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Hedge Funds Similar to Milestones Private Investment Advisors

13F Portfolio OverlapQ3 2026Milestones Private Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Milestones Private Investment Advisors LLC is an institutional investor managing $123M across 73 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Milestones Private Investment Advisors are Fortis Advisors, FULTON BREAKEFIELD BROENNIMAN, AA Financial Advisors, with shared positions in $GLDM, $GLW, $COP, $NEE, $SYK, $EOG. The full ranking of 25 similar funds is below.

#1Fortis Advisors, LLCActive
Some overlap · 4 shared positions
$GLDM$GLW$COP$NEE
$214M
122 positions
#2FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 4 shared positions
$GLDM$SYK$EOG$NEE
$1.7B
208 positions
#3AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$TRV$COP
$840M
251 positions
#4Bangor Savings BankActive
Some overlap · 3 shared positions
$GLDM$NEE$SYK
$1.3B
543 positions
#5LEGACY SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$GLDM$EOG$COP
$131M
91 positions
#6ENTRUST FINANCIAL LLCActive
Some overlap · 3 shared positions
$GLDM$NEE$GLW
$154M
445 positions
#7Gradient Investments LLCPassive
Some overlap · 3 shared positions
$GLDM$COP$NEE
$7.0B
457 positions
#8Aspetuck Financial Management LLCActive
Some overlap · 4 shared positions
$GLDM$EOG$COP$NEE
$170M
79 positions
#9Security National BankPassive
Some overlap · 3 shared positions
$GLW$SYK$NEE
$865M
473 positions
#10Garner Asset Management CorpPassive
Some overlap · 3 shared positions
$GLW$TRV$COP
$308M
169 positions
#11UNITED BANKActive
Some overlap · 3 shared positions
$GLW$SYK$EOG
$853M
130 positions
#12CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLW$SYK$NEE
$1.3B
122 positions
#13Boit C F DavidPassive
Some overlap · 3 shared positions
$GLW$SYK$EOG
$238M
85 positions
#14CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$GLW$TRV$COP
$3.3B
229 positions
#15Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$GLW$SYK$NEE
$1.4B
275 positions
#16OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 3 shared positions
$GLW$EOG$NEE
$501M
276 positions
#17Stack Financial Management, IncActive
Some overlap · 4 shared positions
$SYK$EOG$COP$NEE
$1.3B
54 positions
#18CULBERTSON A N & CO INCActive
Some overlap · 3 shared positions
$GLW$TRV$EOG
$861M
137 positions
#19LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 3 shared positions
$GLW$SYK$NEE
$155M
88 positions
#20ARWA LLCPassive
Some overlap · 4 shared positions
$SYK$EOG$NEE$GLDM
$272M
145 positions
#21River Street Advisors LLCPassive
Some overlap · 3 shared positions
$GLW$EOG$NEE
$324M
176 positions
#22Paladin Wealth, LLCPassive
Some overlap · 3 shared positions
$GLDM$COP$NEE
$185M
156 positions
#23Parkside Investments, LLCActive
Some overlap · 3 shared positions
$GLW$COP$NEE
$879M
95 positions
#24RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$GLW$COP$NEE
$1.1B
90 positions
#25LAWOOD & COPassive
Some overlap · 3 shared positions
$GLW$NEE$COP
$145M
94 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.