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Hedge Funds Similar to MERIDIAN

13F Portfolio OverlapQ2 2026MERIDIAN portfolio →
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Most similar hedge funds by 13F overlap

MERIDIAN MANAGEMENT CO is an institutional investor managing $446M across 84 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 MERIDIAN are CARDEROCK, DB Fitzpatrick, Washington Advisors, with shared positions in $FTNT, $PWR, $TMO, $CDNS, $ISRG, $SPGI. The full ranking of 25 similar funds is below.

#1CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$FTNT$PWR$TMO$CDNS$ISRG$SPGI
$435M
70 positions
#2DB Fitzpatrick & Co, IncActive
Notable overlap · 6 shared positions
$TMO$DE$PWR$FTNT$CRM$SNPS
$121M
100 positions
#3Washington Trust Advisors, Inc.Passive
Notable overlap · 8 shared positions
$DE$PWR$IQV$RMD$SPGI$ASML
$1.4B
700 positions
#4MCRAE CAPITAL MANAGEMENT INCPassive
Notable overlap · 4 shared positions
$KEYS$TMO$PWR$CRM
$540M
113 positions
#5Iyo Bank, Ltd.Active
Notable overlap · 6 shared positions
$KEYS$TMO$DE$FTNT$PWR$ISRG
$329M
32 positions
#6Longview Partners (Guernsey) LTDActive
Notable overlap · 4 shared positions
$TMO$CRM$IQV$SPGI
$6.2B
23 positions
#7Ravenstone Capital Management Inc.Active
Notable overlap · 6 shared positions
$FTNT$TMO$ISRG$SPGI$CRWD$PWR
$244M
54 positions
#82Xideas AGActive
Notable overlap · 6 shared positions
$FTNT$IQV$RMD$KEYS$ICE$ISRG
$232M
48 positions
#9Gibraltar Capital Management, Inc.Active
Notable overlap · 6 shared positions
$CRM$CPAY$TMO$ASML$UBER$BMY
$664M
130 positions
#10WEYBOSSET RESEARCH & MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$DE$KEYS$ISRG
$347M
32 positions
#11Mendel Money ManagementPassive
Notable overlap · 5 shared positions
$TMO$PWR$KEYS$DE$UBER
$273M
127 positions
#12Kessler Investment Group, LLCPassive
Notable overlap · 3 shared positions
$GNRC$CRM$CRWD
$207M
82 positions
#13Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 3 shared positions
$GNRC$DE$UBER
$1.1B
34 positions
#14Eldred Rock Partners, LLCActive
Notable overlap · 4 shared positions
$DE$TMO$ASML$NVO
$451M
29 positions
#15Redwood Grove Capital, LLCActive
Notable overlap · 3 shared positions
$GNRC$TMO$IQV
$395M
25 positions
#16Evergreen Private Wealth LLCPassive
Notable overlap · 3 shared positions
$FTNT$TMO$ULTA
$270M
89 positions
#17Dash Acquisitions Inc.Active
Notable overlap · 4 shared positions
$CRM$TMO$SPGI$ICE
$494M
72 positions
#18Heron Bay Capital ManagementPassive
Notable overlap · 4 shared positions
$CPAY$ULTA$SPGI$CRM
$1.1B
97 positions
#19Cohen Capital Management, Inc.Active
Notable overlap · 5 shared positions
$TMO$DE$CSX$SNPS$CARR
$717M
154 positions
#20Altrafin AGActive
Notable overlap · 6 shared positions
$FTNT$SPGI$CRWD$ICE$NVO$UBER
$255M
44 positions
#21Fulcrum Capital LLCActive
Notable overlap · 5 shared positions
$FTNT$SPGI$ULTA$TMO$UBER
$525M
101 positions
#22LYELL WEALTH MANAGEMENT, LPPassive
Notable overlap · 7 shared positions
$PWR$CDNS$TMO$ASML$ISRG$DE
$1.6B
232 positions
#23MIROVAActive
Notable overlap · 7 shared positions
$CDNS$PWR$CRWD$ISRG$TMO$SNPS
$2.7B
185 positions
#24Baer Investment Advisory LLCActive
Notable overlap · 3 shared positions
$DE$TMO$CDNS
$126M
65 positions
#25Employees Provident Fund BoardActive
Notable overlap · 8 shared positions
$PWR$CRWD$ISRG$CRM$UBER$SNPS
$17.4B
68 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.