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Hedge Funds Similar to Mill Creek Advisors

13F Portfolio OverlapQ1 2026Mill Creek Advisors portfolio →
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Most similar hedge funds by 13F overlap

Mill Creek Capital Advisors, LLC is an institutional investor managing $4.9B across 260 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 Mill Creek Advisors are Wealth Watch Advisors, Upper Left Wealth, Allie Family Office, with shared positions in $IAU, $STT, $MDY, $IBIT, $TMO, $AMGN. The full ranking of 25 similar funds is below.

#1Wealth Watch Advisors, INCActive
Notable overlap · 4 shared positions
$IAU$STT$MDY$IBIT
$309M
142 positions
#2Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$STT$IBIT
$193M
68 positions
#3Allie Family Office LLCActive
Notable overlap · 3 shared positions
$IAU$STT$IBIT
$270M
107 positions
#4Aspect Partners, LLCActive
Notable overlap · 4 shared positions
$IAU$STT$TMO$AMGN
$264M
681 positions
#5Colony Family Offices, LLCSmart money
Notable overlap · 3 shared positions
$IAU$STT$IBIT
$438M
66 positions
#6Cooke Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$IAU$STT$MDY
$120M
38 positions
#7Apeiron RIA LLCActive
Some overlap · 4 shared positions
$IAU$MDY$IBIT$AMGN
$440M
136 positions
#8LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$STT$IAU$MDY
$248M
91 positions
#9Maltin Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$IAU$MDY$STT
$308M
152 positions
#10Meridian Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$MDY$TMO
$880M
211 positions
#11JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$IAU$STT$DIS
$1.3B
830 positions
#12FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 3 shared positions
$IAU$MDY$STT
$2.0B
420 positions
#13Madden Advisory Services, Inc.Active
Some overlap · 3 shared positions
$IAU$STT$MDY
$279M
110 positions
#14WEALTHGARDEN F.S. LLCPassive
Some overlap · 4 shared positions
$IAU$IBIT$STT$DIS
$176M
187 positions
#15Sharkey, Howes & JaverActive
Some overlap · 4 shared positions
$IAU$IBIT$TMO$STT
$830M
159 positions
#16Independent Family Office, LLCActive
Some overlap · 3 shared positions
$IAU$TMO$IBIT
$249M
85 positions
#17Cranbrook Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$TMO$IBIT
$534M
406 positions
#18May Barnhard Investments LLCActive
Some overlap · 3 shared positions
$STT$IAU$MDY
$243M
87 positions
#19AlTi Global, Inc.Active
Some overlap · 4 shared positions
$IAU$IBIT$DIS$AMGN
$4.8B
505 positions
#20Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$TMO$DIS
$281M
154 positions
#21FLAGSTAR ADVISORS INC.Active
Some overlap · 3 shared positions
$STT$MDY$IAU
$330M
184 positions
#22Asempa Wealth AdvisorsActive
Some overlap · 3 shared positions
$IAU$IBIT$DIS
$131M
114 positions
#23TENET WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$DIS
$142M
107 positions
#24JSF Financial, LLCActive
Some overlap · 3 shared positions
$IAU$STT$DIS
$655M
146 positions
#25ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$STT$MDY$IBIT$TMO
$709M
91 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.