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Hedge Funds Similar to Meridian Wealth Partners

13F Portfolio OverlapQ2 2026Meridian Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Meridian Wealth Partners, LLC is an institutional investor managing $826M across 125 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 Wealth Partners are Walsky Investment, TICINO WEALTH, Weaver C. Barksdale & Associates, with shared positions in $TXN, $CL, $SPGI, $MCD, $LOW, $PPG. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$TXN$CL$SPGI$MCD$LOW
$108M
52 positions
#2TICINO WEALTHPassive
Some overlap · 4 shared positions
$TXN$PPG$MCD$LOW
$324M
136 positions
#3Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 3 shared positions
$PPG$TXN$LMT
$111M
62 positions
#4Welch Group, LLCPassive
Some overlap · 4 shared positions
$TXN$CL$MCD$LMT
$2.9B
326 positions
#5PYA Waltman Capital, LLCActive
Some overlap · 5 shared positions
$TXN$NVR$SPGI$LMT$MCD
$421M
67 positions
#6BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$TXN$SPGI$MCD$LOW
$346M
113 positions
#7Nicholson Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$TXN$PPG$CL$MCD
$170M
111 positions
#8SCHWARTZ INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$TXN$SPGI$LMT$LOW
$2.9B
142 positions
#9First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$TXN$MCD$LMT$LOW
$529M
75 positions
#10Enhancing Capital LLCPassive
Some overlap · 3 shared positions
$TXN$FULT$MCD
$144M
88 positions
#11Maple Capital Management, Inc.Active
Some overlap · 3 shared positions
$TXN$CL$SPGI
$1.7B
130 positions
#12Smart Portfolios, LLC
Some overlap · 4 shared positions
$TXN$MUFG$CL$MCD
$100M
99 positions
#13CULLINAN ASSOCIATES INCActive
Some overlap · 5 shared positions
$TXN$SPGI$MCD$LMT$LOW
$1.3B
204 positions
#14First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 3 shared positions
$TXN$SPGI$MCD
$503M
128 positions
#15Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$TXN$CL$LMT
$263M
373 positions
#16Oribel Capital Management, LPPassive
Some overlap · 3 shared positions
$TXN$SPGI$LOW
$3.3B
143 positions
#17Berkeley, IncPassive
Some overlap · 3 shared positions
$NVR$SPGI$LOW
$324M
84 positions
#18Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$TXN$MCD$LMT
$455M
118 positions
#19Willis Investment CounselActive
Some overlap · 3 shared positions
$TXN$MCD$LMT
$2.0B
128 positions
#20BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$TXN$CL$SPGI
$529M
72 positions
#21Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$TXN$MCD$LOW
$215M
84 positions
#22MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$TXN$LMT$LOW
$1.2B
100 positions
#23Haverford Financial Services, Inc.Active
Some overlap · 3 shared positions
$TXN$SPGI$LOW
$339M
49 positions
#24Archon Partners LLCActive
Some overlap · 3 shared positions
$NVR$LMT$LOW
$968M
37 positions
#25Exeter Financial, LLCPassive
Some overlap · 3 shared positions
$TXN$MCD$LMT
$265M
100 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.