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Hedge Funds Similar to MEEDER ASSET

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

MEEDER ASSET MANAGEMENT INC is an institutional investor managing $1.7B across 890 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 MEEDER ASSET are EDGAR LOMAX /VA, Genus, Weaver C. Barksdale & Associates,, with shared positions in $GD, $AMGN, $GILD, $TXN, $LMT, $FDX. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$GD$AMGN$GILD$TXN$LMT$FDX
$1.4B
56 positions
#2Genus Capital Management Inc.Passive
Some overlap · 6 shared positions
$AMGN$__PARK_1390777$GILD$MU$TXN$GEV
$873M
189 positions
#3Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$GD$AMGN$GILD$LMT$AMP
$105M
62 positions
#4FCG Investment CoPassive
Some overlap · 7 shared positions
$GILD$MU$__PARK_1390777$AMAT$NOC$LMT
$228M
100 positions
#5RETIREMENT GUYS FORMULA LLCPassive
Some overlap · 6 shared positions
$GD$GILD$TJX$GEV$AMAT$NEM
$217M
154 positions
#6Insight Inv LLCPassive
Some overlap · 5 shared positions
$GD$AMGN$TJX$AMAT$ALL
$183M
104 positions
#7Kesler, Norman & Wride, LLCPassive
Some overlap · 5 shared positions
$GD$AMGN$JKHY$TXN$LMT
$581M
245 positions
#8MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$AMGN$__PARK_1390777$TXN$AMAT$LMT$FDX
$1.1B
105 positions
#9IAM Advisory, LLCActive
Some overlap · 7 shared positions
$AMGN$TXN$NOC$GEV$LMT$GILD
$446M
95 positions
#10Dorato Capital ManagementPassive
Some overlap · 5 shared positions
$GD$AMGN$NOC$AMAT$TXN
$135M
254 positions
#11UNITED BANKActive
Some overlap · 5 shared positions
$GD$AMGN$GILD$TXN$LMT
$781M
121 positions
#12PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 6 shared positions
$AMGN$TJX$MU$TXN$FDX$UAL
$127.0B
320 positions
#13Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$GD$AMGN$TJX$AMAT$FDX
$587M
122 positions
#14Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$GD$AMGN$TXN$LMT
$245M
98 positions
#15Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$__PARK_1390777$TJX$SPG$LMT
$272M
95 positions
#16Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$AMGN$__PARK_1390777$TJX$SPG$LMT
$353M
78 positions
#17Harvest Investment Advisors, LLC
Some overlap · 5 shared positions
$GD$AMGN$GILD$LMT$ALL
$176M
57 positions
#18Commonwealth Retirement Investments LLCPassive
Some overlap · 6 shared positions
$AMGN$TJX$AMAT$LMT$ALL$NEM
$323M
122 positions
#19AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 6 shared positions
$GILD$__PARK_1390777$MU$SPG$NEM$TPR
$160M
137 positions
#20Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$GD$AMGN$AMAT$LMT
$184M
32 positions
#21Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$__PARK_1390777$AMGN$TJX$NOC$GEV
$247M
66 positions
#22Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$AMGN$GILD$TJX$LMT$AMP
$200M
53 positions
#23BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$AMGN$__PARK_1390777$MU$LMT$ALL
$380M
98 positions
#24Donoghue Forlines LLCPassive
Some overlap · 6 shared positions
$GILD$MU$AMAT$SPG$LMT$FDX
$361M
118 positions
#25ICW Investment Advisors LLCPassive
Some overlap · 5 shared positions
$AMGN$GD$TJX$NOC$LMT
$277M
147 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.