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Hedge Funds Similar to Milestones Private Investment Advisors

13F Portfolio OverlapQ1 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 $114M across 78 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 Milestones Private Investment Advisors are Center for Wealth Advisory, Kraft, Davis & Associates,, Guardian ,, with shared positions in $SHW, $FITB, $EOG, $COP, $GLDM, $WT. The full ranking of 25 similar funds is below.

#1Center for Wealth Management AdvisoryActive
Notable overlap · 4 shared positions
$SHW$FITB$EOG$COP
$139M
62 positions
#2Kraft, Davis & Associates, LLCPassive
Notable overlap · 4 shared positions
$SHW$GLDM$COP$WT
$469M
151 positions
#3Guardian Capital, LLCPassive
Notable overlap · 3 shared positions
$SHW$DIA$MAR
$105M
81 positions
#4Wisconsin Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$FITB$SHW$AMAT
$102M
84 positions
#5Plotkin Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$SHW$IBM$COP$NEE
$199M
100 positions
#6Kozak & Associates, Inc.Active
Notable overlap · 5 shared positions
$SHW$DIA$MAR$NEE$DRI
$576M
451 positions
#7XN LPActive
Notable overlap · 3 shared positions
$SHW$AMAT$GLW
$2.7B
23 positions
#8Fiduciary Planning LLCActive
Notable overlap · 3 shared positions
$SHW$WT$COP
$331M
76 positions
#9BLVD Private Wealth, LLCActive
Some overlap · 3 shared positions
$SHW$ARKO$DIA
$115M
64 positions
#10Financial Guidance Group, Inc.Passive
Some overlap · 4 shared positions
$GLDM$ARKO$MAR$DIA
$249M
89 positions
#11Odyssey Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$SHW$DIA$SYK$MAR
$112M
97 positions
#12Alexis Investment Partners, LLCActive
Some overlap · 4 shared positions
$SHW$DIA$AMAT$MAR
$145M
35 positions
#13KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 4 shared positions
$GLDM$ARKO$MAR$WT
$123M
99 positions
#14Mason & Associates IncActive
Some overlap · 3 shared positions
$SHW$COP$WT
$516M
160 positions
#15Purus Wealth Management, LLCPassive
Some overlap · 5 shared positions
$GLDM$ARKO$DIA$AMAT$SHW
$314M
157 positions
#16Round Rock Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$MAR$IBM
$654M
318 positions
#17Mosaic Advisors LLCPassive
Some overlap · 4 shared positions
$SHW$DIA$MAR$COP
$67M
42 positions
#18Joseph P. Lucia & Associates, LLCPassive
Some overlap · 3 shared positions
$SHW$IBM$WT
$280M
169 positions
#19NavPoint Financial, Inc.Active
Some overlap · 6 shared positions
$GLDM$ARKO$COP$DRI$IBM$SHW
$247M
71 positions
#20RM Financial Services, LLCActive
Some overlap · 5 shared positions
$GLDM$AMAT$MAR$COP$IBM
$116M
75 positions
#21Hershey Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$FITB$AMAT$MAR$GLW$COP$WT
$116M
80 positions
#22Mission Creek Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$GLDM$DIA$AMAT$NEE
$501M
219 positions
#23Csenge Advisory GroupPassive
Some overlap · 4 shared positions
$FITB$SHW$DIA$WT
$2.2B
747 positions
#24Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$SHW$IBM$NEE
$202M
95 positions
#25LWM Advisory Services, LLCPassive
Some overlap · 5 shared positions
$GLDM$DIA$IBM$WT$NEE
$94M
76 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.