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Hedge Funds Similar to Meadowbrook Advisors Group

13F Portfolio OverlapQ2 2026Meadowbrook Advisors Group portfolio →
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Most similar hedge funds by 13F overlap

Meadowbrook Advisors Group, LLC is an institutional investor managing $187M across 169 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 Meadowbrook Advisors Group are MARSHFIELD ASSOCIATES, Kinsale Group, BankPlus Department, with shared positions in $PGR, $AZO, $ORLY, $TJX, $ACGL, $EXPD. The full ranking of 25 similar funds is below.

#1MARSHFIELD ASSOCIATESActive
Notable overlap · 7 shared positions
$PGR$AZO$ORLY$TJX$ACGL$EXPD
$4.3B
17 positions
#2Kinsale Capital Group, Inc.Active
Some overlap · 5 shared positions
$PGR$AZO$TXN$ACGL$AMGN
$754M
41 positions
#3BankPlus Trust DepartmentActive
Some overlap · 6 shared positions
$PGR$TXN$TJX$AMGN$MS$NEE
$428M
470 positions
#4BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$TXN$GD$TJX$AMGN$APD$ADI
$346M
113 positions
#5Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$TXN$GD$NEE$AMGN$APD$ADI
$631M
271 positions
#6Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$TXN$NEE$TJX$AMGN$APD$ADI
$170M
61 positions
#7NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$PGR$MS$ORLY$TJX$ACGL
$82M
37 positions
#8EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$TXN$MS$GD$NEE$AMGN
$1.3B
58 positions
#9Wilkinson Global Asset Management LLCActive
Some overlap · 5 shared positions
$PGR$TXN$TJX$AMGN$ADI
$1.3B
62 positions
#10ROCKLAND TRUST COPassive
Some overlap · 6 shared positions
$TXN$NEE$TJX$APD$MS$NKE
$2.5B
317 positions
#11Chesapeake Wealth ManagementPassive
Some overlap · 6 shared positions
$MS$TXN$NEE$TJX$AMGN$GD
$357M
168 positions
#12Somerset Trust CoPassive
Some overlap · 6 shared positions
$GD$NEE$MS$AMGN$APD$ADI
$354M
186 positions
#13MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$TXN$MS$NEE$AMGN$NKE
$1.2B
106 positions
#14JLB & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$PGR$ORLY$TJX$AMGN$EXPD
$748M
68 positions
#15BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TXN$MS$NEE$TJX$NKE
$499M
73 positions
#16Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$TXN$GD$NEE$AMGN$ADI
$170M
111 positions
#17MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$TXN$GD$NEE$AMGN$APD
$272M
149 positions
#18Randall & Associates Wealth ManagementActive
Some overlap · 5 shared positions
$TXN$GD$NEE$ADI$NKE
$162M
52 positions
#19First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 4 shared positions
$PGR$TXN$ORLY$TJX
$499M
126 positions
#20MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TXN$GD$NEE$AMGN$ADI
$857M
166 positions
#21Union Heritage Capital, LLCPassive
Some overlap · 5 shared positions
$MS$ORLY$AMGN$TJX$EXPD
$295M
65 positions
#22GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 5 shared positions
$TXN$NEE$MS$AMGN$TJX
$1.0B
284 positions
#23Empire Life Investments Inc.Active
Some overlap · 4 shared positions
$AZO$TXN$PGR$TJX
$1.8B
113 positions
#24ARGENT CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$PGR$ORLY$NEE$AMGN$TXN
$3.2B
168 positions
#25LOM Asset Management LtdPassive
Some overlap · 6 shared positions
$MS$TJX$ADI$NEE$GD$ORLY
$387M
279 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.