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Hedge Funds Similar to Meadow Creek Wealth Advisors

13F Portfolio OverlapQ2 2026Meadow Creek Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Meadow Creek Wealth Advisors LLC is an institutional investor managing $164M across 139 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 Meadow Creek Wealth Advisors are Clear Trail Advisors, Phoenix Wealth Advisors, BEESE FULMER INVESTMENT, with shared positions in $ETN, $CB, $MSI, $MCD, $MPC, $UNP. The full ranking of 25 similar funds is below.

#1Clear Trail Advisors, LLCPassive
Some overlap · 7 shared positions
$ETN$CB$MSI$MCD$MPC$UNP
$655M
161 positions
#2Phoenix Wealth AdvisorsActive
Some overlap · 7 shared positions
$ETN$CB$MSI$MPC$UNP$ADI
$297M
129 positions
#3BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$ETN$CB$KLAC$MCD$UNP$TDG
$1.7B
401 positions
#4Tulsa Wealth Advisors, INCActive
Some overlap · 6 shared positions
$ETN$CB$MSI$MPC$UNP$ADI
$710M
166 positions
#5Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 6 shared positions
$ETN$CB$MSI$MPC$UNP$ADI
$251M
74 positions
#6HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 6 shared positions
$ETN$CB$MSI$MPC$UNP$ADI
$461M
144 positions
#7Winthrop Partners - WNY, LLCPassive
Some overlap · 6 shared positions
$ETN$CB$MSI$MPC$UNP$ADI
$202M
87 positions
#8CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 6 shared positions
$ETN$CB$MSI$MPC$UNP$ADI
$1.0B
300 positions
#9Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 6 shared positions
$ETN$CB$MSI$MPC$UNP$ADI
$378M
205 positions
#10Scissortail Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ETN$CB$MSI$MPC$UNP$ADI
$520M
106 positions
#11Wealth Intelligence, LLCActive
Some overlap · 6 shared positions
$ETN$CB$MSI$MPC$UNP$ADI
$215M
59 positions
#12TMB Capital Partners, LLCPassive
Some overlap · 6 shared positions
$ETN$CB$MSI$MPC$UNP$ADI
$321M
177 positions
#13EASTERN BANKPassive
Some overlap · 6 shared positions
$ETN$KLAC$MCD$UNP$ADI$EMR
$6.5B
1,038 positions
#14Peterson Wealth ServicesPassive
Some overlap · 6 shared positions
$ETN$CB$MSI$MPC$UNP$ADI
$459M
245 positions
#15CrossGen Wealth, LLCPassive
Some overlap · 5 shared positions
$ETN$CB$MSI$MPC$UNP
$129M
214 positions
#16SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 6 shared positions
$IAU$ETN$MSI$MPC$ADI$CB
$222M
100 positions
#17QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$ETN$IAU$KLAC$UNP$TDG
$856M
115 positions
#18Heritage Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$CB$ETN$KLAC$MCD$ADI
$401M
272 positions
#19Stonebrook Private Inc.Passive
Some overlap · 6 shared positions
$ETN$MCD$MSI$MPC$ADI$CB
$548M
271 positions
#20Harbour Wealth Management Group, Inc.Active
Some overlap · 5 shared positions
$ETN$IAU$MSI$MPC$ADI
$148M
89 positions
#21LightSquare Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ETN$CB$MPC$UNP$ADI
$145M
104 positions
#22Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$KLAC$MCD$MPC$UNP$ADI$EMR
$398M
113 positions
#23CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$ETN$KLAC$MSI$ADI$EMR
$1.3B
99 positions
#24Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$ETN$KLAC$MCD$ADI$EMR
$686M
532 positions
#25NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ETN$CB$UNP$ADI$EMR
$381M
144 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.