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Hedge Funds Similar to Miller Investment ,

13F Portfolio OverlapQ1 2026Miller Investment , portfolio →
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Most similar hedge funds by 13F overlap

Miller Investment Management, LP is an institutional investor managing $1.0B across 86 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 Investment , are Calder Financial, Kure Advisory,, Wealth Dimensions Group, Ltd., with shared positions in $UPST, $HUM, $DIA, $WFC, $MDT, $PSX. The full ranking of 25 similar funds is below.

#1Calder Financial LLCActive
Notable overlap · 3 shared positions
$UPST$HUM$DIA
$101M
40 positions
#2Kure Advisory, LLCActive
Notable overlap · 5 shared positions
$UPST$WFC$MDT$PSX$MMM
$184M
56 positions
#3Wealth Dimensions Group, Ltd.Active
Notable overlap · 3 shared positions
$UPST$HUM$AMGN
$508M
170 positions
#4Chemistry Wealth Management LLCPassive
Notable overlap · 3 shared positions
$UPST$DE$WFC
$569M
204 positions
#5MASTER'S WEALTH MANAGEMENT INC.Active
Notable overlap · 3 shared positions
$UPST$PNC$PSX
$295M
82 positions
#6AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$UPST$WFC$TJX
$445M
77 positions
#7Level Financial AdvisorsActive
Notable overlap · 3 shared positions
$UPST$UPS$HUM
$392M
92 positions
#8Pacific Sage Partners, LLCActive
Notable overlap · 3 shared positions
$UPST$DE$AMGN
$636M
121 positions
#9WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$UPST$HUM$PSX
$350M
95 positions
#10Berkshire BankPassive
Notable overlap · 3 shared positions
$UPST$HUM$TJX
$488M
157 positions
#11Oak Harvest Investment ServicesPassive
Notable overlap · 5 shared positions
$UPST$HUM$DIA$DE$AMGN
$958M
176 positions
#12TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive
Notable overlap · 3 shared positions
$UPST$CAH$AMGN
$1.6B
271 positions
#13PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 3 shared positions
$UPST$DE$URI
$2.7B
174 positions
#14Causey Wealth LLCPassive
Some overlap · 3 shared positions
$UPST$HUM$AMGN
$236M
81 positions
#15MOKAN Wealth Management Inc.Passive
Some overlap · 3 shared positions
$UPST$HUM$DE
$226M
109 positions
#16NorthRock Partners, LLCActive
Some overlap · 3 shared positions
$UPST$HUM$UPS
$6.2B
678 positions
#17MUIRFIELD WEALTH ADVISORS LLCPassive
Some overlap · 3 shared positions
$UPST$HUM$CCZ
$136M
80 positions
#18Triad Investment ManagementPassive
Some overlap · 3 shared positions
$UPST$AMGN$CCZ
$271M
51 positions
#19NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$UPST$HUM$DE$WFC
$665M
255 positions
#20Cypress Capital, LLCActive
Some overlap · 4 shared positions
$UPST$AMGN$MDT$CCZ
$351M
95 positions
#21Alexis Investment Partners, LLCActive
Some overlap · 4 shared positions
$SHW$HUM$DIA$TJX
$145M
35 positions
#22Wilkinson Global Asset Management LLCActive
Some overlap · 5 shared positions
$SHW$DE$AMGN$WFC$TJX
$1.3B
60 positions
#23Western Reserve Capital Management, LLCActive
Some overlap · 3 shared positions
$SHW$UPST$HUM
$122M
50 positions
#24Odyssey Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$SHW$HUM$DIA
$112M
97 positions
#25Mosaic Advisors LLCPassive
Some overlap · 3 shared positions
$SHW$HUM$DIA
$67M
42 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.