13F Pro

Hedge Funds Similar to Meridian Financial Advisors

13F Portfolio OverlapQ2 2026Meridian Financial Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Meridian Financial Advisors, LLC is an institutional investor managing $208M across 146 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 Meridian Financial Advisors are ADIRONDACK, STAR Financial Bank, Vertrix Wealth, with shared positions in $MDY, $WM, $LMT, $MCD, $MS, $NEE. The full ranking of 25 similar funds is below.

#1ADIRONDACK TRUST COPassive
Some overlap · 6 shared positions
$MDY$WM$LMT$MCD$MS$NEE
$336M
558 positions
#2STAR Financial BankActive
Some overlap · 6 shared positions
$MDY$WM$LMT$SO$MCD$MS
$245M
109 positions
#3Vertrix Wealth Management, LLCPassive
Some overlap · 7 shared positions
$CRWD$WM$CVS$LMT$MCD$MS
$297M
103 positions
#4PITTENGER & ANDERSON INCPassive
Some overlap · 5 shared positions
$MDY$CRWD$WM$MS$CB
$2.8B
507 positions
#5G&S Capital LLCPassive
Some overlap · 4 shared positions
$MDY$WM$MCD$AEP
$345M
155 positions
#6TKG Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$WM$MCD$AEP
$288M
94 positions
#7Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 4 shared positions
$MDY$WM$SO$DUK
$246M
140 positions
#8Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 7 shared positions
$CRWD$CVS$SO$MCD$D$MS
$703M
160 positions
#9Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$CRWD$CB
$1.1B
154 positions
#10Ascent Wealth Partners, LLCActive
Some overlap · 3 shared positions
$MDY$WM$SYK
$1.0B
200 positions
#11Crescent Sterling, Ltd.Passive
Some overlap · 4 shared positions
$MDY$LMT$DUK$CB
$112M
85 positions
#12Trifecta Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$CRWD$LMT$MS
$776M
493 positions
#13Fiduciary Wealth Partners, LLCSmart money
Some overlap · 4 shared positions
$MDY$WM$SO$MS
$182M
69 positions
#14TI-TRUST, INCPassive
Some overlap · 4 shared positions
$MDY$SO$NEE$DUK
$186M
132 positions
#15LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$CRWD$WM$LMT$SO$AEP$DUK
$213M
124 positions
#16Corsicana & Co.Passive
Some overlap · 4 shared positions
$MDY$SYK$NEE$DUK
$206M
309 positions
#17Paulson Wealth Management Inc.Active
Some overlap · 4 shared positions
$MDY$MCD$LMT$USB
$471M
146 positions
#18Henderson Brothers Financial Partners, LLCActive
Some overlap · 4 shared positions
$MDY$WM$LMT$NEE
$211M
77 positions
#19Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$CRWD$WM$LMT$MCD$MS$DUK
$358M
74 positions
#20Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$MDY$LMT$SO$MCD$USB$DUK
$398M
113 positions
#21Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MDY$D$NEE$CB
$130M
76 positions
#22Paladin Advisory Group, LLCPassive
Some overlap · 4 shared positions
$MDY$USB$MS$CB
$151M
243 positions
#23St. Johns Investment Management Company, LLCPassive
Some overlap · 5 shared positions
$MDY$CVS$SYK$MCD$NEE
$264M
201 positions
#24Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$MDY$CVS$SYK$MCD
$309M
142 positions
#25LCM Capital Management IncActive
Some overlap · 3 shared positions
$MDY$LMT$MCD
$230M
129 positions

Compare Meridian Financial Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Meridian Financial Advisors’s holdings

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.