13F Pro

Hedge Funds Similar to Merited Wealth,

13F Portfolio OverlapQ1 2026Merited Wealth, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Merited Wealth, LLC is an institutional investor managing $121M across 79 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 Merited Wealth, are Hartmann Taylor Wealth ,, DAHRING {-} CUSMANO, ANGELES WEALTH ,, with shared positions in $CRM, $BAH, $DOV, $NTRB, $KKR, $SHW. The full ranking of 25 similar funds is below.

#1Hartmann Taylor Wealth Management, LLCActive
Notable overlap · 3 shared positions
$CRM$BAH$DOV
$151M
54 positions
#2DAHRING {-} CUSMANO LLCActive
Notable overlap · 4 shared positions
$CRM$BAH$NTRB$KKR
$163M
58 positions
#3ANGELES WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$DOV$NTRB$KKR$SHW
$1.8B
524 positions
#4Boyer Financial Services, Inc.Active
Notable overlap · 3 shared positions
$CRM$BAH$LEN
$94M
44 positions
#5J. Derek Lewis & Associates Inc.Passive
Notable overlap · 3 shared positions
$CRM$BAH$UNIT
$427M
206 positions
#6Michael Brady & Co., LLCActive
Notable overlap · 3 shared positions
$CRM$BAH$SE
$100M
54 positions
#7Catalyst Investment Management LLCPassive
Notable overlap · 4 shared positions
$DOV$MS$KKR$SE
$90M
65 positions
#8Pacific Park Financial, Inc.Active
Notable overlap · 4 shared positions
$DOV$MS$UNIT$MU
$153M
73 positions
#9Base Wealth Management LLCActive
Notable overlap · 3 shared positions
$CRM$SOLV$KKR
$179M
60 positions
#10Midwestern Financial, LLC /IAActive
Notable overlap · 3 shared positions
$LEN$DOV$UNIT
$127M
54 positions
#11Resolute Advisors LLCActive
Notable overlap · 4 shared positions
$LEN$NTRB$UNIT$DOV
$242M
90 positions
#12SEAMOUNT FINANCIAL GROUP INCPassive
Notable overlap · 4 shared positions
$CRM$BAH$DOV$SOLV
$222M
135 positions
#13LongView Wealth ManagementPassive
Notable overlap · 7 shared positions
$CRM$DOV$BAH$SE$KKR$NTRB
$398M
247 positions
#14Prentice Wealth Management LLCActive
Notable overlap · 3 shared positions
$DOV$AMP$UNH
$443M
117 positions
#15Sageworth Trust CoActive
Notable overlap · 4 shared positions
$LEN$DOV$UNIT$KKR
$2.3B
172 positions
#16Mascagni Wealth Management, Inc.Passive
Notable overlap · 5 shared positions
$BAH$CRM$SHW$KKR$UNIT
$140M
127 positions
#17Cornerstone Financial Management LLCPassive
Notable overlap · 8 shared positions
$NTRB$KKR$MS$VLTO$SE$DOV
$109M
1,311 positions
#18Rakuten Investment Management, Inc.Smart money
Notable overlap · 3 shared positions
$DOV$KKR$MU
$49.2B
464 positions
#19Fingerlakes Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$NTRB$DOV$MS$KKR
$151M
97 positions
#20Pacific Excel Wealth Advisors, Inc.Passive
Notable overlap · 5 shared positions
$NTRB$LEN$UNIT$SE$VLTO
$95M
140 positions
#21Aprio Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$CRM$BAH$MS
$1.8B
613 positions
#22TFB Advisors LLCPassive
Notable overlap · 5 shared positions
$NTRB$UNIT$KKR$SE$VLTO
$191M
180 positions
#23Weil Company, Inc.Passive
Notable overlap · 3 shared positions
$DOV$VLTO$SOLV
$445M
115 positions
#24Asempa Wealth AdvisorsPassive
Notable overlap · 5 shared positions
$LEN$UNIT$KKR$SE$NTRB
$115M
115 positions
#25Zhang Financial LLCActive
Notable overlap · 5 shared positions
$DOV$UNIT$KKR$NTRB$MU
$2.9B
367 positions

Compare Merited Wealth,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Merited Wealth,’s holdings

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.