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Hedge Funds Similar to SEVEN MILE ADVISORY

13F Portfolio OverlapQ1 2026SEVEN MILE ADVISORY portfolio →
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Most similar hedge funds by 13F overlap

SEVEN MILE ADVISORY is an institutional investor managing $139M across 182 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 SEVEN MILE ADVISORY are Brucke Financial,, Arista Wealth ,, Global Wealth Investment Advisory,, with shared positions in $UPST, $USB, $ASML, $WFC, $AXP, $LRCX. The full ranking of 25 similar funds is below.

#1Brucke Financial, Inc.Passive
Some overlap · 4 shared positions
$UPST$USB$ASML$WFC
$197M
166 positions
#2Arista Wealth Management, LLCPassive
Some overlap · 4 shared positions
$UPST$USB$AXP$LRCX
$822M
253 positions
#3Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 3 shared positions
$UPST$USB$MCD
$638M
158 positions
#44WEALTH ADVISORS, INC.Passive
Some overlap · 3 shared positions
$UPST$USB$MCD
$117M
142 positions
#5Strategic Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$UPST$USB$LRCX
$2.1B
152 positions
#6MOKAN Wealth Management Inc.Passive
Some overlap · 5 shared positions
$UPST$AMAT$MU$MCD$LRCX
$226M
109 positions
#7Winch Advisory Services, LLCActive
Some overlap · 3 shared positions
$UPST$USB$ASML
$438M
530 positions
#8WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$UPST$USB$MCD
$350M
95 positions
#9Cornerstone Financial Group, LLC /NE/Active
Some overlap · 3 shared positions
$UPST$USB$LRCX
$156M
73 positions
#10Advisory Alpha, LLCActive
Some overlap · 3 shared positions
$UPST$USB$AMAT
$3.7B
545 positions
#11Rafferty Asset Management, LLCActive
Some overlap · 5 shared positions
$USB$AMAT$MU$ASML$LRCX
$24.6B
1,057 positions
#12Lauer Wealth, LLCActive
Some overlap · 3 shared positions
$UPST$USB$MU
$126M
67 positions
#13Impact Investors, IncPassive
Some overlap · 4 shared positions
$UPST$AMAT$ASML$USB
$144M
106 positions
#14Alta Advisers LtdActive
Some overlap · 5 shared positions
$UPST$MU$AMAT$LRCX$WFC
$276M
206 positions
#15Transcendent Capital Group LLCPassive
Some overlap · 3 shared positions
$USB$UPST$AMAT
$219M
112 positions
#16BDFS Capital LLCActive
Some overlap · 3 shared positions
$UPST$USB$ASML
$208M
137 positions
#17Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Some overlap · 3 shared positions
$USB$UPST$LRCX
$5.8B
996 positions
#18CWC Advisors, LLC.Passive
Some overlap · 4 shared positions
$UPST$MU$USB$WFC
$210M
149 positions
#19Miller Capital Partners, Inc.Passive
Some overlap · 5 shared positions
$USB$ASML$AXP$MCD$LRCX
$208M
262 positions
#20Chemistry Wealth Management LLCPassive
Some overlap · 4 shared positions
$UPST$MU$AXP$WFC
$569M
204 positions
#21Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$USB$AMAT$AXP$MCD$NVS
$587M
122 positions
#22American Money Management, LLCActive
Some overlap · 4 shared positions
$UPST$ASML$MCD$WFC
$632M
168 positions
#23Five Oceans AdvisorsActive
Some overlap · 4 shared positions
$UPST$ASML$NVS$LRCX
$276M
193 positions
#24Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$UPST$USB$MDY
$279M
141 positions
#25RWA WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$UPST$ASML$MCD$AXP
$9.1B
618 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.