13F Pro

Hedge Funds Similar to Meridian Financial Partners

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

Most similar hedge funds by 13F overlap

Meridian Financial Partners LLC is an institutional investor managing $293M across 119 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 Partners are NORTHLAND SECURITIES, Stack Financial, BOSTON RESEARCH, with shared positions in $LAZ, $COF, $USB, $NEE, $DUK, $LHX. The full ranking of 25 similar funds is below.

#1NORTHLAND SECURITIES, INC.Active
Notable overlap · 3 shared positions
$LAZ$COF$USB
$172M
117 positions
#2Stack Financial Management, IncActive
Some overlap · 7 shared positions
$NEE$DUK$LHX$UNP$LH$PWR
$1.3B
54 positions
#3BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 6 shared positions
$NEE$DUK$USB$LH$VZ$LIN
$453M
121 positions
#4SevenBridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$CRWD$UNP$DUK$PWR$LIN$NEE
$680M
212 positions
#5SFE Investment CounselPassive
Some overlap · 6 shared positions
$NEE$USB$LH$LHX$PWR$DHR
$742M
152 positions
#6Future Financial Wealth Managment LLCPassive
Some overlap · 4 shared positions
$LAZ$DUK$VZ$USB
$160M
132 positions
#7Employees Provident Fund BoardActive
Some overlap · 4 shared positions
$CRWD$NEE$LIN$PWR
$17.4B
68 positions
#8Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$CRWD$NEE$UNP$DHR
$508M
84 positions
#9Reliant Investment Management, LLCPassive
Some overlap · 4 shared positions
$CRWD$LHX$LIN$PWR
$281M
55 positions
#10CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$NEE$DUK$LHX$LIN$PWR
$767M
184 positions
#11Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$NEE$CRWD$DUK$LIN$DHR
$825M
104 positions
#12FAIRFIELD, BUSH & CO.Passive
Some overlap · 5 shared positions
$CRWD$LH$GNRC$UNP$LHX
$203M
126 positions
#13TOMPKINS FINANCIAL CORPPassive
Some overlap · 3 shared positions
$LAZ$DUK$DHR
$1.4B
548 positions
#14Wilian Securities, LLCPassive
Some overlap · 4 shared positions
$CRWD$NEE$LIN$PWR
$169M
89 positions
#15Stablepoint Partners, LLCPassive
Some overlap · 5 shared positions
$NEE$COF$VZ$DUK$D
$723M
260 positions
#16Strong Retirement Solutions LLCPassive
Some overlap · 4 shared positions
$CRWD$NEE$LIN$PWR
$167M
82 positions
#17Miller Financial Services LLCPassive
Some overlap · 4 shared positions
$CRWD$VZ$GNRC$D
$124M
142 positions
#18Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$CRWD$DUK$VZ$D
$703M
160 positions
#19Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$NEE$DUK$VZ$UNP$D
$151M
70 positions
#20Thomasville National BankPassive
Some overlap · 3 shared positions
$CRWD$DUK$USB
$1.8B
241 positions
#21Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$NEE$DUK$PWR$GNRC$D
$6.4B
88 positions
#22Robbins FarleyPassive
Some overlap · 4 shared positions
$CRWD$NEE$PWR$D
$260M
157 positions
#23Elm Partners Management LLCActive
Some overlap · 4 shared positions
$CRWD$DUK$D$LIN
$2.8B
161 positions
#24MARSHALL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$CRWD$DUK$VZ$USB
$241M
497 positions
#25Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$DUK$UNP$COF$USB$DHR
$856M
89 positions

Compare Meridian Financial Partners’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 Partners’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.