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Hedge Funds Similar to MILLER VALUE PARTNERS

13F Portfolio OverlapQ2 2026MILLER VALUE PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

MILLER VALUE PARTNERS, LLC is an institutional investor managing $423M across 56 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 MILLER VALUE PARTNERS are INNEALTA, Pingora Partners, Cutler, with shared positions in $CRGY, $LNC, $BFH, $WAL, $GTN, $TDAY. The full ranking of 25 similar funds is below.

#1INNEALTA CAPITAL, LLCActive
Notable overlap · 5 shared positions
$CRGY$LNC$BFH$WAL$GTN
$187M
91 positions
#2Pingora Partners LLCActive
Some overlap · 3 shared positions
$CRGY$TDAY$BMY
$171M
182 positions
#3Cutler Capital Management, LLCPassive
Some overlap · 3 shared positions
$CTO$VTRS$VZ
$385M
124 positions
#4VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 4 shared positions
$UPS$VZ$CHRD$BMY
$214M
61 positions
#5OAK HARBOR WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$LNC$UPS$VZ
$268M
225 positions
#6Gilman Hill Asset Management, LLCPassive
Some overlap · 4 shared positions
$VZ$MRP$UPS$BMY
$731M
236 positions
#7Miller Financial Services LLCPassive
Some overlap · 4 shared positions
$UPS$VZ$BMY$MELI
$124M
142 positions
#8Tilson Financial Group, Inc.Active
Some overlap · 3 shared positions
$UPS$VZ$BMY
$364M
86 positions
#9Lombard Odier Asset Management (USA) CorpActive
Some overlap · 6 shared positions
$UPS$MSTR$BMY$DCH$CRGY$NBR
$727M
142 positions
#10Keystone Financial Planning, Inc.Smart money
Some overlap · 3 shared positions
$UPS$VZ$BMY
$388M
39 positions
#11Sage Capital Advisors,llcPassive
Some overlap · 3 shared positions
$UPS$VZ$BMY
$482M
140 positions
#12KEATING INVESTMENT COUNSELORS INCSmart money
Some overlap · 4 shared positions
$UPS$VZ$CALM$BMY
$364M
59 positions
#13Alliance Private Wealth, LLCActive
Some overlap · 3 shared positions
$UPS$VZ$BMY
$288M
82 positions
#14Converium Capital Inc.Active
Some overlap · 3 shared positions
$DCH$VTRS$ZD
$783M
44 positions
#15Collar Capital Management, LLCPassive
Some overlap · 3 shared positions
$LNC$UPS$MSTR
$170M
73 positions
#16BCWM, LLCPassive
Some overlap · 3 shared positions
$UPS$VZ$BMY
$342M
57 positions
#17CHRISTINE MESSMER PCActive
Some overlap · 3 shared positions
$UPS$VZ$BMY
$177M
86 positions
#18Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$UPS$VZ$BMY
$229M
166 positions
#19MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$UPS$BMY$DCH
$3.9B
80 positions
#20Hillman Capital Management, Inc.Passive
Some overlap · 3 shared positions
$UPS$VZ$BMY
$138M
54 positions
#21P.A.W. CAPITAL CORPPassive
Some overlap · 3 shared positions
$VZ$UPS$BMY
$133M
66 positions
#22Mork Capital Management, LLCPassive
Some overlap · 4 shared positions
$BFH$LNC$VTRS$CROX
$156M
104 positions
#23Measured Wealth Private Client Group, LLCPassive
Some overlap · 3 shared positions
$UPS$BMY$BFH
$414M
723 positions
#24DME Capital Management, LPActive
Some overlap · 4 shared positions
$DCH$VTRS$CROX$REZI
$3.9B
46 positions
#25Four Tree Island Advisory LLCSmart money
Some overlap · 3 shared positions
$JXN$ITRN$BMY
$303M
24 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.