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Hedge Funds Similar to Merit Financial Group

13F Portfolio OverlapQ2 2026Merit Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Merit Financial Group, LLC is an institutional investor managing $16.4B across 2,360 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 Merit Financial Group are Copia Wealth, Walkner Condon Financial Advisors, ERn Financial, with shared positions in $STT, $UPS, $IAU, $ANET, $KLAC. The full ranking of 25 similar funds is below.

#1Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$STT$UPS$IAU
$166M
570 positions
#2Walkner Condon Financial Advisors LLCPassive
Some overlap · 4 shared positions
$STT$IAU$ANET$KLAC
$871M
344 positions
#3ERn Financial, LLCActive
Some overlap · 3 shared positions
$STT$IAU$ANET
$604M
161 positions
#4FLOW TRADERS U.S. LLCPassive
Some overlap · 3 shared positions
$STT$IAU$KLAC
$2.4B
979 positions
#5Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$STT$IAU$KLAC
$1.8B
529 positions
#6Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$STT$IAU$KLAC
$246M
210 positions
#7Advisory Alpha, LLCActive
Some overlap · 3 shared positions
$STT$IAU$KLAC
$4.1B
571 positions
#8FLC Capital AdvisorsPassive
Some overlap · 3 shared positions
$STT$UPS$KLAC
$622M
236 positions
#9GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$ANET$KLAC
$3.0B
213 positions
#10SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 3 shared positions
$STT$ANET$KLAC
$892M
299 positions
#11Horizons Wealth Management
Some overlap · 3 shared positions
$STT$IAU$ANET
$152M
170 positions
#12Brio Consultants, LLCActive
Some overlap · 3 shared positions
$STT$UPS$KLAC
$853M
164 positions
#13True Vision MN LLC
Some overlap · 3 shared positions
$STT$IAU$ANET
$194M
98 positions
#14Impact Investors, IncPassive
Slight overlap · 4 shared positions
$STT$IAU$ANET$KLAC
$137M
88 positions
#15Eagle Strategies LLCPassive
Slight overlap · 4 shared positions
$STT$IAU$ANET$KLAC
$1.0B
273 positions
#16Maltin Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$UPS$STT$IAU
$299M
146 positions
#17SIGMA INVESTMENT COUNSELORS INCActive
Slight overlap · 4 shared positions
$UPS$IAU$ANET$KLAC
$2.1B
218 positions
#18Koshinski Asset Management, Inc.Passive
Slight overlap · 3 shared positions
$STT$UPS$ANET
$1.9B
767 positions
#19FORONJY FINANCIAL LLCActive
Slight overlap · 3 shared positions
$STT$ANET$KLAC
$272M
108 positions
#20SPIREPOINT PRIVATE CLIENT, LLCPassive
Slight overlap · 3 shared positions
$UPS$ANET$KLAC
$1.2B
332 positions
#21PCB Capital LLCPassive
Slight overlap · 3 shared positions
$UPS$ANET$KLAC
$82M
114 positions
#22Kessler Investment Group, LLCPassive
Slight overlap · 3 shared positions
$UPS$ANET$KLAC
$234M
81 positions
#23Boomfish Wealth Group, LLCPassive
Slight overlap · 3 shared positions
$UPS$ANET$KLAC
$220M
95 positions
#24DMC Group, LLCPassive
Slight overlap · 3 shared positions
$STT$IAU$KLAC
$146M
128 positions
#25Ironsides Asset Advisors, LLCActive
Slight overlap · 3 shared positions
$STT$ANET$UPS
$427M
83 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.