How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Courage Miller Partners,

13F Portfolio OverlapQ1 2026Courage Miller Partners, portfolio →

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Most similar hedge funds by 13F overlap

Courage Miller Partners, LLC is an institutional investor managing $354M across 92 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 Courage Miller Partners, are Scott Advisors,, ACCESS FINANCIAL SERVICES,, BRIGHTON SECURITIES, with shared positions in $SNOW, $SLV, $KKR, $USB, $MKL, $UNP. The full ranking of 25 similar funds is below.

#1Scott Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $SLV $KKR $USB

$493M

58 positions

#2ACCESS FINANCIAL SERVICES, INC.Active

Notable overlap · 3 shared positions

$SNOW $KKR $SLV

$282M

95 positions

#3BRIGHTON SECURITIES CORP.Smart money

Notable overlap · 3 shared positions

$SNOW $KKR $USB

$208M

47 positions

#4Sage Financial Management Group, Inc.Active

Notable overlap · 4 shared positions

$SNOW $KKR $MKL $UNP

$325M

57 positions

#5Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $UNP $BRZE

$224M

71 positions

#6KRM WEALTH MANAGEMENT L.L.C.Smart money

Notable overlap · 3 shared positions

$SNOW $KKR $GE

$192M

43 positions

#7Francis Financial, Inc.Active

Notable overlap · 4 shared positions

$SNOW $KKR $MCD $GE

$539M

115 positions

#8CHRISTINE MESSMER PCActive

Notable overlap · 3 shared positions

$SNOW $KKR $BRZE

$156M

80 positions

#9Passive Capital Management, LLC.Active

Notable overlap · 5 shared positions

$SNOW $KKR $MKL $MCD $PM

$335M

104 positions

#10Schiavi & Co LLCSmart money

Notable overlap · 3 shared positions

$SNOW $KKR $MKL

$337M

50 positions

#11Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $USB $MKL

$172M

25 positions

#12SOUTHERN MICHIGAN BANK & TRUSTActive

Notable overlap · 4 shared positions

$SNOW $UNP $MCD $PM

$261M

424 positions

#13Wealth Advisory Team LLC

Notable overlap · 4 shared positions

$SNOW $KKR $GE $MCD

$113M

39 positions

#14BetterWealth, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $USB $BRZE

$510M

85 positions

#15Longview Financial Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $USB $SE

$184M

157 positions

#16FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$SNOW $BRZE $MKL $MCD

$754M

345 positions

#17Legend Capital Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $MCD

$160M

159 positions

#18ZynergyRetirementPlanningLLCSmart money

Notable overlap · 3 shared positions

$SNOW $KKR $MKL

$165M

26 positions

#19Family Investment Center, Inc.Active

Notable overlap · 5 shared positions

$SNOW $BRZE $GLTR $GE $MKL

$520M

91 positions

#20Gordian Advisors LLCSmart money

Notable overlap · 3 shared positions

$SNOW $BRZE $GE

$150M

55 positions

#21Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$SNOW $MKL $BRZE

$110M

64 positions

#22True Link Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$SNOW $MKL $USB $GE $GEV

$1.6B

418 positions

#23Brewster Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$SNOW $MKL $ICFI

$165M

26 positions

#24Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$SNOW $MKL $SE

$931M

518 positions

#25HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$SNOW $BRZE $MCD

$187M

72 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.