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 Milestone Investment Advisors

13F Portfolio OverlapQ1 2026Milestone Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Milestone Investment Advisors LLC is an institutional investor managing $414M across 139 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 Milestone Investment Advisors are Darrow Company,, truNorth Financial Services,, Sage Financial Group,, with shared positions in $SNOW, $WT, $KKR, $COP, $HUM, $USB. The full ranking of 25 similar funds is below.

#1Darrow Company, Inc.Active

Notable overlap · 6 shared positions

$SNOW $WT $KKR $COP $HUM $USB

$222M

56 positions

#2truNorth Financial Services, Inc.Active

Notable overlap · 5 shared positions

$KKR $WT $COP $UNIT $HUM

$97M

49 positions

#3Sage Financial Management Group, Inc.Active

Notable overlap · 4 shared positions

$SNOW $COP $KKR $UNIT

$325M

57 positions

#4MidAtlantic Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$KKR $WT $COP $SNOW $UNIT

$145M

84 positions

#5Lionsbridge Wealth Management LLCPassive

Notable overlap · 7 shared positions

$SNOW $COP $WT $BRZE $GSAT $GRWG

$99M

59 positions

#6Mustard Seed Financial, LLCPassive

Notable overlap · 5 shared positions

$SNOW $COP $BRZE $KKR $UNIT

$167M

92 positions

#7Reality Financial Planning Services, LLCSmart money

Notable overlap · 6 shared positions

$KKR $WT $SNOW $BRZE $HUM $TXN

$104M

20 positions

#8Wealth Advisory Team LLC

Notable overlap · 3 shared positions

$SNOW $KKR $NOW

$113M

39 positions

#9Kropog Financial Group, LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $HUM

$123M

33 positions

#10Efficient Advisors, LLCActive

Notable overlap · 6 shared positions

$SNOW $COP $BRZE $WT $UNIT $NEE

$1.4B

58 positions

#11Sagace Wealth Management LLCPassive

Notable overlap · 8 shared positions

$SNOW $COP $KKR $BRZE $UNIT $NEE

$149M

70 positions

#12Longview Financial Advisors LLCActive

Notable overlap · 5 shared positions

$SNOW $COP $WT $AFRM $USB

$184M

157 positions

#13BCM ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $COP

$507M

78 positions

#14MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $KKR

$260M

146 positions

#15CHRISTINE MESSMER PCActive

Notable overlap · 7 shared positions

$SNOW $COP $KKR $BRZE $UNIT $HUM

$156M

80 positions

#16Bernardo Wealth Planning LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $WT

$511M

129 positions

#17White Lighthouse Investment Management Inc.Active

Notable overlap · 9 shared positions

$KKR $COP $BRZE $SNOW $NOW $UNIT

$721M

145 positions

#18Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $WT $USB

$172M

25 positions

#19BARINGS LLCActive

Notable overlap · 4 shared positions

$SNOW $COP $UNIT $NU

$6.2B

179 positions

#20Bay Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$KKR $SNOW $WT $HUM

$162M

107 positions

#21McCarthy Asset Management, Inc.

Notable overlap · 6 shared positions

$SNOW $COP $BRZE $BAH $HUM $ET

$192M

27 positions

#22Grey Fox Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$SNOW $COP $BRZE $UNIT $HUM $CTVA

$518M

140 positions

#23MATHER GROUP, LLC.Active

Notable overlap · 6 shared positions

$SNOW $COP $WT $NOW $UNIT $USB

$10.0B

1,896 positions

#24Sterling Financial Planning, Inc.Active

Notable overlap · 6 shared positions

$KKR $SNOW $COP $WT $UNIT $HUM

$337M

117 positions

#25Zhang Financial LLCActive

Notable overlap · 7 shared positions

$SNOW $KKR $COP $BRZE $UNIT $CTVA

$2.9B

367 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.