN $TJX

$446M

104 positions

#4GREENWOOD CAPITAL ASSOCIATES LLCPassive

Notable overlap · 10 shared positions

$IBM $AMGN $NEE $TXN $MCD $TJX

$908M

286 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$KO $IBM $GD $CME $SO $TXN

$220M

148 positions

#6UNITED BANKActive

Notable overlap · 9 shared positions

$GD $AMGN $CME $TXN $HSY $APD

$781M

121 positions

#7Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$IBM $MS $KO $AMGN $TJX $HON

$272M

95 positions

#8Core Alternative CapitalPassive

Notable overlap · 8 shared positions

$NEE $MS $CME $SO $APD $TJX

$339M

205 positions

#9Signet Investment Advisory Group, Inc.Passive

Notable overlap · 8 shared positions

$KO $NEE $UNH $AMGN $HON $MCD

$218M

69 positions

#10BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 8 shared positions

$KO $GD $HSY $AMGN $TXN $APD

$222M

34 positions

#11Financial & Tax Architects, LLCPassive

Notable overlap · 7 shared positions

$KO $NEE $IBM $GD $ECL $MCD

$448M

108 positions

#12Slagle Financial, LLCPassive

Notable overlap · 7 shared positions

$KO $NEE $IBM $CME $HSY $SO

$303M

121 positions

#13CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$NEE $UNH $IBM $KO $AMGN $HON

$1.3B

118 positions

#14Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$KO $IBM $MS $AMGN $TJX $HON

$353M

78 positions

#15FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$KO $NEE $IBM $SO $TXN $MCD

$1.5B

235 positions

#16Capital Wealth Planning, LLCActive

Notable overlap · 7 shared positions

$KO $IBM $CME $AMGN $TJX $MCD

$18.1B

151 positions

#17Empire Life Investments Inc.Active

Notable overlap · 7 shared positions

$AZO $KO $CME $TXN $TJX $PGR

$1.6B

110 positions

#18Farmers National BankPassive

Notable overlap · 8 shared positions

$IBM $NEE $KO $HON $MCD $MDT

$453M

185 positions

#19SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$IBM $CME $HSY $AMGN $TXN $APD

$728M

79 positions

#20Sky Investment Group LLCPassive

Notable overlap · 8 shared positions

$KO $SO $TXN $ECL $MCD $GD

$583M

140 positions

#21Haverford Financial Services, Inc.Active

Notable overlap · 7 shared positions

$KO $NEE $TXN $TJX $HON $MDT

$336M

46 positions

#22MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 7 shared positions

$NEE $GD $ECL $TXN $APD $MCD

$246M

145 positions

#23Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$IBM $GD $AMGN $TXN $MCD $APD

$245M

98 positions

#24LYNCH & ASSOCIATES/INPassive

Notable overlap · 7 shared positions

$KO $IBM $NEE $TJX $HON $MCD

$533M

126 positions

#25BROADWATER CAPITAL MANAGEMENT LLC

Notable overlap · 7 shared positions

$KO $IBM $ECL $SO $MCD $GD

$134M

211 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.