13F Pro

Hedge Funds Similar to MILLER VALUE PARTNERS,

13F Portfolio OverlapQ1 2026MILLER VALUE PARTNERS, portfolio →
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Most similar hedge funds by 13F overlap

MILLER VALUE PARTNERS, LLC is an institutional investor managing $383M across 55 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MILLER VALUE PARTNERS, are Pingora Partners, Philadelphia Financial of San Francisco,, Cutler ,, with shared positions in $CRGY, $BMY, $TDAY, $BFH, $LNC, $JXN. The full ranking of 25 similar funds is below.

#1Pingora Partners LLCActive
Notable overlap · 3 shared positions
$CRGY$BMY$TDAY
$169M
186 positions
#2Philadelphia Financial Management of San Francisco, LLCPassive
Notable overlap · 3 shared positions
$BFH$LNC$JXN
$346M
43 positions
#3Cutler Capital Management, LLCPassive
Some overlap · 3 shared positions
$CTO$VTRS$VZ
$370M
116 positions
#4Factorial Partners, LLCPassive
Some overlap · 3 shared positions
$CHRD$VTRS$BFH
$138M
60 positions
#5CAPITAL MANAGEMENT CORP /VAPassive
Some overlap · 3 shared positions
$GTN$UPS$BMY
$585M
71 positions
#6Miller Financial Services LLCPassive
Some overlap · 4 shared positions
$UPS$VZ$BMY$MELI
$91M
120 positions
#7Pacer Advisors, Inc.Passive
Some overlap · 3 shared positions
$UPS$VZ$VTRS
$38.8B
2,537 positions
#8Gilman Hill Asset Management, LLCPassive
Some overlap · 4 shared positions
$VZ$UPS$MRP$BMY
$663M
225 positions
#9Collar Capital Management, LLCPassive
Some overlap · 3 shared positions
$LNC$UPS$MSTR
$155M
72 positions
#10Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$UPS$VZ$BMY
$223M
109 positions
#11Measured Risk Portfolios, Inc.Passive
Some overlap · 3 shared positions
$UPS$VZ$ABNB
$91M
66 positions
#12Sage Capital Advisors,llcPassive
Some overlap · 3 shared positions
$UPS$VZ$BMY
$431M
129 positions
#13Four Tree Island Advisory LLCSmart money
Some overlap · 4 shared positions
$JXN$ITRN$BMY$LYB
$198M
23 positions
#14Mork Capital Management, LLCPassive
Some overlap · 5 shared positions
$LNC$BFH$VZ$VTRS$CROX
$141M
103 positions
#15BCWM, LLCPassive
Some overlap · 3 shared positions
$VZ$UPS$BMY
$353M
57 positions
#16Callodine Capital Management, LPActive
Some overlap · 3 shared positions
$VTRS$MRP$UGI
$1.4B
56 positions
#17Hillman Capital Management, Inc.Passive
Some overlap · 3 shared positions
$VZ$UPS$BMY
$144M
56 positions
#18Dupree Financial Group, LLCPassive
Some overlap · 3 shared positions
$VZ$UPS$MELI
$248M
71 positions
#19Arkfeld Wealth Strategies, L.L.C.Active
Some overlap · 3 shared positions
$CHRD$UPS$VZ
$316M
115 positions
#20Lombard Odier Asset Management (USA) CorpActive
Some overlap · 3 shared positions
$MSTR$DCH$NBR
$957M
263 positions
#21Keystone Financial Planning, Inc.Smart money
Some overlap · 3 shared positions
$VZ$UPS$BMY
$374M
40 positions
#22LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 3 shared positions
$VZ$UPS$BMY
$480M
243 positions
#23ADVOCATE GROUP LLCPassive
Some overlap · 3 shared positions
$VZ$UPS$BMY
$639M
126 positions
#24KEATING INVESTMENT COUNSELORS INCActive
Some overlap · 3 shared positions
$VZ$UPS$CALM
$404M
59 positions
#25Arnhold LLCActive
Some overlap · 3 shared positions
$VZ$VTRS$BMY
$1.4B
118 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.