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 MILFORD FUNDS LTD

13F Portfolio OverlapQ1 2026MILFORD FUNDS LTD portfolio →

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Most similar hedge funds by 13F overlap

MILFORD FUNDS LTD is an institutional investor managing $4.8B across 75 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 MILFORD FUNDS LTD are ABC ARBITRAGE SA, Unisphere Establishment, KEMPNER, with shared positions in $SHEL, $NGG, $RIO, $BP, $RYAAY, $INTU. The full ranking of 25 similar funds is below.

#1ABC ARBITRAGE SAPassive

Notable overlap · 5 shared positions

$SHEL $NGG $RIO $BP $RYAAY

$753M

364 positions

#2Unisphere EstablishmentActive

Notable overlap · 5 shared positions

$INTU $BAC $TMO $BSX $AJG

$11.9B

50 positions

#3KEMPNER CAPITAL MANAGEMENT INC.

Notable overlap · 5 shared positions

$SHEL $BAC $MU $RIO $BP

$106M

43 positions

#4Mondrian Investment Partners LTDActive

Notable overlap · 6 shared positions

$SHEL $TMO $CRM $BAC $PLD $BP

$6.7B

103 positions

#5Magellan Asset Management LtdActive

Notable overlap · 5 shared positions

$CCI $AMT $INTU $UNP $DUK

$7.7B

79 positions

#6Mill Capital Management, LLCActive

Notable overlap · 7 shared positions

$MU $TMO $AMT $UNP $TDG $CRM

$1.3B

130 positions

#7ANTIPODES PARTNERS LtdActive

Notable overlap · 5 shared positions

$CCI $CRM $HCA $DUK $AMT

$5.2B

126 positions

#8Thomasville National Bank

Notable overlap · 6 shared positions

$SHEL $CRM $AJG $DUK $TMO $BDX

$1.6B

235 positions

#9S-Bank Fund Management LtdActive

Notable overlap · 7 shared positions

$BAC $TMO $CRM $MU $PLD $INTU

$671M

178 positions

#10COOKE & BIELER LPActive

Notable overlap · 5 shared positions

$CCI $COP $ARMK $AJG $BDX

$8.8B

103 positions

#11EAGLE CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$INTU $COP $SHEL $AJG $PHM

$29.8B

60 positions

#12Brookmont Capital ManagementActive

Notable overlap · 4 shared positions

$SHEL $COP $BAC $AJG

$179M

59 positions

#13RE ADVISERS CORPActive

Notable overlap · 5 shared positions

$BAC $COP $BSX $PHM $CCI

$3.7B

111 positions

#14Cullen Capital Management, LLCActive

Some overlap · 5 shared positions

$BAC $COP $DUK $CCI $BDX

$9.8B

213 positions

#15Ilex Capital Partners (UK) LLPPassive

Some overlap · 4 shared positions

$ARMK $BSX $TMO $RMD

$4.1B

77 positions

#16Parsonex Advisory Services, Inc.Passive

Some overlap · 4 shared positions

$BAC $BSX $CRM $MU

$102M

56 positions

#17HARBER ASSET MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$INTU $AMT $CRM

$156M

41 positions

#18Generate Investment Management LtdActive

Some overlap · 8 shared positions

$MU $NEM $AJG $BP $CRM $BSX

$2.0B

70 positions

#19DIAMOND HILL CAPITAL MANAGEMENT INCActive

Some overlap · 5 shared positions

$CRM $COP $BAC $UNP $TMO

$16.0B

187 positions

#20Saranac Partners LtdPassive

Some overlap · 3 shared positions

$BAC $BSX $COP

$234M

103 positions

#21Phraction Management LLCActive

Some overlap · 5 shared positions

$BAC $TMO $TDG $BDX $BSX

$483M

65 positions

#22LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 3 shared positions

$INTU $AMT $TMO

$10.0B

560 positions

#23Navera Investment Management Ltd.Active

Some overlap · 3 shared positions

$INTU $BSX $TMO

$3.9B

56 positions

#24EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$COP $DUK $BAC $AMT $UNP

$1.4B

56 positions

#25EDGEWOOD MANAGEMENT LLCActive

Some overlap · 4 shared positions

$INTU $BSX $TDG $PLD

$15.5B

87 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.