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Hedge Funds Similar to MERIDIAN INVESTMENT COUNSEL

13F Portfolio OverlapQ3 2026MERIDIAN INVESTMENT COUNSEL portfolio →
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Most similar hedge funds by 13F overlap

MERIDIAN INVESTMENT COUNSEL INC. is an institutional investor managing $431M across 230 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MERIDIAN INVESTMENT COUNSEL are True Vision MN, MIRAE ASSET SECURITIES (USA), Unison Advisors, with shared positions in $IAU, $TRV, $CRWD, $GILD, $PLTR, $MDY. The full ranking of 25 similar funds is below.

#1True Vision MN LLC
Some overlap · 5 shared positions
$IAU$TRV$CRWD$GILD$PLTR
$194M
98 positions
#2MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 5 shared positions
$TRV$MDY$PLTR$QCOM$C
$3.6B
108 positions
#3Unison Advisors LLCActive
Some overlap · 5 shared positions
$TRV$COF$QCOM$MET$ADBE
$1.4B
173 positions
#4LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 4 shared positions
$IAU$MDY$QCOM$MET
$248M
91 positions
#5Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 8 shared positions
$MDY$MET$CBRE$FDX$COF$QCOM
$418M
232 positions
#6William B. Walkup & Associates, Inc.Passive
Some overlap · 5 shared positions
$TRV$COF$MCK$QCOM$FDX
$208M
258 positions
#7Rydar Equities, Inc.Passive
Some overlap · 4 shared positions
$TRV$COF$PLTR$CRWD
$194M
440 positions
#8Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$TRV$QCOM$BTI$C$DOC
$10.2B
208 positions
#9BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$Q$QCOM$MET$BTI$MCK
$405M
98 positions
#10Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$IAU$NSC$QCOM$COF
$1.2B
127 positions
#11Te Ahumairangi Investment Management LtdActive
Some overlap · 5 shared positions
$TRV$GILD$C$ADBE$MCK
$620M
86 positions
#12MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 4 shared positions
$NSC$TRV$QCOM$FDX
$273M
250 positions
#13One Capital Management, LLCActive
Some overlap · 5 shared positions
$Q$CRWD$MET$C$ADBE
$3.6B
522 positions
#14Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$PLTR$MDY
$142M
408 positions
#15Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$TRV$MDY$MET$MCK
$487M
628 positions
#16VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$TRV$MDY$NSC$MCK
$147M
106 positions
#17Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$PLTR$CRWD
$819M
339 positions
#18J. R. Prunier Capital Management LLC
Some overlap · 4 shared positions
$IAU$FDX$COF$CBRE
$235M
67 positions
#19Sage Investment Advisers LLCPassive
Some overlap · 4 shared positions
$IAU$FDX$NSC$C
$154M
96 positions
#20STALEY CAPITAL ADVISERS INCActive
Some overlap · 5 shared positions
$Q$QCOM$FDX$C$MDY
$2.6B
193 positions
#21Firestone Capital ManagementActive
Some overlap · 3 shared positions
$IAU$MDY$NSC
$537M
168 positions
#22Expressive Wealth LLCPassive
Some overlap · 4 shared positions
$MDY$PLTR$QCOM$GILD
$106M
133 positions
#23Meridian Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$MDY$MCK
$880M
211 positions
#24Kure Advisory, LLCActive
Some overlap · 3 shared positions
$IAU$PLTR$TRV
$216M
62 positions
#25DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$NSC$Q$QCOM$FDX
$206M
105 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.