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Hedge Funds Similar to MERITAGE PORTFOLIO

13F Portfolio OverlapQ4 2025MERITAGE PORTFOLIO portfolio →
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Most similar hedge funds by 13F overlap

MERITAGE PORTFOLIO MANAGEMENT is an institutional investor managing $1.5B across 322 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MERITAGE PORTFOLIO are Promethos ,, Limestone Investment Advisors, Gibraltar ,, with shared positions in $HSBC, $KLAC, $ASML, $AME, $WSM, $BKNG. The full ranking of 25 similar funds is below.

#1Promethos Capital, LLCActive
Some overlap · 6 shared positions
$HSBC$KLAC$ASML$AME$WSM$BKNG
$372M
46 positions
#2Limestone Investment Advisors LPActive
Some overlap · 5 shared positions
$HSBC$BABA$ASML$WFC$UBER
$1.2B
399 positions
#3Gibraltar Capital Management, Inc.Active
Some overlap · 5 shared positions
$KLAC$BKNG$ASML$WFC$PYPL
$581M
125 positions
#4ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 6 shared positions
$KLAC$ASML$TWLO$CDNS$UBER$ETR
$59.5B
102 positions
#5Trivant Custom Portfolio Group, LLCPassive
Some overlap · 6 shared positions
$ASML$AME$BKNG$WSM$LNG$UBER
$182M
82 positions
#6Decatur Capital Management, Inc.Active
Some overlap · 5 shared positions
$KLAC$BKNG$AME$VRTX$CDNS
$219M
33 positions
#7DCF Advisers, LLCActive
Some overlap · 5 shared positions
$BABA$REGN$BIDU$VRTX$UBER
$375M
86 positions
#8Maytus Capital Management, LLCPassive
Some overlap · 4 shared positions
$BABA$BKNG$ASML$BIDU
$562M
62 positions
#9Distillate Capital Partners LLCPassive
Some overlap · 5 shared positions
$BKNG$REGN$CTSH$PYPL$UBER
$1.9B
118 positions
#10Boomfish Wealth Group, LLCPassive
Some overlap · 4 shared positions
$KLAC$BKNG$ASML$VRTX
$187M
87 positions
#11Eos Management, L.P.Active
Some overlap · 5 shared positions
$BABA$BKNG$ORLY$UBER$CDNS
$233M
41 positions
#12Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$KLAC$BKNG$ASML$UBER
$172M
76 positions
#13GLR Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$REGN$ORLY$VRTX
$183M
100 positions
#14Winslow Capital Management, LLCActive
Some overlap · 4 shared positions
$BKNG$ASML$KLAC$ORLY
$25.6B
60 positions
#15Tamar Securities, LLCActive
Some overlap · 4 shared positions
$BABA$REGN$ASML$CDNS
$934M
91 positions
#16SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ASML$BKNG$WFC$TWLO$UBER
$229M
137 positions
#17Appaloosa LPActive
Some overlap · 4 shared positions
$BABA$ASML$BIDU$UBER
$5.9B
31 positions
#18TCW GROUP INCActive
Some overlap · 5 shared positions
$ASML$ORLY$AME$CDNS$ETR
$13.3B
629 positions
#19Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$KLAC$BKNG$VRTX$CDNS
$2.0B
162 positions
#20KP Management LLCPassive
Some overlap · 4 shared positions
$KLAC$ASML$ORLY$CDNS
$409M
83 positions
#21Union Heritage Capital, LLCPassive
Some overlap · 4 shared positions
$KLAC$AME$ORLY$WFC
$269M
62 positions
#22LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$KLAC$ORLY$REGN$VRTX
$174M
65 positions
#23CONTRARIAN CAPITAL MANAGEMENT, L.L.C.Smart money
Some overlap · 3 shared positions
$HSBC$BABA$BIDU
$357M
21 positions
#24Bowie Capital Management, LLCActive
Some overlap · 5 shared positions
$BKNG$ASML$ORLY$MCO$WFC
$2.7B
36 positions
#25Local Pensions Partnership Investment LtdActive
Some overlap · 4 shared positions
$KLAC$BKNG$MCO$CDNS
$4.6B
32 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.