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Hedge Funds Similar to Miller Investment

13F Portfolio OverlapQ2 2026Miller Investment portfolio →
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Most similar hedge funds by 13F overlap

Miller Investment Management, LP is an institutional investor managing $1.1B across 83 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 Investment are SWP Investment, MONTGOMERY INVESTMENT, MWA Asset, with shared positions in $URI, $PNC, $EMR, $TJX, $MDT, $COR. The full ranking of 25 similar funds is below.

#1SWP Investment Management LLCPassive
Some overlap · 6 shared positions
$URI$PNC$EMR$TJX$MDT$COR
$145M
43 positions
#2MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$URI$PNC$DE$PSX
$330M
108 positions
#3MWA Asset ManagementPassive
Some overlap · 5 shared positions
$URI$DE$TJX$KMB$MMM
$221M
129 positions
#4ARGENT CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$URI$PNC$AMGN$CTAS
$3.2B
168 positions
#5New England Research & Management, Inc.Passive
Some overlap · 4 shared positions
$URI$EMR$AMGN$KMB
$257M
134 positions
#6BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$URI$PNC$EMR$TJX$MDT$COR
$171M
116 positions
#7Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$URI$AMGN$TJX$MMM$PEP
$274M
58 positions
#8Advocate Investing Services LLCPassive
Some overlap · 6 shared positions
$URI$DE$TJX$DIS$KMB$CCZ
$130M
460 positions
#9Strategic Wealth Partners, Ltd.Passive
Some overlap · 6 shared positions
$URI$PNC$EMR$TJX$MDT$COR
$1.6B
1,462 positions
#10Cunning Capital Partners, LPActive
Some overlap · 3 shared positions
$URI$CAH$WFC
$248M
55 positions
#11Eukles Asset ManagementPassive
Some overlap · 3 shared positions
$URI$DE$TJX
$242M
228 positions
#12Baer Investment Advisory LLCPassive
Some overlap · 3 shared positions
$URI$DE$APH
$119M
43 positions
#13Pettee Investors, Inc.Passive
Some overlap · 3 shared positions
$URI$EMR$DIS
$203M
115 positions
#14Essential Investment Partners LLCPassive
Some overlap · 4 shared positions
$URI$TJX$APH$PEP
$125M
312 positions
#15ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 3 shared positions
$URI$WFC$TJX
$130M
106 positions
#16Wesleyan Assurance SocietyActive
Some overlap · 5 shared positions
$URI$EMR$TJX$DIS$MMM
$2.0B
109 positions
#17Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$URI$AMGN$PSX
$161M
189 positions
#18Arcataur Capital Management LLCSmart money
Some overlap · 4 shared positions
$URI$DE$AMGN$PEP
$403M
105 positions
#19Leibman Financial Services, Inc.Passive
Some overlap · 4 shared positions
$URI$AMGN$DIS$DE
$150M
46 positions
#20CUMBERLAND ADVISORS INCActive
Some overlap · 3 shared positions
$URI$WFC$DIS
$284M
49 positions
#21Renaissance Investment Group LLCPassive
Some overlap · 3 shared positions
$URI$TJX$APH
$508M
84 positions
#22F&V Capital Management, LLCPassive
Some overlap · 3 shared positions
$URI$MDT$PSX
$542M
63 positions
#23Argyle Capital Management, LLCPassive
Some overlap · 8 shared positions
$PNC$DE$EMR$AMGN$WFC$MDT
$347M
138 positions
#24RBA Wealth Management, LLCPassive
Some overlap · 3 shared positions
$URI$MDT$CCK
$273M
80 positions
#25GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 3 shared positions
$URI$DIS$PEP
$372M
82 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.