13F Pro

Hedge Funds Similar to FIRST MERCHANTS

13F Portfolio OverlapQ1 2026FIRST MERCHANTS portfolio →
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Most similar hedge funds by 13F overlap

FIRST MERCHANTS CORP is an institutional investor managing $2.8B across 361 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 FIRST MERCHANTS are Greystone Financial Group,, Vertrix Wealth ,, FINANCIAL ADVISORY PARTNERS,, with shared positions in $SBUX, $SNOW, $MS, $TJX, $LOW, $HON. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive
Notable overlap · 7 shared positions
$SBUX$SNOW$MS$TJX$LOW$HON
$353M
78 positions
#2Vertrix Wealth Management, LLCPassive
Some overlap · 7 shared positions
$SNOW$MS$SBUX$TJX$LOW$HON
$272M
95 positions
#3FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 6 shared positions
$MAR$MS$SYK$LOW$CB$SCHW
$354M
66 positions
#4Bank of New HampshirePassive
Some overlap · 7 shared positions
$MAR$SYK$TJX$AMN$LOW$ORLY
$437M
542 positions
#5NZS Capital, LLCActive
Some overlap · 5 shared positions
$APH$SNOW$LRCX$SYK$LIN
$3.0B
58 positions
#6NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$MAR$MS$TJX$CB$SYK$ORLY
$94M
39 positions
#7Harrington Investments, INCPassive
Some overlap · 5 shared positions
$SBUX$SNOW$SYK$TJX$SCHW
$190M
84 positions
#8TRITONPOINT WEALTH, LLCPassive
Some overlap · 6 shared positions
$LRCX$SNOW$TJX$CB$SBUX$MAR
$934M
268 positions
#9AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$MAR$SYK$TJX$LOW$SCHW
$445M
77 positions
#10Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$MS$SYK$TJX$CB$HON$LIN
$446M
104 positions
#11Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 5 shared positions
$MAR$SNOW$MS$SCHW$MDY
$257M
109 positions
#12ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$SNOW$AMN$MS$SYK$SCHW
$197M
204 positions
#13BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$SYK$TJX$LOW$SBUX$CB$APH
$321M
110 positions
#14RENAISSANCE GROUP LLCPassive
Some overlap · 5 shared positions
$APH$LRCX$TJX$LOW$SCHW
$2.4B
234 positions
#15Lantern Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$AMN$SNOW$MS$TJX$SCHW
$195M
174 positions
#16Union Heritage Capital, LLCPassive
Some overlap · 5 shared positions
$APH$MS$SYK$TJX$ORLY
$269M
62 positions
#17CONNORS INVESTOR SERVICES INCActive
Some overlap · 6 shared positions
$MS$TJX$LOW$CB$SCHW$LIN
$1.1B
149 positions
#18Hixon Zuercher, LLCPassive
Some overlap · 6 shared positions
$SYK$APH$LOW$SBUX$SCHW$HON
$321M
85 positions
#19Lincoln Capital LLCActive
Some overlap · 6 shared positions
$MAR$SBUX$SCHW$LIN$CB$APH
$528M
135 positions
#20CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$APH$LRCX$SYK$LIN$ORLY
$405M
73 positions
#21Nippon Life Global Investors Americas, Inc.Active
Some overlap · 5 shared positions
$APH$LRCX$SNOW$LIN$ORLY
$2.2B
106 positions
#22WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$SNOW$SYK$LRCX$TJX$HON
$225M
71 positions
#23Capital Advisors Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MAR$SNOW$AMN$SCHW
$745M
219 positions
#24ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$APH$SYK$TJX$CB$HON
$1.7B
86 positions
#25Norway Savings BankPassive
Some overlap · 5 shared positions
$APH$MS$LOW$TJX$HON
$211M
103 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.