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Hedge Funds Similar to Merited Wealth

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

Merited Wealth, LLC is an institutional investor managing $141M across 73 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 Merited Wealth are Disciplina, with shared positions in $DOV, $LEN, $MRP. The full ranking of 1 similar funds is below.

#1Disciplina Capital Management LLCSmart money
Notable overlap · 3 shared positions
$DOV$LEN$MRP
$968M
68 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.