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 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 Fund Evaluation Group,, Waldron Private Wealth, Spectrum Investment Advisors,, with shared positions in $DHR, $SE, $EPAM, $LEN, $UPST, $UNIT. The full ranking of 25 similar funds is below.

#1Fund Evaluation Group, LLCSmart money

Notable overlap · 5 shared positions

$DHR $SE $EPAM $LEN $UPST

$3.3B

73 positions

#2Waldron Private Wealth LLCActive

Notable overlap · 5 shared positions

$DHR $UNIT $EPAM $MDY $KKR

$2.6B

342 positions

#3Spectrum Investment Advisors, Inc.Active

Notable overlap · 4 shared positions

$DHR $UNIT $KKR $HUM

$201M

46 positions

#4Catalyst Investment Management LLCPassive

Notable overlap · 6 shared positions

$DHR $SE $IAU $MS $KKR $HUM

$90M

65 positions

#5Kastel Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$DHR $BRZE $UNIT $KKR $HUM

$163M

55 positions

#6Finley Financial, LLCActive

Notable overlap · 4 shared positions

$DHR $EPAM $MDY $SE

$214M

107 positions

#7Vantage Financial Partners, LLC

Notable overlap · 5 shared positions

$DHR $SE $LEN $MS $HUM

$493M

212 positions

#8Compass Ion Advisors, LLCActive

Notable overlap · 5 shared positions

$DHR $UNIT $MS $KKR $HUM

$1.0B

279 positions

#9MontVue Capital Management, Inc.Active

Notable overlap · 3 shared positions

$DHR $BRZE $MDY

$147M

67 positions

#10CAHABA WEALTH MANAGEMENT, INC.Smart money

Notable overlap · 4 shared positions

$DHR $BRZE $EPAM $KKR

$1.5B

154 positions

#11Hardy Reed LLCActive

Notable overlap · 3 shared positions

$DHR $BRZE $KKR

$1.4B

243 positions

#12Traveka Wealth, LLCPassive

Notable overlap · 4 shared positions

$DHR $SE $UNIT $BRZE

$262M

186 positions

#13YOUNGS ADVISORY GROUP, INC.Active

Notable overlap · 3 shared positions

$DHR $MDY $BRZE

$281M

66 positions

#14Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$DHR $KKR $HUM

$147M

13 positions

#15GENERATION INVESTMENT MANAGEMENT LLPSmart money

Notable overlap · 3 shared positions

$DHR $TMO $SE

$11.2B

29 positions

#16Magnolia Wealth Management, LLCActive

Notable overlap · 3 shared positions

$DHR $IAU $MS

$172M

212 positions

#17Bricktown Capital, LLCSmart money

Notable overlap · 3 shared positions

$DHR $EPAM $BRZE

$508M

32 positions

#18SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$DHR $EPAM $SE $MDY

$125M

39 positions

#19Skyline Advisors, Inc.Passive

Notable overlap · 4 shared positions

$DHR $IAU $UNIT $MS

$287M

120 positions

#20FORTE ASSET MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$DHR $EPAM $MS

$228M

76 positions

#21FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$DHR $UNIT $BRZE $SE $KKR $IAU

$133M

121 positions

#22Trinity Wealth Management, LLCActive

Notable overlap · 3 shared positions

$DHR $BRZE $UPST

$272M

72 positions

#23Beta Wealth Group, Inc.Passive

Notable overlap · 3 shared positions

$DHR $MS $HUM

$242M

112 positions

#24Meridian Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$DHR $BRZE $HUM

$729M

118 positions

#25Note Advisors, LLCActive

Notable overlap · 6 shared positions

$DHR $TKO $BRZE $IAU $MS $HUM

$200M

85 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.