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 PATTON ALBERTSON MILLER GROUP,

13F Portfolio OverlapQ1 2026PATTON ALBERTSON MILLER GROUP, portfolio →

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Most similar hedge funds by 13F overlap

PATTON ALBERTSON MILLER GROUP, LLC is an institutional investor managing $842M across 212 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 PATTON ALBERTSON MILLER GROUP, are Applied Finance ,, Atlantic Edge Private Wealth ,, TILIA FIDUCIARY PARTNERS,, with shared positions in $KLAC, $PWR, $AMAT, $WAB, $VLO, $MCK. The full ranking of 25 similar funds is below.

#1Applied Finance Capital Management, LLCPassive

Notable overlap · 11 shared positions

$KLAC $PWR $AMAT $WAB $VLO $MCK

$1.3B

218 positions

#2Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$KLAC $PWR $MCK $CMI $LOW $TMO

$407M

601 positions

#3TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 7 shared positions

$KLAC $MCK $MAR $VLO $LOW $TMO

$182M

115 positions

#4Longbow Finance SAPassive

Notable overlap · 6 shared positions

$KLAC $MCK $PWR $WAB $VLO $KO

$552M

55 positions

#5Cornerstone Investment Partners, LLCPassive

Notable overlap · 6 shared positions

$KLAC $AMAT $MCK $URI $CMI $TMO

$2.4B

291 positions

#6BALDWIN WEALTH PARTNERS LLC/MAPassive

Some overlap · 7 shared positions

$KLAC $URI $MAR $PWR $DHR $MCK

$1.4B

222 positions

#7ACCESS FINANCIAL SERVICES, INC.Active

Some overlap · 8 shared positions

$KO $VLO $PWR $SNOW $KLAC $MDLZ

$282M

95 positions

#8PEDDOCK CAPITAL ADVISORS, LLCActive

Some overlap · 8 shared positions

$PWR $MCK $CMI $KLAC $TMO $KO

$453M

166 positions

#9SFE Investment CounselPassive

Some overlap · 7 shared positions

$PWR $AMAT $URI $CMI $DHR $LOW

$635M

143 positions

#10NZS Capital, LLC

Some overlap · 5 shared positions

$KLAC $PWR $SNOW $URI $DHR

$3.0B

58 positions

#11PARNASSUS INVESTMENTS, LLCActive

Some overlap · 5 shared positions

$KLAC $AMAT $MAR $DHR $TMO

$34.1B

135 positions

#12DOVER ADVISORS, LLCPassive

Some overlap · 6 shared positions

$KLAC $KO $SNOW $LOW $TMO $IBM

$242M

159 positions

#13Guinness Atkinson Asset Management IncPassive

Some overlap · 6 shared positions

$KLAC $AMAT $DHR $TMO $KO $MDLZ

$200M

123 positions

#14EAGLE ROCK INVESTMENT COMPANY, LLCActive

Some overlap · 5 shared positions

$KLAC $AMAT $CMI $URI $TMO

$688M

158 positions

#15ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 5 shared positions

$PWR $AMAT $URI $KLAC $SNOW

$112M

102 positions

#16Progressive Investment Management CorpActive

Some overlap · 5 shared positions

$KLAC $AMAT $DHR $TMO $URI

$379M

58 positions

#17CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Some overlap · 5 shared positions

$PWR $AMAT $MCK $TMO $IBM

$60M

36 positions

#18Axecap Investments, LLCPassive

Some overlap · 4 shared positions

$KLAC $MCK $AMAT $VLO

$145M

69 positions

#19Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$MCK $KO $SNOW $LOW $TMO $IBM

$353M

78 positions

#20Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$MCK $KO $SNOW $LOW $TMO $IBM

$272M

95 positions

#21LMCG INVESTMENTS, LLCPassive

Some overlap · 5 shared positions

$AMAT $PWR $KO $CMI $DHR

$1.7B

220 positions

#22Northwest Bancshares, Inc.Active

Some overlap · 5 shared positions

$AMAT $KO $VLO $CMI $INCY

$502M

168 positions

#23Benchmark Investment Advisors LLCPassive

Some overlap · 4 shared positions

$KLAC $AMAT $URI $APP

$172M

76 positions

#24Dorato Capital ManagementActive

Some overlap · 5 shared positions

$AMAT $KLAC $MAR $PHM $MDLZ

$135M

254 positions

#25AMERICAN NATIONAL BANK & TRUSTPassive

Some overlap · 4 shared positions

$KLAC $AMAT $VLO $MAR

$1.0B

615 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.