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Hedge Funds Similar to MERCER GLOBAL ADVISORS

13F Portfolio OverlapQ2 2026MERCER GLOBAL ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

MERCER GLOBAL ADVISORS INC /ADV is an institutional investor managing $80.9B across 3,655 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 MERCER GLOBAL ADVISORS are Harfst & Associates, Baker Avenue Asset, Herold Advisors, with shared positions in $KLAC, $APH, $RJF, $GLW, $QCOM. The full ranking of 25 similar funds is below.

#1Harfst & Associates, Inc.Active
Slight overlap · 4 shared positions
$KLAC$APH$RJF$GLW
$643M
124 positions
#2Baker Avenue Asset Management, LPPassive
Slight overlap · 4 shared positions
$KLAC$APH$QCOM$GLW
$5.3B
818 positions
#3Herold Advisors, Inc.Passive
Slight overlap · 4 shared positions
$KLAC$APH$QCOM$GLW
$506M
273 positions
#4CYPRESS ASSET MANAGEMENT INC/TXActive
Slight overlap · 3 shared positions
$KLAC$APH$QCOM
$514M
107 positions
#5Guinness Atkinson Asset Management IncPassive
Slight overlap · 3 shared positions
$KLAC$APH$QCOM
$223M
107 positions
#6Seascape Capital ManagementPassive
Slight overlap · 3 shared positions
$KLAC$APH$QCOM
$417M
96 positions
#7Crestwood Advisors Group, LLCPassive
Slight overlap · 3 shared positions
$KLAC$APH$QCOM
$6.7B
880 positions
#8NISSAY ASSET MANAGEMENT CORP /JAPANActive
Slight overlap · 3 shared positions
$KLAC$APH$QCOM
$23.7B
687 positions
#9OAK ASSOCIATES LTD /OH/Active
Slight overlap · 3 shared positions
$KLAC$APH$QCOM
$1.8B
139 positions
#10Essential Investment Partners LLCPassive
Slight overlap · 3 shared positions
$KLAC$APH$QCOM
$125M
312 positions
#11Ascent Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$KLAC$APH$QCOM
$1.0B
200 positions
#12NLB Skladi, upravljanje premozenja, d.o.o.Passive
Slight overlap · 3 shared positions
$KLAC$APH$QCOM
$2.6B
358 positions
#13SAWGRASS ASSET MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$KLAC$APH$QCOM
$757M
193 positions
#14Clarendon Private LLCPassive
Slight overlap · 3 shared positions
$KLAC$APH$QCOM
$156M
124 positions
#15HOWE & RUSLING INCPassive
Slight overlap · 3 shared positions
$KLAC$APH$QCOM
$1.7B
479 positions
#16Railway Pension Investments LtdActive
Slight overlap · 3 shared positions
$KLAC$APH$QCOM
$8.0B
102 positions
#17Siemens Fonds Invest GmbHActive
Slight overlap · 3 shared positions
$KLAC$APH$QCOM
$2.0B
538 positions
#18Crew Capital Management, Ltd.Passive
Slight overlap · 3 shared positions
$KLAC$APH$QCOM
$183M
112 positions
#19Cornerstone Advisors, LLCActive
Slight overlap · 3 shared positions
$KLAC$APH$GLW
$3.0B
112 positions
#20WELLINGTON MANAGEMENT GROUP LLPPassive
Slight overlap · 3 shared positions
$KLAC$APH$GLW
$580.2B
1,921 positions
#21Progressive Investment Management CorpActive
Slight overlap · 3 shared positions
$KLAC$APH$GLW
$454M
56 positions
#22Penobscot Investment Management Company, Inc.Passive
Slight overlap · 3 shared positions
$KLAC$APH$GLW
$1.5B
315 positions
#23Telligent Fund, LPActive
Slight overlap · 3 shared positions
$KLAC$APH$GLW
$136M
23 positions
#24Community Financial Services Group, LLCPassive
Slight overlap · 3 shared positions
$KLAC$APH$GLW
$686M
532 positions
#25BDF-GESTIONActive
Slight overlap · 3 shared positions
$KLAC$APH$GLW
$747M
143 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.