How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to MeadowBrook Investment Advisors

13F Portfolio OverlapQ2 2026MeadowBrook Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

MeadowBrook Investment Advisors LLC is an institutional investor managing $126M across 196 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 Investment Advisors are TANDEM, SCHAPER BENZ & WISE INVESTMENT COUNSEL, Ramsay, Stattman, Vela & Price, with shared positions in $MRVL, $SYK, $BA, $ETN, $CVS, $LHX. The full ranking of 25 similar funds is below.

#1TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 7 shared positions

$MRVL $SYK $BA $ETN $CVS $LHX

$238M

118 positions

#2SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 7 shared positions

$WFC $LIN $AXP $SYK $ADP $SBUX

$1.5B

160 positions

#3Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 8 shared positions

$LIN $ADP $SYK $TMO $SBUX $DIS

$562M

84 positions

#4InvesTrustPassive

Notable overlap · 9 shared positions

$WFC $ADP $SBUX $CVS $AXP $DIS

$260M

95 positions

#5Henshaw Capital LLCActive

Notable overlap · 7 shared positions

$MRVL $ADP $TMO $BLK $AXP $DOV

$3.1B

160 positions

#6FRANKLIN STREET ADVISORS INC /NCActive

Notable overlap · 8 shared positions

$TMO $AXP $LIN $BLK $ETN $BA

$1.8B

176 positions

#7L. Roy Papp & Associates, LLPPassive

Notable overlap · 6 shared positions

$MRVL $SYK $TMO $BLK $LIN $PEP

$951M

193 positions

#8GRAYBILL WEALTH MANAGEMENT, LTD.

Notable overlap · 8 shared positions

$ADP $TMO $BA $BLK $SBUX $DIS

$372M

82 positions

#9Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$WFC $LIN $ADP $SYK $DIS $BA

$1.0B

765 positions

#10Reliant Investment Management, LLCPassive

Notable overlap · 6 shared positions

$LIN $AXP $SYK $TMO $ETN $LHX

$281M

55 positions

#11WINSLOW ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$AXP $LIN $BA $WFC $ETN $DIS

$575M

82 positions

#12Strategic Wealth Investment Group, LLCPassive

Notable overlap · 7 shared positions

$LIN $TMO $AXP $BA $PEP $ETN

$825M

104 positions

#13Van Cleef Asset Management,IncActive

Notable overlap · 9 shared positions

$LIN $AXP $SYK $DIS $PEP $DOV

$981M

119 positions

#14Kimelman & Baird, LLCActive

Notable overlap · 5 shared positions

$MRVL $DOV $BA $LIN $UBER

$1.3B

261 positions

#15Sky Investment Group LLCPassive

Notable overlap · 7 shared positions

$LIN $AXP $TMO $SYK $ADP $PEP

$637M

146 positions

#16MCDANIEL TERRY & COActive

Notable overlap · 7 shared positions

$DOV $ADP $SYK $TMO $ETN $ITW

$1.3B

81 positions

#17M. Kraus & CoPassive

Notable overlap · 8 shared positions

$LIN $TMO $ETN $LHX $PEP $MCHP

$377M

86 positions

#18WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 8 shared positions

$LIN $BLK $TMO $CVS $DIS $PEP

$1.3B

73 positions

#19HARBOUR INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$SYK $ADP $BLK $SBUX $LHX $KMB

$194M

108 positions

#20COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$LIN $ADP $SYK $TMO $BA $ITW

$1.7B

91 positions

#21LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Notable overlap · 7 shared positions

$ADP $LIN $BLK $SYK $BA $SBUX

$152M

84 positions

#22ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$AXP $ADP $SYK $TMO $DIS $PEP

$1.9B

88 positions

#23SECURITY NATIONAL BANK OF SO DAK

Notable overlap · 6 shared positions

$LIN $DOV $TMO $ADP $PEP $ITW

$207M

119 positions

#24DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$SYK $TMO $BA $ETN $DOV $SBUX

$124M

100 positions

#25GREAT LAKES ADVISORS, LLCPassive

Notable overlap · 7 shared positions

$LIN $WFC $BLK $BA $TMO $DIS

$13.1B

825 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.