13F Pro

Hedge Funds Similar to New Millennium Group

13F Portfolio OverlapQ4 2025New Millennium Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

New Millennium Group LLC is an institutional investor managing $231M across 407 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to New Millennium Group are Gunderson, Bosman Wealth ,, Kingsman Wealth ,, with shared positions in $PLTR, $GE, $GEV, $AMD, $FIX, $VRT. The full ranking of 25 similar funds is below.

#1Gunderson Capital Management Inc.Passive
Notable overlap · 4 shared positions
$PLTR$GE$GEV$AMD
$239M
46 positions
#2Bosman Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$PLTR$GEV$FIX$VRT$AMD
$114M
52 positions
#3Kingsman Wealth Management, Inc.Active
Notable overlap · 6 shared positions
$PLTR$GE$GEV$MS$VRT$AMD
$178M
70 positions
#4Dorsey Wright & AssociatesPassive
Notable overlap · 4 shared positions
$FIX$GEV$PLTR$CW
$807M
158 positions
#5AXIOM INVESTORS LLC /DEActive
Notable overlap · 4 shared positions
$GE$GEV$MS$CW
$9.0B
121 positions
#6Aragon Global Management, LPActive
Notable overlap · 4 shared positions
$PLTR$GEV$MS$VRT
$143M
18 positions
#7CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Notable overlap · 5 shared positions
$CW$GEV$PLTR$PANW$BAC
$60M
36 positions
#8Bannerstone Capital Management, LLCPassive
Notable overlap · 6 shared positions
$PLTR$FIX$CW$PANW$GE$AMD
$108M
97 positions
#9Telligent Fund, LPActive
Notable overlap · 5 shared positions
$PLTR$GEV$GE$VRT$AMD
$94M
24 positions
#10Hedeker Wealth, LLCPassive
Notable overlap · 4 shared positions
$PLTR$FIX$MS$IBKR
$474M
87 positions
#11London & Capital Asset Management LtdActive
Notable overlap · 4 shared positions
$GE$IBKR$GEV$AMD
$9.2B
223 positions
#12NWK Group, Inc.Active
Notable overlap · 3 shared positions
$GE$FIX$GEV
$261M
66 positions
#13THAMES CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$GE$GEV$FIX$VRT
$558M
43 positions
#14KADENSA CAPITAL LtdActive
Notable overlap · 4 shared positions
$GE$PLTR$GEV$AMD
$718M
39 positions
#15Owen LaRue, LLCPassive
Notable overlap · 4 shared positions
$PLTR$GEV$GE$AMD
$261M
128 positions
#16STRATEGIC PLANNING GROUP, LLCPassive
Notable overlap · 6 shared positions
$FIX$GE$MS$PLTR$AMD$INTU
$715M
72 positions
#17Next Level Private LLCPassive
Notable overlap · 4 shared positions
$GE$GEV$MS$BAC
$443M
175 positions
#18Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$PLTR$FIX$GEV$VRT$AMD
$65M
34 positions
#19RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 4 shared positions
$GE$GEV$PLTR$PANW
$116M
116 positions
#20One Madison Group LLCActive
Some overlap · 3 shared positions
$GE$GEV$IBKR
$866M
28 positions
#21QP WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PLTR$CW$GE
$58M
65 positions
#22BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 4 shared positions
$PLTR$GEV$VRT$PANW
$277M
114 positions
#23Winslow Capital Management, LLCActive
Some overlap · 7 shared positions
$GE$PLTR$GEV$MS$VRT$AMD
$25.6B
60 positions
#24HOEY INVESTMENTS, INCActive
Some overlap · 5 shared positions
$PLTR$GE$GEV$MS$BAC
$693M
420 positions
#25CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$GEV$GE$PLTR$BAC
$1.3B
118 positions

Compare New Millennium Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View New Millennium Group’s holdings

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.