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 MilWealth Group

13F Portfolio OverlapQ1 2026MilWealth Group portfolio →

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Most similar hedge funds by 13F overlap

MilWealth Group LLC is an institutional investor managing $420M across 81 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 MilWealth Group are Pioneer Wealth Group, DecisionPoint Financial,, Five Pine Wealth, with shared positions in $USB, $MKL, $HUM, $CRM, $UNIT, $BRZE. The full ranking of 25 similar funds is below.

#1Pioneer Wealth Management GroupSmart money

Substantial overlap · 5 shared positions

$USB $MKL $HUM $CRM $UNIT

$357M

50 positions

#2DecisionPoint Financial, LLCActive

Substantial overlap · 3 shared positions

$USB $BRZE $COP

$464M

679 positions

#3Five Pine Wealth ManagementActive

Substantial overlap · 4 shared positions

$MKL $AFRM $BRZE $COP

$161M

47 positions

#4Blankinship & Foster, LLCSmart money

Substantial overlap · 4 shared positions

$MKL $KKR $HUM $BRZE

$452M

75 positions

#5CBIZ Investment Advisory Services, LLCSmart money

Substantial overlap · 4 shared positions

$MKL $USB $BRZE $BAC

$2.7B

415 positions

#6Capital Advantage, Inc.Active

Substantial overlap · 7 shared positions

$USB $HUM $KKR $AFRM $MDY $AMD

$765M

145 positions

#7SpringVest Wealth Management LLCActive

Substantial overlap · 4 shared positions

$USB $HUM $MKL $COP

$146M

67 positions

#8BLUESTEM FINANCIAL ADVISORS, LLCSmart money

Substantial overlap · 3 shared positions

$MKL $AFRM $BRZE

$259M

33 positions

#9Newton One Investments LLCActive

Substantial overlap · 6 shared positions

$USB $MKL $HUM $KKR $MDY $UNIT

$368M

121 positions

#10FINANCIAL ADVISORY PARTNERS, LLCActive

Substantial overlap · 3 shared positions

$USB $HUM $SRE

$354M

66 positions

#11Longview Financial Advisors LLCActive

Substantial overlap · 5 shared positions

$USB $AFRM $MDY $COP $PLTR

$184M

157 positions

#12Voya Financial Advisors, Inc.Active

Substantial overlap · 4 shared positions

$MKL $KKR $OMC $COP

$1.0B

209 positions

#13Glassman Wealth ServicesSmart money

Notable overlap · 7 shared positions

$MKL $KKR $BRZE $HUM $MDY $USB

$736M

187 positions

#14Compton Wealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$MKL $HUM $CRM $UNIT $BAC

$449M

85 positions

#15Dodds Wealth, LLCSmart money

Notable overlap · 3 shared positions

$USB $KKR $BRZE

$407M

51 positions

#16Luminvest Wealth Management LLCSmart money

Notable overlap · 6 shared positions

$MKL $USB $HUM $KKR $BRZE $COP

$382M

55 positions

#17Wrenne Financial Planning LLCSmart money

Notable overlap · 4 shared positions

$MKL $BRZE $HUM $UNIT

$255M

49 positions

#18Hegarty Advisors, LLCActive

Notable overlap · 6 shared positions

$MKL $HUM $USB $KKR $UNIT $COP

$127M

57 positions

#19Foundation Wealth Management, LLC\PAActive

Notable overlap · 5 shared positions

$USB $MKL $CTVA $UNIT $COP

$284M

91 positions

#20HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 3 shared positions

$MKL $USB $HUM

$280M

107 positions

#21MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 4 shared positions

$MKL $CTVA $UNIT $COP

$240M

234 positions

#22STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$MKL $USB $HUM $BRZE $COP

$140M

29 positions

#23Granby Capital Management, LLCActive

Notable overlap · 3 shared positions

$MKL $AMD $UNIT

$174M

14 positions

#24Dunhill Financial, LLCPassive

Notable overlap · 3 shared positions

$MKL $HUM $BAC

$424M

1,857 positions

#25CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$USB $HUM $COP

$363M

102 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.