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Hedge Funds Similar to MERIDIAN

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

MERIDIAN MANAGEMENT CO is an institutional investor managing $402M across 81 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 MERIDIAN are Marion Wealth, Davidson, Arista Wealth ,, with shared positions in $USB, $CRM, $PWR, $DE, $KO, $FTNT. The full ranking of 25 similar funds is below.

#1Marion Wealth ManagementPassive
Notable overlap · 5 shared positions
$USB$CRM$PWR$DE$KO
$451M
146 positions
#2Davidson Capital Management Inc.Active
Notable overlap · 4 shared positions
$USB$PWR$FTNT$GEV
$552M
93 positions
#3Arista Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$USB$RL$KO$CSX$ADBE
$822M
253 positions
#4POWER WEALTH MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$USB$CRM$ICE$DE
$269M
96 positions
#5CULTIVAR CAPITAL, INC.Smart money
Notable overlap · 6 shared positions
$USB$KO$IBM$GE$GEV$DE
$156M
46 positions
#6Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 3 shared positions
$USB$TMO$IBM
$153M
344 positions
#7Essex LLCActive
Notable overlap · 5 shared positions
$USB$DE$IBM$GE$GEV
$566M
175 positions
#8Piedmont Capital Management, LLCActive
Notable overlap · 3 shared positions
$USB$KO$IBM
$197M
50 positions
#9Aspen Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$USB$KEYS$DE
$404M
77 positions
#10Powers Advisory Group, LLCActive
Notable overlap · 3 shared positions
$USB$DE$KO
$284M
125 positions
#11KEYVANTAGE WEALTH, LLCActive
Notable overlap · 3 shared positions
$USB$IBM$GEV
$227M
92 positions
#12Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$IBM$GEV
$149M
70 positions
#13Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$USB$GE$GEV
$2.1B
152 positions
#14Newton One Investments LLCActive
Notable overlap · 3 shared positions
$USB$DE$IBM
$368M
121 positions
#15Passumpsic Savings Bank
Notable overlap · 4 shared positions
$USB$RMD$GE$GEV
$183M
90 positions
#16Summit Asset Management, LLCActive
Notable overlap · 4 shared positions
$USB$DE$KO$IBM
$719M
172 positions
#17Evergreen Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$GE$GEV
$426M
168 positions
#18KEYSTONE INVESTORS PTE LTD
Notable overlap · 4 shared positions
$USB$IQV$ULTA$PWR
$1.1B
77 positions
#19REIK & CO., LLCActive
Notable overlap · 3 shared positions
$USB$KO$IBM
$363M
56 positions
#20Strategic Wealth Investment Group, LLCPassive
Notable overlap · 4 shared positions
$USB$TMO$CRM$IBM
$788M
94 positions
#21David R. Rahn & Associates Inc.Passive
Notable overlap · 3 shared positions
$USB$ULTA$GEV
$354M
122 positions
#22CAPE COD FIVE CENTS SAVINGS BANK
Notable overlap · 4 shared positions
$USB$ADBE$RMD$INTU
$1.1B
189 positions
#23DB Fitzpatrick & Co, IncActive
Some overlap · 7 shared positions
$TMO$PWR$CRM$DE$FTNT$INTU
$117M
106 positions
#24GDS Wealth ManagementActive
Some overlap · 4 shared positions
$USB$IQV$CRM$GEV
$1.7B
200 positions
#25Drum Hill Capital, LLCActive
Some overlap · 6 shared positions
$USB$IBM$GE$TMO$GEV$KO
$109M
46 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.